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 153 institutions that hold shares in the stock, with a total of 14.1 Million shares, which have been reported (via 13F filing form) to have a value of $327 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
1,291,304
shares
|
$29.9 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.06%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
970,073
shares
|
$22.4 Million
3.23% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
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%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
875,077
shares
|
$20.2 Million
0.23% of portfolio
|
Q3 2025
Added 0.37%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
793,424
shares
|
$18.4 Million
0.0% of portfolio
|
Q3 2025
Reduced 22.47%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
669,534
shares
|
$15.5 Million
1.63% of portfolio
|
Q3 2025
Reduced 22.92%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 20, 2025 Q3 2025 |
632,436
shares
|
$14.6 Million
6.56% of portfolio
|
Q3 2025
Added 5.7%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
521,368
shares
|
$12.1 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.0%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
483,104
shares
|
$11.2 Million
0.08% of portfolio
|
Q2 2025
Reduced 9.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
453,085
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.18%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
415,147
shares
|
$9.61 Million
0.01% of portfolio
|
Q3 2025
Added 100.56%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
387,581
shares
|
$8.97 Million
2.05% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Keeler T Homas Management LLC
|
Nov 04, 2025 Q3 2025 |
355,904
shares
|
$8.24 Million
3.53% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
296,042
shares
|
$6.85 Million
0.45% of portfolio
|
Q3 2025
Added 17.23%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
232,478
shares
|
$5.38 Million
0.07% of portfolio
|
Q3 2025
Added 2.2%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
209,321
shares
|
$4.84 Million
0.03% of portfolio
|
Q2 2025
Added 18.78%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
201,205
shares
|
$4.66 Million
0.01% of portfolio
|
Q3 2025
Reduced 13.38%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
185,151
shares
|
$4.28 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.23%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
182,131
shares
|
$4.21 Million
0.0% of portfolio
|
Q3 2024
Added 159.37%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
147,778
shares
|
$3.42 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
140,020
shares
|
$3.24 Million
0.01% of portfolio
|
Q3 2025
Added 0.4%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
136,256
shares
|
$3.15 Million
0.04% of portfolio
|
Q3 2025
Reduced 16.15%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 10, 2025 Q3 2025 |
127,151
shares
|
$2.94 Million
0.99% of portfolio
|
Q3 2025
Added 10.71%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
124,936
shares
|
$2.89 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.41%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
120,522
shares
|
$2.79 Million
0.48% of portfolio
|
Q2 2025
Reduced 10.72%
|
|