IBTH institutional holders

iShares iBonds Dec 2027 Term Treasury ETF · 335 reporting institutions · $1.9B reported value

Funds that can replace IBTH · IBTH return decomposition

Institutional holdings

Institutions reporting IBTH, largest first
InstitutionReported positionAdvisors at firmReport period
Hm Payson & Co$147.9M02026-06-30
Bank of America Corp /de$96.5M02026-06-30
Morgan Stanley$85.5M23,1852026-06-30
Northcoast Asset Management LLC$72.9M312026-06-30
Globalt Investments LLC / Ga$65.8M122026-06-30
Mercer Global Advisors Inc /adv$60.1M02026-06-30
Integrated Wealth Concepts LLC$54.4M4802026-06-30
Newedge Advisors$45.6M6012026-06-30
Envestnet Pmc$45.3M602026-06-30
Wells Fargo & Company/mn$44.6M02026-06-30
Lpl Financial LLC$43M23,4582026-06-30
Raymond James Financial Inc$39.6M02026-06-30
UBS Group AG$37.9M02026-06-30
Brookstone Capital Management$37.4M3372026-06-30
United Capital Financial Advisors, LLC$35.1M1662026-06-30
Arax Advisory Partners$34.9M2322026-06-30
Stratos Wealth Advisors, LLC$34.6M712026-06-30
Connecticut Wealth Management, LLC$32.1M502026-06-30
Financial Advisory Corporation$29.8M92026-06-30
Focus Partners Wealth$27.2M1,0482026-06-30
Obsidian Personal Planning Solutions LLC$26.5M02025-09-30
Blackrock, Inc.$26.5M02026-06-30
Stratos Wealth Partners, Ltd.$24.1M3862026-06-30
Cliftonlarsonallen Wealth Advisors, LLC$21.9M992026-06-30
Capital Investment Advisors, LLC$19.9M592026-06-30
Journey Advisory Group, LLC$19.1M182026-06-30
Carnegie Investment Counsel$18.8M372026-06-30
Fulton Bank, N.A.$18.8M02026-06-30
Mkt Advisors LLC$18.8M42026-06-30
Oneascent Financial Services LLC$18.5M852026-06-30
Denver Pwm, LLC$18.4M72026-06-30
Asset Advisors Investment Management, LLC$16.8M52026-06-30
Titleist Asset Management, LLC$16.4M432026-06-30
Merit Financial Group, LLC$15.9M2952026-06-30
Bip Wealth, LLC$14.9M622026-06-30
Osaic Holdings, Inc.$14.3M02026-06-30
Krilogy$14M642026-06-30
Royal Bank of Canada$13.6M02026-06-30
Mv Capital Management, Inc.$13.5M82026-06-30
Northwestern Mutual Wealth Management Co$13.1M02026-06-30
Wealth Management Strategies, Inc.$12.6M02026-06-30
Cwm, LLC$12.6M6672026-03-31
Sanctuary Advisors, LLC$11.2M4012026-06-30
Shelton Wealth Management, LLC$10.9M42026-06-30
McGuire Wealth Management$10.1M32026-06-30
Apella Capital, LLC$9.8M1042026-06-30
Baird Financial Group, Inc.$9.5M02026-06-30
Chatham Capital Group Inc$9.2M02026-06-30
Commonwealth Equity Services, LLC$9M2,8632026-06-30
Delta Wealth Advisors LLC$8.4M32026-06-30
Hilltop Holdings Inc.$8.4M02026-06-30
Eight 31 Financial, LLC$8.1M42026-06-30
Northstar Group, Inc.$7.8M52026-06-30
Edelman Financial Engines$7.5M7222026-06-30
Global Retirement Partners LLC$7.5M4912026-06-30
Ameriprise Financial Inc$7.3M02026-06-30
Flavin Financial Services, Inc.$7.2M52026-06-30
Midwest Professional Planners, Ltd.$7M172026-06-30
Rebalance, LLC$6.7M92026-06-30
Fagan Associates Inc$6.7M32026-06-30
Stifel Financial Corp$6.4M02026-06-30
Leavell Investment Management, Inc.$5.8M252026-06-30
Asset Dedication, LLC$5.8M112026-06-30
Truist Financial Corp$5.4M02026-06-30
Investment Management Group$5.2M252026-06-30
Belpointe Asset Management LLC$5.1M1702026-06-30
D.A. Davidson & Co.$5M6892026-06-30
True Private Wealth Advisors$5M112026-06-30
Captrust Financial Advisors$4.5M9622026-06-30
Parkside Financial Bank & Trust$4.5M02026-03-31
Atlantic Private Wealth, LLC$4.4M42026-06-30
Accretive Wealth Partners, LLC$4.4M42026-06-30
Cetera Investment Advisers$4.2M10,3702026-06-30
Central Trust Co$4M02026-06-30
Valmark Advisers, Inc.$4M2952026-06-30
Portland Global Advisors LLC$3.9M112026-06-30
Legacy Private Trust Co.$3.8M02026-06-30
Hightower Advisors, LLC$3.7M1,0462026-06-30
Signaturefd, LLC$3.5M492026-06-30
Lantz Financial LLC$3.4M72026-06-30
Wealth Enhancement Advisory Services, LLC$3.4M1,0262026-06-30
Ashton Thomas Private Wealth, LLC$3.3M962026-06-30
Old Port Advisors$3.3M112026-06-30
Allworth Financial, LP$3.3M3172026-06-30
Howland Capital Management LLC$3.2M112026-06-30
Cornerstone Planning, LLC$3.2M112026-06-30
Gradient Investments, LLC$3.1M312026-06-30
Mai Capital Management$3M3082026-06-30
Hobbs Group Advisors LLC$3M72026-06-30
Wealthspire Advisors, LLC$3M2372026-06-30
Parallel Advisors, LLC$3M752026-06-30
Scs Capital Management LLC$2.9M802026-06-30
Sei Investments Co$2.7M02026-06-30
Atria Investments, Inc$2.7M62026-06-30
Centennial Advisors, LLC$2.6M102026-06-30
Pinnacle Financial Partners, Inc.$2.5M02026-06-30
Synovus Financial Corp$2.4M02025-09-30
Mechanics Bank Trust Department$2.3M02026-06-30
Hughes Financial Services, LLC$2.3M92026-06-30
Kom Wealth Management Group, LLC$2.3M62026-06-30
Tfr Capital, Llc.$2.3M52026-06-30
Cedar Cove Wealth Partners$2.2M102026-06-30
Jim Saulnier & Associates, LLC$2.2M52026-06-30
Gould Asset Management LLC /ca$2.2M02026-06-30
Creative Planning$2.1M1,1712026-06-30
Penobscot Investment Management Company, Inc.$2.1M82026-06-30
Montecito Bank & Trust$2M02026-06-30
Ifp Advisors, Inc$2M3182026-06-30
Associated Banc-Corp$1.9M02026-06-30
Probity Advisors, Inc.$1.9M72026-06-30
Evexia Wealth, LLC$1.9M82026-06-30
Leo Wealth, LLC$1.9M152026-03-31
Modera Wealth Management, LLC$1.7M1352026-06-30
Scissortail Wealth Management, LLC$1.7M82026-06-30
Foundry Financial Group, Inc.$1.7M72026-06-30
Kfg Wealth Management, LLC$1.6M492026-06-30
Mgo One Seven LLC$1.6M1182026-06-30
Klaas Financial Asset Advisors, LLC$1.5M142026-06-30
Reliant Wealth Planning, LLC$1.5M62026-06-30
Equitable Holdings, Inc.$1.5M02026-06-30
Cannon Financial Strategists, Inc.$1.5M292026-06-30
Compass Ion Advisors, LLC$1.4M172026-06-30
MML Investors Services, LLC$1.4M5,1202026-06-30
Heartland Bank & Trust Co$1.4M02026-06-30
Avantax Planning Partners, Inc.$1.3M102026-06-30
Great Diamond Partners, LLC$1.3M82026-06-30
Cerity Partners LLC$1.3M7772026-06-30
Kestra Advisory Services, LLC$1.3M1,4792026-06-30
Creativeone Wealth, LLC$1.2M2212026-06-30
Summitpoint Capital Management$1.2M22026-06-30
Lido Advisors, LLC$1.2M3202026-06-30
Newsquare Capital, LLC$1.2M62026-06-30
Austin Private Wealth, LLC$1.1M02025-12-31
Eldridge Investment Advisors Inc$1.1M82026-06-30
Fourth Dimension Wealth, LLC$1.1M92026-06-30
Riverchase Wealth Management, LLC$1.1M32026-06-30
Davenport & Co LLC$1.1M3392026-06-30
Horizons Wealth Management$1.1M32026-03-31
Barrett & Company, Inc.$1M42026-06-30
Summit Wealth Partners, LLC$1M122026-06-30
Pathstone Holdings, LLC$1M02026-06-30
Mill Creek Capital Advisors, LLC$1M02026-03-31
Straight Path Wealth Management$985.6K102026-06-30
Rossmore Private Capital$971.4K42026-06-30
Beacon Pointe Advisors, LLC$970.5K4662026-06-30
Moulton Wealth Management, Inc$968.8K32026-06-30
4j Wealth Management, LLC$950.3K42026-06-30
Mariner, LLC$944.1K02026-06-30
Woodley Farra$899.5K112026-06-30
Transcend Capital Advisors, LLC$895.9K02026-06-30
Dudley Capital Management, LLC$879.7K22026-06-30
King Luther Capital Management Corp$878.1K342026-06-30
Apollon Wealth Management, LLC$876K1512026-06-30
Phillips Financial Management, LLC$865.3K152026-06-30
Kestra Private Wealth Services, LLC$845K2062026-06-30
Ellis Investment Partners, LLC$843.1K182026-06-30
Farther Finance Advisors, LLC$817.8K3342026-06-30
Duncker Streett & Co.$815.3K22026-06-30
Mission Wealth Management, LP$812.7K1382026-06-30
Simplicity Wealth, LLC$809.2K02026-06-30
Chris Bulman Inc$780.2K72026-06-30
Fullcircle Wealth LLC$769K02025-09-30
Allsquare Wealth Management LLC$726.3K42025-09-30
Coldstream Capital Management Inc$722.2K1362026-06-30
Benjamin Edwards Inc$713.4K02026-06-30
Element Wealth, LLC$707.3K132026-06-30
L2 Asset Management, LLC$705K22026-06-30
Wick Capital Partners, LLC$704.5K112026-06-30
CIBC World Market Inc.$698.2K02026-06-30
Mesirow Financial Investment Management, Inc.$695.4K922026-06-30
Prosperity Planning, Inc.$691.9K112026-06-30
National Bank of Canada /fi$688.1K02026-06-30
Physician Wealth Advisors, Inc.$667.9K92026-06-30
Johnson Investment Counsel Inc$649.5K652026-06-30
Savvy Advisors, Inc.$648.2K2142026-06-30
Koss-Olinger Consulting, LLC$644.3K182026-06-30
Steward Partners Investment Advisory, LLC$637.6K4812026-06-30
Money Concepts Capital Corp$631.2K3892026-06-30
Harbour Investments, Inc.$629.1K2472026-06-30
Pure Financial Advisors, LLC$625.9K882026-06-30
Granite Harbor Advisors, Inc.$624.6K102026-06-30
Pinnacle Bancorp, Inc.$623.3K02026-06-30
Snowden Capital Advisors LLC$621.9K1222026-06-30
Independent Advisor Alliance, LLC$621.4K3022026-06-30
Cary Street Partners Financial LLC$611.6K02026-06-30
Blake Schutter Theil Wealth Advisors, LLC$604.9K22026-06-30
Conrad Siegel Investment Advisors$604.5K242026-06-30
Basepoint Wealth LLC$603.8K132026-06-30
Tableaux Wealth$596.7K52026-06-30
Lbmc Investment Advisors, LLC$590.6K32026-06-30
Essential Planning, Llc.$579.1K32026-06-30
Madden Advisory Services, Inc.$573.9K22026-06-30
Spectrum Asset Management, Inc. (nb/ca)$572.8K02026-06-30
Psi Advisors, LLC$572.4K112026-06-30
Modern Wealth Management, LLC$572K1612026-06-30
Focused Wealth Management, Inc$559.1K112026-06-30
PNC Financial Services Group, Inc.$542.4K02026-06-30
Cambridge Financial Group, LLC$530.4K52026-06-30
Stonebridge Financial Group, LLC$524.7K252026-06-30
World Investment Advisors$515.6K3592026-06-30
Chesley Taft & Associates LLC$514.5K62026-06-30
National Philanthropic Trust$498K02026-06-30
Raab & Moskowitz Asset Management LLC$497.6K42026-06-30
Advisory Services Network$496.6K2532026-06-30
Beacon Financial Planning, Inc$494.5K62026-06-30
Avidian Wealth Enterprises, LLC$494.4K432026-06-30
Aqr Capital Management LLC$493.5K12026-06-30
Gilbert & Cook, Inc.$492.7K182026-06-30
Daybright Advisory Services, Inc.$471.5K192026-06-30
Jacobi Capital Management LLC$449.4K322026-06-30
Black Maple Capital Management LP$447.4K02026-06-30
Walleye Partners LLC$442.8K32026-06-30
Churchill Financial Advisors, LLC$440.4K52026-06-30
Foundations Investment Advisors, LLC$437.7K3022026-06-30
Visionary Wealth Advisors$428.1K462026-06-30
First National Bank of Omaha$418K02026-06-30
Country Club Bank$410.2K02025-09-30
Prime Capital Financial$393.8K2652026-06-30
Signature Wealth Management Group$392.8K02026-03-31
Cfs Investment Advisory Services LLC$382.3K102026-06-30
Nottingham Advisors, Inc.$380.1K82026-06-30
Onedigital Investment Advisors LLC$369.2K3862026-06-30
Black Swift Group, LLC$368.5K92026-06-30
Kestra Investment Management, LLC$367.6K92026-06-30
Smithbridge Asset Management Inc/de$366.9K62026-06-30
High Note Wealth, LLC$362.5K42026-06-30
Autumn Glory Partners, LLC$362.5K12026-06-30
Decisionmap Wealth Management, LLC$360.4K42026-06-30
Sageview Advisory Group, LLC$354.9K942026-06-30
Swan Global Investments, LLC$352.8K192026-06-30
Crews Bank & Trust$343.2K02026-06-30
Trust Point Inc.$342K02026-06-30
Trinity Wealth Management, LLC$339K42026-06-30
Mlp3, LLC$333.8K22026-03-31
Yoder Wealth Management, Inc.$326.6K22026-06-30
Towne Trust Company, N.A$325.9K02026-06-30
Kpp Advisory Services LLC$318.5K222026-06-30
Liberty Wealth Management LLC$317.4K252026-06-30
Keeler Thomas Management LLC$305K52026-06-30
Prospera Financial Services, Inc.$304K2702026-06-30
Alessandra Capital Management, LLC$302K22026-06-30
Moneco Advisors, LLC$289.5K502026-06-30
Milestone Asset Management, LLC$286.6K112026-06-30
Level Four Advisory Services$285.2K1412026-06-30
Alamar Capital Management, LLC$284.1K22026-06-30
Hills Bank & Trust Co$278.4K02026-06-30
Principal Securities, Inc.$276.2K1,4632026-06-30
Washington Trust Co$275K02026-06-30
Xy Planning Network, Inc.$274.3K02026-06-30
Cgn Advisors LLC$274.3K362026-06-30

The 250 largest of 335 reporting institutions are listed.

Public filing evidence

Source: SEC Form 13F. These are institution-level reported positions; they do not establish that any individual advisor or their clients hold a fund.

Report period: 2025-09-30 to 2026-06-30