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 |
|---|---|---|---|---|---|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
11,602
shares
|
$269,746
0.05% of portfolio
|
Q4 2024
Reduced 25.82%
|
|
|
Csenge Advisory Group
|
Jan 30, 2025 Q4 2024 |
11,165
shares
|
$259,586
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
10,776
shares
|
$250,542
0.08% of portfolio
|
Q4 2024
Reduced 6.63%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
10,630
shares
|
$247,147
0.0% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
10,613
shares
|
$246,752
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
10,112
shares
|
$235,104
0.08% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
10,021
shares
|
$232,988
0.0% of portfolio
|
Q3 2024
Reduced 17.66%
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
10,002
shares
|
$232,546
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Feb 14, 2025 Q4 2024 |
9,691
shares
|
$225,315
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
9,318
shares
|
$216,643
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
9,306
shares
|
$216,364
0.0% of portfolio
|
Q4 2024
Added 5.68%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
9,212
shares
|
$214,179
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Feb 06, 2025 Q4 2024 |
9,198
shares
|
$213,853
0.03% of portfolio
|
Q4 2024
Added 4.92%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
8,705
shares
|
$202,391
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
8,285
shares
|
$192,626
0.0% of portfolio
|
Q4 2024
Added 4.41%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,875
shares
|
$183,093
0.01% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
7,748
shares
|
$180,141
0.0% of portfolio
|
Q1 2024
Reduced 1.27%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Feb 13, 2025 Q4 2024 |
7,523
shares
|
$174,909
0.01% of portfolio
|
Q4 2024
Added 52.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
6,577
shares
|
$152,915
0.0% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
6,072
shares
|
$141,174
0.0% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
3,196
shares
|
$74,307
0.01% of portfolio
|
Q3 2024
Reduced 69.56%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Feb 10, 2025 Q4 2024 |
2,700
shares
|
$62,775
0.0% of portfolio
|
Q1 2024
Added 58.82%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
2,644
shares
|
$61,473
0.01% of portfolio
|
Q4 2024
Added 43.7%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
2,642
shares
|
$61,426
0.02% of portfolio
|
Q3 2024
Added 16.18%
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,800
shares
|
$41,850
0.0% of portfolio
|
Q4 2022
Added 33.33%
|