ISHARES IBONDS DEC 2027 TERM (IBTH) Top Institutional Shareholders
ISHARES IBONDS DEC 2027 TERM (IBTH) is currently reported in institutional portfolios tracked by InsiderSet based on the latest available SEC Form 13F filings for the quarter ended March 31, 2026. The institutional investors covered on this page collectively reported approximately $1.72B in IBTH holdings during the latest filing period.
Hm Payson & Co is currently the largest disclosed institutional shareholder of IBTH tracked by InsiderSet, reporting ownership valued at approximately $151.55M in its March 31, 2026 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $150.88M, representing an estimated loss of -0.45% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 40% of the total disclosed IBTH value among the investors covered in this analysis. Major shareholders include Hm Payson & Co, Bank Of America Corp, Morgan Stanley, and several other long-term asset managers with concentrated positions in ISHARES IBONDS DEC 2027 TERM (IBTH).
This page ranks the largest institutional IBTH shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
309
Total Reported Value
$1.72B
Largest Holder
Hm Payson & Co
Largest Position
$151.55M
Insider Transactions (90d)
0
Latest Filing Quarter
Q1 2026
New Institutional Positions
73
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hm Payson & Co | 2.19% | 6,756,711 | $151,553,029 | $150,877,357 | -$675,672 | -0.45% | |
| Bank Of America Corp | 0.01% | 3,767,638 | $84,508,120 | $84,131,357 | -$376,763 | -0.45% | |
| Morgan Stanley | 0.01% | 3,708,002 | $83,170,511 | $82,799,685 | -$370,826 | -0.45% | |
| Globalt Investments Llc / Ga | 2.40% | 2,998,377 | $67,253,593 | $66,953,758 | -$299,835 | -0.45% | |
| Northcoast Asset Management Llc | 1.37% | 2,637,447 | $59,157,944 | $58,894,192 | -$263,752 | -0.45% | |
| Wells Fargo & Company/Mn | 0.01% | 2,491,035 | $55,873,909 | $55,624,812 | -$249,097 | -0.45% | |
| Mercer Global Advisors Inc | 0.08% | 2,467,661 | $55,349,628 | $55,102,870 | -$246,758 | -0.45% | |
| Envestnet Asset Management Inc | 0.01% | 1,901,070 | $42,640,990 | $42,450,893 | -$190,097 | -0.45% | |
| Raymond James Financial Inc | 0.01% | 1,874,584 | $42,046,916 | $41,859,461 | -$187,455 | -0.45% | |
| Lpl Financial Llc | 0.01% | 1,811,146 | $40,624,001 | $40,442,890 | -$181,111 | -0.45% | |
| Brookstone Capital Management | 0.44% | 1,720,033 | $38,580,340 | $38,408,337 | -$172,003 | -0.45% | |
| Ubs Group Ag | 0.01% | 1,699,627 | $38,122,634 | $37,952,671 | -$169,963 | -0.45% | |
| True Private Wealth Advisors | 3.59% | 1,678,023 | $37,638,078 | $37,470,254 | -$167,824 | -0.45% | |
| United Capital Financial Advisors, Llc | 0.20% | 1,481,203 | $33,225,417 | $33,075,263 | -$150,154 | -0.45% | |
| Focus Partners Wealth | 0.04% | 1,405,276 | $31,520,352 | $31,379,813 | -$140,539 | -0.45% | |
| Integrated Wealth Concepts Llc | 0.23% | 1,313,543 | $29,462,774 | $29,331,415 | -$131,359 | -0.45% | |
| Stratos Wealth Advisors, Llc | 1.77% | 1,287,702 | $28,883,164 | $28,754,386 | -$128,778 | -0.45% | |
| Connecticut Wealth Management, Llc | 1.17% | 1,240,205 | $27,817,788 | $27,693,778 | -$124,010 | -0.45% | |
| Financial Advisory Corp | 3.76% | 1,205,677 | $27,043,334 | $26,922,767 | -$120,567 | -0.45% | |
| Merit Financial Group, Llc | 0.20% | 1,187,645 | $26,638,880 | $26,520,113 | -$118,767 | -0.45% | |
| Stratos Wealth Partners, Ltd. | 0.27% | 1,047,678 | $23,499,423 | $23,394,650 | -$104,773 | -0.45% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.31% | 941,755 | $21,123,565 | $21,029,389 | -$94,176 | -0.45% | |
| Capital Investment Advisors, Llc | 0.32% | 900,558 | $20,199,513 | $20,109,460 | -$90,053 | -0.45% | |
| Journey Advisory Group, Llc | 1.68% | 872,105 | $19,561,312 | $19,474,105 | -$87,207 | -0.45% | |
| Oneascent Financial Services Llc | 0.99% | 813,004 | $18,235,677 | $18,154,379 | -$81,298 | -0.45% | |
| Mkt Advisors Llc | 6.03% | 804,133 | $17,992,481 | $17,956,290 | -$36,191 | -0.20% | |
| Denver Pwm, Llc | 5.95% | 772,699 | $17,296,875 | $17,254,369 | -$42,506 | -0.25% | |
| Asset Advisors Investment Management, Llc | 1.59% | 745,721 | $16,726,522 | $16,651,950 | -$74,572 | -0.45% | |
| Carnegie Investment Counsel | 0.32% | 734,551 | $16,475,979 | $16,402,524 | -$73,455 | -0.45% | |
| Titleist Asset Management, Llc | 1.16% | 686,345 | $15,394,724 | $15,326,084 | -$68,640 | -0.45% | |
| Blackrock, Inc. | 0.00% | 673,518 | $15,107,009 | $15,039,657 | -$67,352 | -0.45% | |
| Fulton Bank, N.A. | 0.50% | 632,365 | $14,183,946 | $14,120,710 | -$63,236 | -0.45% | |
| Osaic Holdings, Inc. | 0.02% | 614,994 | $13,798,518 | $13,732,816 | -$65,702 | -0.48% | |
| Mv Capital Management, Inc. | 1.33% | 605,306 | $13,577,003 | $13,516,483 | -$60,520 | -0.45% | |
| Royal Bank Of Canada | 0.00% | 595,791 | $13,364,000 | $13,304,013 | -$59,987 | -0.45% | |
| Krilogy Financial Llc | 0.42% | 587,025 | $13,158,170 | $13,108,268 | -$49,902 | -0.38% | |
| Cwm, Llc | 0.03% | 562,325 | $12,612,944 | $12,556,717 | -$56,227 | -0.45% | |
| Wealth Management Strategies, Inc. | 5.45% | 537,218 | $12,049,808 | $11,996,078 | -$53,730 | -0.45% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 536,682 | $12,037,782 | $11,984,109 | -$53,673 | -0.45% | |
| Shelton Wealth Management, Llc | 4.51% | 456,390 | $10,236,828 | $10,191,189 | -$45,639 | -0.45% | |
| Sanctuary Advisors, Llc | 0.05% | 429,045 | $9,623,471 | $9,580,575 | -$42,896 | -0.45% | |
| Chatham Capital Group, Inc. | 1.36% | 418,786 | $9,393,363 | $9,351,491 | -$41,872 | -0.45% | |
| Apella Capital, Llc | 0.14% | 410,722 | $9,214,555 | $9,171,422 | -$43,133 | -0.47% | |
| Bip Wealth, Llc | 0.37% | 408,299 | $9,158,150 | $9,117,317 | -$40,833 | -0.45% | |
| Baird Financial Group, Inc. | 0.01% | 391,510 | $8,781,569 | $8,742,418 | -$39,151 | -0.45% | |
| Commonwealth Equity Services, Llc | 0.01% | 374,080 | $8,390,625 | $8,353,206 | -$37,419 | -0.45% | |
| Delta Wealth Advisors Llc | 6.37% | 372,920 | $8,364,585 | $8,327,304 | -$37,281 | -0.45% | |
| Eight 31 Financial, Llc | 4.82% | 355,656 | $7,977,365 | $7,941,798 | -$35,567 | -0.45% | |
| Hilltop Holdings Inc. | 0.71% | 349,939 | $7,849,117 | $7,814,138 | -$34,979 | -0.45% | |
| Financial Engines Advisors L.L.C. | 0.02% | 342,239 | $7,676,418 | $7,642,197 | -$34,221 | -0.45% |
Frequently asked questions about IBTH
Who owns the most IBTH stock?
The largest holders of IBTH are typically major institutional investors such as asset managers and hedge funds reporting on Form 13F. The table above ranks tracked superinvestors by reported position size using the latest available filings for ISHARES IBONDS DEC 2027 TERM (IBTH).
Is IBTH widely held by superinvestors?
Many widely followed stocks like IBTH appear across numerous superinvestor portfolios because of liquidity, index inclusion, and fundamentals. The holder count and table above show how broadly IBTH is represented among the institutional managers we track.
What do “Current Estimated Value”, “Gain/loss Since Filing”, and “Estimated Portfolio Performance” mean?
Current Estimated Value is reported share quantity from the latest 13F times our most recent split-adjusted U.S. session close. Gain/loss Since Filing is that estimate minus the reported 13F dollar value; Estimated Portfolio Performance is that difference as a percent of the reported value. Green means the estimate is above the filing value; red means below (not purchase cost). If many filers share the same implied filing price per share, the performance % may match across rows. These are not official fund marks or live quotes.