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 232 institutions that hold shares in the stock, with a total of 44.4 Million shares, which have been reported (via 13F filing form) to have a value of $983 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chatham Capital Group, Inc.
|
Feb 06, 2025 Q4 2024 |
472,210
shares
|
$10.5 Million
1.76% of portfolio
|
Q4 2024
Added 0.28%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
464,280
shares
|
$10.3 Million
0.69% of portfolio
|
Q4 2024
Added 10.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
422,172
shares
|
$9.38 Million
0.02% of portfolio
|
Q4 2024
Added 16.45%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
416,387
shares
|
$9.25 Million
0.68% of portfolio
|
Q4 2024
Added 116.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
414,037
shares
|
$9.2 Million
0.02% of portfolio
|
Q4 2024
Added 5.09%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
383,226
shares
|
$8.52 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.07%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
338,470
shares
|
$7.52 Million
0.02% of portfolio
|
Q4 2024
Added 12.67%
|
|
|
Fagan Associates, Inc.
|
Jan 31, 2025 Q4 2024 |
330,684
shares
|
$7.35 Million
1.21% of portfolio
|
Q4 2024
Added 2.66%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
303,963
shares
|
$6.75 Million
0.22% of portfolio
|
Q4 2024
Added 9.43%
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
292,855
shares
|
$6.51 Million
3.46% of portfolio
|
Q4 2024
Added 32.45%
|
|
|
Old Port Advisors
|
Jan 02, 2025 Q4 2024 |
282,727
shares
|
$6.28 Million
1.8% of portfolio
|
Q4 2024
Added 7.52%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
271,862
shares
|
$6.04 Million
0.15% of portfolio
|
Q1 2024
Added 13.6%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 08, 2025 Q3 2024 |
269,429
shares
|
$5.99 Million
0.7% of portfolio
|
Q3 2024
Added 2.12%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
269,228
shares
|
$5.98 Million
1.18% of portfolio
|
Q3 2024
Added 14.17%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
263,530
shares
|
$5.86 Million
0.11% of portfolio
|
Q4 2024
Added 152.89%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
261,915
shares
|
$5.82 Million
0.15% of portfolio
|
Q4 2024
Added 27.27%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
250,429
shares
|
$5.56 Million
0.01% of portfolio
|
Q4 2024
Added 12.47%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
197,212
shares
|
$4.38 Million
0.01% of portfolio
|
Q4 2024
Added 3.42%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
196,022
shares
|
$4.36 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
187,690
shares
|
$4.17 Million
0.44% of portfolio
|
Q4 2024
Added 113.41%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
180,267
shares
|
$4.01 Million
0.27% of portfolio
|
Q4 2024
Added 78.76%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
177,667
shares
|
$3.95 Million
0.01% of portfolio
|
Q4 2024
Added 21.95%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
171,891
shares
|
$3.82 Million
0.01% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
162,533
shares
|
$3.61 Million
0.58% of portfolio
|
Q4 2024
Added 8.27%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
160,866
shares
|
$3.57 Million
0.01% of portfolio
|
Q4 2024
Added 114.03%
|