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 |
|---|---|---|---|---|---|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
19,000
shares
|
$426,930
0.02% of portfolio
|
Q2 2025
Added 21.79%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
18,390
shares
|
$413,223
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
18,312
shares
|
$411,470
0.02% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Country Club Bank
|
Oct 07, 2025 Q3 2025 |
18,236
shares
|
$409,762
0.03% of portfolio
|
Q2 2025
Reduced 4.83%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
17,825
shares
|
$400,527
0.0% of portfolio
|
Q3 2025
Added 32.31%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
17,713
shares
|
$398,011
0.01% of portfolio
|
Q2 2024
Added 2.54%
|
|
|
Signature Wealth Management Group
|
Oct 29, 2025 Q3 2025 |
17,511
shares
|
$393,472
0.16% of portfolio
|
Q3 2025
Reduced 25.36%
|
|
|
Jacobi Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
17,111
shares
|
$384,484
0.02% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
17,035
shares
|
$382,776
0.03% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Nov 12, 2025 Q3 2025 |
16,820
shares
|
$377,945
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
16,795
shares
|
$377,383
0.0% of portfolio
|
Q3 2025
Reduced 5.88%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
16,625
shares
|
$373,563
0.05% of portfolio
|
Q3 2025
Reduced 7.43%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 16, 2025 Q3 2025 |
16,422
shares
|
$369,002
0.08% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Smithbridge Asset Management Inc
|
Oct 29, 2025 Q3 2025 |
16,400
shares
|
$368,508
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 14, 2025 Q3 2025 |
15,909
shares
|
$357,475
0.21% of portfolio
|
Q3 2025
Reduced 83.05%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
15,702
shares
|
$352,823
0.31% of portfolio
|
Q2 2025
Added 8.61%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Nov 17, 2025 Q3 2025 |
15,534
shares
|
$349,048
0.01% of portfolio
|
Q3 2025
Reduced 10.35%
|
|
|
Visionary Wealth Advisors
O'fallon, IL |
Nov 13, 2025 Q3 2025 |
15,428
shares
|
$346,667
0.02% of portfolio
|
Q3 2025
Added 33.71%
|
|
|
Great Diamond Partners, LLC
|
Oct 20, 2025 Q3 2025 |
15,253
shares
|
$342,734
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
15,068
shares
|
$338,577
0.13% of portfolio
|
Q3 2025
Added 1.36%
|
|
|
Yoder Wealth Management, Inc.
Walnut Creek, CA |
Oct 22, 2025 Q3 2025 |
14,600
shares
|
$328,062
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Opus Capital Group, LLC
|
Oct 31, 2025 Q3 2025 |
14,450
shares
|
$324,691
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Liberty Wealth Management LLC
Oakland, CA |
Oct 31, 2025 Q3 2025 |
13,924
shares
|
$312,872
0.05% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
13,575
shares
|
$305,030
0.05% of portfolio
|
Q3 2025
Reduced 1.63%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
13,389
shares
|
$300,850
0.12% of portfolio
|
Q3 2025
Added 8.25%
|
|