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 |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
48,514
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Reduced 24.55%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
48,104
shares
|
$1.07 Million
0.19% of portfolio
|
Q4 2024
Reduced 17.97%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
46,044
shares
|
$1.02 Million
0.0% of portfolio
|
Q4 2024
Added 20.07%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
44,851
shares
|
$996,589
0.09% of portfolio
|
Q4 2024
Added 1.27%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
43,263
shares
|
$961,303
0.39% of portfolio
|
Q4 2024
Added 82.78%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
42,091
shares
|
$935,262
0.89% of portfolio
|
Q4 2024
Reduced 11.41%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
42,069
shares
|
$934,773
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
41,615
shares
|
$924,685
0.7% of portfolio
|
Q4 2024
Reduced 2.72%
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2024 Q3 2024 |
41,108
shares
|
$913,419
0.07% of portfolio
|
Q2 2024
Added 5.04%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
40,050
shares
|
$889,911
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
39,248
shares
|
$872,090
0.04% of portfolio
|
Q3 2024
Added 20.96%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
39,212
shares
|
$871,290
0.67% of portfolio
|
Q4 2024
Added 293.06%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
38,460
shares
|
$854,581
0.07% of portfolio
|
Q4 2024
Reduced 66.52%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
37,508
shares
|
$833,427
0.02% of portfolio
|
Q4 2024
Reduced 17.33%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
37,151
shares
|
$825,495
0.46% of portfolio
|
Q4 2024
Added 42.03%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
36,318
shares
|
$806,985
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
35,631
shares
|
$791,720
0.42% of portfolio
|
Q4 2024
Added 4.63%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
34,730
shares
|
$771,700
0.12% of portfolio
|
Q4 2024
Added 20.2%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
34,634
shares
|
$769,567
0.0% of portfolio
|
Q4 2024
Added 12.63%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
34,327
shares
|
$762,745
0.02% of portfolio
|
Q4 2024
Reduced 0.33%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 13, 2025 Q4 2024 |
32,738
shares
|
$727,438
0.2% of portfolio
|
Q4 2024
Added 5.17%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
32,317
shares
|
$718,083
0.32% of portfolio
|
Q4 2024
Reduced 3.34%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
31,390
shares
|
$697,485
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
30,699
shares
|
$682,131
0.09% of portfolio
|
Q1 2024
Added 32.96%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Feb 11, 2025 Q4 2024 |
30,651
shares
|
$681,065
0.4% of portfolio
|
Q4 2024
Added 9.95%
|