§ EQUITY
USDIBTH
ISHARES IBONDS DEC 2027 TERM
USD
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
178 increased/new, 70 decreased/exited (13F)
AC 13F Analysis
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| HM PAYSON & CO | 6.8M | 2.2% | −9% |
| Bank of America Corp | 3.8M | 0.0% | +7% |
| Morgan Stanley | 3.7M | 0.0% | −49% |
| GLOBALT Investments LLC / GA | 3.0M | 2.4% | n/a |
| NorthCoast Asset Management LLC | 2.6M | 1.4% | +36% |
| Wells Fargo & Company | 2.5M | n/a | −1% |
◇ AC INTELLIGENCE
Top institutional owners for IBTH as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER80.5% · 277 holders
DEALER / BANK17.6% · 30 holders
PASSIVE / INDEX0.8% · 1 holder
INCOME / DEFENSIVE0.7% · 1 holder
QUALITY / COMPOUNDER0.4% · 3 holders
TACTICAL / MACRO0.0% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for IBTH in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention IBTH yet.