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 209 institutions that hold shares in the stock, with a total of 34.1 Million shares, which have been reported (via 13F filing form) to have a value of $758 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
121,400
shares
|
$2.7 Million
0.18% of portfolio
|
Q4 2024
Added 18.36%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
111,782
shares
|
$2.49 Million
0.02% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
109,151
shares
|
$2.43 Million
0.12% of portfolio
|
Q4 2024
Added 18.5%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
108,504
shares
|
$2.42 Million
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 14, 2024 Q3 2024 |
108,127
shares
|
$2.41 Million
0.05% of portfolio
|
Q3 2024
Added 0.18%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
107,994
shares
|
$2.41 Million
0.01% of portfolio
|
Q4 2024
Added 14.08%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
106,796
shares
|
$2.38 Million
1.04% of portfolio
|
Q4 2024
Added 1.32%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
106,332
shares
|
$2.37 Million
0.02% of portfolio
|
Q4 2024
Added 13.18%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
100,844
shares
|
$2.25 Million
0.15% of portfolio
|
Q3 2024
Added 38.28%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
99,685
shares
|
$2.22 Million
0.97% of portfolio
|
Q3 2023
Reduced 9.96%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
99,012
shares
|
$2.2 Million
0.62% of portfolio
|
Q4 2024
Added 12.4%
|
|
|
Asset Advisors Investment Management, LLC
|
Nov 26, 2024 Q3 2024 |
87,950
shares
|
$1.96 Million
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
79,409
shares
|
$1.77 Million
1.21% of portfolio
|
Q3 2024
Added 44.27%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
78,907
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2024
Added 8.47%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
78,766
shares
|
$1.75 Million
0.02% of portfolio
|
Q4 2024
Reduced 47.17%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
77,459
shares
|
$1.73 Million
0.15% of portfolio
|
Q4 2024
Added 16.07%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
76,763
shares
|
$1.71 Million
0.07% of portfolio
|
Q2 2024
Added 95.13%
|
|
|
Mechanics Bank Trust Department
|
Jan 16, 2025 Q4 2024 |
76,000
shares
|
$1.69 Million
0.23% of portfolio
|
Q4 2024
Added 6.29%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
75,162
shares
|
$1.67 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.75%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
70,779
shares
|
$1.58 Million
0.02% of portfolio
|
Q4 2024
Added 28.07%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
69,718
shares
|
$1.55 Million
0.0% of portfolio
|
Q3 2024
Added 3.59%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
64,800
shares
|
$1.44 Million
0.04% of portfolio
|
Q3 2024
Added 14.44%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
64,297
shares
|
$1.43 Million
0.01% of portfolio
|
Q3 2024
Reduced 20.16%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
63,597
shares
|
$1.42 Million
1.22% of portfolio
|
Q4 2024
Added 60.81%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,114
shares
|
$1.41 Million
0.0% of portfolio
|
Q3 2024
Added 23.25%
|