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 156 institutions that hold shares in the stock, with a total of 15.5 Million shares, which have been reported (via 13F filing form) to have a value of $358 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
145,972
shares
|
$3.38 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
143,788
shares
|
$3.33 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.22%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
139,467
shares
|
$3.23 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.62%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
122,798
shares
|
$2.85 Million
0.55% of portfolio
|
Q2 2025
Reduced 19.47%
|
|
|
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%
|
|
|
Cottage Street Advisors LLC
|
Aug 04, 2025 Q2 2025 |
87,991
shares
|
$2.04 Million
1.06% of portfolio
|
Q2 2025
Added 8.75%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
86,837
shares
|
$2.01 Million
0.02% of portfolio
|
Q2 2025
Added 12.46%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
85,771
shares
|
$1.99 Million
0.0% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
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%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
78,542
shares
|
$1.82 Million
0.7% of portfolio
|
Q2 2025
Reduced 3.32%
|
|
|
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
|
$1.81 Million
1.2% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
74,809
shares
|
$1.73 Million
0.07% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
73,165
shares
|
$1.7 Million
0.11% of portfolio
|
Q2 2025
Reduced 3.42%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
67,305
shares
|
$1.56 Million
0.98% of portfolio
|
Q2 2025
Added 5.37%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
64,272
shares
|
$1.49 Million
0.31% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
63,260
shares
|
$1.47 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 |
Jul 29, 2025 Q2 2025 |
57,557
shares
|
$1.33 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
56,440
shares
|
$1.31 Million
0.05% of portfolio
|
Q2 2025
Added 52.22%
|
|
|
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%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
54,385
shares
|
$1.26 Million
1.07% of portfolio
|
Q2 2025
New holding
|