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

iShares iBonds Dec 2027 Term Treasury ETF logo
$22.36 +0.01 (+0.04%)
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)
50
Total
Institutional Inflows
(last 12 months)
$67.46M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$14.48M
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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
5/5/2026Midwest 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%
2/18/2026NewEdge 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%
2/12/2026 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%
2/11/2026Eldridge 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%
2/9/2026 Cary 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%
2/4/2026 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%
1/21/2026Prime Capital Investment Advisors LLC15,784$355K0.0%+33.8%0.018%
1/21/2026Crews Bank & Trust15,340$345K0.0%-7.7%0.017%
1/20/2026 Blue 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%
1/8/2026 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%
11/19/2025Captrust 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%
11/17/2025 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%
11/13/2025Parallel Advisors LLC133,336$3.00M0.1%+9.5%0.174%
11/12/2025RFP Financial Group LLC23,671$533K0.2%-19.3%0.031%
11/10/2025 Cary 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%
11/5/2025 Titleist 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%
10/31/2025 Opus 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%
10/23/2025 Strategic 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%
10/6/2025 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%
8/15/2025Captrust 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%
8/13/2025Baird 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%
8/12/2025 Titleist Asset Management LLC364,074$8.19M0.8%+7.1%0.490%
8/12/2025JPMorgan Chase & Co.15,264$343K0.0%N/A0.021%
8/7/2025 Hughes 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%
7/30/2025 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%
7/25/2025Heartland Bank & Trust Co19,101$430K0.2%+8.2%0.026%
7/23/2025Prime Capital Investment Advisors LLC10,311$232K0.0%N/A0.014%
7/21/2025Crews 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%
7/16/2025Rebalance LLC171,673$3.86M0.3%+141.3%0.237%
7/9/2025Lbmc Investment Advisors LLC9,930$223K0.0%N/A0.014%
7/8/2025Parallel Advisors LLC121,750$2.74M0.1%+12.6%0.169%
7/7/2025 Horizons Wealth Management42,259$950K0.7%+5.0%0.059%
7/1/2025 Confluence Investment Management LLC467,115$10.51M0.1%-0.7%0.698%
7/1/2025 Harbor Investment Advisory LLC3,555$80K0.0%+99.9%0.005%


IBTH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBTH shares?

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 66 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 3,001,658 shares in the last 24 months. This purchase volume represents approximately $67.46M in transactions.

Which of iShares iBonds Dec 2027 Term Treasury ETF's major shareholders have been selling company stock?

Of the 17 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: NewEdge Advisors LLC ($185.72K), GLOBALT Investments LLC GA ($176.92K), Flow Traders U.S. LLC ($133.80K), IFP Advisors Inc ($50.88K), Confluence Investment Management LLC ($39.18K), Janney Montgomery Scott LLC ($19.13K), and RFP Financial Group LLC ($17.88K).

How much institutional selling is happening at iShares iBonds Dec 2027 Term Treasury ETF?

Institutional investors have sold a total of 644,428 shares in the last 24 months. This volume of shares sold represents approximately $14.48M in transactions.


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This page (NASDAQ:IBTH) was last updated on 5/5/2026 by MarketBeat.com Staff.
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