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 65.2 Million shares, which have been reported (via 13F filing form) to have a value of $1.47 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Asset Advisors Investment Management, LLC
|
Jan 23, 2026 Q4 2025 |
710,265
shares
|
$16 Million
1.45% of portfolio
|
Q4 2025
Added 8.56%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
701,876
shares
|
$15.8 Million
0.01% of portfolio
|
Q3 2025
Added 12.61%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
617,825
shares
|
$13.9 Million
0.22% of portfolio
|
Q3 2025
Added 38.31%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 22, 2026 Q4 2025 |
609,295
shares
|
$13.7 Million
0.27% of portfolio
|
Q4 2025
Added 1777.41%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
604,366
shares
|
$13.6 Million
1.46% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
576,849
shares
|
$13 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
569,497
shares
|
$12.8 Million
0.02% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
554,179
shares
|
$12.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.94%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
539,148
shares
|
$12.1 Million
3.07% of portfolio
|
Q2 2024
Added 6.24%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
527,769
shares
|
$11.9 Million
0.49% of portfolio
|
Q3 2025
Added 14.52%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
Nov 17, 2025 Q3 2025 |
484,367
shares
|
$10.9 Million
5.6% of portfolio
|
Q3 2025
Added 23.46%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
473,244
shares
|
$10.6 Million
1.86% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Chatham Capital Group, Inc.
|
Jan 14, 2026 Q4 2025 |
461,672
shares
|
$10.4 Million
1.6% of portfolio
|
Q4 2025
Reduced 3.79%
|
|
|
Confluence Investment Management LLC
|
Jan 05, 2026 Q4 2025 |
431,286
shares
|
$9.69 Million
0.15% of portfolio
|
Q4 2025
Reduced 5.46%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
412,770
shares
|
$9.27 Million
0.81% of portfolio
|
Q3 2025
Added 13.38%
|
|
|
Apella Capital, LLC
|
Jan 21, 2026 Q4 2025 |
394,615
shares
|
$8.87 Million
0.19% of portfolio
|
Q4 2025
Added 81.64%
|
|
|
Fulton Bank, N.A.
|
Jan 08, 2026 Q4 2025 |
365,050
shares
|
$8.2 Million
0.6% of portfolio
|
Q4 2025
New holding
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
362,348
shares
|
$8.14 Million
3.84% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
356,115
shares
|
$8 Million
0.05% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 13, 2025 Q3 2025 |
339,612
shares
|
$7.63 Million
4.31% of portfolio
|
Q3 2025
Added 24.56%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
338,030
shares
|
$7.6 Million
0.06% of portfolio
|
Q4 2025
Added 231.88%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
328,802
shares
|
$7.39 Million
0.16% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Old Port Advisors
|
Jan 08, 2026 Q4 2025 |
327,909
shares
|
$7.37 Million
1.81% of portfolio
|
Q4 2025
Added 2.24%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
315,183
shares
|
$7.08 Million
0.02% of portfolio
|
Q3 2025
Added 9.0%
|
|
|
Bip Wealth, LLC
Atlanta, GA |
Jan 21, 2026 Q4 2025 |
313,730
shares
|
$7.05 Million
0.27% of portfolio
|
Q4 2025
New holding
|
|