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 |
|---|---|---|---|---|---|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
604,366
shares
|
$13.6 Million
1.46% of portfolio
|
Q2 2025
Added 2.51%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
576,849
shares
|
$13 Million
0.02% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
570,279
shares
|
$12.8 Million
4.9% of portfolio
|
Q3 2025
Added 1.7%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
569,497
shares
|
$12.8 Million
0.02% of portfolio
|
Q3 2025
Added 0.84%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
554,179
shares
|
$12.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 13.94%
|
|
|
Tmd Wealth Management, LLC
|
Aug 08, 2024 Q2 2024 |
539,148
shares
|
$12.1 Million
3.07% of portfolio
|
Q2 2024
Added 6.24%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
527,769
shares
|
$11.9 Million
0.49% of portfolio
|
Q3 2025
Added 14.52%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
510,106
shares
|
$11.5 Million
0.7% of portfolio
|
Q3 2025
Added 5.08%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
Nov 17, 2025 Q3 2025 |
484,367
shares
|
$10.9 Million
5.6% of portfolio
|
Q3 2025
Added 23.46%
|
|
|
Chatham Capital Group, Inc.
|
Oct 15, 2025 Q3 2025 |
479,846
shares
|
$10.8 Million
1.64% of portfolio
|
Q3 2025
Reduced 0.73%
|
|
|
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%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
456,205
shares
|
$10.3 Million
0.15% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Titleist Asset Management, LLC
San Antonio, TX |
Nov 05, 2025 Q3 2025 |
412,770
shares
|
$9.27 Million
0.81% of portfolio
|
Q3 2025
Added 13.38%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
373,031
shares
|
$8.38 Million
0.01% of portfolio
|
Q3 2025
Reduced 37.39%
|
|
|
Shelton Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
362,348
shares
|
$8.14 Million
3.84% of portfolio
|
Q3 2025
Added 7.6%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
356,115
shares
|
$8 Million
0.05% of portfolio
|
Q3 2025
Added 2.9%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 13, 2025 Q3 2025 |
339,612
shares
|
$7.63 Million
4.31% of portfolio
|
Q3 2025
Added 24.56%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
328,802
shares
|
$7.39 Million
0.16% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Old Port Advisors
|
Oct 06, 2025 Q3 2025 |
320,724
shares
|
$7.21 Million
1.81% of portfolio
|
Q3 2025
Added 4.76%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
315,183
shares
|
$7.08 Million
0.02% of portfolio
|
Q3 2025
Added 9.0%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
309,481
shares
|
$6.95 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.51%
|
|
|
Fagan Associates, Inc.
|
Nov 14, 2025 Q3 2025 |
303,467
shares
|
$6.82 Million
1.0% of portfolio
|
Q3 2025
Added 0.49%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
298,946
shares
|
$6.72 Million
0.34% of portfolio
|
Q3 2025
Added 32.86%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
294,898
shares
|
$6.63 Million
0.98% of portfolio
|
Q3 2025
Added 9.87%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
271,862
shares
|
$6.11 Million
0.15% of portfolio
|
Q1 2024
Added 13.6%
|
|