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 |
|---|---|---|---|---|---|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
39,326
shares
|
$883,655
0.41% of portfolio
|
Q2 2025
Added 10.37%
|
|
|
Lake Street Advisors Group, LLC
|
Feb 04, 2025 Q4 2024 |
39,248
shares
|
$881,902
0.04% of portfolio
|
Q3 2024
Added 20.96%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
38,403
shares
|
$862,915
0.36% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
38,362
shares
|
$861,994
0.02% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
38,038
shares
|
$854,713
0.29% of portfolio
|
Q3 2025
Added 13.16%
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
37,420
shares
|
$840,827
0.68% of portfolio
|
Q3 2025
Reduced 2.0%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
36,394
shares
|
$817,773
0.04% of portfolio
|
Q3 2025
Reduced 9.48%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
35,837
shares
|
$805,257
0.01% of portfolio
|
Q3 2025
Added 13.31%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
35,520
shares
|
$798,134
0.45% of portfolio
|
Q3 2025
Added 11.25%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
34,261
shares
|
$769,844
0.31% of portfolio
|
Q3 2025
Reduced 9.08%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
33,695
shares
|
$757,126
0.14% of portfolio
|
Q2 2025
Added 15.3%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
33,102
shares
|
$743,801
0.0% of portfolio
|
Q3 2025
Added 63.3%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
32,454
shares
|
$729,241
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
32,303
shares
|
$725,848
0.02% of portfolio
|
Q3 2025
Reduced 5.26%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
31,726
shares
|
$712,883
0.41% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
31,090
shares
|
$698,592
0.0% of portfolio
|
Q3 2025
Reduced 0.96%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
31,051
shares
|
$697,715
0.02% of portfolio
|
Q3 2025
Reduced 90.7%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
30,705
shares
|
$689,941
0.01% of portfolio
|
Q3 2025
Reduced 5.94%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
29,383
shares
|
$660,236
0.01% of portfolio
|
Q3 2025
Added 12.51%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
28,844
shares
|
$648,124
0.01% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
Spectrum Asset Management, Inc.
|
Oct 23, 2025 Q3 2025 |
28,052
shares
|
$630,328
0.24% of portfolio
|
Q3 2025
Added 1.51%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
27,753
shares
|
$623,609
0.01% of portfolio
|
Q3 2025
Added 11.12%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
27,740
shares
|
$623,317
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
27,706
shares
|
$622,553
0.05% of portfolio
|
Q4 2022
Reduced 96.6%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
27,197
shares
|
$611,116
0.18% of portfolio
|
Q1 2025
Added 42.32%
|
|