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 |
|---|---|---|---|---|---|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
17,625
shares
|
$391,627
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
17,113
shares
|
$380,250
0.0% of portfolio
|
Q4 2024
Added 15.18%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
16,594
shares
|
$368,718
0.01% of portfolio
|
Q3 2024
Reduced 7.71%
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
16,558
shares
|
$367,918
0.05% of portfolio
|
Q4 2024
Added 19.2%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
16,533
shares
|
$367,363
0.01% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Jacobi Capital Management LLC
|
Feb 05, 2025 Q4 2024 |
15,954
shares
|
$354,497
0.03% of portfolio
|
Q4 2024
Added 33.53%
|
|
|
Apella Capital, LLC
|
Jan 14, 2025 Q4 2024 |
15,931
shares
|
$353,986
0.01% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
15,903
shares
|
$353,364
0.0% of portfolio
|
Q4 2024
Added 1.16%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
15,762
shares
|
$350,231
0.01% of portfolio
|
Q4 2024
Added 32.29%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
15,647
shares
|
$347,676
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
14,866
shares
|
$330,322
0.15% of portfolio
|
Q4 2024
Added 34.64%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
14,001
shares
|
$311,102
0.03% of portfolio
|
Q3 2024
Added 14.58%
|
|
|
Costello Asset Management, Inc
|
Jan 24, 2025 Q4 2024 |
13,914
shares
|
$309,169
0.2% of portfolio
|
Q4 2024
Added 110.12%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jan 24, 2025 Q4 2024 |
13,800
shares
|
$306,636
0.07% of portfolio
|
Q4 2024
Added 7.81%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
13,600
shares
|
$302,192
0.02% of portfolio
|
Q4 2024
Reduced 4.59%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
13,234
shares
|
$294,059
0.01% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
13,029
shares
|
$289,504
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
12,928
shares
|
$287,260
0.01% of portfolio
|
Q4 2024
Added 1.04%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
12,896
shares
|
$286,549
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Greenfield Savings Bank
|
Jan 13, 2025 Q4 2024 |
12,848
shares
|
$285,482
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Gts Securities LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
12,720
shares
|
$282,638
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
12,648
shares
|
$281,038
0.14% of portfolio
|
Q4 2024
Reduced 2.44%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
11,951
shares
|
$265,551
0.04% of portfolio
|
Q4 2024
Added 4.28%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
11,891
shares
|
$264,218
0.02% of portfolio
|
Q4 2024
Added 58.4%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Feb 06, 2025 Q4 2024 |
11,741
shares
|
$260,885
0.01% of portfolio
|
Q4 2024
New holding
|