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 107 institutions that hold shares in the stock, with a total of 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $315 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
165,765
shares
|
$3.84 Million
0.02% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
156,260
shares
|
$3.62 Million
0.0% of portfolio
|
Q2 2024
Added 112.3%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
152,669
shares
|
$3.53 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
139,425
shares
|
$3.23 Million
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
139,273
shares
|
$3.22 Million
0.95% of portfolio
|
Q3 2024
Added 274.52%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
133,967
shares
|
$3.1 Million
0.02% of portfolio
|
Q2 2024
Added 20.93%
|
|
|
Cowa, LLC
Tulsa, OK |
Nov 01, 2024 Q3 2024 |
132,439
shares
|
$3.07 Million
1.47% of portfolio
|
Q3 2024
Added 68.96%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 09, 2024 Q2 2024 |
101,082
shares
|
$2.34 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
87,830
shares
|
$2.03 Million
0.04% of portfolio
|
Q2 2024
Added 38.16%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
87,657
shares
|
$2.03 Million
0.02% of portfolio
|
Q2 2024
Reduced 33.91%
|
|
|
Nwam LLC
Mercer Island, WA |
Jul 23, 2024 Q2 2024 |
85,364
shares
|
$1.98 Million
0.59% of portfolio
|
Q2 2024
Added 537.19%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 14, 2024 Q2 2024 |
75,628
shares
|
$1.75 Million
0.74% of portfolio
|
Q2 2024
Reduced 1.18%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
72,257
shares
|
$1.67 Million
0.12% of portfolio
|
Q3 2024
Reduced 47.3%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
72,240
shares
|
$1.67 Million
0.02% of portfolio
|
Q2 2024
Added 11.51%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
70,850
shares
|
$1.64 Million
0.07% of portfolio
|
Q2 2024
Added 13.08%
|
|
|
Straight Path Wealth Management
|
Aug 15, 2024 Q2 2024 |
65,361
shares
|
$1.51 Million
0.8% of portfolio
|
Q2 2024
Added 5.09%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
57,119
shares
|
$1.32 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%
|
|
|
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
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
46,386
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 16, 2024 Q2 2024 |
45,652
shares
|
$1.06 Million
0.06% of portfolio
|
Q2 2024
Added 0.44%
|
|
|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
45,432
shares
|
$1.05 Million
0.09% 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%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2024 Q2 2024 |
41,153
shares
|
$952,691
0.03% of portfolio
|
Q2 2024
Added 6.97%
|
|
|
Richard P Slaughter Associates Inc
|
Oct 07, 2024 Q3 2024 |
38,923
shares
|
$901,067
0.26% of portfolio
|
Q3 2024
Reduced 96.75%
|