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 161 institutions that hold shares in the stock, with a total of 15 Million shares, which have been reported (via 13F filing form) to have a value of $346 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
49,258
shares
|
$1.14 Million
0.9% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
48,913
shares
|
$1.13 Million
0.28% of portfolio
|
Q2 2025
Added 2.04%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
46,528
shares
|
$1.08 Million
0.07% of portfolio
|
Q3 2025
Added 7.25%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
44,735
shares
|
$1.04 Million
0.01% of portfolio
|
Q2 2025
Reduced 39.04%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
40,981
shares
|
$948,300
0.0% of portfolio
|
Q2 2025
Reduced 30.8%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
40,925
shares
|
$947,004
0.04% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 30, 2025 Q3 2025 |
37,582
shares
|
$869,647
0.26% of portfolio
|
Q3 2025
Added 0.36%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
34,906
shares
|
$807,724
0.13% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
34,140
shares
|
$789,999
0.05% of portfolio
|
Q3 2025
Added 14.69%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
32,336
shares
|
$748,255
0.12% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
32,240
shares
|
$746,033
0.03% of portfolio
|
Q2 2024
Added 41.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
32,219
shares
|
$745,547
0.0% of portfolio
|
Q2 2025
Reduced 27.19%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Oct 21, 2025 Q3 2025 |
32,086
shares
|
$742,470
0.04% of portfolio
|
Q2 2025
Added 9.43%
|
|
|
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
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
31,140
shares
|
$720,579
0.09% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
30,645
shares
|
$709,125
0.01% of portfolio
|
Q2 2025
Added 29.6%
|
|
|
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%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
30,082
shares
|
$696,097
0.11% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
28,318
shares
|
$655,278
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Timber Creek Capital Management LLC
|
Nov 07, 2025 Q3 2025 |
27,065
shares
|
$626,284
0.16% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
26,931
shares
|
$623,183
0.0% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
26,853
shares
|
$621,378
0.0% of portfolio
|
Q3 2025
Reduced 13.77%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
25,929
shares
|
$599,997
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
25,294
shares
|
$585,303
0.04% of portfolio
|
Q4 2023
New holding
|