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 |
|---|---|---|---|---|---|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
10,136
shares
|
$227,755
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Beese Fulmer Investment Management, Inc.
|
Nov 13, 2025 Q3 2025 |
10,104
shares
|
$227,036
0.02% of portfolio
|
Q3 2025
Added 11.47%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
10,073
shares
|
$226,340
0.01% of portfolio
|
Q3 2025
Reduced 21.58%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
9,930
shares
|
$223,127
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
9,690
shares
|
$217,734
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
9,439
shares
|
$212,094
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
9,430
shares
|
$211,892
0.05% of portfolio
|
Q3 2025
Added 67.26%
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
9,335
shares
|
$209,757
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Money Concepts Capital Corp
|
Nov 04, 2025 Q3 2025 |
9,303
shares
|
$209,038
0.01% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
9,223
shares
|
$207,240
0.02% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Raab & Moskowitz Asset Management LLC
Chatham, NJ |
Nov 18, 2025 Q3 2025 |
9,218
shares
|
$207,128
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
9,188
shares
|
$206,454
0.01% of portfolio
|
Q3 2025
Added 2.49%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
9,145
shares
|
$205,488
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
9,052
shares
|
$203,398
0.0% of portfolio
|
Q3 2025
Reduced 93.71%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
9,014
shares
|
$202,544
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Hara Capital LLC
Bellevue, WA |
Oct 30, 2025 Q3 2025 |
7,399
shares
|
$166,255
0.1% of portfolio
|
Q3 2025
Reduced 6.06%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
7,000
shares
|
$157,290
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
6,892
shares
|
$154,863
0.02% of portfolio
|
Q1 2025
Added 51.74%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,386
shares
|
$143,493
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
5,638
shares
|
$126,685
0.01% of portfolio
|
Q3 2025
Reduced 56.18%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
5,137
shares
|
$115,428
0.01% of portfolio
|
Q4 2024
Reduced 1.0%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
4,901
shares
|
$110,125
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
4,658
shares
|
$104,665
0.04% of portfolio
|
Q3 2025
Reduced 51.24%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
4,029
shares
|
$90,531
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
3,555
shares
|
$79,880
0.01% of portfolio
|
Q2 2025
Added 99.94%
|
|