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 |
|---|---|---|---|---|---|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
8,889
shares
|
$205,691
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
8,789
shares
|
$203,377
0.01% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
8,780
shares
|
$203,169
0.0% of portfolio
|
Q3 2025
Reduced 45.95%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Nov 05, 2025 Q3 2025 |
8,641
shares
|
$199,952
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 31, 2025 Q3 2025 |
8,631
shares
|
$199,721
0.09% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
8,615
shares
|
$199,351
0.01% of portfolio
|
Q3 2025
Reduced 21.17%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
8,615
shares
|
$199,351
0.07% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
8,526
shares
|
$197,291
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
8,414
shares
|
$194,699
0.0% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
6,581
shares
|
$152,284
0.0% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
3,231
shares
|
$74,765
0.01% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,045
shares
|
$70,461
0.0% of portfolio
|
Q3 2025
Added 99.67%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
2,812
shares
|
$65,069
0.0% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
2,700
shares
|
$62,478
0.0% of portfolio
|
Q1 2024
Added 58.82%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
2,642
shares
|
$61,135
0.01% of portfolio
|
Q3 2024
Added 16.18%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,319
shares
|
$53,661
0.0% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,988
shares
|
$46,002
0.0% of portfolio
|
Q1 2025
Added 198700.0%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
1,975
shares
|
$45,701
0.01% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,965
shares
|
$45,470
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
1,903
shares
|
$44,035
0.0% of portfolio
|
Q1 2025
Reduced 68.66%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,800
shares
|
$41,652
0.0% of portfolio
|
Q4 2022
Added 33.33%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,755
shares
|
$40,610
0.0% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
1,590
shares
|
$36,792
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
1,000
shares
|
$23,140
0.01% of portfolio
|
Q2 2024
Reduced 22.9%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,000
shares
|
$23,140
0.0% of portfolio
|
Q2 2025
New holding
|