IBTH Institutional Ownership & Shareholders
ISHARES IBONDS DEC 2027 TERM (IBTH) is currently held by 328 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $1.91B based on the latest available SEC Form 13F filings for the quarter ended June 30, 2026.
Hm Payson & Co is currently the largest disclosed institutional shareholder of IBTH tracked by InsiderSet, reporting ownership valued at approximately $147.90M in its June 30, 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 $147.80M, representing an estimated loss of -0.07% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 37% 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
328
Total Reported Value
$1.91B
Largest Holder
Hm Payson & Co
Largest Position
$147.90M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
42
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Hm Payson & Co | 1.96% | 6,611,440 | $147,897,920 | $147,798,741 | -$99,179 | -0.07% | |
| Bank Of America Corp | 0.01% | 4,312,834 | $96,478,098 | $96,413,404 | -$64,694 | -0.07% | |
| Morgan Stanley | 0.00% | 3,823,870 | $85,539,996 | $85,482,614 | -$57,382 | -0.07% | |
| Northcoast Asset Management Llc | 1.62% | 3,259,854 | $72,922,944 | $72,874,036 | -$48,908 | -0.07% | |
| Globalt Investments Llc / Ga | 2.22% | 2,882,542 | $64,338,334 | $64,439,226 | +$100,892 | +0.16% | |
| Mercer Global Advisors Inc | 0.07% | 2,688,763 | $60,147,626 | $60,107,297 | -$40,329 | -0.07% | |
| Newedge Advisors, Llc | 0.14% | 2,039,948 | $45,633,663 | $45,603,038 | -$30,625 | -0.07% | |
| Envestnet Asset Management Inc | 0.01% | 2,024,159 | $45,280,435 | $45,250,074 | -$30,361 | -0.07% | |
| Wells Fargo & Company/Mn | 0.01% | 1,991,715 | $44,554,659 | $44,524,789 | -$29,870 | -0.07% | |
| Lpl Financial Llc | 0.01% | 1,921,980 | $42,994,686 | $42,965,863 | -$28,823 | -0.07% | |
| Raymond James Financial Inc | 0.01% | 1,771,083 | $39,619,119 | $39,592,560 | -$26,559 | -0.07% | |
| Ubs Group Ag | 0.01% | 1,694,910 | $37,915,137 | $37,889,713 | -$25,424 | -0.07% | |
| Brookstone Capital Management | 0.37% | 1,694,622 | $37,823,952 | $37,883,275 | +$59,323 | +0.16% | |
| Connecticut Wealth Management, Llc | 1.33% | 1,625,542 | $36,282,089 | $36,338,991 | +$56,902 | +0.16% | |
| United Capital Financial Advisors, Llc | 0.19% | 1,569,360 | $35,095,933 | $35,083,043 | -$12,890 | -0.04% | |
| Arax Advisory Partners | 0.23% | 1,559,602 | $34,888,298 | $34,864,903 | -$23,395 | -0.07% | |
| Stratos Wealth Advisors, Llc | 1.90% | 1,548,074 | $34,630,419 | $34,607,194 | -$23,225 | -0.07% | |
| Financial Advisory Corp | 4.06% | 1,426,834 | $31,846,927 | $31,896,874 | +$49,947 | +0.16% | |
| Swmg, Llc | 6.93% | 1,417,277 | $31,647,795 | $31,683,227 | +$35,432 | +0.11% | |
| Integrated Wealth Concepts Llc | 0.20% | 1,383,002 | $30,937,743 | $30,917,010 | -$20,733 | -0.07% | |
| Focus Partners Wealth | 0.03% | 1,213,988 | $27,156,915 | $27,138,702 | -$18,213 | -0.07% | |
| Blackrock, Inc. | 0.00% | 1,182,623 | $26,455,277 | $26,437,537 | -$17,740 | -0.07% | |
| Stratos Wealth Partners, Ltd. | 0.24% | 1,075,530 | $24,059,620 | $24,043,473 | -$16,147 | -0.07% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.27% | 934,872 | $20,866,344 | $20,899,064 | +$32,720 | +0.16% | |
| Fulton Bank, N.A. | 0.63% | 933,928 | $20,845,272 | $20,877,960 | +$32,688 | +0.16% | |
| Carnegie Investment Counsel | 0.39% | 880,566 | $19,654,233 | $19,685,053 | +$30,820 | +0.16% | |
| Capital Investment Advisors, Llc | 0.25% | 867,743 | $19,368,032 | $19,398,395 | +$30,363 | +0.16% | |
| Journey Advisory Group, Llc | 1.46% | 853,470 | $19,092,121 | $19,079,322 | -$12,799 | -0.07% | |
| Mkt Advisors Llc | 6.03% | 843,063 | $18,783,451 | $18,846,673 | +$63,222 | +0.34% | |
| Oneascent Financial Services Llc | 0.89% | 828,598 | $18,535,738 | $18,523,308 | -$12,430 | -0.07% | |
| Asset Advisors Investment Management, Llc | 1.60% | 819,948 | $18,301,239 | $18,329,938 | +$28,699 | +0.16% | |
| Denver Pwm, Llc | 5.92% | 799,222 | $17,838,631 | $17,866,608 | +$27,977 | +0.16% | |
| Merit Financial Group, Llc | 0.10% | 712,385 | $15,936,053 | $15,925,367 | -$10,686 | -0.07% | |
| Bip Wealth, Llc | 0.41% | 672,802 | $15,016,943 | $15,040,489 | +$23,546 | +0.16% | |
| Osaic Holdings, Inc. | 0.02% | 639,970 | $14,320,200 | $14,306,529 | -$13,671 | -0.10% | |
| Royal Bank Of Canada | 0.00% | 608,435 | $13,610,000 | $13,601,564 | -$8,436 | -0.06% | |
| Parallel Advisors, Llc | 0.18% | 601,963 | $13,435,803 | $13,456,883 | +$21,080 | +0.16% | |
| Mv Capital Management, Inc. | 1.22% | 601,771 | $13,431,522 | $13,452,591 | +$21,069 | +0.16% | |
| Krilogy Financial Llc | 0.35% | 582,136 | $12,969,990 | $13,013,650 | +$43,660 | +0.34% | |
| Titleist Asset Management, Llc | 0.82% | 568,376 | $12,686,146 | $12,706,045 | +$19,899 | +0.16% | |
| Cwm, Llc | 0.03% | 562,325 | $12,612,944 | $12,570,775 | -$42,169 | -0.33% | |
| Thrivent Financial For Lutherans | 0.02% | 559,196 | $12,509,000 | $12,500,827 | -$8,173 | -0.07% | |
| Shelton Wealth Management, Llc | 4.55% | 512,366 | $11,436,009 | $11,453,942 | +$17,933 | +0.16% | |
| Sanctuary Advisors, Llc | 0.05% | 500,585 | $11,198,088 | $11,190,578 | -$7,510 | -0.07% | |
| Rebalance, Llc | 0.56% | 486,882 | $10,867,209 | $10,884,247 | +$17,038 | +0.16% | |
| Mcguire Investment Group, Llc | 0.94% | 473,155 | $10,560,820 | $10,577,380 | +$16,560 | +0.16% | |
| Apella Capital, Llc | 0.13% | 454,263 | $10,125,525 | $10,155,049 | +$29,524 | +0.29% | |
| Commonwealth Equity Services, Llc | 0.01% | 437,950 | $9,775,037 | $9,790,372 | +$15,335 | +0.16% | |
| Baird Financial Group, Inc. | 0.01% | 423,295 | $9,469,109 | $9,462,760 | -$6,349 | -0.07% | |
| Chatham Capital Group, Inc. | 1.21% | 420,901 | $9,394,503 | $9,409,242 | +$14,739 | +0.16% |
Frequently asked questions about IBTH
Who are the largest institutional holders of IBTH?
The largest institutional holders of IBTH reported in the latest SEC Form 13F filings include Hm Payson & Co, Bank Of America Corp, Morgan Stanley, Northcoast Asset Management Llc, and Globalt Investments Llc / Ga. InsiderSet ranks institutional holders by their latest reported IBTH position.
What is IBTH institutional ownership?
This page tracks IBTH positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS DEC 2027 TERM (IBTH) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBTH?
InsiderSet currently tracks 328 institutional managers reporting IBTH holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IBTH shareholders.
How much IBTH stock do institutions own?
Institutional investment managers disclosed approximately $1.91B in IBTH holdings for Q2 2026. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBTH institutional ownership last updated?
The latest IBTH institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended June 30, 2026. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IBTH holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IBTH position after the reporting date.
Are institutions buying or selling IBTH?
Institutional buying and selling can be analyzed by comparing IBTH positions across consecutive 13F reporting periods. InsiderSet's IBTH Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBTH ownership changes.
How has IBTH institutional ownership changed over time?
InsiderSet tracks IBTH institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.