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 107 institutions that hold shares in the stock, with a total of 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $315 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wrapmanager Inc
|
Aug 08, 2024 Q2 2024 |
38,496
shares
|
$891,182
0.25% of portfolio
|
Q2 2024
Added 5.6%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
37,231
shares
|
$861,897
0.02% of portfolio
|
Q2 2024
Reduced 12.88%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2024 Q2 2024 |
35,015
shares
|
$810,597
0.14% of portfolio
|
Q2 2024
Added 1.82%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
34,575
shares
|
$800,411
0.19% of portfolio
|
Q2 2024
Added 0.81%
|
|
|
Howland Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
32,240
shares
|
$746,356
0.04% of portfolio
|
Q2 2024
Added 41.09%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 02, 2024 Q2 2024 |
25,793
shares
|
$597,107
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
25,746
shares
|
$596,019
0.03% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
25,294
shares
|
$585,556
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
24,358
shares
|
$563,887
0.04% of portfolio
|
Q2 2024
Added 4.84%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
24,153
shares
|
$559,141
0.0% of portfolio
|
Q2 2024
Added 20.18%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
23,858
shares
|
$552,312
0.11% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
23,063
shares
|
$533,908
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 15, 2024 Q2 2024 |
22,190
shares
|
$513,698
0.06% of portfolio
|
Q2 2024
Added 9.91%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
22,100
shares
|
$511,614
0.0% of portfolio
|
Q2 2024
Reduced 7.92%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
21,679
shares
|
$501,868
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
19,658
shares
|
$455,082
0.01% of portfolio
|
Q2 2024
Reduced 83.61%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
18,285
shares
|
$423,297
0.0% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
15,641
shares
|
$362,089
0.06% of portfolio
|
Q3 2024
Added 35.74%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
15,519
shares
|
$359,264
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
15,247
shares
|
$352,968
0.03% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
14,977
shares
|
$346,717
0.16% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Mascoma Wealth Management LLC
|
Aug 02, 2024 Q2 2024 |
13,932
shares
|
$322,525
0.09% of portfolio
|
Q2 2024
Added 7156.25%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
13,650
shares
|
$315,997
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Oct 23, 2024 Q3 2024 |
13,446
shares
|
$311,274
0.05% of portfolio
|
Q3 2024
Reduced 24.12%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
12,637
shares
|
$292,546
0.15% of portfolio
|
Q3 2024
Added 10.17%
|