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 114 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $317 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
150,315
shares
|
$3.49 Million
0.69% of portfolio
|
Q3 2024
Added 98.76%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Nov 08, 2024 Q3 2024 |
143,979
shares
|
$3.35 Million
0.04% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
140,890
shares
|
$3.27 Million
0.02% of portfolio
|
Q3 2024
Added 5.17%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
139,273
shares
|
$3.24 Million
0.95% of portfolio
|
Q3 2024
Added 274.52%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
132,439
shares
|
$3.08 Million
1.47% of portfolio
|
Q3 2024
Added 68.96%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
130,965
shares
|
$3.04 Million
0.04% of portfolio
|
Q3 2024
Added 81.29%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
126,585
shares
|
$2.94 Million
0.0% of portfolio
|
Q3 2024
Reduced 37.92%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
111,398
shares
|
$2.59 Million
0.05% of portfolio
|
Q3 2024
Added 26.83%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
105,735
shares
|
$2.46 Million
0.02% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
85,533
shares
|
$1.99 Million
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
85,533
shares
|
$1.99 Million
0.12% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
77,620
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 11.45%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
72,257
shares
|
$1.68 Million
0.12% of portfolio
|
Q3 2024
Reduced 47.3%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
70,850
shares
|
$1.65 Million
0.07% of portfolio
|
Q2 2024
Added 13.08%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
70,100
shares
|
$1.63 Million
0.0% of portfolio
|
Q3 2024
Reduced 55.14%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
67,769
shares
|
$1.57 Million
0.76% of portfolio
|
Q3 2024
Added 3.68%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
57,119
shares
|
$1.33 Million
0.28% of portfolio
|
Q3 2024
Added 22.09%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 08, 2024 Q3 2024 |
49,980
shares
|
$1.16 Million
0.1% of portfolio
|
Q3 2024
Added 18.8%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
48,674
shares
|
$1.13 Million
0.06% of portfolio
|
Q3 2024
Added 6.62%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
47,482
shares
|
$1.1 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
45,432
shares
|
$1.06 Million
0.08% of portfolio
|
Q2 2024
Reduced 24.82%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
44,289
shares
|
$1.03 Million
0.76% of portfolio
|
Q3 2024
Added 14.99%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
43,988
shares
|
$1.02 Million
0.27% of portfolio
|
Q3 2024
Added 14.27%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
41,288
shares
|
$959,533
0.03% of portfolio
|
Q3 2024
Added 0.33%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
38,923
shares
|
$904,570
0.26% of portfolio
|
Q3 2024
Reduced 96.75%
|