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iShares iBonds Dec 2027 Term Treasury ETF (IBTH) Institutional Ownership

iShares iBonds Dec 2027 Term Treasury ETF logo
$22.28 0.00 (0.00%)
Closing price 10/13/2026 03:59 PM Eastern
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$22.28 0.00 (0.00%)
As of 09:04 AM Eastern
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Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2027 Term Treasury ETF (NASDAQ:IBTH)

Number of
Institutional Buyers
(last 12 months)
42
Total
Institutional Inflows
(last 12 months)
$46.09M
Number of
Institutional Sellers
(last 12 months)
16
Total
Institutional Outflows
(last 12 months)
$3.73M
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IBTH Institutional Buying and Selling by Quarter

iShares iBonds Dec 2027 Term Treasury ETF Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/8/2026Farther Finance Advisors LLC37,239$831K0.0%+1.9%0.035%
10/5/2026Horizons Wealth Management50,986$1.14M0.7%N/A0.048%
10/1/2026 Montecito Bank & Trust95,145$2.12M0.3%N/A0.089%
8/23/2026Atlantic Private Wealth LLC197,699$4.42M2.6%-5.6%0.194%
8/22/2026NBH Bank2,747$61K0.0%N/A0.003%
8/12/2026Compass Financial Management LLC2,162$48K0.0%N/A0.002%
6/3/2026Parallel Advisors LLC123,341$2.77M0.0%-9.2%0.129%
5/18/2026Reliant Wealth Planning66,696$1.50M0.5%+0.7%0.070%
5/8/2026Atlantic Private Wealth LLC209,413$4.70M3.1%+6.9%0.220%
5/7/2026Basepoint Wealth LLC17,852$400K0.2%N/A0.019%
5/7/2026Parallel Advisors LLC123,341$2.77M0.0%-9.2%0.129%
5/5/2026Midwest Professional Planners LTD.264,689$5.94M1.4%+29.0%0.277%
4/23/2026Kohmann Bosshard Financial Services LLC1,743$39K0.0%-20.4%0.002%
4/23/2026Pinnacle Bancorp Inc.27,865$625K0.2%+2.5%0.030%
4/22/2026Princeton Global Asset Management LLC1,335$30K0.0%N/A0.001%
4/22/2026Janney Montgomery Scott LLC323,811$7.26M0.0%-5.6%0.344%
4/22/2026Towne Trust Company N.A13,570$304K0.1%-12.8%0.014%
4/16/2026 Montecito Bank & Trust68,127$1.53M0.3%-2.4%0.072%
2/18/2026NewEdge Advisors LLC1,744,511$39.20M0.1%+40.0%1.938%
2/17/2026Advisory Services Network LLC16,828$378K0.0%+243.4%0.019%
2/17/2026Captrust Financial Advisors190,908$4.29M0.0%+8.6%0.212%
2/16/2026RFP Financial Group LLC11,470$258K0.1%-51.5%0.013%
2/13/2026Integrated Wealth Concepts LLC1,150,990$25.86M0.3%+5.7%1.279%
2/13/2026Boston Family Office LLC259,199$5.82M0.4%+9.9%0.288%
2/12/2026Reliant Wealth Planning66,207$1.49M0.5%+8.4%0.074%
2/12/2026Titleist Asset Management LLC425,446$9.56M0.8%+3.1%0.473%
2/11/2026Janney Montgomery Scott LLC342,942$7.71M0.0%+8.8%0.381%
2/11/2026Eldridge Investment Advisors Inc.112,809$2.54M0.6%+37.6%0.125%
2/11/2026Atlantic Private Wealth LLC195,805$4.40M2.8%+15.8%0.218%
2/11/2026Parallel Advisors LLC135,871$3.05M0.1%+1.9%0.151%
2/10/2026Portland Global Advisors LLC142,114$3.19M0.3%+17.4%0.158%
2/10/2026Thoroughbred Financial Services LLC99,574$2.24M0.1%+0.9%0.111%
2/9/2026PSI Advisors LLC34,590$777K0.2%+24.7%0.038%
2/9/2026Cary Street Partners Financial LLC31,725$713K0.0%-1.8%0.035%
2/6/2026GLOBALT Investments LLC GA2,829,992$63.59M2.3%-0.1%3.144%
2/5/2026High Note Wealth LLC13,318$299K0.1%+282.4%0.015%
2/4/2026Fourth Dimension Wealth LLC44,639$1.00M0.4%N/A0.050%
2/4/2026Mascoma Wealth Management LLC11,028$248K0.1%-4.0%0.012%
1/30/2026Kohmann Bosshard Financial Services LLC2,191$49K0.0%N/A0.002%
1/30/2026Opus Capital Group LLC15,782$355K0.0%+9.2%0.018%
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1/27/2026Klaas Financial Asset Advisors LLC65,313$1.47M0.2%N/A0.073%
1/26/2026Towne Trust Company N.A15,570$350K0.1%+23.5%0.017%
1/23/2026Farther Finance Advisors LLC10,254$230K0.0%+2,031.8%0.012%
1/21/2026Prime Capital Investment Advisors LLC15,784$355K0.0%+33.8%0.018%
1/21/2026Crews Bank & Trust15,340$345K0.0%-7.7%0.017%
1/20/2026Blue Square Asset Management LLC11,120$250K0.1%N/A0.012%
1/15/2026Hara Capital LLC5,697$128K0.1%-23.0%0.006%
1/15/2026Rebalance LLC267,135$6.00M0.4%+28.4%0.301%
1/9/2026 Montecito Bank & Trust69,805$1.57M0.3%+6.5%0.080%
1/8/2026Old Port Advisors327,909$7.37M1.8%+2.2%0.375%
1/5/2026 Confluence Investment Management LLC431,286$9.69M0.1%-5.5%0.496%
1/5/2026Horizons Wealth Management46,266$1.04M0.7%+3.2%0.053%
12/2/2025IFP Advisors Inc95,062$2.14M0.1%-34.9%0.124%
11/19/2025Captrust Financial Advisors175,710$3.96M0.0%-0.9%0.229%
11/18/2025Reliant Wealth Planning61,083$1.38M0.4%+3.4%0.080%
11/17/2025NewEdge Advisors LLC1,246,518$28.07M0.1%+3.0%1.626%
11/17/2025United Capital Financial Advisors LLC803,412$18.09M0.1%+62.0%1.048%
11/17/2025Integrated Wealth Concepts LLC1,089,080$24.53M0.2%+8.1%1.421%
11/17/2025Hughes Financial Services LLC100,476$2.26M0.4%+4.3%0.131%
11/17/2025Ameriprise Financial Inc.248,385$5.58M0.0%+53.9%0.324%
11/13/2025Beese Fulmer Investment Management Inc.10,104$228K0.0%+11.5%0.013%
11/13/2025Parallel Advisors LLC133,336$3.00M0.1%+9.5%0.174%
11/12/2025RFP Financial Group LLC23,671$533K0.2%-19.3%0.031%
11/10/2025Cary Street Partners Financial LLC32,303$727K0.0%-5.3%0.042%
11/10/2025Thoroughbred Financial Services LLC98,683$2.22M0.1%+46.5%0.129%
11/10/2025Portland Global Advisors LLC121,014$2.73M0.3%+6.0%0.158%
11/10/2025Heartland Bank & Trust Co63,532$1.43M0.6%+232.6%0.083%
11/5/2025Prime Capital Investment Advisors LLC11,797$266K0.0%+14.4%0.015%
11/5/2025Titleist Asset Management LLC412,770$9.30M0.8%+13.4%0.539%
11/4/2025High Note Wealth LLC3,483$78K0.0%+770.8%0.005%
11/3/2025Atlantic Private Wealth LLC169,097$3.81M2.5%+12.2%0.221%
10/31/2025Bank of Jackson Hole Trust2,747$62K0.0%-16.3%0.004%
10/31/2025Opus Capital Group LLC14,450$325K0.0%N/A0.019%
10/30/2025CNB Bank11,216$253K0.1%N/A0.015%
10/28/2025Leavell Investment Management Inc.156,169$3.52M0.1%+10.9%0.189%
10/28/2025Gould Asset Management LLC CA94,610$2.13M0.4%+1.4%0.114%
10/23/2025Strategic Blueprint LLC298,946$6.73M0.3%+32.9%0.368%
10/22/2025Crews Bank & Trust16,625$374K0.1%-7.4%0.020%
10/16/2025Rebalance LLC208,127$4.69M0.3%+21.2%0.261%
10/14/2025GLOBALT Investments LLC GA2,833,044$63.80M2.3%-1.7%3.555%
10/14/2025 Confluence Investment Management LLC456,205$10.27M0.1%-2.3%0.572%
10/7/2025 Montecito Bank & Trust65,530$1.48M0.2%N/A0.083%
10/6/2025Old Port Advisors320,724$7.22M1.8%+4.8%0.408%
10/3/2025Horizons Wealth Management44,815$1.01M0.7%+6.0%0.057%
8/15/2025Captrust Financial Advisors177,282$3.99M0.0%+8.4%0.238%
8/15/2025Ameriprise Financial Inc.161,425$3.63M0.0%+4.7%0.217%
8/14/2025Cary Street Partners Financial LLC34,096$767K0.0%-3.9%0.046%
8/13/2025Flow Traders U.S. LLC10,845$244K0.0%-92.5%0.015%
8/13/2025RFP Financial Group LLC29,350$660K0.3%+11.4%0.039%
8/13/2025Portland Global Advisors LLC114,149$2.57M0.3%+7.0%0.154%
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8/13/2025Baird Financial Group Inc.178,831$4.02M0.0%+50.5%0.241%
8/13/2025Boston Family Office LLC221,879$4.99M0.3%+14.2%0.298%
8/12/2025Titleist Asset Management LLC364,074$8.19M0.8%+7.1%0.490%
8/12/2025JPMorgan Chase & Co.15,264$343K0.0%N/A0.021%
8/7/2025Hughes Financial Services LLC96,333$2.16M0.4%+3.0%0.130%
8/5/2025Gould Asset Management LLC CA93,285$2.10M0.4%+3.5%0.125%
7/31/2025Leavell Investment Management Inc.140,820$3.17M0.1%+21.9%0.190%
7/31/2025GLOBALT Investments LLC GA2,883,167$64.84M2.5%-2.1%3.894%
7/30/2025Strategic Blueprint LLC225,012$5.06M0.2%+28.7%0.304%
7/30/2025OLD Point Trust & Financial Services N A12,610$284K0.1%+19.5%0.017%


IBTH Institutional Ownership - Frequently Asked Questions

During the previous two years, 69 institutional investors and hedge funds held shares of iShares iBonds Dec 2027 Term Treasury ETF. The most heavily invested institutionals were GLOBALT Investments LLC GA ($63.59M), NewEdge Advisors LLC ($39.20M), Integrated Wealth Concepts LLC ($25.86M), United Capital Financial Advisors LLC ($18.09M), Confluence Investment Management LLC ($9.69M), Titleist Asset Management LLC ($9.56M), and Old Port Advisors ($7.37M).Learn more on iShares iBonds Dec 2027 Term Treasury ETF's institutional investors.

Of the 65 institutional investors that purchased iShares iBonds Dec 2027 Term Treasury ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Integrated Wealth Concepts LLC ($550.38K), NewEdge Advisors LLC ($533.90K), Titleist Asset Management LLC ($425.45K), United Capital Financial Advisors LLC ($345.40K), Rebalance LLC ($267.14K), Strategic Blueprint LLC ($244.77K), and Boston Family Office LLC ($172.28K).

Institutional investors have bought a total of 2,051,011 shares in the last 24 months. This purchase volume represents approximately $46.09M in transactions.

Of the 16 institutional investors that sold iShares iBonds Dec 2027 Term Treasury ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: IFP Advisors Inc ($50.88K), Parallel Advisors LLC ($25.06K), Confluence Investment Management LLC ($24.92K), Janney Montgomery Scott LLC ($19.13K), RFP Financial Group LLC ($17.88K), Atlantic Private Wealth LLC ($11.71K), and GLOBALT Investments LLC GA ($3.05K).

Institutional investors have sold a total of 166,013 shares in the last 24 months. This volume of shares sold represents approximately $3.73M in transactions.


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Institutional ownership data for NASDAQ:IBTH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/8/2026. New 13F filings are added each quarter as they're published.
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