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 |
|---|---|---|---|---|---|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Nov 12, 2025 Q3 2025 |
258,896
shares
|
$5.82 Million
4.14% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
258,528
shares
|
$5.81 Million
0.01% of portfolio
|
Q3 2025
Added 8.63%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
255,003
shares
|
$5.73 Million
0.14% of portfolio
|
Q3 2025
Added 1847.33%
|
|
|
Mbl Wealth, LLC
Charlotte, NC |
Oct 16, 2025 Q3 2025 |
250,511
shares
|
$5.63 Million
0.55% of portfolio
|
Q3 2025
Reduced 0.64%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
248,385
shares
|
$5.58 Million
0.0% of portfolio
|
Q3 2025
Added 53.87%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
235,875
shares
|
$5.3 Million
0.34% of portfolio
|
Q3 2025
Added 6.31%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
219,174
shares
|
$4.92 Million
0.84% of portfolio
|
Q3 2025
Reduced 6.62%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
217,257
shares
|
$4.88 Million
0.11% of portfolio
|
Q3 2025
Added 23.84%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
208,127
shares
|
$4.68 Million
0.28% of portfolio
|
Q3 2025
Added 21.23%
|
|
|
Hilltop Holdings Inc.
Dallas, TX |
Nov 14, 2025 Q3 2025 |
199,367
shares
|
$4.48 Million
0.25% of portfolio
|
Q3 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
198,437
shares
|
$4.46 Million
0.01% of portfolio
|
Q3 2025
Added 10.96%
|
|
|
Stockman Wealth Management, Inc.
|
Oct 16, 2025 Q3 2025 |
193,074
shares
|
$4.34 Million
0.56% of portfolio
|
Q3 2025
Added 3.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
186,399
shares
|
$4.19 Million
0.01% of portfolio
|
Q3 2025
Added 4.93%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
179,069
shares
|
$4.02 Million
0.01% of portfolio
|
Q3 2025
Added 3.46%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
175,710
shares
|
$3.95 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
172,601
shares
|
$3.88 Million
0.07% of portfolio
|
Q3 2025
Added 14.81%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 03, 2025 Q3 2025 |
169,097
shares
|
$3.8 Million
2.64% of portfolio
|
Q3 2025
Added 12.25%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Nov 04, 2025 Q3 2025 |
168,768
shares
|
$3.79 Million
0.97% of portfolio
|
Q3 2025
Added 27.33%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
167,661
shares
|
$3.77 Million
0.02% of portfolio
|
Q3 2025
Added 9.37%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
156,169
shares
|
$3.51 Million
0.15% of portfolio
|
Q3 2025
Added 10.9%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
149,192
shares
|
$3.35 Million
1.34% of portfolio
|
Q2 2025
Reduced 85.42%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
148,116
shares
|
$3.33 Million
1.07% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
143,987
shares
|
$3.24 Million
0.01% of portfolio
|
Q3 2025
Reduced 6.15%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
133,336
shares
|
$3 Million
0.06% of portfolio
|
Q3 2025
Added 9.52%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
128,718
shares
|
$2.89 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|