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 156 institutions that hold shares in the stock, with a total of 15.5 Million shares, which have been reported (via 13F filing form) to have a value of $358 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
13,393
shares
|
$310,449
0.09% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
13,209
shares
|
$306,184
0.03% of portfolio
|
Q2 2025
Added 139.42%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
12,728
shares
|
$295,035
0.0% of portfolio
|
Q2 2025
Reduced 44.02%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
12,212
shares
|
$283,074
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
12,068
shares
|
$279,736
0.0% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
12,059
shares
|
$279,527
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
|
$278,530
0.01% of portfolio
|
Q2 2025
Reduced 54.0%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
11,676
shares
|
$270,649
0.05% of portfolio
|
Q2 2025
Reduced 25.36%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
11,672
shares
|
$270,556
0.01% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
11,522
shares
|
$267,079
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
11,443
shares
|
$265,248
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
11,207
shares
|
$259,778
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Jul 23, 2025 Q2 2025 |
11,099
shares
|
$257,274
0.16% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
10,929
shares
|
$253,334
0.01% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
10,776
shares
|
$249,787
0.08% of portfolio
|
Q4 2024
Reduced 6.63%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
10,529
shares
|
$244,062
0.17% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
10,344
shares
|
$239,773
0.0% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
10,112
shares
|
$234,396
0.08% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
10,023
shares
|
$232,333
0.01% of portfolio
|
Q2 2025
Reduced 38.31%
|
|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
10,000
shares
|
$231,800
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
9,976
shares
|
$231,243
0.12% of portfolio
|
Q2 2025
Added 18.35%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Aug 08, 2025 Q2 2025 |
9,910
shares
|
$229,713
0.1% of portfolio
|
Q2 2025
Added 1.32%
|
|
|
Aprio Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
9,858
shares
|
$228,508
0.03% of portfolio
|
Q2 2025
Added 0.42%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
8,995
shares
|
$208,504
0.0% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
8,889
shares
|
$206,047
0.0% of portfolio
|
Q2 2025
New holding
|