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 |
|---|---|---|---|---|---|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
29,225
shares
|
$649,379
0.13% of portfolio
|
Q3 2024
Added 0.5%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
29,159
shares
|
$647,912
0.01% of portfolio
|
Q4 2024
Reduced 1.16%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
29,013
shares
|
$644,668
0.27% of portfolio
|
Q4 2024
Added 33.01%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
27,706
shares
|
$615,627
0.05% of portfolio
|
Q4 2022
Reduced 96.6%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
26,588
shares
|
$590,785
0.11% of portfolio
|
Q4 2024
Added 49.74%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
25,861
shares
|
$574,631
0.13% of portfolio
|
Q4 2024
Added 27.58%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
25,453
shares
|
$565,565
0.01% of portfolio
|
Q4 2024
Added 76.21%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
24,851
shares
|
$552,189
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Feb 14, 2025 Q4 2024 |
24,821
shares
|
$551,522
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
24,576
shares
|
$546,078
0.01% of portfolio
|
Q4 2024
Added 122.57%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
24,026
shares
|
$533,857
0.0% of portfolio
|
Q4 2024
Added 29.81%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
23,334
shares
|
$518,481
0.01% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
22,940
shares
|
$509,726
0.22% of portfolio
|
Q4 2024
Added 11.14%
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
22,748
shares
|
$505,460
0.0% of portfolio
|
Q4 2024
Reduced 51.35%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
22,447
shares
|
$498,772
0.04% of portfolio
|
Q4 2024
Added 3.04%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
21,771
shares
|
$483,751
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
20,936
shares
|
$465,197
0.0% of portfolio
|
Q4 2024
Reduced 30.22%
|
|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
20,726
shares
|
$460,531
0.21% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
20,271
shares
|
$450,421
0.03% of portfolio
|
Q4 2024
Reduced 4.09%
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
19,230
shares
|
$427,290
0.18% of portfolio
|
Q4 2024
Added 17.14%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
19,110
shares
|
$424,624
0.14% of portfolio
|
Q4 2024
Added 7.6%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
18,405
shares
|
$408,959
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
18,338
shares
|
$407,470
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
17,713
shares
|
$393,582
0.01% of portfolio
|
Q2 2024
Added 2.54%
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
17,655
shares
|
$392,294
0.21% of portfolio
|
Q4 2024
Added 49.09%
|