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 |
|---|---|---|---|---|---|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,789
shares
|
$203,729
0.01% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
8,606
shares
|
$199,487
0.07% of portfolio
|
Q2 2025
Reduced 6.83%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Aug 01, 2025 Q2 2025 |
8,603
shares
|
$199,417
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
8,526
shares
|
$197,632
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
8,367
shares
|
$193,947
0.01% of portfolio
|
Q2 2025
Added 6.25%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
6,581
shares
|
$152,547
0.0% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
3,231
shares
|
$74,894
0.01% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
2,803
shares
|
$64,973
0.0% of portfolio
|
Q2 2025
Added 0.36%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2,700
shares
|
$62,586
0.0% of portfolio
|
Q1 2024
Added 58.82%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
2,642
shares
|
$61,241
0.01% of portfolio
|
Q3 2024
Added 16.18%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
2,319
shares
|
$53,754
0.01% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,988
shares
|
$46,081
0.0% of portfolio
|
Q1 2025
Added 198700.0%
|
|
|
Stone House Investment Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,975
shares
|
$45,780
0.01% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,965
shares
|
$45,548
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,903
shares
|
$44,111
0.0% of portfolio
|
Q1 2025
Reduced 68.66%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,800
shares
|
$41,724
0.0% of portfolio
|
Q4 2022
Added 33.33%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,755
shares
|
$40,680
0.0% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,525
shares
|
$35,349
0.0% of portfolio
|
Q1 2024
Reduced 37.6%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
1,342
shares
|
$31,107
0.01% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,000
shares
|
$23,180
0.01% of portfolio
|
Q2 2024
Reduced 22.9%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,000
shares
|
$23,180
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
997
shares
|
$23,110
0.0% of portfolio
|
Q1 2025
Reduced 89.18%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
991
shares
|
$22,971
0.0% of portfolio
|
Q2 2025
Added 0.41%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
535
shares
|
$12,401
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
400
shares
|
$9,272
0.0% of portfolio
|
Q2 2025
New holding
|