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 184 institutions that hold shares in the stock, with a total of 29.9 Million shares, which have been reported (via 13F filing form) to have a value of $669 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Aug 14, 2024 Q2 2024 |
3,183,423
shares
|
$71.1 Million
2.81% of portfolio
|
Q2 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
3,162,862
shares
|
$70.7 Million
0.01% of portfolio
|
Q2 2024
Added 2.51%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,454,636
shares
|
$32.5 Million
0.0% of portfolio
|
Q2 2024
Added 10.77%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2024 Q2 2024 |
1,384,733
shares
|
$30.9 Million
0.46% of portfolio
|
Q2 2024
Reduced 0.15%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
1,298,753
shares
|
$29 Million
0.21% of portfolio
|
Q2 2024
Reduced 4.28%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
1,089,540
shares
|
$24.4 Million
0.01% of portfolio
|
Q2 2024
Added 3.42%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
795,109
shares
|
$17.8 Million
0.27% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
756,665
shares
|
$16.9 Million
0.02% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Journey Advisory Group, LLC
|
Aug 02, 2024 Q2 2024 |
671,357
shares
|
$15 Million
1.77% of portfolio
|
Q2 2024
Added 4.75%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
603,314
shares
|
$13.5 Million
0.0% of portfolio
|
Q2 2024
Added 35.06%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
550,580
shares
|
$12.3 Million
0.21% of portfolio
|
Q3 2024
Added 4935.95%
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 05, 2024 Q2 2024 |
547,048
shares
|
$12.2 Million
4.86% of portfolio
|
Q2 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
546,020
shares
|
$12.2 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.78%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
543,934
shares
|
$12.2 Million
0.26% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
539,148
shares
|
$12 Million
3.07% of portfolio
|
Q2 2024
Added 6.24%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
508,556
shares
|
$11.4 Million
0.16% of portfolio
|
Q2 2024
Added 27.2%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
502,171
shares
|
$11.2 Million
0.0% of portfolio
|
Q2 2024
Reduced 15.49%
|
|
|
Mv Capital Management, Inc.
|
Aug 01, 2024 Q2 2024 |
492,990
shares
|
$11 Million
1.24% of portfolio
|
Q2 2024
Added 0.97%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
473,244
shares
|
$10.6 Million
1.86% of portfolio
|
Q3 2024
Reduced 4.63%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2024 Q3 2024 |
470,875
shares
|
$10.5 Million
1.77% of portfolio
|
Q3 2024
Added 2.98%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
419,853
shares
|
$9.38 Million
0.65% of portfolio
|
Q3 2024
Added 6.48%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
411,479
shares
|
$9.2 Million
0.1% of portfolio
|
Q2 2024
Added 7.49%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
385,355
shares
|
$8.61 Million
0.01% of portfolio
|
Q2 2024
Added 51.56%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
374,130
shares
|
$8.36 Million
3.97% of portfolio
|
Q3 2024
Added 10.82%
|
|
|
Fagan Associates, Inc.
|
Aug 09, 2024 Q2 2024 |
304,214
shares
|
$6.8 Million
1.21% of portfolio
|
Q2 2024
Added 57.06%
|