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 287 institutions that hold shares in the stock, with a total of 60.7 Million shares, which have been reported (via 13F filing form) to have a value of $1.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
6,799,561
shares
|
$153 Million
2.27% of portfolio
|
Q2 2025
Reduced 7.95%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,509,262
shares
|
$78.9 Million
0.0% of portfolio
|
Q3 2025
Added 1.48%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,386,794
shares
|
$76.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Oct 14, 2025 Q3 2025 |
2,833,044
shares
|
$63.7 Million
2.33% of portfolio
|
Q3 2025
Reduced 1.74%
|
|
|
True Private Wealth Advisors
|
Nov 14, 2025 Q3 2025 |
1,975,228
shares
|
$44.4 Million
5.41% of portfolio
|
Q3 2025
Reduced 0.22%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,970,063
shares
|
$44.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.63%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
1,365,564
shares
|
$30.7 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
1,246,518
shares
|
$28 Million
0.14% of portfolio
|
Q3 2025
Added 2.97%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,243,382
shares
|
$27.9 Million
0.01% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
1,216,832
shares
|
$27.3 Million
0.01% of portfolio
|
Q3 2025
Added 9.21%
|
|
|
Obsidian Personal Planning Solutions LLC
|
Nov 12, 2025 Q3 2025 |
1,178,521
shares
|
$26.5 Million
9.39% of portfolio
|
Q3 2025
Added 225.57%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
1,132,878
shares
|
$25.5 Million
0.11% of portfolio
|
Q3 2025
Added 63.22%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,130,343
shares
|
$25.4 Million
0.0% of portfolio
|
Q3 2025
Added 2.91%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
1,089,080
shares
|
$24.5 Million
0.24% of portfolio
|
Q3 2025
Added 8.12%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,064,986
shares
|
$23.9 Million
0.04% of portfolio
|
Q3 2025
Added 65.36%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
1,008,748
shares
|
$22.7 Million
0.28% of portfolio
|
Q3 2025
Added 5.28%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
819,597
shares
|
$18.4 Million
1.41% of portfolio
|
Q3 2025
Added 4.74%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
812,850
shares
|
$18.3 Million
2.7% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
803,412
shares
|
$18.1 Million
0.13% of portfolio
|
Q3 2025
Added 62.02%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
767,795
shares
|
$17.3 Million
0.3% of portfolio
|
Q3 2025
Added 2.62%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
756,665
shares
|
$17 Million
0.02% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 30, 2025 Q3 2025 |
743,411
shares
|
$16.7 Million
5.05% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
701,876
shares
|
$15.8 Million
0.01% of portfolio
|
Q3 2025
Added 12.61%
|
|
|
Asset Advisors Investment Management, LLC
|
Oct 23, 2025 Q3 2025 |
654,283
shares
|
$14.7 Million
1.41% of portfolio
|
Q3 2025
Added 39.79%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
617,825
shares
|
$13.9 Million
0.22% of portfolio
|
Q3 2025
Added 38.31%
|
|