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 |
|---|---|---|---|---|---|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
24,319
shares
|
$562,984
0.04% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
23,255
shares
|
$538,353
0.01% of portfolio
|
Q2 2025
Added 2225.5%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
23,228
shares
|
$537,728
0.24% of portfolio
|
Q3 2025
Reduced 7.49%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
23,027
shares
|
$533,075
0.01% of portfolio
|
Q2 2025
Reduced 14.64%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
22,738
shares
|
$526,384
0.01% of portfolio
|
Q1 2025
Reduced 37.56%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
20,698
shares
|
$479,158
0.0% of portfolio
|
Q3 2025
Reduced 11.15%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
20,662
shares
|
$478,325
0.0% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
20,588
shares
|
$476,612
0.07% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
19,425
shares
|
$449,688
0.04% of portfolio
|
Q2 2025
Added 31.92%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
19,182
shares
|
$444,063
0.01% of portfolio
|
Q2 2025
Reduced 20.73%
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
19,026
shares
|
$440,451
0.21% of portfolio
|
Q2 2025
Added 59.31%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
17,750
shares
|
$410,912
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
17,338
shares
|
$401,374
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
17,243
shares
|
$399,175
0.16% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
16,977
shares
|
$393,017
0.03% of portfolio
|
Q2 2025
Added 57.95%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
16,640
shares
|
$385,216
0.1% of portfolio
|
Q3 2024
Added 32.63%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
15,773
shares
|
$365,144
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
15,519
shares
|
$359,264
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
15,213
shares
|
$352,180
0.0% of portfolio
|
Q3 2025
Reduced 82.48%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
14,795
shares
|
$342,504
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
14,459
shares
|
$334,725
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
14,400
shares
|
$333,360
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
14,089
shares
|
$326,160
0.08% of portfolio
|
Q2 2025
Added 26.91%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
13,932
shares
|
$322,525
0.07% of portfolio
|
Q2 2024
Added 7156.25%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
13,755
shares
|
$318,428
0.0% of portfolio
|
Q2 2025
Added 1.12%
|