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 |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,386
shares
|
$143,493
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 15, 2026 Q4 2025 |
5,697
shares
|
$128,011
0.07% of portfolio
|
Q4 2025
Reduced 23.0%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
5,638
shares
|
$126,685
0.01% of portfolio
|
Q3 2025
Reduced 56.18%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
5,137
shares
|
$115,428
0.01% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
4,901
shares
|
$110,125
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
4,658
shares
|
$104,665
0.04% of portfolio
|
Q3 2025
Reduced 51.24%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
4,029
shares
|
$90,531
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Toth Financial Advisory Corp
|
Jan 20, 2026 Q4 2025 |
3,704
shares
|
$83,228
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
3,555
shares
|
$79,880
0.01% of portfolio
|
Q2 2025
Added 99.94%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
3,483
shares
|
$78,263
0.02% of portfolio
|
Q3 2025
Added 770.75%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3,436
shares
|
$77,206
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
3,366
shares
|
$75,634
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 27, 2025 Q3 2025 |
3,310
shares
|
$74,375
0.0% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
2,821
shares
|
$63,387
0.0% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Oct 31, 2025 Q3 2025 |
2,747
shares
|
$61,725
0.03% of portfolio
|
Q3 2025
Reduced 16.3%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
2,371
shares
|
$53,276
0.0% of portfolio
|
Q3 2025
Added 196.38%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
2,371
shares
|
$53,276
0.0% of portfolio
|
Q4 2025
Added 321.14%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
2,095
shares
|
$47,074
0.0% of portfolio
|
Q3 2025
Added 0.96%
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Nov 13, 2025 Q3 2025 |
2,000
shares
|
$44,940
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2025 Q3 2025 |
1,681
shares
|
$37,772
0.0% of portfolio
|
Q3 2025
Reduced 51.09%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 22, 2026 Q4 2025 |
1,397
shares
|
$31,390
0.01% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,391
shares
|
$31,255
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Lowe Wealth Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
1,300
shares
|
$29,211
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
1,279
shares
|
$28,739
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
1,249
shares
|
$28,065
0.0% of portfolio
|
Q3 2024
New holding
|
|