iShares iBonds Dec 2027 Term Treasury ETF (IBTH)
ETF ยท Nasdaq
iShares iBonds Dec 2027 Term Treasury ETF (IBTH) is an exchange-traded fund listed on Nasdaq, where it has traded since February 25, 2020.
- Type
- Exchange-traded fund
- Listed On
- Nasdaq
- Listed Since
- February 25, 2020
Institutional ownership
In 13F filings for the quarter ended June 30, 2026, 311 institutions reported holding IBTH, with 83.7 million shares worth $1.9 billion in aggregate. The largest reported holder was HM Payson &, with 6.6 million shares worth $147.9 million. Of the 5 largest holders listed below, 3 added shares and 2 reduced their positions during the quarter.
| Institution | Shares | Value | Quarter change |
|---|---|---|---|
| HM Payson & | 6,611,440 | $148M | Reduced 2.15% |
| Bank of America | 4,312,834 | $96M | Added 14.47% |
| Morgan Stanley | 3,823,870 | $86M | Added 3.12% |
| Kovitz Investment Group Partners | 3,259,854 | $73M | Added 23.6% |
| Globalt Investments LLC / GA | 2,943,106 | $66M | Reduced 1.84% |
Form 13F is a quarterly report that institutional investment managers with at least $100 million in qualifying securities file with the SEC. It lists long positions as of the last day of the quarter and is due within 45 days of quarter end, so these holdings describe that date rather than today.
Frequently asked questions
What is IBTH?
iShares iBonds Dec 2027 Term Treasury ETF (IBTH) is an exchange-traded fund listed on Nasdaq, where it has traded since February 25, 2020.
Who are the largest institutional holders of IBTH?
In 13F filings for the quarter ended June 30, 2026, the largest reported holders of IBTH were HM Payson &, Bank of America and Morgan Stanley.
How many institutions own IBTH?
311 institutions reported a position in IBTH for the quarter ended June 30, 2026, worth $1.9 billion in total.
Did institutions buy or sell IBTH last quarter?
Of the 5 largest reported holders, 3 added shares and 2 reduced their positions during the quarter. Every reported holder and its change is on the SentiSense ownership page for IBTH.
Every reported institutional holder, plus insider and congressional trades in IBTH, on SentiSense.