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 |
|---|---|---|---|---|---|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
11,691
shares
|
$259,774
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
11,484
shares
|
$255,174
0.06% of portfolio
|
Q2 2024
Added 4.13%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
11,479
shares
|
$255,063
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Highland Financial Advisors, LLC
|
Jan 30, 2025 Q4 2024 |
11,306
shares
|
$251,219
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
11,274
shares
|
$250,508
0.03% of portfolio
|
Q4 2024
Added 28.63%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
10,687
shares
|
$237,465
0.06% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Mendota Financial Group, LLC
Madison, WI |
Jan 13, 2025 Q4 2024 |
10,374
shares
|
$230,510
0.15% of portfolio
|
Q4 2024
Reduced 64.23%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
10,062
shares
|
$223,577
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
9,900
shares
|
$219,978
0.02% of portfolio
|
Q4 2024
Added 8.6%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
9,466
shares
|
$210,334
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
National Bank Of Canada
|
Feb 12, 2025 Q4 2024 |
9,388
shares
|
$208,601
0.0% of portfolio
|
Q4 2024
Added 4.15%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
9,145
shares
|
$203,201
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
7,876
shares
|
$175,004
0.11% of portfolio
|
Q4 2024
Reduced 32.23%
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
7,300
shares
|
$162,206
0.06% of portfolio
|
Q4 2024
Added 144.97%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
7,090
shares
|
$157,539
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,386
shares
|
$141,896
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
5,137
shares
|
$114,144
0.01% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Feb 07, 2025 Q4 2024 |
4,588
shares
|
$101,945
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
4,542
shares
|
$100,923
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
4,428
shares
|
$98,390
0.02% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3,436
shares
|
$76,347
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
3,366
shares
|
$74,792
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
3,304
shares
|
$73,414
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
2,901
shares
|
$64,460
0.0% of portfolio
|
Q4 2024
Reduced 2.45%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,740
shares
|
$60,882
0.02% of portfolio
|
Q4 2024
New holding
|