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 152 institutions that hold shares in the stock, with a total of 15.6 Million shares, which have been reported (via 13F filing form) to have a value of $363 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
5,517
shares
|
$128,049
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
4,000
shares
|
$92,840
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
3,231
shares
|
$74,991
0.01% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
3,109
shares
|
$72,159
0.04% of portfolio
|
Q1 2025
Reduced 98.91%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
2,793
shares
|
$64,825
0.0% of portfolio
|
Q1 2025
Added 255.8%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Jul 15, 2025 Q2 2025 |
2,700
shares
|
$62,667
0.0% of portfolio
|
Q1 2024
Added 58.82%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
2,642
shares
|
$61,320
0.01% of portfolio
|
Q3 2024
Added 16.18%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
2,515
shares
|
$58,373
0.01% of portfolio
|
Q1 2025
Reduced 4.88%
|
|
|
Stone House Investment Management, LLC
|
May 12, 2025 Q1 2025 |
2,150
shares
|
$49,901
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,989
shares
|
$46,164
0.0% of portfolio
|
Q1 2025
Reduced 74.33%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
1,988
shares
|
$46,141
0.0% of portfolio
|
Q1 2025
Added 198700.0%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
1,903
shares
|
$44,168
0.0% of portfolio
|
Q1 2025
Reduced 68.66%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
1,800
shares
|
$41,778
0.0% of portfolio
|
Q4 2022
Added 33.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
1,525
shares
|
$35,395
0.0% of portfolio
|
Q1 2024
Reduced 37.6%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
1,325
shares
|
$30,753
0.01% of portfolio
|
Q1 2025
Added 0.99%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
1,089
shares
|
$25,275
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
1,000
shares
|
$23,210
0.0% of portfolio
|
Q1 2023
Added 150.0%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
1,000
shares
|
$23,210
0.02% of portfolio
|
Q2 2024
Reduced 22.9%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
1,000
shares
|
$23,210
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
997
shares
|
$23,140
0.0% of portfolio
|
Q1 2025
Reduced 89.18%
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
987
shares
|
$22,908
0.0% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
695
shares
|
$16,130
0.01% of portfolio
|
Q3 2024
Reduced 13.45%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
535
shares
|
$12,417
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
400
shares
|
$9,284
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
May 05, 2025 Q1 2025 |
378
shares
|
$8,773
0.0% of portfolio
|
Q4 2024
New holding
|