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

iShares iBonds Dec 2027 Term Treasury ETF logo
$22.36 +0.02 (+0.09%)
As of 04:00 PM 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)
41
Total
Institutional Inflows
(last 12 months)
$45.09M
Number of
Institutional Sellers
(last 12 months)
15
Total
Institutional Outflows
(last 12 months)
$4.84M
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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
8/12/2026 Compass Financial Management LLC2,162$48K0.0%N/A0.002%
6/3/2026 Parallel Advisors LLC123,341$2.77M0.0%-9.2%0.129%
5/18/2026 Reliant Wealth Planning66,696$1.50M0.5%+0.7%0.070%
5/8/2026 Atlantic Private Wealth LLC209,413$4.70M3.1%+6.9%0.220%
5/7/2026 Basepoint Wealth LLC17,852$400K0.2%N/A0.019%
5/7/2026 Parallel Advisors LLC123,341$2.77M0.0%-9.2%0.129%
5/5/2026 Midwest Professional Planners LTD.264,689$5.94M1.4%+29.0%0.277%
4/23/2026 Kohmann Bosshard Financial Services LLC1,743$39K0.0%-20.4%0.002%
4/23/2026 Pinnacle Bancorp Inc.27,865$625K0.2%+2.5%0.030%
4/22/2026 Princeton Global Asset Management LLC1,335$30K0.0%N/A0.001%
4/22/2026 Janney Montgomery Scott LLC323,811$7.26M0.0%-5.6%0.344%
4/22/2026 Towne 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%
2/18/2026 NewEdge Advisors LLC1,744,511$39.20M0.1%+40.0%1.938%
2/17/2026 Advisory 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%
2/13/2026 Integrated Wealth Concepts LLC1,150,990$25.86M0.3%+5.7%1.279%
2/13/2026 Boston Family Office LLC259,199$5.82M0.4%+9.9%0.288%
2/12/2026 Reliant Wealth Planning66,207$1.49M0.5%+8.4%0.074%
2/12/2026 Titleist Asset Management LLC425,446$9.56M0.8%+3.1%0.473%
2/11/2026 Janney Montgomery Scott LLC342,942$7.71M0.0%+8.8%0.381%
2/11/2026 Eldridge Investment Advisors Inc.112,809$2.54M0.6%+37.6%0.125%
2/11/2026 Atlantic Private Wealth LLC195,805$4.40M2.8%+15.8%0.218%
2/11/2026 Parallel Advisors LLC135,871$3.05M0.1%+1.9%0.151%
2/10/2026Portland Global Advisors LLC142,114$3.19M0.3%+17.4%0.158%
2/10/2026 Thoroughbred Financial Services LLC99,574$2.24M0.1%+0.9%0.111%
2/9/2026 PSI Advisors LLC34,590$777K0.2%+24.7%0.038%
2/9/2026 Cary Street Partners Financial LLC31,725$713K0.0%-1.8%0.035%
2/6/2026 GLOBALT Investments LLC GA2,829,992$63.59M2.3%-0.1%3.144%
2/5/2026 High Note Wealth LLC13,318$299K0.1%+282.4%0.015%
2/4/2026 Fourth Dimension Wealth LLC44,639$1.00M0.4%N/A0.050%
2/4/2026 Mascoma Wealth Management LLC11,028$248K0.1%-4.0%0.012%
1/30/2026 Kohmann Bosshard Financial Services LLC2,191$49K0.0%N/A0.002%
1/30/2026 Opus Capital Group LLC15,782$355K0.0%+9.2%0.018%
1/27/2026 Klaas Financial Asset Advisors LLC65,313$1.47M0.2%N/A0.073%
1/26/2026 Towne Trust Company N.A15,570$350K0.1%+23.5%0.017%
1/23/2026 Farther Finance Advisors LLC10,254$230K0.0%+2,031.8%0.012%
1/21/2026 Prime Capital Investment Advisors LLC15,784$355K0.0%+33.8%0.018%
1/21/2026 Crews Bank & Trust15,340$345K0.0%-7.7%0.017%
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1/20/2026 Blue Square Asset Management LLC11,120$250K0.1%N/A0.012%
1/15/2026 Hara Capital LLC5,697$128K0.1%-23.0%0.006%
1/15/2026 Rebalance LLC267,135$6.00M0.4%+28.4%0.301%
1/9/2026 Montecito Bank & Trust69,805$1.57M0.3%+6.5%0.080%
1/8/2026 Old 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%
12/2/2025 IFP Advisors Inc95,062$2.14M0.1%-34.9%0.124%
11/19/2025Captrust Financial Advisors175,710$3.96M0.0%-0.9%0.229%
11/18/2025 Reliant Wealth Planning61,083$1.38M0.4%+3.4%0.080%
11/17/2025 NewEdge 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%
11/17/2025 Integrated Wealth Concepts LLC1,089,080$24.53M0.2%+8.1%1.421%
11/17/2025 Hughes 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%
11/13/2025 Beese Fulmer Investment Management Inc.10,104$228K0.0%+11.5%0.013%
11/13/2025 Parallel Advisors LLC133,336$3.00M0.1%+9.5%0.174%
11/12/2025RFP Financial Group LLC23,671$533K0.2%-19.3%0.031%
11/10/2025 Cary Street Partners Financial LLC32,303$727K0.0%-5.3%0.042%
11/10/2025 Thoroughbred 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%
11/10/2025 Heartland Bank & Trust Co63,532$1.43M0.6%+232.6%0.083%
11/5/2025 Prime Capital Investment Advisors LLC11,797$266K0.0%+14.4%0.015%
11/5/2025 Titleist Asset Management LLC412,770$9.30M0.8%+13.4%0.539%
11/4/2025 High Note Wealth LLC3,483$78K0.0%+770.8%0.005%
11/3/2025 Atlantic 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%
10/31/2025 Opus Capital Group LLC14,450$325K0.0%N/A0.019%
10/30/2025 CNB Bank11,216$253K0.1%N/A0.015%
10/28/2025 Leavell Investment Management Inc.156,169$3.52M0.1%+10.9%0.189%
10/28/2025 Gould Asset Management LLC CA94,610$2.13M0.4%+1.4%0.114%
10/23/2025 Strategic Blueprint LLC298,946$6.73M0.3%+32.9%0.368%
10/22/2025 Crews Bank & Trust16,625$374K0.1%-7.4%0.020%
10/16/2025 Rebalance LLC208,127$4.69M0.3%+21.2%0.261%
10/14/2025 GLOBALT 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%
10/6/2025 Old 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%
8/14/2025 Cary 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%
8/13/2025 Baird Financial Group Inc.178,831$4.02M0.0%+50.5%0.241%
8/13/2025 Boston Family Office LLC221,879$4.99M0.3%+14.2%0.298%
8/12/2025 Titleist Asset Management LLC364,074$8.19M0.8%+7.1%0.490%
8/12/2025 JPMorgan Chase & Co.15,264$343K0.0%N/A0.021%
8/7/2025 Hughes Financial Services LLC96,333$2.16M0.4%+3.0%0.130%
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8/5/2025 Gould Asset Management LLC CA93,285$2.10M0.4%+3.5%0.125%
7/31/2025 Leavell Investment Management Inc.140,820$3.17M0.1%+21.9%0.190%
7/31/2025 GLOBALT Investments LLC GA2,883,167$64.84M2.5%-2.1%3.894%
7/30/2025 Strategic Blueprint LLC225,012$5.06M0.2%+28.7%0.304%
7/30/2025 OLD Point Trust & Financial Services N A12,610$284K0.1%+19.5%0.017%
7/25/2025 Heartland Bank & Trust Co19,101$430K0.2%+8.2%0.026%
7/23/2025 Prime Capital Investment Advisors LLC10,311$232K0.0%N/A0.014%
7/21/2025 Crews Bank & Trust17,960$404K0.1%+6.7%0.025%
7/17/2025 Janney Montgomery Scott LLC289,147$6.50M0.0%+22.9%0.398%
7/16/2025 Old Port Advisors306,158$6.89M1.9%+4.1%0.423%


IBTH Institutional Ownership - Frequently Asked Questions

During the previous two years, 68 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 64 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 2,005,120 shares in the last 24 months. This purchase volume represents approximately $45.09M in transactions.

Of the 15 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: GLOBALT Investments LLC GA ($53.18K), IFP Advisors Inc ($50.88K), Confluence Investment Management LLC ($35.83K), Parallel Advisors LLC ($25.06K), Janney Montgomery Scott LLC ($19.13K), RFP Financial Group LLC ($17.88K), and Crews Bank & Trust ($2.62K).

Institutional investors have sold a total of 215,332 shares in the last 24 months. This volume of shares sold represents approximately $4.84M 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 8/12/2026. New 13F filings are added each quarter as they're published.
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