ISHARES IBONDS DEC 2027 TERM (IBTH) 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 June 30, 2026. The institutional investors covered on this page collectively reported approximately $1.71B 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 $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 $147.53M, representing an estimated loss of -0.25% 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
312
Total Reported Value
$1.71B
Largest Holder
Hm Payson & Co
Largest Position
$147.90M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
40
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 | $147,534,284 | -$363,636 | -0.25% | |
| Bank Of America Corp | 0.01% | 3,767,638 | $84,508,120 | $84,074,842 | -$433,278 | -0.51% | |
| Morgan Stanley | 0.01% | 3,708,002 | $83,170,511 | $82,744,065 | -$426,446 | -0.51% | |
| Globalt Investments Llc / Ga | 2.40% | 2,998,377 | $67,253,593 | $66,908,783 | -$344,810 | -0.51% | |
| Northcoast Asset Management Llc | 1.37% | 2,637,447 | $59,157,944 | $58,854,630 | -$303,314 | -0.51% | |
| Wells Fargo & Company/Mn | 0.01% | 2,491,035 | $55,873,909 | $55,587,446 | -$286,463 | -0.51% | |
| Mercer Global Advisors Inc | 0.08% | 2,467,661 | $55,349,628 | $55,065,855 | -$283,773 | -0.51% | |
| Envestnet Asset Management Inc | 0.01% | 1,901,070 | $42,640,990 | $42,422,377 | -$218,613 | -0.51% | |
| Raymond James Financial Inc | 0.01% | 1,874,584 | $42,046,916 | $41,831,342 | -$215,574 | -0.51% | |
| Lpl Financial Llc | 0.01% | 1,811,146 | $40,624,001 | $40,415,723 | -$208,278 | -0.51% | |
| Ubs Group Ag | 0.01% | 1,699,627 | $38,122,634 | $37,927,177 | -$195,457 | -0.51% | |
| Brookstone Capital Management | 0.38% | 1,669,909 | $37,355,856 | $37,264,019 | -$91,837 | -0.25% | |
| United Capital Financial Advisors, Llc | 0.20% | 1,481,203 | $33,225,417 | $33,053,045 | -$172,372 | -0.52% | |
| Connecticut Wealth Management, Llc | 1.19% | 1,433,973 | $32,077,976 | $31,999,107 | -$78,869 | -0.25% | |
| Focus Partners Wealth | 0.04% | 1,405,276 | $31,520,352 | $31,358,734 | -$161,618 | -0.51% | |
| Financial Advisory Corp | 3.95% | 1,331,948 | $29,795,680 | $29,722,420 | -$73,260 | -0.25% | |
| Integrated Wealth Concepts Llc | 0.23% | 1,313,543 | $29,462,774 | $29,311,712 | -$151,062 | -0.51% | |
| Stratos Wealth Advisors, Llc | 1.77% | 1,287,702 | $28,883,164 | $28,735,070 | -$148,094 | -0.51% | |
| Stratos Wealth Partners, Ltd. | 0.27% | 1,047,678 | $23,499,423 | $23,378,935 | -$120,488 | -0.51% | |
| Cliftonlarsonallen Wealth Advisors, Llc | 0.29% | 980,870 | $21,942,062 | $21,888,114 | -$53,948 | -0.25% | |
| Capital Investment Advisors, Llc | 0.32% | 900,558 | $20,199,513 | $20,095,952 | -$103,561 | -0.51% | |
| Journey Advisory Group, Llc | 1.68% | 872,105 | $19,561,312 | $19,461,023 | -$100,289 | -0.51% | |
| Fulton Bank, N.A. | 0.57% | 839,816 | $18,786,683 | $18,740,494 | -$46,189 | -0.25% | |
| Mkt Advisors Llc | 5.83% | 840,464 | $18,754,955 | $18,754,954 | -$1 | -0.00% | |
| Oneascent Financial Services Llc | 0.99% | 813,004 | $18,235,677 | $18,142,184 | -$93,493 | -0.51% | |
| Denver Pwm, Llc | 5.95% | 772,699 | $17,296,875 | $17,242,778 | -$54,097 | -0.31% | |
| Asset Advisors Investment Management, Llc | 1.54% | 749,601 | $16,768,574 | $16,727,346 | -$41,228 | -0.25% | |
| Carnegie Investment Counsel | 0.32% | 734,551 | $16,475,979 | $16,391,506 | -$84,473 | -0.51% | |
| Titleist Asset Management, Llc | 1.10% | 732,064 | $16,376,272 | $16,336,008 | -$40,264 | -0.25% | |
| Merit Financial Group, Llc | 0.10% | 712,385 | $15,936,053 | $15,896,871 | -$39,182 | -0.25% | |
| Blackrock, Inc. | 0.00% | 673,518 | $15,107,009 | $15,029,554 | -$77,455 | -0.51% | |
| Krilogy Financial Llc | 0.42% | 627,252 | $14,031,625 | $13,997,128 | -$34,497 | -0.25% | |
| Osaic Holdings, Inc. | 0.02% | 614,994 | $13,798,518 | $13,723,591 | -$74,927 | -0.54% | |
| Mv Capital Management, Inc. | 1.33% | 605,306 | $13,577,003 | $13,507,403 | -$69,600 | -0.51% | |
| Royal Bank Of Canada | 0.00% | 595,791 | $13,364,000 | $13,295,076 | -$68,924 | -0.52% | |
| Cwm, Llc | 0.03% | 562,325 | $12,612,944 | $12,548,282 | -$64,662 | -0.51% | |
| Wealth Management Strategies, Inc. | 5.45% | 537,218 | $12,049,808 | $11,988,020 | -$61,788 | -0.51% | |
| Northwestern Mutual Wealth Management Co | 0.01% | 536,682 | $12,037,782 | $11,976,059 | -$61,723 | -0.51% | |
| Shelton Wealth Management, Llc | 4.31% | 486,876 | $10,891,416 | $10,864,638 | -$26,778 | -0.25% | |
| Mcguire Investment Group, Llc | 0.88% | 451,068 | $10,090,391 | $10,065,582 | -$24,809 | -0.25% | |
| Apella Capital, Llc | 0.14% | 440,843 | $9,837,401 | $9,837,412 | +$11 | +0.00% | |
| Sanctuary Advisors, Llc | 0.05% | 429,045 | $9,623,471 | $9,574,139 | -$49,332 | -0.51% | |
| Chatham Capital Group, Inc. | 1.17% | 410,436 | $9,181,446 | $9,158,879 | -$22,567 | -0.25% | |
| Bip Wealth, Llc | 0.37% | 408,299 | $9,158,150 | $9,111,192 | -$46,958 | -0.51% | |
| Commonwealth Equity Services, Llc | 0.01% | 401,407 | $8,979,477 | $8,957,397 | -$22,080 | -0.25% | |
| Baird Financial Group, Inc. | 0.01% | 391,510 | $8,781,569 | $8,736,546 | -$45,023 | -0.51% | |
| Delta Wealth Advisors Llc | 6.01% | 376,171 | $8,414,952 | $8,394,256 | -$20,696 | -0.25% | |
| Eight 31 Financial, Llc | 4.82% | 355,656 | $7,977,365 | $7,936,464 | -$40,901 | -0.51% | |
| Hilltop Holdings Inc. | 0.71% | 349,939 | $7,849,117 | $7,808,889 | -$40,228 | -0.51% | |
| Financial Engines Advisors L.L.C. | 0.02% | 342,239 | $7,676,418 | $7,637,063 | -$39,355 | -0.51% |
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.