Who owns Ishares Ibonds Dec 2027 Term T?
- Ticker: IBTH
- CUSIP Number: 46436e841
Tip: Access positions for across all investors
Analyze quarterly positions in Ishares Ibonds Dec 2027 Term T with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Ishares Ibonds Dec 2027 Term T this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
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Morgan Stanley | 3.2M | $70M | 3% | Jun 2024 |
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GLOBALT Investments LLC / GA | 3.1M | $69M | -4% | Sep 2024 |
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Bank of America Corporation | 1.6M | $36M | 10% | Sep 2024 |
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Confluence Investment Management | 1.4M | $31M | -2% | Sep 2024 |
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Goss Wealth Management | 1.3M | $29M | -4% | Jun 2024 |
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Wells Fargo & Company | 1.2M | $28M | 14% | Sep 2024 |
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Envestnet Asset Management | 868k | $20M | 44% | Sep 2024 |
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Integrated Wealth Concepts | 812k | $18M | 60% | Sep 2024 |
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Stratos Wealth Partners | 795k | $18M | 3% | Sep 2024 |
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Raymond James Financial Services Advisors | 757k | $17M | 4% | Sep 2024 |
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Journey Advisory Group | 671k | $15M | 0% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 569k | $13M | 48% | Sep 2024 |
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Vista Private Wealth Partners | 568k | $13M | 4% | Sep 2024 |
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Hm Payson & Co | 551k | $13M | 4936% | Sep 2024 |
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Commonwealth Equity Services | 546k | $12M | -9% | Sep 2024 |
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Capital Investment Advisors | 544k | $12M | 0% | Sep 2024 |
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TMD Wealth Management | 539k | $12M | 6% | Jun 2024 |
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MV Capital Management | 503k | $11M | 2% | Sep 2024 |
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FinTrust Capital Advisors | 473k | $11M | -5% | Sep 2024 |
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Chatham Capital Group | 471k | $11M | 3% | Sep 2024 |
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Legacy Private Trust | 420k | $9.5M | 6% | Sep 2024 |
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LPL Financial | 412k | $9.3M | 42% | Sep 2024 |
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Steward Partners Investment Advisory | 412k | $9.1M | 7% | Jun 2024 |
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Advisor Group Holdings | 394k | $8.9M | 240% | Sep 2024 |
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MKT Advisors | 374k | $8.4M | 11% | Sep 2024 |
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Fagan Associates | 322k | $7.3M | 6% | Sep 2024 |
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Financial Engines Advisors L.L.C | 300k | $6.8M | -10% | Sep 2024 |
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Snowden Capital Advisors | 278k | $6.3M | 6% | Sep 2024 |
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Probity Advisors | 269k | $6.1M | 14% | Sep 2024 |
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MBL Wealth | 264k | $5.8M | 100% | Jun 2024 |
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Old Port Advisors | 263k | $6.0M | 13% | Sep 2024 |
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Shelton Wealth Management | 221k | $5.0M | 18% | Sep 2024 |
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Central Trust & Investment | 206k | $4.7M | 31% | Sep 2024 |
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Krilogy Financial | 192k | $4.4M | 2% | Sep 2024 |
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Branch Banking & Trust Company | 192k | $4.2M | 1% | Jun 2024 |
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Colony | 189k | $4.3M | 5% | Sep 2024 |
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Stifel Financial | 180k | $4.0M | 7% | Jun 2024 |
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Royal Bank of Canada | 165k | $3.7M | -11% | Sep 2024 |
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Mercer Global Advisors | 162k | $3.6M | 388% | Jun 2024 |
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Janney Montgomery Scott | 158k | $3.6M | 1% | Sep 2024 |
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Synovus Financial Corp. | 158k | $3.6M | 38% | Sep 2024 |
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Stockman Asset Management | 150k | $3.4M | 9% | Sep 2024 |
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Park Avenue Securities | 149k | $3.4M | 9% | Sep 2024 |
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Wealth Enhancement Advisory Services | 133k | $2.9M | 100% | Jun 2024 |
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Cetera Investment Advisers | 126k | $2.8M | 19% | Jun 2024 |
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1858 Wealth Management | 126k | $2.9M | 1% | Sep 2024 |
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Asset Dedication | 115k | $2.6M | -24% | Sep 2024 |
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SCS Capital Management | 108k | $2.4M | 0% | Jun 2024 |
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Sanctuary Advisors | 107k | $2.4M | 100% | Sep 2024 |
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Accretive Wealth Partners | 105k | $2.4M | 2% | Sep 2024 |
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CliftonLarsonAllen Wealth Advisors | 104k | $2.4M | 20% | Sep 2024 |
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Strategic Blueprint | 103k | $2.3M | 89% | Sep 2024 |
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Hanson McClain Advisors | 95k | $2.1M | -6% | Sep 2024 |
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Leavell Investment Management | 92k | $2.1M | 90% | Sep 2024 |
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Lantz Financial | 88k | $2.0M | 100% | Sep 2024 |
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Asset Advisors Investment Management | 88k | $2.0M | 100% | Sep 2024 |
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Lido Advisors | 81k | $1.8M | 14% | Jun 2024 |
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STAR Financial Bank | 79k | $1.8M | 44% | Sep 2024 |
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Cambridge Investment Research Advisors | 79k | $1.8M | 8% | Sep 2024 |
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D.A. Davidson & Co. | 78k | $1.7M | 13% | Jun 2024 |
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IFP Advisors | 77k | $1.7M | 95% | Jun 2024 |
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Captrust Financial Advisors | 75k | $1.7M | -3% | Sep 2024 |
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Boston Family Office | 73k | $1.6M | 100% | Jun 2024 |
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Mechanics Bank Trust Department / The Mechanics Bank | 72k | $1.6M | 70% | Sep 2024 |
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Leo Wealth | 67k | $1.5M | 105% | Sep 2024 |
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Raymond James & Associates | 63k | $1.4M | 23% | Sep 2024 |
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Cannon Financial Strategists | 61k | $1.4M | 1% | Sep 2024 |
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Foundry Financial Group | 59k | $1.3M | 2% | Sep 2024 |
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Citadel Advisors | 59k | $1.3M | 100% | Sep 2024 |
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Montecito Bank & Trust | 59k | $1.3M | 0% | Sep 2024 |
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Thoroughbred Financial Services | 58k | $1.3M | 17% | Sep 2024 |
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Associated Banc- | 57k | $1.2M | -1% | Jun 2024 |
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ValMark Advisers | 55k | $1.3M | 53% | Sep 2024 |
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SkyView Investment Advisors | 50k | $1.1M | -9% | Sep 2024 |
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Susquehanna International | 48k | $1.1M | 100% | Sep 2024 |
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4J Wealth Management | 48k | $1.1M | 11% | Sep 2024 |
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Kovitz Investment Group Partners | 47k | $1.1M | 100% | Sep 2024 |
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Apollon Wealth Management | 45k | $1.0M | 8% | Sep 2024 |
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Austin Private Wealth | 44k | $1.0M | 2% | Sep 2024 |
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Cary Street Partner Investment Advisory | 44k | $1.0M | 100% | Sep 2024 |
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Atlantic Private Wealth | 43k | $968k | 0% | Sep 2024 |
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CWM | 42k | $955k | -1% | Sep 2024 |
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Northstar | 42k | $938k | 100% | Sep 2024 |
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Shufro Rose & Co | 41k | $908k | 5% | Sep 2024 |
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Reliant Wealth Planning | 41k | $928k | 26% | Sep 2024 |
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United Capital Financial Advisers | 41k | $921k | 72% | Sep 2024 |
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Transcend Wealth Collective | 40k | $907k | 0% | Sep 2024 |
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Jim Saulnier & Associates | 40k | $895k | 100% | Sep 2024 |
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Lake Street Advisors Group | 39k | $888k | 21% | Sep 2024 |
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Thrivent Financial for Lutherans | 38k | $868k | 62% | Sep 2024 |
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Beverly Hills Private Wealth | 38k | $861k | -49% | Sep 2024 |
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Sigma Planning | 34k | $780k | -1% | Sep 2024 |
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Element Wealth | 34k | $771k | 153% | Sep 2024 |
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Altus Wealth Group | 33k | $757k | -26% | Sep 2024 |
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Creative Planning | 33k | $740k | -1% | Sep 2024 |
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Conrad Siegel Investment Advisors | 31k | $705k | 40% | Sep 2024 |
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Kestra Advisory Services | 31k | $696k | 0% | Sep 2024 |
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Compass Ion Advisors | 31k | $695k | 0% | Sep 2024 |
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HPM Partners | 30k | $679k | 58% | Sep 2024 |
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Mesirow Financial Investment Management International Equity | 30k | $668k | 1% | Sep 2024 |
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Summit Wealth Partners | 29k | $662k | 1% | Sep 2024 |
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Mendota Financial Group | 29k | $656k | 58% | Sep 2024 |
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AllSquare Wealth Management | 28k | $612k | 0% | Jun 2024 |
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HighTower Advisors | 28k | $608k | 48% | Jun 2024 |
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Consolidated Portfolio Review Corp | 27k | $600k | 18% | Jun 2024 |
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Granite Harbor Advisors | 26k | $592k | 6% | Sep 2024 |
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Pamela Horwath | 26k | $579k | 14% | Sep 2024 |
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Fullcircle Wealth | 24k | $529k | 0% | Sep 2024 |
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Jane Street | 24k | $535k | -39% | Sep 2024 |
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Crew Capital Management | 23k | $518k | 100% | Sep 2024 |
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Benjamin Edwards | 23k | $511k | 1051% | Sep 2024 |
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Barrett & Company | 22k | $494k | 21% | Sep 2024 |
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Koss-Olinger Consulting | 22k | $493k | 2% | Sep 2024 |
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Midwest Professional Planners | 22k | $477k | 100% | Jun 2024 |
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Simplicity Wealth | 22k | $488k | -22% | Sep 2024 |
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Country Club Bank | 21k | $467k | -4% | Jun 2024 |
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Spectrum Asset Management | 21k | $468k | -2% | Sep 2024 |
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Straight Path Wealth Management | 21k | $467k | -5% | Sep 2024 |
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Safeguard Financial | 20k | $459k | 5% | Sep 2024 |
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Private Advisor | 19k | $419k | 34% | Sep 2024 |
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Pinnacle Bank | 18k | $402k | 79% | Sep 2024 |
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WealthTrust DunckerStreett | 18k | $402k | 0% | Sep 2024 |
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Benjamin F. Edwards & Company | 18k | $407k | 3% | Jun 2024 |
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Yoder Wealth Management | 18k | $401k | 0% | Sep 2024 |
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Washington Trust Company | 17k | $376k | -8% | Sep 2024 |
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Coldstream Capital Management | 17k | $374k | 1% | Sep 2024 |
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Signature Wealth Management Group | 16k | $372k | 0% | Sep 2024 |
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Mml Investors Services | 16k | $356k | 100% | Sep 2024 |
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Apella Capital | 16k | $355k | 1% | Sep 2024 |
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Beacon Pointe Advisors | 15k | $336k | 9% | Sep 2024 |
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Resonant Capital Advisors | 14k | $323k | -8% | Sep 2024 |
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CFS Investment Advisory Services | 14k | $317k | 15% | Sep 2024 |
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Focused Wealth Management | 14k | $314k | 100% | Sep 2024 |
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Equitable Holdings | 14k | $304k | 0% | Jun 2024 |
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Essential Planning | 13k | $300k | 1% | Sep 2024 |
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Principal Securities | 13k | $298k | 9% | Sep 2024 |
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Cary Street Partners Asset Management | 13k | $295k | 100% | Sep 2024 |
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Autumn Glory Partners | 13k | $293k | 0% | Sep 2024 |
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KPP Advisory Services | 13k | $290k | 0% | Sep 2024 |
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Global Retirement Partners | 13k | $290k | 1% | Sep 2024 |
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C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 12k | $272k | 14% | Sep 2024 |
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Kestra Private Wealth Services | 12k | $270k | 11% | Sep 2024 |
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Heartland Bank & Trust | 12k | $268k | 100% | Sep 2024 |
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Hara Capital | 12k | $263k | -47% | Sep 2024 |
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Mascoma Wealth Management | 12k | $260k | 0% | Sep 2024 |
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Mattern Capital Management | 12k | $259k | 100% | Sep 2024 |
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Highland Financial Advisors | 11k | $256k | 0% | Sep 2024 |
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Modera Wealth Management | 11k | $250k | 100% | Sep 2024 |
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Trinity Wealth Management | 11k | $250k | 0% | Sep 2024 |
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Who sold out of Ishares Ibonds Dec 2027 Term T?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
PFG Investments | Mar 2024 | 23k | $512k |