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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
48,913
shares
|
$1.13 Million
0.28% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
45,432
shares
|
$1.05 Million
0.08% of portfolio
|
Q2 2024
Reduced 24.82%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
44,735
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 39.04%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
43,384
shares
|
$1.01 Million
0.07% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
40,981
shares
|
$949,939
0.0% of portfolio
|
Q2 2025
Reduced 30.8%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jul 22, 2025 Q2 2025 |
40,925
shares
|
$948,641
0.05% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
37,447
shares
|
$868,021
0.28% of portfolio
|
Q2 2025
Reduced 12.17%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
34,906
shares
|
$809,121
0.13% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jul 28, 2025 Q2 2025 |
32,626
shares
|
$756,270
0.14% of portfolio
|
Q2 2025
Reduced 16.46%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
32,240
shares
|
$747,323
0.03% of portfolio
|
Q2 2024
Added 41.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
32,219
shares
|
$746,836
0.0% of portfolio
|
Q2 2025
Reduced 27.19%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
31,141
shares
|
$721,848
0.0% of portfolio
|
Q1 2025
Added 32.45%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
30,886
shares
|
$715,937
0.1% of portfolio
|
Q2 2025
Added 32.01%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
30,645
shares
|
$710,351
0.01% of portfolio
|
Q2 2025
Added 29.6%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
30,082
shares
|
$697,300
0.11% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
29,766
shares
|
$689,975
0.05% of portfolio
|
Q2 2025
Added 41.22%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
28,318
shares
|
$656,411
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Timber Creek Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
27,064
shares
|
$627,343
0.17% of portfolio
|
Q2 2025
Added 11.97%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
26,931
shares
|
$624,260
0.0% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
25,929
shares
|
$601,034
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
25,780
shares
|
$597,580
0.05% of portfolio
|
Q2 2025
Reduced 59.64%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
25,382
shares
|
$588,354
0.14% of portfolio
|
Q2 2025
New holding
|