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 150 institutions that hold shares in the stock, with a total of 15.7 Million shares, which have been reported (via 13F filing form) to have a value of $365 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
1,343,573
shares
|
$31.2 Million
0.01% of portfolio
|
Q1 2025
Added 36.41%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
1,250,775
shares
|
$29.1 Million
3.33% of portfolio
|
Q1 2025
Reduced 15.47%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
1,066,625
shares
|
$24.8 Million
0.0% of portfolio
|
Q1 2025
Added 0.96%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
957,788
shares
|
$22.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.49%
|
|
|
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 |
Apr 28, 2025 Q1 2025 |
833,101
shares
|
$19.4 Million
0.24% of portfolio
|
Q1 2025
Added 3.0%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Apr 09, 2025 Q1 2025 |
744,161
shares
|
$17.3 Million
9.28% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
534,094
shares
|
$12.4 Million
0.1% of portfolio
|
Q1 2025
Added 14.54%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
505,434
shares
|
$11.7 Million
0.0% of portfolio
|
Q1 2025
Reduced 35.56%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
377,700
shares
|
$8.77 Million
2.33% of portfolio
|
Q1 2025
Added 14.81%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
359,375
shares
|
$8.35 Million
0.01% of portfolio
|
Q1 2025
Added 1.53%
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
291,405
shares
|
$6.77 Million
3.59% of portfolio
|
Q1 2025
New holding
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
262,701
shares
|
$6.1 Million
2.0% of portfolio
|
Q1 2025
Added 8.79%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
258,156
shares
|
$6 Million
4.55% of portfolio
|
Q1 2025
Added 5.94%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
255,838
shares
|
$5.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
247,698
shares
|
$5.75 Million
0.46% of portfolio
|
Q1 2025
Added 13.55%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
215,927
shares
|
$5.02 Million
0.08% of portfolio
|
Q1 2025
Reduced 11.1%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Apr 15, 2025 Q1 2025 |
215,645
shares
|
$5.01 Million
3.71% of portfolio
|
Q1 2025
Reduced 9.88%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
210,205
shares
|
$4.88 Million
0.01% of portfolio
|
Q1 2025
Added 3.49%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
209,242
shares
|
$4.86 Million
0.02% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
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%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
176,231
shares
|
$4.09 Million
0.03% of portfolio
|
Q1 2025
Added 17.19%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
160,857
shares
|
$3.74 Million
0.07% of portfolio
|
Q1 2025
Added 17.45%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
152,484
shares
|
$3.54 Million
0.73% of portfolio
|
Q1 2025
Reduced 69.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
152,215
shares
|
$3.54 Million
0.01% of portfolio
|
Q1 2025
Reduced 23.07%
|