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IBTH ISHARES TR

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IBONDS 27 TRM TS (fund)

Filings received so far for Q3 2026: 18 13F filers report a position in IBTH shares at 2026-09-30. The quarter is not complete: its 13F deadline is 2026-11-14, and the counts grow as filings arrive.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q3 2026

Filers in the available 13F reports with a share position at 2026-09-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
TITLEIST ASSET MANAGEMENT, LLC568,376$12.7M0.82%-163,68813F-HRTimeline
Apella Capital, LLC454,263$10.1M0.13%+13,42013F-HRTimeline
Delta Wealth Advisors LLC382,901$8.55M5.87%+6,73013F-HRTimeline
Gradient Investments LLCin group Gradient Investments LLC251,359$5.61M0.08%+111,94513F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.180,000$4.02M0.43%new13F-HRTimeline
Legacy Private Trust Co.138,347$3.09M0.17%-32,58113F-HRTimeline
Montecito Bank & Trust95,145$2.12M0.32%+4,21013F-HRTimeline
Horizons Wealth Management50,986$1.14M0.72%13F-HRTimeline
Farther Finance Advisors, LLC37,239$831K0.01%+68013F-HRTimeline
Avidian Wealth Enterprises, LLC29,716$663K0.02%+7,61613F-HRTimeline
Conrad Siegel Investment Advisors, Inc.26,998$603K0.1%-2413F-HRTimeline
Stonebridge Financial Group, LLC23,917$534K0.04%+46013F-HRTimeline
Cambridge Financial Group, LLC23,712$530K0.17%013F-HRTimeline
Decker Wealth Management LLC11,174$249K0.05%013F-HRTimeline
Trust Co8,534$190K0.02%-1,65913F-HRTimeline
CoreCap Advisors, LLC973$21.7K<0.01%013F-HRTimeline
GILPIN WEALTH MANAGEMENT, LLC377$8.41K0.01%013F-HRTimeline
Bank of New Hampshire233$5.2K<0.01%new13F-HRTimeline