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 |
|---|---|---|---|---|---|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
45,668
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2025
Added 194.37%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
45,267
shares
|
$1.02 Million
0.13% of portfolio
|
Q3 2025
Added 6.39%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
43,434
shares
|
$975,961
0.1% of portfolio
|
Q2 2025
Added 24.16%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
42,623
shares
|
$957,738
0.0% of portfolio
|
Q3 2025
Added 27.68%
|
|
|
Chris Bulman Inc
Roseville, CA |
Jan 14, 2026 Q4 2025 |
42,363
shares
|
$951,896
0.42% of portfolio
|
Q4 2025
New holding
|
|
|
Transcend Capital Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
40,050
shares
|
$899,923
0.07% of portfolio
|
Q4 2025
Reduced 0.66%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
39,683
shares
|
$891,677
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
39,326
shares
|
$883,655
0.41% of portfolio
|
Q2 2025
Added 10.37%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
39,248
shares
|
$881,902
0.04% of portfolio
|
Q3 2024
Added 20.96%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
38,403
shares
|
$862,915
0.36% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
38,362
shares
|
$861,994
0.02% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
38,038
shares
|
$854,713
0.29% of portfolio
|
Q3 2025
Added 13.16%
|
|
|
4 J Wealth Management LLC
|
Jan 15, 2026 Q4 2025 |
36,491
shares
|
$819,952
0.65% of portfolio
|
Q4 2025
Reduced 2.48%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
35,837
shares
|
$805,257
0.01% of portfolio
|
Q3 2025
Added 13.31%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
35,520
shares
|
$798,134
0.45% of portfolio
|
Q3 2025
Added 11.25%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
34,261
shares
|
$769,844
0.31% of portfolio
|
Q3 2025
Reduced 9.08%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
33,695
shares
|
$757,126
0.14% of portfolio
|
Q2 2025
Added 15.3%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
33,102
shares
|
$743,801
0.0% of portfolio
|
Q3 2025
Added 63.3%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
32,303
shares
|
$725,848
0.02% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Jan 12, 2026 Q3 2025 |
32,251
shares
|
$724,679
0.39% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Jan 16, 2026 Q4 2025 |
31,102
shares
|
$698,861
0.2% of portfolio
|
Q4 2025
Added 23.4%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
31,090
shares
|
$698,592
0.0% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
31,051
shares
|
$697,715
0.02% of portfolio
|
Q3 2025
Reduced 90.7%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
30,705
shares
|
$689,941
0.01% of portfolio
|
Q3 2025
Reduced 5.94%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
29,383
shares
|
$660,236
0.01% of portfolio
|
Q3 2025
Added 12.51%
|
|