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 |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
122,056
shares
|
$2.74 Million
0.01% of portfolio
|
Q3 2025
Added 785.94%
|
|
|
Portland Global Advisors LLC
|
Nov 10, 2025 Q3 2025 |
121,014
shares
|
$2.72 Million
0.31% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
120,428
shares
|
$2.71 Million
0.64% of portfolio
|
Q3 2025
Added 2.35%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
117,379
shares
|
$2.64 Million
0.1% of portfolio
|
Q3 2025
Added 2.66%
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
112,019
shares
|
$2.52 Million
0.02% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
111,782
shares
|
$2.51 Million
0.02% of portfolio
|
Q4 2024
Added 4.17%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
111,216
shares
|
$2.5 Million
0.01% of portfolio
|
Q3 2025
Added 14.87%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
108,504
shares
|
$2.44 Million
0.04% of portfolio
|
Q2 2022
New holding
|
|
|
Synovus Financial Corp
Columbus, GA |
Nov 07, 2025 Q3 2025 |
106,992
shares
|
$2.4 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.42%
|
|
|
Mechanics Bank Trust Department
|
Oct 22, 2025 Q3 2025 |
106,000
shares
|
$2.38 Million
0.34% of portfolio
|
Q3 2025
Reduced 1.4%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
105,771
shares
|
$2.38 Million
0.03% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
104,618
shares
|
$2.35 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.38%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
103,468
shares
|
$2.32 Million
0.03% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
101,933
shares
|
$2.29 Million
0.0% of portfolio
|
Q3 2025
Added 15.48%
|
|
|
Park Avenue Securities LLC
|
Oct 23, 2025 Q3 2025 |
101,854
shares
|
$2.29 Million
0.02% of portfolio
|
Q3 2025
Added 13.69%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
100,476
shares
|
$2.26 Million
0.36% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Kcs Wealth Advisory
|
Nov 02, 2023 Q3 2023 |
99,685
shares
|
$2.24 Million
0.97% of portfolio
|
Q3 2023
Reduced 9.96%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
98,683
shares
|
$2.22 Million
0.14% of portfolio
|
Q3 2025
Added 46.47%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
96,479
shares
|
$2.17 Million
0.75% of portfolio
|
Q3 2025
Added 9.57%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
96,140
shares
|
$2.16 Million
1.21% of portfolio
|
Q3 2025
Added 9.28%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
95,401
shares
|
$2.14 Million
0.28% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
95,062
shares
|
$2.14 Million
0.06% of portfolio
|
Q3 2025
Reduced 34.86%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
94,610
shares
|
$2.13 Million
0.4% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
92,154
shares
|
$2.07 Million
0.14% of portfolio
|
Q3 2025
Added 71.66%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
88,098
shares
|
$1.98 Million
0.05% of portfolio
|
Q3 2025
Added 4.5%
|
|