Who Owns iShares iBonds Dec 2027 Term Treasury ETF (IBTH)?Hedge Fund & Institutional Holders

$22.44+0.01 (+0.07%)Financial ServicesNASDAQ

Institutional Holders

237

as of QNaN NaN

Total Institutional Value

$971.0T

% of Float Held

QoQ Change in Holders

+237 / -0

Price History

$22.09$22.24$22.39$22.54$22.68Aug 24Jun 25Mar 26

IBTH — Biggest Institutional Buyers This Quarter

FundShares AddedValue% of Portfolio
HM PAYSON & CONew5.5M$122.4T100.00%
MORGAN STANLEYNew3.7M$82.3T5.89%
BANK OF AMERICA CORP /DE/New2.7M$60.3T4.87%
WELLS FARGO & COMPANY/MNNew2.0M$44.2T10.05%
SUMMITRY LLCNew1.4M$31.5T1.59%
NewEdge Advisors, LLCNew1.3M$29.1T100.00%
ENVESTNET ASSET MANAGEMENT INCNew1.2M$26.3T8.49%
UBS Group AGNew1.1M$24.3T4.46%
Stratos Wealth Partners, LTD.New1.0M$23.3T100.00%
RAYMOND JAMES FINANCIAL INCNew982K$22.0T8.29%
Integrated Wealth Concepts LLCNew910K$20.4T100.00%
Financial Advisory CorpNew777K$17.4T2.88%
Journey Advisory Group, LLCNew771K$17.3T1.41%
LPL Financial LLCNew769K$17.2T6.70%
Capital Investment Advisors, LLCNew732K$16.4T100.00%

Top Institutional Holders(QNaN NaN)

#FundSharesValue% of PortfolioQoQ Share Change
1HM PAYSON & CO5,459,782$122.4T100.00%New
2MORGAN STANLEY3,672,900$82.3T5.89%New
3BANK OF AMERICA CORP /DE/2,687,653$60.3T4.87%New
4WELLS FARGO & COMPANY/MN1,973,530$44.2T10.05%New
5SUMMITRY LLC1,406,269$31.5T1.59%New
6NewEdge Advisors, LLC1,297,469$29.1T100.00%New
7ENVESTNET ASSET MANAGEMENT INC1,175,116$26.3T8.49%New
8UBS Group AG1,081,916$24.3T4.46%New
9Stratos Wealth Partners, LTD.1,039,593$23.3T100.00%New
10RAYMOND JAMES FINANCIAL INC981,795$22.0T8.29%New
11Integrated Wealth Concepts LLC909,949$20.4T100.00%New
12Financial Advisory Corp776,867$17.4T2.88%New
13Journey Advisory Group, LLC770,900$17.3T1.41%New
14LPL Financial LLC768,897$17.2T6.70%New
15Capital Investment Advisors, LLC731,728$16.4T100.00%New
16Denver PWM, LLC684,449$15.3T5.52%New
17Kovitz Investment Group Partners, LLC645,451$14.5T72.62%New
18NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO625,540$14.0T11.47%New
19ROYAL BANK OF CANADA622,512$14.0T2.92%New
20COMMONWEALTH EQUITY SERVICES, LLC605,855$13.6T19.22%New
21WEALTH ENHANCEMENT ADVISORY SERVICES, LLC596,976$13.4T25.60%New
22MV CAPITAL MANAGEMENT, INC.589,546$13.2T1.42%New
23OSAIC HOLDINGS, INC.560,106$12.6T27.99%New
24MKT Advisors LLC542,599$12.2T5.71%New
25MERCER GLOBAL ADVISORS INC /ADV486,744$10.9T25.03%New
26Legacy Private Trust Co.484,172$10.9T0.75%New
27CONFLUENCE INVESTMENT MANAGEMENT LLC470,464$10.5T100.00%New
28Krilogy Financial LLC456,469$10.2T0.66%New
29Wealth Management Strategies, Inc.392,313$8.8T5.88%New
30Steward Partners Investment Advisory, LLC382,020$8.6T75.71%New
31Financial Engines Advisors L.L.C.374,772$8.4T18.02%New
32CLIFTONLARSONALLEN WEALTH ADVISORS, LLC373,267$8.4T100.00%New
33Snowden Capital Advisors LLC333,411$7.5T0.24%New
34Asset Advisors Investment Management, LLC323,895$7.3T0.76%New
35SHELTON WEALTH MANAGEMENT, LLC321,577$7.2T3.92%New
36Obsidian Personal Planning Solutions LLC314,176$7.1T3.17%New
37CENTRAL TRUST Co308,872$6.9T0.17%New
38Old Port Advisors294,032$6.6T1.95%New
39UNITED CAPITAL FINANCIAL ADVISORS, LLC292,263$6.6T56.07%New
40EIGHT 31 FINANCIAL, LLC267,993$6.0T3.85%New
41Focus Partners Wealth231,589$5.2T13.01%New
42CITADEL ADVISORS LLC225,294$5.1T0.96%New
43STIFEL FINANCIAL CORP224,676$5.0T5.35%New
44JANE STREET GROUP, LLC212,017$4.8T1.19%New
45TRUIST FINANCIAL CORP186,018$4.2T6.67%New
46Cetera Investment Advisers185,105$4.2T8.04%New
47Strategic Blueprint, LLC174,800$3.9T0.21%New
48CAPTRUST FINANCIAL ADVISORS163,563$3.7T9.20%New
49BlackRock, Inc.157,429$3.5T0.07%New
50AMERIPRISE FINANCIAL INC154,129$3.5T0.93%New

Similar Stocks by Institutional Ownership

As of QNaN NaN, 237 institutional investors hold IBTH (iShares iBonds Dec 2027 Term Treasury ETF). The largest holder is HM PAYSON & CO with $122.4T in shares. This quarter, 237 institutions opened new positions and 0 closed their positions.

Frequently Asked Questions

How many hedge funds own IBTH?

As of QNaN NaN, 237 institutional investors report holding IBTH (iShares iBonds Dec 2027 Term Treasury ETF) in their 13F filings.

Who is the largest institutional holder of IBTH?

The largest institutional holder of IBTH is HM PAYSON & CO with $122.4T in shares.

Is institutional ownership of IBTH increasing or decreasing?

This quarter, 237 institutions opened new positions in IBTH and 0 closed their positions.