Institutional Ownership Ishares Tr Ibonds 2026 Term Hi (IBHF)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2026 Term Hi (IBHF). We have compiled data on the 136 institutions that hold shares in the stock, with a total of 26.9 Million shares, which have been reported (via 13F filing form) to have a value of $623 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
5,788,560
shares
|
$134 Million
1.33% of portfolio
|
Q1 2025
Reduced 95.69%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
2,095,146
shares
|
$48.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 30.54%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
2,034,138
shares
|
$47.2 Million
0.0% of portfolio
|
Q1 2025
Added 16.84%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
1,091,700
shares
|
$25.3 Million
0.09% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
1,020,167
shares
|
$23.6 Million
0.15% of portfolio
|
Q1 2025
Added 12.74%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
858,657
shares
|
$19.9 Million
0.0% of portfolio
|
Q1 2025
Added 6.03%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
791,466
shares
|
$18.3 Million
0.02% of portfolio
|
Q1 2025
Added 4.58%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
755,309
shares
|
$17.5 Million
1.39% of portfolio
|
Q1 2025
Added 75.7%
|
|
|
Straightline Group LLC
Troy, MI |
May 15, 2025 Q1 2025 |
734,830
shares
|
$17 Million
11.03% of portfolio
|
Q1 2025
New holding
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
587,231
shares
|
$13.6 Million
5.97% of portfolio
|
Q1 2025
Added 1.13%
|
|
|
Cowa, LLC
Tulsa, OK |
May 13, 2025 Q1 2025 |
544,219
shares
|
$12.6 Million
5.4% of portfolio
|
Q1 2025
Added 59.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
542,299
shares
|
$12.6 Million
0.01% of portfolio
|
Q1 2025
Added 31.65%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
489,863
shares
|
$11.4 Million
0.63% of portfolio
|
Q1 2025
Added 13.45%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
453,395
shares
|
$10.5 Million
0.0% of portfolio
|
Q1 2025
Added 32.04%
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Apr 09, 2025 Q1 2025 |
438,187
shares
|
$10.2 Million
5.46% of portfolio
|
Q1 2025
Added 24.52%
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
359,756
shares
|
$8.34 Million
4.42% of portfolio
|
Q1 2025
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
341,208
shares
|
$7.91 Million
0.01% of portfolio
|
Q1 2025
Added 1.4%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
334,879
shares
|
$7.76 Million
0.89% of portfolio
|
Q1 2025
Added 349.74%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Apr 11, 2025 Q1 2025 |
311,308
shares
|
$7.22 Million
5.71% of portfolio
|
Q1 2025
Reduced 1.16%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
298,348
shares
|
$6.92 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
292,168
shares
|
$6.77 Million
0.08% of portfolio
|
Q1 2025
Added 312.59%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
May 13, 2025 Q1 2025 |
291,465
shares
|
$6.76 Million
5.98% of portfolio
|
Q1 2025
Added 4.15%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
263,675
shares
|
$6.11 Million
0.18% of portfolio
|
Q1 2025
Added 17.31%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
258,017
shares
|
$5.98 Million
0.0% of portfolio
|
Q1 2025
Added 156.24%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
247,049
shares
|
$5.73 Million
0.0% of portfolio
|
Q1 2025
Added 2.31%
|