Institutional Ownership Ishares Tr Ibonds Dec 2027 Ter (IBTH)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2027 Ter (IBTH). We have compiled data on the 231 institutions that hold shares in the stock, with a total of 42.5 Million shares, which have been reported (via 13F filing form) to have a value of $942 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
4,930,765
shares
|
$109 Million
1.89% of portfolio
|
Q4 2024
Added 795.56%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,230,940
shares
|
$71.5 Million
0.01% of portfolio
|
Q3 2024
Added 2.15%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
3,006,910
shares
|
$66.6 Million
2.56% of portfolio
|
Q4 2024
Reduced 1.57%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
2,406,974
shares
|
$53.3 Million
0.0% of portfolio
|
Q4 2024
Added 50.37%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
1,511,971
shares
|
$33.5 Million
0.01% of portfolio
|
Q4 2024
Added 21.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,483,193
shares
|
$32.8 Million
0.21% of portfolio
|
Q4 2024
Added 8.51%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
1,417,941
shares
|
$31.4 Million
0.45% of portfolio
|
Q4 2024
Added 4.57%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
1,034,370
shares
|
$22.9 Million
0.01% of portfolio
|
Q4 2024
Added 19.19%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
991,408
shares
|
$21.9 Million
0.32% of portfolio
|
Q4 2024
Added 24.69%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
915,265
shares
|
$20.3 Million
0.25% of portfolio
|
Q4 2024
Added 12.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
915,064
shares
|
$20.3 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
867,746
shares
|
$19.2 Million
0.13% of portfolio
|
Q4 2024
Added 6441.13%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
844,535
shares
|
$18.7 Million
0.0% of portfolio
|
Q4 2024
Added 52.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
756,665
shares
|
$16.8 Million
0.02% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
715,438
shares
|
$15.8 Million
0.01% of portfolio
|
Q4 2024
Added 25.75%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
687,869
shares
|
$15.2 Million
0.32% of portfolio
|
Q4 2024
Added 26.46%
|
|
|
Journey Advisory Group, LLC
|
Feb 04, 2025 Q4 2024 |
671,357
shares
|
$14.9 Million
1.79% of portfolio
|
Q2 2024
Added 4.75%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
617,803
shares
|
$13.7 Million
5.36% of portfolio
|
Q4 2024
Added 8.87%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
575,805
shares
|
$12.7 Million
0.01% of portfolio
|
Q4 2024
Added 39.73%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
561,606
shares
|
$12.4 Million
0.02% of portfolio
|
Q4 2024
Added 2.85%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
539,148
shares
|
$11.9 Million
3.07% of portfolio
|
Q2 2024
Added 6.24%
|
|
|
Mv Capital Management, Inc.
|
Feb 12, 2025 Q4 2024 |
526,495
shares
|
$11.7 Million
1.31% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
524,021
shares
|
$11.6 Million
5.17% of portfolio
|
Q4 2024
Added 40.06%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
522,691
shares
|
$11.6 Million
0.0% of portfolio
|
Q4 2024
Added 217.68%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
473,244
shares
|
$10.5 Million
1.86% of portfolio
|
Q3 2024
Reduced 4.63%
|