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 184 institutions that hold shares in the stock, with a total of 29.9 Million shares, which have been reported (via 13F filing form) to have a value of $669 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
National Bank Of Canada
|
Aug 02, 2024 Q2 2024 |
9,187
shares
|
$205,053
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
9,116
shares
|
$203,469
0.02% of portfolio
|
Q2 2024
Added 15.13%
|
|
|
Trust CO
|
Oct 03, 2024 Q3 2024 |
8,765
shares
|
$195,634
0.02% of portfolio
|
Q3 2024
Added 3778.32%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
6,386
shares
|
$142,535
0.01% of portfolio
|
Q4 2022
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Aug 08, 2024 Q2 2024 |
5,189
shares
|
$115,818
0.01% of portfolio
|
Q2 2024
Added 72.05%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 09, 2024 Q2 2024 |
4,588
shares
|
$102,404
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
3,956
shares
|
$88,297
0.02% of portfolio
|
Q2 2024
Added 73.89%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3,436
shares
|
$76,691
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
3,366
shares
|
$75,129
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bogart Wealth, LLC
|
Oct 22, 2024 Q3 2024 |
3,301
shares
|
$73,678
0.0% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
2,974
shares
|
$66,379
0.0% of portfolio
|
Q2 2024
Added 494.8%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
2,210
shares
|
$49,327
0.0% of portfolio
|
Q3 2024
Reduced 12.89%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Aug 14, 2024 Q2 2024 |
2,057
shares
|
$45,912
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 05, 2024 Q2 2024 |
1,993
shares
|
$44,483
0.0% of portfolio
|
Q2 2024
Added 1.01%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 12, 2024 Q2 2024 |
1,959
shares
|
$43,724
0.01% of portfolio
|
Q2 2024
Reduced 1.16%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
1,599
shares
|
$35,689
0.0% of portfolio
|
Q2 2024
Added 1.01%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
1,489
shares
|
$33,234
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Robbins Farley LLC
Manchester, NH |
Oct 16, 2024 Q3 2024 |
1,444
shares
|
$32,230
0.02% of portfolio
|
Q3 2023
Added 59.73%
|
|
|
Northwest Investment Counselors, LLC
|
Oct 21, 2024 Q3 2024 |
1,391
shares
|
$31,047
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Eastern Bank
|
Oct 21, 2024 Q3 2024 |
1,152
shares
|
$25,712
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Oct 30, 2024 Q3 2024 |
1,124
shares
|
$25,087
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
Aug 12, 2024 Q2 2024 |
862
shares
|
$19,239
0.01% of portfolio
|
Q3 2023
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jul 31, 2024 Q2 2024 |
850
shares
|
$18,972
0.0% of portfolio
|
Q1 2024
Reduced 56.41%
|
|
|
Cibc Private Wealth Group, LLC
|
Aug 09, 2024 Q2 2024 |
700
shares
|
$15,624
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Oakworth Capital, Inc.
|
Oct 21, 2024 Q3 2024 |
699
shares
|
$15,601
0.0% of portfolio
|
Q4 2023
New holding
|