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 115 institutions that hold shares in the stock, with a total of 13.8 Million shares, which have been reported (via 13F filing form) to have a value of $321 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
|
$33.4 Million
3.14% of portfolio
|
Q3 2024
Added 12.74%
|
|
|
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%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
804,188
shares
|
$18.7 Million
0.01% of portfolio
|
Q3 2024
Added 109.75%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
765,428
shares
|
$17.8 Million
0.0% of portfolio
|
Q3 2024
Added 10.66%
|
|
|
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%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
708,032
shares
|
$16.4 Million
0.01% of portfolio
|
Q3 2024
Added 5.33%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
684,886
shares
|
$15.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 43.87%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
622,818
shares
|
$14.5 Million
0.76% of portfolio
|
Q3 2024
Reduced 2.66%
|
|
|
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%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
354,960
shares
|
$8.24 Million
0.07% of portfolio
|
Q3 2024
Added 31.95%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
348,617
shares
|
$8.09 Million
0.0% of portfolio
|
Q3 2024
Added 5.99%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
336,168
shares
|
$7.81 Million
0.01% of portfolio
|
Q3 2024
Added 1.81%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
268,846
shares
|
$6.24 Million
3.64% of portfolio
|
Q3 2024
Added 1.97%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
265,674
shares
|
$6.17 Million
2.37% of portfolio
|
Q3 2024
Added 6.87%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
252,477
shares
|
$5.86 Million
0.17% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
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%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
201,280
shares
|
$4.67 Million
0.07% of portfolio
|
Q3 2024
Reduced 1.14%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
199,919
shares
|
$4.64 Million
0.01% of portfolio
|
Q3 2024
Added 7.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
196,141
shares
|
$4.55 Million
0.01% of portfolio
|
Q3 2024
Reduced 20.88%
|
|
|
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%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
172,972
shares
|
$4.02 Million
0.17% of portfolio
|
Q3 2024
Added 36.67%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
169,963
shares
|
$3.95 Million
0.01% of portfolio
|
Q3 2024
Added 20.52%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
165,765
shares
|
$3.85 Million
0.02% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
152,669
shares
|
$3.54 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.56%
|