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 |
|---|---|---|---|---|---|
|
Trinity Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
15,152
shares
|
$340,465
0.12% of portfolio
|
Q4 2025
Added 0.56%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
14,600
shares
|
$328,062
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
14,450
shares
|
$324,691
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Jan 20, 2026 Q4 2025 |
14,259
shares
|
$320,399
0.07% of portfolio
|
Q4 2025
Added 54.69%
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
13,924
shares
|
$312,872
0.05% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
13,575
shares
|
$305,030
0.05% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
13,389
shares
|
$300,850
0.12% of portfolio
|
Q3 2025
Added 8.25%
|
|
|
Greenfield Savings Bank
|
Oct 06, 2025 Q3 2025 |
13,103
shares
|
$294,424
0.13% of portfolio
|
Q3 2025
Added 7.12%
|
|
|
Cary Street Partners Asset Management LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
13,029
shares
|
$292,761
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
12,942
shares
|
$290,806
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
12,753
shares
|
$286,559
0.0% of portfolio
|
Q3 2025
Added 13.6%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
12,610
shares
|
$283,346
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Prosperity Planning, Inc.
|
Jan 14, 2026 Q4 2025 |
12,434
shares
|
$279,391
0.08% of portfolio
|
Q4 2025
New holding
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
12,320
shares
|
$276,830
0.03% of portfolio
|
Q3 2025
Added 2.41%
|
|
|
Washington Trust CO
|
Nov 12, 2025 Q3 2025 |
12,294
shares
|
$276,246
0.01% of portfolio
|
Q1 2025
Reduced 25.91%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
12,088
shares
|
$271,617
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
12,034
shares
|
$270,403
0.0% of portfolio
|
Q2 2025
Reduced 9.07%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
12,023
shares
|
$270,156
0.02% of portfolio
|
Q3 2025
Added 7.97%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jan 07, 2026 Q4 2025 |
11,799
shares
|
$265,123
0.16% of portfolio
|
Q4 2025
Added 2.04%
|
|
|
Hamel Associates, Inc.
|
Nov 12, 2025 Q3 2025 |
11,597
shares
|
$260,584
0.08% of portfolio
|
Q3 2025
Added 10.77%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
11,484
shares
|
$258,045
0.06% of portfolio
|
Q2 2024
Added 4.13%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
11,483
shares
|
$258,023
0.02% of portfolio
|
Q1 2025
Reduced 15.57%
|
|
|
Highland Financial Advisors, LLC
|
Jan 23, 2026 Q4 2025 |
11,306
shares
|
$254,045
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
11,216
shares
|
$252,023
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 20, 2026 Q4 2025 |
11,120
shares
|
$249,866
0.12% of portfolio
|
Q4 2025
New holding
|
|