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 139 institutions that hold shares in the stock, with a total of 16.8 Million shares, which have been reported (via 13F filing form) to have a value of $391 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
1,479,655
shares
|
$34.4 Million
3.33% of portfolio
|
Q4 2024
Added 2.93%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
1,056,494
shares
|
$24.6 Million
0.0% of portfolio
|
Q4 2024
Added 203.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
992,425
shares
|
$23.1 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
984,955
shares
|
$22.9 Million
0.01% of portfolio
|
Q4 2024
Added 22.48%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
906,821
shares
|
$21.1 Million
0.03% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
808,819
shares
|
$18.8 Million
0.23% of portfolio
|
Q4 2024
Added 3032.53%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
784,306
shares
|
$18.2 Million
0.0% of portfolio
|
Q4 2024
Added 2.47%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jan 13, 2025 Q4 2024 |
714,500
shares
|
$16.6 Million
9.75% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
684,954
shares
|
$15.9 Million
0.62% of portfolio
|
Q4 2024
Added 9.98%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
505,108
shares
|
$11.7 Million
2.3% of portfolio
|
Q4 2024
Reduced 0.62%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
466,300
shares
|
$10.8 Million
0.09% of portfolio
|
Q4 2024
Added 31.37%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
353,952
shares
|
$8.23 Million
0.01% of portfolio
|
Q4 2024
Added 5.29%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
328,966
shares
|
$7.65 Million
1.96% of portfolio
|
Q4 2024
Added 77122.07%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
286,479
shares
|
$6.66 Million
3.81% of portfolio
|
Q4 2024
Added 6.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
258,269
shares
|
$6 Million
0.0% of portfolio
|
Q4 2024
Reduced 62.29%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
243,677
shares
|
$5.67 Million
4.54% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
242,878
shares
|
$5.65 Million
0.08% of portfolio
|
Q4 2024
Added 20.67%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 21, 2025 Q4 2024 |
241,480
shares
|
$5.61 Million
1.74% of portfolio
|
Q4 2024
Added 73.39%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jan 08, 2025 Q4 2024 |
239,275
shares
|
$5.56 Million
3.89% of portfolio
|
Q4 2024
Added 1.52%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
218,140
shares
|
$5.07 Million
0.4% of portfolio
|
Q4 2024
Added 23.23%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jan 30, 2025 Q4 2024 |
210,003
shares
|
$4.88 Million
4.36% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
205,540
shares
|
$4.78 Million
0.02% of portfolio
|
Q4 2024
Added 20.93%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
203,112
shares
|
$4.72 Million
0.01% of portfolio
|
Q4 2024
Added 3.55%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
197,858
shares
|
$4.6 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
182,131
shares
|
$4.23 Million
0.0% of portfolio
|
Q3 2024
Added 159.37%
|