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 |
|---|---|---|---|---|---|
|
Essential Planning, Llc.
Portsmouth, NH |
Oct 28, 2025 Q3 2025 |
27,156
shares
|
$610,195
0.21% of portfolio
|
Q3 2025
Reduced 14.6%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
26,439
shares
|
$594,084
0.0% of portfolio
|
Q1 2025
Added 476.26%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
25,976
shares
|
$583,680
0.16% of portfolio
|
Q3 2025
Added 14.05%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
25,799
shares
|
$579,703
0.02% of portfolio
|
Q3 2025
Added 20.43%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
25,689
shares
|
$577,231
0.15% of portfolio
|
Q3 2025
Reduced 82.2%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
25,575
shares
|
$574,670
0.01% of portfolio
|
Q3 2025
Reduced 7.32%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Nov 12, 2025 Q3 2025 |
25,205
shares
|
$566,356
0.17% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
25,199
shares
|
$566,221
0.12% of portfolio
|
Q1 2025
Reduced 2.56%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
25,090
shares
|
$563,772
0.1% of portfolio
|
Q3 2025
Reduced 5.63%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
24,787
shares
|
$556,963
0.04% of portfolio
|
Q3 2025
Reduced 49.18%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
24,236
shares
|
$544,582
0.01% of portfolio
|
Q3 2025
Added 34.23%
|
|
|
Cambridge Financial Group, LLC
Tucson, AZ |
Oct 03, 2025 Q3 2025 |
24,035
shares
|
$540,066
0.17% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
23,671
shares
|
$531,887
0.23% of portfolio
|
Q3 2025
Reduced 19.35%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
23,218
shares
|
$521,708
0.04% of portfolio
|
Q2 2025
Added 0.9%
|
|
|
L2 Asset Management, LLC
Wayland, MA |
Nov 13, 2025 Q3 2025 |
23,069
shares
|
$518,360
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
22,950
shares
|
$515,686
0.01% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Nov 04, 2025 Q3 2025 |
22,586
shares
|
$507,507
0.5% of portfolio
|
Q3 2025
Reduced 5.97%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 07, 2025 Q3 2025 |
21,932
shares
|
$492,812
0.02% of portfolio
|
Q3 2025
Added 4.66%
|
|
|
Focused Wealth Management, Inc
|
Oct 10, 2025 Q3 2025 |
21,833
shares
|
$490,587
0.05% of portfolio
|
Q3 2025
Added 5.38%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Oct 07, 2025 Q3 2025 |
21,663
shares
|
$486,767
0.1% of portfolio
|
Q3 2025
Added 50.93%
|
|
|
Cerity Partners LLC
New York, NY |
Oct 22, 2025 Q3 2025 |
20,853
shares
|
$468,566
0.0% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Oct 20, 2025 Q3 2025 |
20,664
shares
|
$464,320
0.04% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
Nov 14, 2025 Q3 2025 |
20,628
shares
|
$463,511
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
20,626
shares
|
$463,466
0.01% of portfolio
|
Q3 2025
Added 64.51%
|
|
|
Black Maple Capital Management LP
Milwaukee, WI |
Nov 14, 2025 Q3 2025 |
20,000
shares
|
$449,400
0.22% of portfolio
|
Q3 2025
Added 60.0%
|
|