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 64.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.45 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
22,586
shares
|
$507,507
0.5% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 07, 2025 Q3 2025 |
21,932
shares
|
$492,812
0.02% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
21,833
shares
|
$490,587
0.05% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
20,853
shares
|
$468,566
0.0% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
20,628
shares
|
$463,511
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
20,626
shares
|
$463,466
0.01% of portfolio
|
Q3 2025
Added 64.51%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
Nov 14, 2025 Q3 2025 |
20,000
shares
|
$449,400
0.22% of portfolio
|
Q3 2025
Added 60.0%
|
|
|
Chesley Taft & Associates LLC
|
Jan 14, 2026 Q4 2025 |
19,000
shares
|
$426,930
0.02% of portfolio
|
Q2 2025
Added 21.79%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
18,390
shares
|
$413,223
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
18,236
shares
|
$409,762
0.03% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
17,825
shares
|
$400,527
0.0% of portfolio
|
Q3 2025
Added 32.31%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
17,713
shares
|
$398,011
0.01% of portfolio
|
Q2 2024
Added 2.54%
|
|
|
Signature Wealth Management Group
|
Jan 15, 2026 Q4 2025 |
17,511
shares
|
$393,472
0.17% of portfolio
|
Q3 2025
Reduced 25.36%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
17,111
shares
|
$384,484
0.02% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
17,035
shares
|
$382,776
0.03% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
16,820
shares
|
$377,945
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
16,795
shares
|
$377,383
0.0% of portfolio
|
Q3 2025
Reduced 5.88%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
16,400
shares
|
$368,508
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 23, 2026 Q4 2025 |
15,986
shares
|
$359,205
0.31% of portfolio
|
Q4 2025
Added 1.81%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
15,909
shares
|
$357,475
0.21% of portfolio
|
Q3 2025
Reduced 83.05%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
15,784
shares
|
$354,666
0.0% of portfolio
|
Q4 2025
Added 33.8%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
15,534
shares
|
$349,048
0.01% of portfolio
|
Q3 2025
Reduced 10.35%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
15,428
shares
|
$346,667
0.02% of portfolio
|
Q3 2025
Added 33.71%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 21, 2026 Q4 2025 |
15,340
shares
|
$344,689
0.05% of portfolio
|
Q4 2025
Reduced 7.73%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
15,253
shares
|
$342,734
0.07% of portfolio
|
Q3 2025
New holding
|
|