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 |
|---|---|---|---|---|---|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
12,481
shares
|
$289,933
0.34% of portfolio
|
Q1 2025
Reduced 9.9%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
12,059
shares
|
$280,130
0.0% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
11,986
shares
|
$278,434
0.02% of portfolio
|
Q1 2025
Added 7.35%
|
|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
11,943
shares
|
$277,435
0.14% of portfolio
|
Q1 2025
Added 19.41%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
11,672
shares
|
$271,140
0.0% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
11,102
shares
|
$257,899
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
May 12, 2025 Q1 2025 |
11,054
shares
|
$256,784
0.18% of portfolio
|
Q1 2025
Reduced 5.29%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
10,776
shares
|
$250,326
0.08% of portfolio
|
Q4 2024
Reduced 6.63%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
10,748
shares
|
$249,676
0.02% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
10,514
shares
|
$244,240
0.19% of portfolio
|
Q1 2025
Reduced 76.0%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
10,450
shares
|
$242,753
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
10,344
shares
|
$240,291
0.0% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
10,112
shares
|
$234,901
0.08% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Aprio Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
9,817
shares
|
$228,048
0.03% of portfolio
|
Q1 2025
Reduced 22.63%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
May 07, 2025 Q1 2025 |
9,781
shares
|
$227,212
0.11% of portfolio
|
Q1 2025
Added 0.93%
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
9,404
shares
|
$218,454
0.07% of portfolio
|
Q1 2025
Reduced 70.05%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
9,318
shares
|
$216,457
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Tfr Capital, Llc.
Plano, TX |
May 01, 2025 Q1 2025 |
9,237
shares
|
$214,575
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
8,833
shares
|
$205,190
0.0% of portfolio
|
Q1 2025
Reduced 16.77%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
8,806
shares
|
$204,563
0.0% of portfolio
|
Q1 2025
Reduced 5.37%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
8,740
shares
|
$203,030
0.01% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
8,429
shares
|
$195,805
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,875
shares
|
$182,936
0.01% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
6,577
shares
|
$152,783
0.0% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
5,517
shares
|
$128,159
0.01% of portfolio
|
Q1 2025
New holding
|