Who Owns iShares iBonds Dec 2027 Term Treasury ETF
Every manager with more than $100m in listed equities files a 13F each quarter naming what they hold. These are the ones reporting a position in iShares iBonds Dec 2027 Term Treasury ETF.
Who crossed 5% of IBTH →Positions as of 2026-09-30
Largest first. The move is against the previous quarter that manager filed, not the previous calendar quarter.
| Manager | Value |
|---|---|
| TITLEIST ASSET MANAGEMENT, LLCIBONDS 27 TRM TS568.4K shtrimmed | $12.7M |
| Apella Capital, LLCIBONDS 27 TRM TS454.3K shadded | $10.1M |
| Delta Wealth Advisors LLCIBONDS 27 TRM TS382.9K shadded | $8.5M |
| Gradient Investments LLCIBONDS 27 TRM TS251.4K shadded | $5.6M |
| Wealth Enhancement Trust Services, Inc.IBONDS 27 TRM TS180K sh— | $4M |
| Legacy Private Trust Co.IBONDS 27 TRM TS138.3K shtrimmed | $3.1M |
| Horizons Wealth ManagementETF51K shadded | $1.1M |
| Prosperity Planning, Inc.IBONDS 27 TRM TS41.3K shadded | $922.1K |
| Farther Finance Advisors, LLCETF37.2K shadded | $831.2K |
| Avidian Wealth Enterprises, LLCIBONDS 27 TRM TS29.7K shadded | $663.3K |
| Conrad Siegel Investment Advisors, Inc.IBONDS 27 TRM TS27K shtrimmed | $602.6K |
| Cambridge Financial Group, LLCIBONDS 27 TRM TS23.7K shheld | $530.4K |
| Decker Wealth Management LLCIBONDS 27 TRM TS11.2K shheld | $249.4K |
| Trust CoETF8.5K shtrimmed | $190.5K |
| CoreCap Advisors, LLCETF973 shheld | $21.7K |
| GILPIN WEALTH MANAGEMENT, LLCIBONDS 27 TRM TS377 shheld | $8.4K |
| Bank of New HampshireIBONDS 27 TRM TS233 sh— | $5.2K |
Source: quarterly 13F filings, via EDGAR. A 13F reports positions by CUSIP alone; each CUSIP here has been confirmed against OpenFIGI rather than matched by name, because a name match would attribute one company's shareholders to another. Positions are as of quarter end and can be months old by the time they are filed, and 13F covers long equity positions only — not shorts, and not most debt. The summed value is what these filers reported, not the company's institutional ownership.
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