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 111 institutions that hold shares in the stock, with a total of 11.8 Million shares, which have been reported (via 13F filing form) to have a value of $274 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
92,439
shares
|
$2.14 Million
0.0% of portfolio
|
Q2 2025
Added 18.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
83,742
shares
|
$1.94 Million
0.01% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
82,145
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 42.87%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
77,183
shares
|
$1.79 Million
0.48% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
75,752
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2025
Reduced 49.26%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
69,678
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2025
Added 10.15%
|
|
|
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%
|
|
|
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%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
56,935
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2025
Reduced 53.25%
|
|
|
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%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
51,083
shares
|
$1.18 Million
0.05% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
46,829
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2025
Reduced 12.62%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Nov 12, 2025 Q3 2025 |
45,341
shares
|
$1.05 Million
0.63% of portfolio
|
Q3 2025
Reduced 11.09%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
44,765
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2025
Added 0.07%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 30, 2025 Q3 2025 |
37,582
shares
|
$869,647
0.26% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
34,140
shares
|
$789,999
0.05% of portfolio
|
Q3 2025
Added 14.69%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
32,795
shares
|
$758,876
0.01% of portfolio
|
Q3 2025
Added 7.02%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
32,596
shares
|
$754,271
0.0% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
32,240
shares
|
$746,033
0.03% of portfolio
|
Q2 2024
Added 41.09%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
31,872
shares
|
$737,518
0.04% of portfolio
|
Q3 2025
Added 173.06%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
31,388
shares
|
$726,318
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
30,486
shares
|
$705,446
0.15% of portfolio
|
Q3 2025
Added 20.11%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
26,853
shares
|
$621,378
0.0% of portfolio
|
Q3 2025
Reduced 13.77%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
26,416
shares
|
$611,266
0.0% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
26,318
shares
|
$608,998
0.55% of portfolio
|
Q3 2025
Reduced 7.06%
|
|