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 |
|---|---|---|---|---|---|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
28,844
shares
|
$648,124
0.01% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
28,052
shares
|
$630,328
0.24% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
27,753
shares
|
$623,609
0.01% of portfolio
|
Q3 2025
Added 11.12%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
27,740
shares
|
$623,317
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
27,706
shares
|
$622,553
0.05% of portfolio
|
Q4 2022
Reduced 96.6%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
27,197
shares
|
$611,116
0.18% of portfolio
|
Q1 2025
Added 42.32%
|
|
|
Gilbert & Cook, Inc.
|
Jan 07, 2026 Q4 2025 |
26,700
shares
|
$599,949
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 14, 2026 Q4 2025 |
26,646
shares
|
$598,735
0.12% of portfolio
|
Q4 2025
Added 62.26%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
26,439
shares
|
$594,084
0.0% of portfolio
|
Q1 2025
Added 476.26%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Jan 15, 2026 Q4 2025 |
26,143
shares
|
$587,433
0.19% of portfolio
|
Q4 2025
Reduced 3.73%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
25,976
shares
|
$583,680
0.16% of portfolio
|
Q3 2025
Added 14.05%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
25,799
shares
|
$579,703
0.02% of portfolio
|
Q3 2025
Added 20.43%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
25,689
shares
|
$577,231
0.15% of portfolio
|
Q3 2025
Reduced 82.2%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
25,575
shares
|
$574,670
0.01% of portfolio
|
Q3 2025
Reduced 7.32%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
25,199
shares
|
$566,221
0.12% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Jan 20, 2026 Q4 2025 |
25,120
shares
|
$564,446
0.02% of portfolio
|
Q4 2025
Added 37.18%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
25,090
shares
|
$563,772
0.1% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
24,787
shares
|
$556,963
0.04% of portfolio
|
Q3 2025
Reduced 49.18%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
24,236
shares
|
$544,582
0.01% of portfolio
|
Q3 2025
Added 34.23%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Jan 09, 2026 Q4 2025 |
23,712
shares
|
$532,808
0.18% of portfolio
|
Q4 2025
Reduced 1.34%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
23,671
shares
|
$531,887
0.23% of portfolio
|
Q3 2025
Reduced 19.35%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 20, 2026 Q4 2025 |
23,267
shares
|
$522,809
0.04% of portfolio
|
Q4 2025
Added 12.6%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
23,218
shares
|
$521,708
0.04% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
23,069
shares
|
$518,360
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
22,950
shares
|
$515,686
0.01% of portfolio
|
Q3 2025
Added 0.71%
|
|