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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
85,274
shares
|
$1.92 Million
0.01% of portfolio
|
Q3 2025
Added 30.13%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
81,993
shares
|
$1.84 Million
0.48% of portfolio
|
Q3 2025
Added 380.7%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
81,874
shares
|
$1.84 Million
0.02% of portfolio
|
Q3 2025
Reduced 13.74%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
79,709
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2025
Added 30.38%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
71,869
shares
|
$1.61 Million
0.85% of portfolio
|
Q3 2025
Added 20.87%
|
|
|
Montecito Bank & Trust
|
Oct 07, 2025 Q3 2025 |
65,530
shares
|
$1.47 Million
0.23% of portfolio
|
Q3 2025
Added 30.79%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
63,942
shares
|
$1.44 Million
0.02% of portfolio
|
Q3 2025
Added 64.03%
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
63,532
shares
|
$1.43 Million
0.6% of portfolio
|
Q3 2025
Added 232.61%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
63,523
shares
|
$1.43 Million
0.2% of portfolio
|
Q3 2025
Added 0.87%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
63,114
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 23.25%
|
|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
61,083
shares
|
$1.37 Million
0.52% of portfolio
|
Q3 2025
Added 3.4%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
60,662
shares
|
$1.36 Million
1.04% of portfolio
|
Q3 2025
Added 3.73%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
58,228
shares
|
$1.31 Million
0.3% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
55,409
shares
|
$1.25 Million
0.0% of portfolio
|
Q3 2025
Added 8.29%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
50,890
shares
|
$1.14 Million
0.1% of portfolio
|
Q3 2025
Reduced 6.53%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
47,525
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Added 7.27%
|
|
|
Keeler T Homas Management LLC
|
Nov 04, 2025 Q3 2025 |
47,492
shares
|
$1.07 Million
0.46% of portfolio
|
Q3 2025
Added 0.22%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
45,668
shares
|
$1.03 Million
0.02% of portfolio
|
Q3 2025
Added 194.37%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
45,267
shares
|
$1.02 Million
0.13% of portfolio
|
Q3 2025
Added 6.39%
|
|
|
Gradient Investments LLC
|
Oct 06, 2025 Q3 2025 |
44,886
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.48%
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
44,815
shares
|
$1.01 Million
0.69% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
43,434
shares
|
$975,961
0.1% of portfolio
|
Q2 2025
Added 24.16%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
42,623
shares
|
$957,738
0.0% of portfolio
|
Q3 2025
Added 27.68%
|
|
|
Transcend Capital Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
40,318
shares
|
$905,945
0.06% of portfolio
|
Q1 2025
Added 0.67%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
39,683
shares
|
$891,677
0.0% of portfolio
|
Q3 2025
New holding
|
|