iShares iBonds Dec 2027 Term Treasury ETF (IBTH) Institutional Ownership $22.38 0.00 (0.00%) As of 05/22/2026 03:59 PM Eastern Add Compare Share Share Ownership Stock AnalysisChartDividendHoldingsOwnershipShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2027 Term Treasury ETF (NASDAQ:IBTH)Number ofInstitutional Buyers(last 12 months)47TotalInstitutional Inflows(last 12 months)$54.67MNumber ofInstitutional Sellers(last 12 months)16TotalInstitutional Outflows(last 12 months)$9.09M Get IBTH Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares iBonds Dec 2027 Term Treasury ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. 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Skip Chart & View Institutional Buying and Selling Data IBTH Institutional Buying and Selling by Quarter iShares iBonds Dec 2027 Term Treasury ETF Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/18/2026 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% Get the Latest News and Ratings for IBTH and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares iBonds Dec 2027 Term Treasury ETF and its competitors with MarketBeat's FREE daily newsletter. 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% 2/17/2026 Captrust Financial Advisors190,908$4.29M0.0%+8.6%0.212% 2/16/2026 RFP 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% 2/10/2026 Portland 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% 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% Your $29.97 book is free today (Ad)Why Some Traders Skip Stocks Entirely You don't need a big account to trade options. 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Grab your copy now.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% 1/5/2026 Horizons Wealth Management46,266$1.04M0.7%+3.2%0.053% 12/2/2025 IFP Advisors Inc95,062$2.14M0.1%-34.9%0.124% 11/19/2025 Captrust 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% 11/17/2025 United 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% 11/17/2025 Ameriprise 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% 11/12/2025 RFP 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% 11/10/2025 Portland 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% 10/31/2025 Bank 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% 10/3/2025 Horizons Wealth Management44,815$1.01M0.7%+6.0%0.057% 8/15/2025 Captrust Financial Advisors177,282$3.99M0.0%+8.4%0.238% 8/15/2025 Ameriprise 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% 8/13/2025 Flow Traders U.S. LLC10,845$244K0.0%-92.5%0.015% 8/13/2025 RFP Financial Group LLC29,350$660K0.3%+11.4%0.039% 8/13/2025 Portland 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% 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% $30 stock to buy before Starlink goes public (WATCH NOW!) 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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. Which institutional investors have been buying iShares iBonds Dec 2027 Term Treasury ETF's stock? 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), Strategic Blueprint LLC ($274.76K), Rebalance LLC ($267.14K), and Boston Family Office LLC ($172.28K). How much institutional buying is happening at iShares iBonds Dec 2027 Term Treasury ETF? Institutional investors have bought a total of 2,431,011 shares in the last 24 months. This purchase volume represents approximately $54.67M in transactions. Which of iShares iBonds Dec 2027 Term Treasury ETF's major shareholders have been selling company stock? 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: Flow Traders U.S. LLC ($133.80K), GLOBALT Investments LLC GA ($116.26K), IFP Advisors Inc ($50.88K), Confluence Investment Management LLC ($39.18K), Janney Montgomery Scott LLC ($19.13K), RFP Financial Group LLC ($17.88K), and Parallel Advisors LLC ($12.53K). How much institutional selling is happening at iShares iBonds Dec 2027 Term Treasury ETF? Institutional investors have sold a total of 404,415 shares in the last 24 months. This volume of shares sold represents approximately $9.09M in transactions. Related Companies IBTG Major Shareholders IBTI Major Shareholders IBTJ Major Shareholders VGUS Major Shareholders IBTK Major Shareholders XBIL Major Shareholders IBTL Major Shareholders IBTM Major Shareholders IBTO Major Shareholders UTWO Major Shareholders This page (NASDAQ:IBTH) was last updated on 5/25/2026 by MarketBeat.com Staff. 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