ISHARES TR

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IBTH·46436E841·US·etf·Unknown - Unknown

IBONDS 27 TRM TS

IBTH (ISHARES TR) is held by 67 institutional investors as of Q1 2026. Largest holders: BANK OF AMERICA CORP /DE/ ($84.5M), MORGAN STANLEY ($83.2M), NorthCoast Asset Management LLC ($59.2M). Net institutional sentiment: Bullish.

67

Holders

Avg rating(13 Elite)

$788.7M

Total Value

78% (68)

Fund Consensus

50 buying - 14 selling

Smart Money Verdict

View all

66Positive Momentum (Unconfirmed)Single Source

Institutional (13F)66

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how IBTH's score breaks down across 4 SEC sources

Holder Quality

13

★★★★★

Elite

25

★★★★

Strong

20

★★★

Solid

8

★★

Below

2

★

Weak

Held by 67 funds

13 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (67)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BANK OF AMERICA CORP /DE/	Increased	3.8M(+7.0%)	$84.5M	0.0%	+3.91%	32
MORGAN STANLEY	Increased	3.7M(+2.9%)	$83.2M	0.0%	+7.16%	31
NorthCoast Asset Management LLC	Increased	2.6M(+35.9%)	$59.2M	1.4%	+0.93%	60
WELLS FARGO & COMPANY/MN	Decreased	2.5M(-1.0%)	$55.9M	0.0%	+6.08%	0
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	2.5M(+8.3%)	$55.3M	0.1%	+1.32%	32
ENVESTNET ASSET MANAGEMENT INC	Increased	1.9M(+198.0%)	$42.6M	0.0%	+1.62%	47
RAYMOND JAMES FINANCIAL INC	Increased	1.9M(+8.1%)	$42M	0.0%	+2.80%	32
LPL Financial LLC	Increased	1.8M(+3.7%)	$40.6M	0.0%	+3.12%	30
UBS Group AG	Increased	1.7M(+32.5%)	$38.1M	0.0%	+4.22%	37
UNITED CAPITAL FINANCIAL ADVISORS, LLC	Increased	1.5M(+19.9%)	$33.2M	0.2%	+1.23%	41
FWFocus Partners Wealth	Decreased	1.4M(-0.3%)	$31.5M	0.0%	+2.66%	0
IWIntegrated Wealth Concepts LLC	Increased	1.3M(+14.1%)	$29.5M	0.2%	+4.96%	39
MFMerit Financial Group, LLC	Increased	1.2M(+1.5%)	$26.6M	0.2%	-0.05%	35
BlackRock, Inc.	Increased	673,518(+138.1%)	$15.1M	0.0%	+0.67%	45
OSAIC HOLDINGS, INC.	Increased	614,994(+2.3%)	$13.8M	0.0%	+5.91%	29
ROYAL BANK OF CANADA	Decreased	595,791(-2.8%)	$13.4M	0.0%	+4.34%	0
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	536,682(+18.4%)	$12M	0.0%	+5.22%	33
Sanctuary Advisors, LLC	Increased	429,045(+12.4%)	$9.6M	0.1%	+1.02%	31
Baird Financial Group, Inc.	Increased	391,510(+47.0%)	$8.8M	0.0%	+2.31%	38
COMMONWEALTH EQUITY SERVICES, LLC	Increased	374,080(+15.8%)	$8.4M	0.0%	+8.43%	32

Showing 1-20 of 68

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer