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 141 institutions that hold shares in the stock, with a total of 16.9 Million shares, which have been reported (via 13F filing form) to have a value of $392 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cottage Street Advisors LLC
|
Feb 11, 2025 Q4 2024 |
46,060
shares
|
$1.07 Million
0.56% of portfolio
|
Q4 2024
Added 243.45%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
45,432
shares
|
$1.06 Million
0.09% of portfolio
|
Q2 2024
Reduced 24.82%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
45,040
shares
|
$1.05 Million
0.08% of portfolio
|
Q4 2024
Added 107.76%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
43,812
shares
|
$1.02 Million
0.73% of portfolio
|
Q4 2024
Reduced 1.08%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
43,448
shares
|
$1.01 Million
0.39% of portfolio
|
Q4 2024
Reduced 83.65%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
43,292
shares
|
$1.01 Million
0.08% of portfolio
|
Q4 2024
Added 93.18%
|
|
|
Great Valley Advisor Group, Inc.
|
Feb 24, 2025 Q4 2024 |
42,345
shares
|
$984,944
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
42,118
shares
|
$979,664
0.0% of portfolio
|
Q4 2024
Added 285.41%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
41,625
shares
|
$968,197
0.03% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
40,968
shares
|
$952,915
0.05% of portfolio
|
Q4 2024
Reduced 15.83%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
39,486
shares
|
$918,444
0.22% of portfolio
|
Q4 2024
Added 14.2%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
36,416
shares
|
$847,036
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
36,019
shares
|
$837,801
0.14% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
33,540
shares
|
$780,140
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
32,240
shares
|
$749,902
0.03% of portfolio
|
Q2 2024
Added 41.09%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
31,395
shares
|
$730,247
0.21% of portfolio
|
Q4 2024
Reduced 19.34%
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
28,318
shares
|
$658,676
0.68% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
27,940
shares
|
$649,884
0.0% of portfolio
|
Q4 2024
Added 11.14%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
27,132
shares
|
$631,090
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
25,689
shares
|
$597,526
0.03% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
25,294
shares
|
$588,338
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
24,360
shares
|
$566,613
0.0% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Timber Creek Capital Management LLC
|
Jan 31, 2025 Q4 2024 |
23,702
shares
|
$551,308
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
23,511
shares
|
$546,865
0.0% of portfolio
|
Q4 2024
Added 11.41%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
23,435
shares
|
$545,098
0.11% of portfolio
|
Q4 2024
Reduced 1.77%
|