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 140 institutions that hold shares in the stock, with a total of 16.9 Million shares, which have been reported (via 13F filing form) to have a value of $392 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
21,803
shares
|
$506,919
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
21,033
shares
|
$489,017
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Feb 18, 2025 Q4 2024 |
19,425
shares
|
$451,631
0.04% of portfolio
|
Q4 2024
Reduced 5.14%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
18,419
shares
|
$428,241
0.0% of portfolio
|
Q4 2024
Added 34.94%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
18,296
shares
|
$425,382
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
18,071
shares
|
$420,150
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
17,560
shares
|
$408,270
0.02% of portfolio
|
Q4 2024
Added 37.39%
|
|
|
Blue Barn Wealth, LLC
|
Feb 06, 2025 Q4 2024 |
17,338
shares
|
$403,108
0.21% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
16,896
shares
|
$392,832
0.01% of portfolio
|
Q4 2024
Reduced 93.31%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
16,640
shares
|
$386,880
0.12% of portfolio
|
Q3 2024
Added 32.63%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
16,179
shares
|
$376,161
0.19% of portfolio
|
Q4 2024
Added 28.03%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
16,058
shares
|
$373,348
0.13% of portfolio
|
Q4 2024
Reduced 30.37%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
16,034
shares
|
$372,790
0.03% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
15,854
shares
|
$368,605
0.06% of portfolio
|
Q4 2024
Added 17.91%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
15,519
shares
|
$360,816
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
15,102
shares
|
$351,121
0.16% of portfolio
|
Q4 2024
Added 0.83%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
14,400
shares
|
$334,800
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Feb 10, 2025 Q4 2024 |
13,932
shares
|
$323,919
0.08% of portfolio
|
Q2 2024
Added 7156.25%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Jan 29, 2025 Q4 2024 |
13,853
shares
|
$322,082
0.24% of portfolio
|
Q4 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
12,938
shares
|
$300,808
0.02% of portfolio
|
Q4 2024
Reduced 19.35%
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
12,688
shares
|
$294,996
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
12,651
shares
|
$294,135
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
11,836
shares
|
$275,187
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
11,672
shares
|
$271,374
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jan 30, 2025 Q4 2024 |
11,672
shares
|
$271,374
0.19% of portfolio
|
Q4 2024
Added 0.93%
|