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 |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
13,209
shares
|
$305,656
0.03% of portfolio
|
Q2 2025
Added 139.42%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
13,159
shares
|
$304,499
0.03% of portfolio
|
Q3 2025
Reduced 23.25%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
12,728
shares
|
$294,525
0.0% of portfolio
|
Q2 2025
Reduced 44.02%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Oct 27, 2025 Q3 2025 |
12,316
shares
|
$284,992
0.21% of portfolio
|
Q3 2025
Reduced 50.32%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
12,212
shares
|
$282,585
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
12,068
shares
|
$279,253
0.0% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
12,059
shares
|
$279,045
0.0% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
12,016
shares
|
$278,050
0.01% of portfolio
|
Q2 2025
Reduced 54.0%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
11,800
shares
|
$273,052
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
11,619
shares
|
$268,863
0.07% of portfolio
|
Q3 2025
Reduced 13.25%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
11,522
shares
|
$266,619
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
11,461
shares
|
$265,207
0.0% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
11,443
shares
|
$264,791
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
11,217
shares
|
$259,561
0.11% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
10,776
shares
|
$249,356
0.08% of portfolio
|
Q4 2024
Reduced 6.63%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
10,529
shares
|
$243,641
0.17% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
10,344
shares
|
$239,360
0.0% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
10,112
shares
|
$233,991
0.08% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
10,026
shares
|
$232,001
0.1% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
10,023
shares
|
$231,932
0.01% of portfolio
|
Q2 2025
Reduced 38.31%
|
|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
10,000
shares
|
$231,400
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
9,976
shares
|
$230,844
0.12% of portfolio
|
Q2 2025
Added 18.35%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
9,947
shares
|
$230,173
0.04% of portfolio
|
Q3 2025
Reduced 14.81%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
9,858
shares
|
$228,114
0.03% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
8,995
shares
|
$208,144
0.0% of portfolio
|
Q2 2025
Added 2.15%
|