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 |
|---|---|---|---|---|---|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
96,140
shares
|
$2.16 Million
1.21% of portfolio
|
Q3 2025
Added 9.28%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 20, 2026 Q4 2025 |
96,127
shares
|
$2.16 Million
0.16% of portfolio
|
Q4 2025
Added 0.76%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
95,062
shares
|
$2.14 Million
0.06% of portfolio
|
Q3 2025
Reduced 34.86%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
94,610
shares
|
$2.13 Million
0.4% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
92,154
shares
|
$2.07 Million
0.14% of portfolio
|
Q3 2025
Added 71.66%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
88,098
shares
|
$1.98 Million
0.05% of portfolio
|
Q3 2025
Added 4.5%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
85,274
shares
|
$1.92 Million
0.01% of portfolio
|
Q3 2025
Added 30.13%
|
|
|
Modera Wealth Management, LLC
|
Jan 21, 2026 Q4 2025 |
83,538
shares
|
$1.88 Million
0.02% of portfolio
|
Q4 2025
Added 30.65%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
81,993
shares
|
$1.84 Million
0.48% of portfolio
|
Q3 2025
Added 380.7%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
81,874
shares
|
$1.84 Million
0.02% of portfolio
|
Q3 2025
Reduced 13.74%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
79,709
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2025
Added 30.38%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jan 23, 2026 Q4 2025 |
75,523
shares
|
$1.7 Million
1.21% of portfolio
|
Q4 2025
Added 24.5%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
71,869
shares
|
$1.61 Million
0.85% of portfolio
|
Q3 2025
Added 20.87%
|
|
|
Montecito Bank & Trust
|
Jan 08, 2026 Q4 2025 |
69,805
shares
|
$1.57 Million
0.25% of portfolio
|
Q4 2025
Added 6.52%
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
63,532
shares
|
$1.43 Million
0.6% of portfolio
|
Q3 2025
Added 232.61%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
63,523
shares
|
$1.43 Million
0.2% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,114
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 23.25%
|
|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
61,083
shares
|
$1.37 Million
0.52% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2026 Q4 2025 |
60,066
shares
|
$1.35 Million
0.3% of portfolio
|
Q4 2025
Added 177.27%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
58,228
shares
|
$1.31 Million
0.3% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
55,409
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Added 8.29%
|
|
|
Austin Private Wealth, LLC
|
Jan 20, 2026 Q4 2025 |
51,173
shares
|
$1.15 Million
0.1% of portfolio
|
Q4 2025
Added 0.56%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
47,525
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Keeler T Homas Management LLC
|
Nov 04, 2025 Q3 2025 |
47,492
shares
|
$1.07 Million
0.46% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 05, 2026 Q4 2025 |
46,266
shares
|
$1.04 Million
0.69% of portfolio
|
Q4 2025
Added 3.24%
|
|