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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
84,120
shares
|
$1.87 Million
0.01% of portfolio
|
Q4 2024
Added 6.61%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
83,693
shares
|
$1.86 Million
1.34% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
78,766
shares
|
$1.75 Million
0.02% of portfolio
|
Q4 2024
Reduced 47.17%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
78,541
shares
|
$1.75 Million
0.01% of portfolio
|
Q4 2024
Added 93.11%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
77,459
shares
|
$1.72 Million
0.15% of portfolio
|
Q4 2024
Added 16.07%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
76,000
shares
|
$1.69 Million
0.23% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
71,635
shares
|
$1.59 Million
0.0% of portfolio
|
Q4 2024
Added 202.86%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
71,373
shares
|
$1.59 Million
0.1% of portfolio
|
Q4 2024
Added 22.31%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
70,779
shares
|
$1.57 Million
0.02% of portfolio
|
Q4 2024
Added 28.07%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
67,550
shares
|
$1.5 Million
0.0% of portfolio
|
Q4 2024
Added 39.62%
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
66,729
shares
|
$1.48 Million
0.05% of portfolio
|
Q4 2024
Added 2.98%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
63,597
shares
|
$1.41 Million
1.22% of portfolio
|
Q4 2024
Added 60.81%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,114
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2024
Added 23.25%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
62,022
shares
|
$1.38 Million
0.24% of portfolio
|
Q4 2024
Added 1.34%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
61,495
shares
|
$1.37 Million
0.06% of portfolio
|
Q4 2024
Added 140.45%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
61,347
shares
|
$1.36 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
60,994
shares
|
$1.36 Million
0.68% of portfolio
|
Q4 2024
Added 48.74%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
60,568
shares
|
$1.35 Million
0.83% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
58,189
shares
|
$1.29 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Feb 13, 2025 Q4 2024 |
57,241
shares
|
$1.27 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
54,230
shares
|
$1.2 Million
0.0% of portfolio
|
Q4 2024
Added 28.56%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
53,320
shares
|
$1.18 Million
0.37% of portfolio
|
Q4 2024
Added 49.42%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
52,412
shares
|
$1.16 Million
0.0% of portfolio
|
Q4 2024
Added 60.24%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
52,295
shares
|
$1.16 Million
0.02% of portfolio
|
Q4 2024
Added 3412.09%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Nov 21, 2024 Q3 2024 |
50,000
shares
|
$1.11 Million
0.19% of portfolio
|
Q3 2024
Reduced 9.09%
|