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 144 institutions that hold shares in the stock, with a total of 24.5 Million shares, which have been reported (via 13F filing form) to have a value of $568 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
262,625
shares
|
$6.09 Million
0.0% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
249,860
shares
|
$5.79 Million
4.07% of portfolio
|
Q2 2025
Added 15.78%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
231,997
shares
|
$5.38 Million
0.18% of portfolio
|
Q2 2025
Added 12.39%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
209,534
shares
|
$4.86 Million
1.35% of portfolio
|
Q2 2025
Added 11.4%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
202,776
shares
|
$4.7 Million
0.03% of portfolio
|
Q2 2025
Added 0.66%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
202,734
shares
|
$4.7 Million
0.03% of portfolio
|
Q2 2025
Added 44.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
199,450
shares
|
$4.62 Million
0.01% of portfolio
|
Q3 2024
Added 71.88%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
177,875
shares
|
$4.12 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.24%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
177,871
shares
|
$4.12 Million
2.14% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
168,315
shares
|
$3.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.44%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
150,167
shares
|
$3.48 Million
0.82% of portfolio
|
Q2 2025
New holding
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
149,642
shares
|
$3.47 Million
0.5% of portfolio
|
Q2 2025
Reduced 29.67%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
148,248
shares
|
$3.44 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
144,299
shares
|
$3.34 Million
0.05% of portfolio
|
Q2 2025
Added 10.97%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
143,670
shares
|
$3.33 Million
0.0% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
140,803
shares
|
$3.26 Million
0.81% of portfolio
|
Q2 2025
Reduced 3.43%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
138,721
shares
|
$3.22 Million
0.05% of portfolio
|
Q2 2025
Added 66.83%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
138,410
shares
|
$3.21 Million
0.08% of portfolio
|
Q2 2025
Reduced 5.75%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
136,632
shares
|
$3.17 Million
0.08% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
129,040
shares
|
$2.99 Million
1.17% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
126,076
shares
|
$2.92 Million
0.0% of portfolio
|
Q2 2025
Added 25.35%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
100,262
shares
|
$2.32 Million
0.45% of portfolio
|
Q2 2025
Reduced 17.58%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
99,793
shares
|
$2.31 Million
0.89% of portfolio
|
Q2 2025
Added 12.11%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
93,990
shares
|
$2.18 Million
0.0% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
85,675
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2024
Added 36.71%
|