ISHARES IBONDS DEC 2027 TERM IBTH
$22.32
+0.1% 52w: $21.57 – $22.34
Latest 13F among current holders filed 19 days ago (Jun 16, 2026)
Price — last 12 months
research preview data21.5721.9622.34
Jun 20, 2025 Jul 2, 2026
Institutional holders
312
+12 QoQ
13F value
$1.79B
+10.3% QoQ
Smart-money holders
7
signal tier ≥ 2
New smart buyers
3
Q1 2026
Institutional value by quarter
Number of holders
Who owns IBTH?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| HM PAYSON & CO | Diversified mechanical | 6.8M | $151.6M | 2.2% | -9.1% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 3.8M | $84.5M | 0.0% | +7.0% |
| MORGAN STANLEY | Bank broker | 3.7M | $83.2M | 0.0% | +2.9% |
| GLOBALT Investments LLC / GA | Wealth advisor | 3.0M | $67.3M | 2.4% | +6.0% |
| NorthCoast Asset Management LLC | Other | 2.6M | $59.2M | 1.4% | +35.9% |
| WELLS FARGO & COMPANY/MN | Bank broker | 2.5M | $55.9M | 0.0% | -1.0% |
| MERCER GLOBAL ADVISORS INC /ADV | Wealth advisor | 2.5M | $55.3M | 0.1% | +8.3% |
| ENVESTNET ASSET MANAGEMENT INC | Wealth advisor | 1.9M | $42.6M | 0.0% | +198.0% |
| RAYMOND JAMES FINANCIAL INC | Bank broker | 1.9M | $42.0M | 0.0% | +8.1% |
| LPL Financial LLC | Bank broker | 1.8M | $40.6M | 0.0% | +3.7% |
| NewEdge Advisors, LLC | Diversified mechanical | 1.7M | $39.1M | 0.1% | -0.1% |
| Brookstone Capital Management | Wealth advisor | 1.7M | $38.6M | 0.4% | +1.1% |
| UBS Group AG | Bank broker | 1.7M | $38.1M | 0.0% | +32.5% |
| TRUE Private Wealth Advisors | Wealth advisor | 1.7M | $37.6M | 3.6% | -13.9% |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC | Wealth advisor | 1.5M | $33.2M | 0.2% | +19.9% |
| Focus Partners Wealth | Wealth advisor | 1.4M | $31.5M | 0.0% | -0.3% |
| Integrated Wealth Concepts LLC | Wealth advisor | 1.3M | $29.5M | 0.2% | +14.1% |
| Stratos Wealth Advisors, LLC | Wealth advisor | 1.3M | $28.9M | 1.8% | +60.5% |
| Connecticut Wealth Management, LLC | Wealth advisor | 1.2M | $27.8M | 1.2% | +490.1% |
| Financial Advisory Corp | Wealth advisor | 1.2M | $27.0M | 3.8% | +25.6% |
| Merit Financial Group, LLC | Wealth advisor | 1.2M | $26.6M | 0.2% | +1.5% |
| Stratos Wealth Partners, LTD. | Wealth advisor | 1.0M | $23.5M | 0.3% | +3.0% |
| CLIFTONLARSONALLEN WEALTH ADVISORS, LLC | Wealth advisor | 941.8K | $21.1M | 0.3% | +36.3% |
| Capital Investment Advisors, LLC | Wealth advisor | 900.6K | $20.2M | 0.3% | -1.1% |
| Journey Advisory Group, LLC | Wealth advisor | 872.1K | $19.6M | 1.7% | +2.6% |
| OneAscent Financial Services LLC | Wealth advisor | 813.0K | $18.2M | 1.0% | New |
| MKT Advisors LLC | Wealth advisor | 804.1K | $18.0M | 6.0% | +3.0% |
| Denver PWM, LLC | Wealth advisor | 772.7K | $17.3M | 5.9% | +3.9% |
| Asset Advisors Investment Management, LLC | Other | 745.7K | $16.7M | 1.6% | +5.0% |
| Carnegie Investment Counsel | Other | 734.6K | $16.5M | 0.3% | +20.6% |
| TITLEIST ASSET MANAGEMENT, LLC | Wealth advisor | 686.3K | $15.4M | 1.2% | +61.3% |
| BlackRock, Inc. | Index provider | 673.5K | $15.1M | 0.0% | +138.1% |
| Fulton Bank, N.A. | Other | 632.4K | $14.2M | 0.5% | +73.2% |
| OSAIC HOLDINGS, INC. | Wealth advisor | 615.0K | $13.8M | 0.0% | +2.3% |
| MV CAPITAL MANAGEMENT, INC. | Wealth advisor | 605.3K | $13.6M | 1.3% | -8.2% |
| ROYAL BANK OF CANADA | Bank broker | 595.8K | $13.4M | 0.0% | -2.8% |
| Krilogy Financial LLC | Wealth advisor | 587.0K | $13.2M | 0.4% | +5.5% |
| CWM, LLC | Wealth advisor | 562.3K | $12.6M | 0.0% | +3.8% |
| Wealth Management Strategies, Inc. | Wealth advisor | 537.2K | $12.0M | 5.5% | +4.3% |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO | Insurance | 536.7K | $12.0M | 0.0% | +18.4% |
| SHELTON WEALTH MANAGEMENT, LLC | Wealth advisor | 456.4K | $10.2M | 4.5% | +18.0% |
| Sanctuary Advisors, LLC | Wealth advisor | 429.0K | $9.6M | 0.1% | +12.4% |
| CHATHAM CAPITAL GROUP, INC. | Other | 418.8K | $9.4M | 1.4% | -9.3% |
| Apella Capital, LLC | Wealth advisor | 410.7K | $9.2M | 0.1% | +4.1% |
| BIP Wealth, LLC | Wealth advisor | 408.3K | $9.2M | 0.4% | +30.1% |
| Baird Financial Group, Inc. | Diversified mechanical | 391.5K | $8.8M | 0.0% | +47.0% |
| COMMONWEALTH EQUITY SERVICES, LLC | Wealth advisor | 374.1K | $8.4M | 0.0% | +15.8% |
| Delta Wealth Advisors LLC | Wealth advisor | 372.9K | $8.4M | 6.4% | +7.6% |
| EIGHT 31 FINANCIAL, LLC | Wealth advisor | 355.7K | $8.0M | 4.8% | -2.4% |
| Hilltop Holdings Inc. | Other | 349.9K | $7.8M | 0.7% | +60.6% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.