Institutional Ownership Ishares Ibonds 2025 Term High (IBHE)
This table provides information about the institutional ownership of Ishares Ibonds 2025 Term High (IBHE). We have compiled data on the 107 institutions that hold shares in the stock, with a total of 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $315 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
1,437,508
shares
|
$33.3 Million
3.14% of portfolio
|
Q3 2024
Added 12.74%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,220,257
shares
|
$28.2 Million
0.0% of portfolio
|
Q2 2024
Added 13.21%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
906,821
shares
|
$21 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
691,707
shares
|
$16 Million
0.0% of portfolio
|
Q2 2024
Added 2.98%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 02, 2024 Q3 2024 |
677,446
shares
|
$15.7 Million
9.91% of portfolio
|
Q3 2024
Added 7.53%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
672,183
shares
|
$15.6 Million
0.02% of portfolio
|
Q2 2024
Added 5.93%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
639,825
shares
|
$14.8 Million
0.81% of portfolio
|
Q2 2024
Reduced 4.85%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
508,278
shares
|
$11.8 Million
2.33% of portfolio
|
Q3 2024
Reduced 2.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
383,395
shares
|
$8.88 Million
0.0% of portfolio
|
Q2 2024
Added 90.08%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
330,197
shares
|
$7.64 Million
0.01% of portfolio
|
Q2 2024
Added 8.19%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
328,921
shares
|
$7.61 Million
0.0% of portfolio
|
Q2 2024
Added 10.64%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2024 Q2 2024 |
285,394
shares
|
$6.61 Million
1.68% of portfolio
|
Q2 2024
Added 2.58%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
269,020
shares
|
$6.23 Million
0.07% of portfolio
|
Q2 2024
Added 5.24%
|
|
|
Pfg Private Wealth Management, LLC
|
Jul 15, 2024 Q2 2024 |
263,644
shares
|
$6.1 Million
3.73% of portfolio
|
Q2 2024
Added 4.95%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
252,477
shares
|
$5.84 Million
0.17% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 31, 2024 Q3 2024 |
248,607
shares
|
$5.76 Million
2.22% of portfolio
|
Q2 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
247,894
shares
|
$5.74 Million
0.01% of portfolio
|
Q2 2024
Added 0.48%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Oct 11, 2024 Q3 2024 |
235,692
shares
|
$5.46 Million
3.83% of portfolio
|
Q3 2024
Added 5.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
203,915
shares
|
$4.72 Million
0.0% of portfolio
|
Q2 2024
Added 15.48%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
201,280
shares
|
$4.66 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
186,809
shares
|
$4.32 Million
0.01% of portfolio
|
Q2 2024
Added 30.48%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
182,131
shares
|
$4.22 Million
0.0% of portfolio
|
Q3 2024
Added 159.37%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
177,025
shares
|
$4.1 Million
0.33% of portfolio
|
Q3 2024
Added 23.01%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
172,972
shares
|
$4 Million
0.17% of portfolio
|
Q3 2024
Added 36.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
169,963
shares
|
$3.93 Million
0.01% of portfolio
|
Q3 2024
Added 20.52%
|