ISHARES IBONDS DEC 2027 TERM (IBTH) Institutional Ownership and Insiders Activity
ISHARES IBONDS DEC 2027 TERM (IBTH) is widely held by institutional investors, with 311 firms reporting positions valued at approximately $1.84B based on SEC Form 13F filings for the quarter ended June 30, 2026.
Hm Payson & Co is the largest disclosed holder, reporting approximately $147.90M in IBTH holdings in its latest filing.
Institutional Holders
311
Total Reported Value
$1.84B
Largest Holder
Hm Payson & Co
Largest Position
$147.90M
Insider Transactions (90d)
0
Latest Filing Quarter
Q2 2026
New Institutional Positions
24
Funds Exiting Positions
36
Top Institutional Owners
View allInvestorReported Balance
- Hm Payson & Co$147.90M
- Bank Of America Corp$96.48M
- Morgan Stanley$85.54M
- Northcoast Asset Management Llc$72.92M
- Globalt Investments Llc / Ga$65.84M
IBTH News
All news- Wealth Management Strategies Inc Q3 2026 Portfolio Activity: Significant Purchases Observed
Aug 23, 2026 · valut.ai
- Denver PWM LLC Portfolio Activity: Significant Changes Observed in Q2 2026
Aug 21, 2026 · valut.ai
- Delta Wealth Advisors Q2 2026 Portfolio Activity: Key Purchases and Sales
Jul 16, 2026 · valut.ai
- Shelton Wealth Management Q2 2026 Portfolio Activity Report
Jul 14, 2026 · valut.ai
- Mkt Advisors Llc Portfolio Activity in Q2 2026: Significant Changes Observed
Jul 12, 2026 · valut.ai