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 161 institutions that hold shares in the stock, with a total of 15 Million shares, which have been reported (via 13F filing form) to have a value of $346 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
121,782
shares
|
$2.82 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.02%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Aug 18, 2025 Q2 2025 |
120,522
shares
|
$2.79 Million
0.48% of portfolio
|
Q2 2025
Reduced 10.72%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
114,852
shares
|
$2.66 Million
1.02% of portfolio
|
Q2 2025
Added 8.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
110,632
shares
|
$2.56 Million
0.0% of portfolio
|
Q2 2025
Added 18.8%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
108,679
shares
|
$2.51 Million
0.43% of portfolio
|
Q3 2025
Reduced 11.5%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
93,662
shares
|
$2.17 Million
0.0% of portfolio
|
Q3 2025
Added 9.2%
|
|
|
Cottage Street Advisors LLC
|
Aug 04, 2025 Q2 2025 |
87,991
shares
|
$2.04 Million
1.06% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
82,145
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 42.87%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
79,364
shares
|
$1.84 Million
0.0% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
78,233
shares
|
$1.81 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.68%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Aug 14, 2025 Q2 2025 |
77,894
shares
|
$1.8 Million
1.2% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
77,183
shares
|
$1.79 Million
0.48% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
76,727
shares
|
$1.78 Million
0.07% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Oct 07, 2025 Q3 2025 |
67,906
shares
|
$1.57 Million
0.43% of portfolio
|
Q3 2025
Reduced 55.82%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
67,063
shares
|
$1.55 Million
0.06% of portfolio
|
Q3 2025
Reduced 10.35%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
65,702
shares
|
$1.52 Million
0.81% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
65,432
shares
|
$1.51 Million
0.11% of portfolio
|
Q3 2025
Added 44.02%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
63,260
shares
|
$1.46 Million
0.01% of portfolio
|
Q2 2025
Added 62.0%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
62,995
shares
|
$1.46 Million
0.0% of portfolio
|
Q2 2025
Added 181.72%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
57,557
shares
|
$1.33 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
56,550
shares
|
$1.31 Million
0.05% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
54,449
shares
|
$1.26 Million
1.07% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
53,590
shares
|
$1.24 Million
0.04% of portfolio
|
Q2 2025
Reduced 23.21%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
50,996
shares
|
$1.18 Million
0.9% of portfolio
|
Q1 2025
Reduced 2.88%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
49,273
shares
|
$1.14 Million
0.06% of portfolio
|
Q2 2025
Reduced 8.13%
|