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 $364 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
23,645
shares
|
$548,800
0.01% of portfolio
|
Q1 2025
Added 185.4%
|
|
|
Bedel Financial Consulting, Inc.
|
May 07, 2025 Q1 2025 |
23,396
shares
|
$543,021
0.08% of portfolio
|
Q1 2025
Added 154.36%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
22,738
shares
|
$527,748
0.01% of portfolio
|
Q1 2025
Reduced 37.56%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
22,361
shares
|
$518,998
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Apr 09, 2025 Q1 2025 |
22,074
shares
|
$512,337
0.26% of portfolio
|
Q1 2025
Added 36.44%
|
|
|
Mcf Advisors LLC
Covington, KY |
May 06, 2025 Q1 2025 |
21,078
shares
|
$489,220
0.04% of portfolio
|
Q1 2025
Added 0.21%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
20,629
shares
|
$478,799
0.0% of portfolio
|
Q1 2025
Reduced 15.32%
|
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2025 Q1 2025 |
19,618
shares
|
$455,333
0.07% of portfolio
|
Q1 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
18,897
shares
|
$438,599
0.02% of portfolio
|
Q1 2025
Reduced 97.24%
|
|
|
Blue Barn Wealth, LLC
|
May 09, 2025 Q1 2025 |
17,338
shares
|
$402,414
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
16,640
shares
|
$386,214
0.12% of portfolio
|
Q3 2024
Added 32.63%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
16,247
shares
|
$377,092
0.02% of portfolio
|
Q1 2025
Reduced 36.76%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
15,773
shares
|
$366,091
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
15,644
shares
|
$363,097
0.07% of portfolio
|
Q1 2025
Reduced 33.25%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
15,519
shares
|
$360,195
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
15,243
shares
|
$353,790
0.12% of portfolio
|
Q1 2025
Reduced 30.09%
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
15,127
shares
|
$351,097
0.16% of portfolio
|
Q1 2025
Added 0.17%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
14,725
shares
|
$341,767
0.03% of portfolio
|
Q1 2025
Reduced 24.2%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
14,694
shares
|
$341,047
0.01% of portfolio
|
Q1 2025
Reduced 13.03%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
14,400
shares
|
$334,224
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
13,932
shares
|
$323,361
0.08% of portfolio
|
Q2 2024
Added 7156.25%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
13,896
shares
|
$322,526
0.03% of portfolio
|
Q1 2025
Reduced 13.33%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
13,602
shares
|
$315,702
0.0% of portfolio
|
Q1 2025
Added 7.52%
|
|
|
Tempus Wealth Planning, LLC
|
May 06, 2025 Q1 2025 |
13,363
shares
|
$310,155
0.1% of portfolio
|
Q1 2025
Reduced 16.78%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
12,904
shares
|
$299,501
0.0% of portfolio
|
Q1 2025
Reduced 29.47%
|