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 150 institutions that hold shares in the stock, with a total of 15.7 Million shares, which have been reported (via 13F filing form) to have a value of $365 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
53,631
shares
|
$1.25 Million
0.07% of portfolio
|
Q1 2025
Added 205.42%
|
|
|
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%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
47,934
shares
|
$1.11 Million
0.3% of portfolio
|
Q1 2025
Added 3.9%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
45,432
shares
|
$1.06 Million
0.09% of portfolio
|
Q2 2024
Reduced 24.82%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
44,252
shares
|
$1.03 Million
0.01% of portfolio
|
Q1 2025
Reduced 47.45%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
42,972
shares
|
$998,239
0.07% of portfolio
|
Q1 2025
Reduced 4.59%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
42,634
shares
|
$990,387
0.36% of portfolio
|
Q1 2025
Reduced 1.87%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
40,925
shares
|
$950,687
0.05% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
39,056
shares
|
$907,270
0.2% of portfolio
|
Q1 2025
Reduced 1.09%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
39,049
shares
|
$907,108
0.0% of portfolio
|
Q1 2025
Added 112.0%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
37,077
shares
|
$861,298
0.03% of portfolio
|
Q1 2025
Added 4211.28%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
36,579
shares
|
$849,730
0.07% of portfolio
|
Q1 2025
Reduced 15.51%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
34,516
shares
|
$801,806
0.13% of portfolio
|
Q1 2025
Reduced 4.17%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Apr 24, 2025 Q1 2025 |
32,327
shares
|
$750,956
0.13% of portfolio
|
Q1 2025
Added 103.9%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
32,240
shares
|
$748,935
0.03% of portfolio
|
Q2 2024
Added 41.09%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
31,141
shares
|
$723,405
0.01% of portfolio
|
Q1 2025
Added 32.45%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Apr 11, 2025 Q1 2025 |
30,628
shares
|
$711,488
0.56% of portfolio
|
Q1 2025
Reduced 85.42%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
28,527
shares
|
$662,682
0.0% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
28,318
shares
|
$657,827
0.66% of portfolio
|
Q4 2024
New holding
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
26,977
shares
|
$626,675
0.02% of portfolio
|
Q1 2025
Reduced 36.29%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
26,332
shares
|
$611,692
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
26,124
shares
|
$606,860
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
25,294
shares
|
$587,579
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
24,198
shares
|
$562,119
0.02% of portfolio
|
Q1 2025
Reduced 41.87%
|
|
|
Timber Creek Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
24,171
shares
|
$561,492
0.16% of portfolio
|
Q1 2025
Added 1.98%
|