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 296 institutions that hold shares in the stock, with a total of 64.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
World Equity Group, Inc.
Schaumburg, IL |
Jan 12, 2026 Q4 2025 |
11,061
shares
|
$248,540
0.07% of portfolio
|
Q4 2025
Added 6.43%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
10,970
shares
|
$246,495
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
10,551
shares
|
$237,080
0.04% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Garrett Investment Advisors LLC
|
Jan 05, 2026 Q4 2025 |
10,501
shares
|
$235,957
0.02% of portfolio
|
Q4 2025
New holding
|
|
|
Cooper Financial Group
|
Jan 07, 2026 Q4 2025 |
10,325
shares
|
$232,002
0.03% of portfolio
|
Q4 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jan 23, 2026 Q4 2025 |
10,254
shares
|
$230,407
0.0% of portfolio
|
Q4 2025
Added 2031.81%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
10,217
shares
|
$229,575
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
10,164
shares
|
$228,385
0.02% of portfolio
|
Q2 2025
Reduced 9.85%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
10,136
shares
|
$227,755
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
10,104
shares
|
$227,036
0.02% of portfolio
|
Q3 2025
Added 11.47%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
10,073
shares
|
$226,340
0.01% of portfolio
|
Q3 2025
Reduced 21.58%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
9,930
shares
|
$223,127
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Moseley Investment Management Inc
|
Jan 20, 2026 Q4 2025 |
9,739
shares
|
$218,835
0.07% of portfolio
|
Q4 2025
Added 3.18%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
9,690
shares
|
$217,734
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
9,430
shares
|
$211,892
0.05% of portfolio
|
Q3 2025
Added 67.26%
|
|
|
Dakota Wealth Management
|
Jan 13, 2026 Q4 2025 |
9,335
shares
|
$209,757
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
9,335
shares
|
$209,757
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
9,303
shares
|
$209,038
0.01% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
9,223
shares
|
$207,240
0.02% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
9,188
shares
|
$206,454
0.01% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
9,145
shares
|
$205,488
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
9,052
shares
|
$203,398
0.0% of portfolio
|
Q3 2025
Reduced 93.71%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
9,014
shares
|
$202,544
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
7,000
shares
|
$157,290
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
6,892
shares
|
$154,863
0.02% of portfolio
|
Q1 2025
Added 51.74%
|
|