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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
25,294
shares
|
$586,314
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jul 11, 2025 Q2 2025 |
25,109
shares
|
$582,026
0.28% of portfolio
|
Q2 2025
Added 13.75%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
24,790
shares
|
$574,632
0.45% of portfolio
|
Q2 2025
Reduced 19.06%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
23,295
shares
|
$539,978
0.0% of portfolio
|
Q2 2025
Reduced 93.52%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
23,255
shares
|
$539,050
0.01% of portfolio
|
Q2 2025
Added 2225.5%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
23,027
shares
|
$533,765
0.01% of portfolio
|
Q2 2025
Reduced 14.64%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
22,738
shares
|
$527,066
0.01% of portfolio
|
Q1 2025
Reduced 37.56%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
20,662
shares
|
$478,945
0.0% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
20,350
shares
|
$471,713
0.07% of portfolio
|
Q2 2025
Added 3.73%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
19,425
shares
|
$450,271
0.04% of portfolio
|
Q2 2025
Added 31.92%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
19,182
shares
|
$444,638
0.01% of portfolio
|
Q2 2025
Reduced 20.73%
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
19,026
shares
|
$441,022
0.21% of portfolio
|
Q2 2025
Added 59.31%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
17,750
shares
|
$411,445
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
17,338
shares
|
$401,894
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
17,220
shares
|
$399,159
0.17% of portfolio
|
Q2 2025
Added 13.84%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
17,145
shares
|
$397,421
0.03% of portfolio
|
Q2 2025
Added 23.38%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
16,977
shares
|
$393,526
0.03% of portfolio
|
Q2 2025
Added 57.95%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
16,640
shares
|
$385,715
0.1% of portfolio
|
Q3 2024
Added 32.63%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
16,245
shares
|
$376,559
0.01% of portfolio
|
Q2 2025
Added 10.56%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
15,773
shares
|
$365,618
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
15,519
shares
|
$359,730
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
14,400
shares
|
$333,792
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
14,089
shares
|
$326,583
0.08% of portfolio
|
Q2 2025
Added 26.91%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
13,932
shares
|
$322,943
0.08% of portfolio
|
Q2 2024
Added 7156.25%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
13,755
shares
|
$318,840
0.0% of portfolio
|
Q2 2025
Added 1.12%
|