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 |
|---|---|---|---|---|---|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
149,654
shares
|
$3.48 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.14%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
147,764
shares
|
$3.43 Million
0.01% of portfolio
|
Q1 2025
Reduced 17.07%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
145,559
shares
|
$3.38 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.33%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
136,863
shares
|
$3.18 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.04%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 13, 2025 Q1 2025 |
134,994
shares
|
$3.14 Million
0.6% of portfolio
|
Q1 2025
Reduced 7.1%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
106,346
shares
|
$2.47 Million
1.06% of portfolio
|
Q1 2025
Reduced 27.08%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
93,123
shares
|
$2.16 Million
0.0% of portfolio
|
Q1 2025
Reduced 7.35%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
84,668
shares
|
$1.97 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
82,944
shares
|
$1.93 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
81,602
shares
|
$1.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.1%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
81,238
shares
|
$1.89 Million
0.87% of portfolio
|
Q1 2025
Added 8.21%
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
80,910
shares
|
$1.88 Million
0.94% of portfolio
|
Q1 2025
Added 75.66%
|
|
|
Eight 31 Financial LLC
Midland, TX |
May 15, 2025 Q1 2025 |
78,908
shares
|
$1.83 Million
1.17% of portfolio
|
Q1 2025
New holding
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
77,214
shares
|
$1.79 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
75,757
shares
|
$1.76 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
74,057
shares
|
$1.72 Million
0.08% of portfolio
|
Q1 2025
Added 22.53%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
73,383
shares
|
$1.7 Million
0.02% of portfolio
|
Q1 2025
Reduced 43.06%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
69,813
shares
|
$1.62 Million
0.0% of portfolio
|
Q1 2025
Reduced 28.05%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
69,785
shares
|
$1.62 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
64,272
shares
|
$1.49 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
63,880
shares
|
$1.48 Million
0.13% of portfolio
|
Q1 2025
Reduced 23.91%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
63,873
shares
|
$1.48 Million
1.06% of portfolio
|
Q1 2025
Added 90.44%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
59,225
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Added 40.62%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
57,957
shares
|
$1.35 Million
0.12% of portfolio
|
Q1 2025
Added 11.01%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
May 13, 2025 Q1 2025 |
54,142
shares
|
$1.26 Million
1.12% of portfolio
|
Q1 2025
Reduced 0.38%
|