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 |
|---|---|---|---|---|---|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
2,121
shares
|
$47,128
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
2,057
shares
|
$45,706
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
2,041
shares
|
$45,351
0.0% of portfolio
|
Q4 2024
Added 1.39%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
1,894
shares
|
$42,084
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,637
shares
|
$36,374
0.0% of portfolio
|
Q4 2024
Added 1.36%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
1,632
shares
|
$36,263
0.0% of portfolio
|
Q4 2024
Reduced 39.91%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
1,444
shares
|
$32,085
0.02% of portfolio
|
Q3 2023
Added 59.73%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,391
shares
|
$30,908
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
1,249
shares
|
$27,752
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
1,150
shares
|
$25,553
0.0% of portfolio
|
Q4 2024
Reduced 0.17%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
1,125
shares
|
$24,997
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
1,124
shares
|
$24,975
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
1,057
shares
|
$23,486
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Feb 12, 2025 Q4 2024 |
862
shares
|
$19,153
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
850
shares
|
$18,887
0.0% of portfolio
|
Q1 2024
Reduced 56.41%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
800
shares
|
$17,776
0.0% of portfolio
|
Q4 2024
Added 60.0%
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
780
shares
|
$17,331
0.0% of portfolio
|
Q4 2024
Added 11.91%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
738
shares
|
$16,398
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
700
shares
|
$15,554
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Jan 27, 2025 Q4 2024 |
699
shares
|
$15,531
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
655
shares
|
$14,554
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Jan 24, 2025 Q4 2024 |
601
shares
|
$13,354
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
570
shares
|
$12,665
0.0% of portfolio
|
Q4 2024
Reduced 74.21%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
552
shares
|
$12,265
0.0% of portfolio
|
Q4 2024
Added 15.97%
|
|
|
Creative Financial Designs Inc
|
Feb 10, 2025 Q4 2024 |
488
shares
|
$10,843
0.0% of portfolio
|
Q3 2024
New holding
|