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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
156,930
shares
|
$3.49 Million
0.01% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Retireful, LLC
|
Jan 14, 2025 Q4 2024 |
151,230
shares
|
$3.36 Million
1.93% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
149,847
shares
|
$3.33 Million
0.0% of portfolio
|
Q4 2024
Added 15.77%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
136,456
shares
|
$3.03 Million
0.51% of portfolio
|
Q4 2024
Added 229.21%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
133,475
shares
|
$2.97 Million
0.1% of portfolio
|
Q4 2024
Reduced 0.13%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
128,159
shares
|
$2.85 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jan 27, 2025 Q4 2024 |
128,150
shares
|
$2.85 Million
2.25% of portfolio
|
Q4 2024
Added 1.72%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
121,400
shares
|
$2.7 Million
0.18% of portfolio
|
Q4 2024
Added 18.36%
|
|
|
Synovus Financial Corp
Columbus, GA |
Feb 13, 2025 Q4 2024 |
113,215
shares
|
$2.52 Million
0.03% of portfolio
|
Q4 2024
Reduced 28.19%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
111,854
shares
|
$2.49 Million
0.0% of portfolio
|
Q4 2024
Added 60.44%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
111,782
shares
|
$2.48 Million
0.02% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
110,785
shares
|
$2.46 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
109,151
shares
|
$2.43 Million
0.12% of portfolio
|
Q4 2024
Added 18.5%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
108,504
shares
|
$2.41 Million
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
108,381
shares
|
$2.41 Million
0.05% of portfolio
|
Q4 2024
Added 0.23%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
107,994
shares
|
$2.4 Million
0.01% of portfolio
|
Q4 2024
Added 14.08%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
106,796
shares
|
$2.37 Million
1.04% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
106,332
shares
|
$2.36 Million
0.02% of portfolio
|
Q4 2024
Added 13.18%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
99,685
shares
|
$2.22 Million
0.97% of portfolio
|
Q3 2023
Reduced 9.96%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
99,012
shares
|
$2.2 Million
0.62% of portfolio
|
Q4 2024
Added 12.4%
|
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
96,425
shares
|
$2.14 Million
0.27% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
95,130
shares
|
$2.11 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
90,135
shares
|
$2 Million
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Feb 10, 2025 Q4 2024 |
89,056
shares
|
$1.98 Million
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
86,095
shares
|
$1.91 Million
0.0% of portfolio
|
Q4 2024
Added 40.11%
|