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 156 institutions that hold shares in the stock, with a total of 15.5 Million shares, which have been reported (via 13F filing form) to have a value of $358 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
1,360,074
shares
|
$31.5 Million
0.01% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
1,023,403
shares
|
$23.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.05%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
970,073
shares
|
$22.5 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 |
Aug 07, 2025 Q2 2025 |
871,874
shares
|
$20.2 Million
0.24% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
868,676
shares
|
$20.1 Million
2.19% of portfolio
|
Q2 2025
Reduced 30.55%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
598,316
shares
|
$13.9 Million
6.62% of portfolio
|
Q2 2025
Reduced 19.6%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
554,671
shares
|
$12.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 42.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
510,110
shares
|
$11.8 Million
0.0% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
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%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
382,714
shares
|
$8.87 Million
2.21% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Keeler T Homas Management LLC
|
Jul 31, 2025 Q2 2025 |
348,988
shares
|
$8.09 Million
3.67% of portfolio
|
Q2 2025
Added 19.76%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
266,508
shares
|
$6.18 Million
4.35% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
252,539
shares
|
$5.85 Million
0.43% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
232,281
shares
|
$5.38 Million
0.02% of portfolio
|
Q2 2025
Added 11.01%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
227,463
shares
|
$5.27 Million
0.07% of portfolio
|
Q2 2025
Added 5.34%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jul 02, 2025 Q2 2025 |
218,019
shares
|
$5.05 Million
3.4% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
215,866
shares
|
$5 Million
0.0% of portfolio
|
Q2 2025
Reduced 15.62%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
209,321
shares
|
$4.85 Million
0.03% of portfolio
|
Q2 2025
Added 18.78%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
206,997
shares
|
$4.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.53%
|
|
|
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%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
162,506
shares
|
$3.77 Million
0.06% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
153,703
shares
|
$3.56 Million
1.05% of portfolio
|
Q2 2025
Reduced 41.49%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
149,308
shares
|
$3.46 Million
0.0% of portfolio
|
Q2 2025
Added 113.87%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
147,778
shares
|
$3.43 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.25%
|