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 |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
309,481
shares
|
$6.95 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
303,467
shares
|
$6.82 Million
1.0% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
298,946
shares
|
$6.72 Million
0.34% of portfolio
|
Q3 2025
Added 32.86%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
294,898
shares
|
$6.63 Million
0.98% of portfolio
|
Q3 2025
Added 9.87%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
277,747
shares
|
$6.24 Million
0.01% of portfolio
|
Q4 2025
Reduced 25.54%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
271,862
shares
|
$6.11 Million
0.15% of portfolio
|
Q1 2024
Added 13.6%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
267,135
shares
|
$6 Million
0.35% of portfolio
|
Q4 2025
Added 28.35%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Nov 12, 2025 Q3 2025 |
258,896
shares
|
$5.82 Million
4.14% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
258,528
shares
|
$5.81 Million
0.01% of portfolio
|
Q3 2025
Added 8.63%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
255,003
shares
|
$5.73 Million
0.14% of portfolio
|
Q3 2025
Added 1847.33%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Jan 21, 2026 Q4 2025 |
253,303
shares
|
$5.69 Million
0.52% of portfolio
|
Q4 2025
Added 1.11%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
248,385
shares
|
$5.58 Million
0.0% of portfolio
|
Q3 2025
Added 53.87%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
235,875
shares
|
$5.3 Million
0.34% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
234,571
shares
|
$5.27 Million
0.32% of portfolio
|
Q4 2025
Reduced 54.02%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
219,174
shares
|
$4.92 Million
0.84% of portfolio
|
Q3 2025
Reduced 6.62%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
199,367
shares
|
$4.48 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
198,437
shares
|
$4.46 Million
0.01% of portfolio
|
Q3 2025
Added 10.96%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 15, 2026 Q4 2025 |
193,074
shares
|
$4.34 Million
0.55% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
186,399
shares
|
$4.19 Million
0.01% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
179,069
shares
|
$4.02 Million
0.01% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
175,710
shares
|
$3.95 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
171,068
shares
|
$3.84 Million
0.07% of portfolio
|
Q4 2025
Reduced 0.89%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
169,097
shares
|
$3.8 Million
2.64% of portfolio
|
Q3 2025
Added 12.25%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
168,768
shares
|
$3.79 Million
0.97% of portfolio
|
Q3 2025
Added 27.33%
|
|
|
Gradient Investments LLC
|
Jan 08, 2026 Q4 2025 |
168,583
shares
|
$3.79 Million
0.08% of portfolio
|
Q4 2025
Added 275.58%
|
|