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 |
|---|---|---|---|---|---|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
74,625
shares
|
$1.73 Million
0.12% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
70,819
shares
|
$1.64 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
69,478
shares
|
$1.61 Million
0.85% of portfolio
|
Q1 2025
Added 39.71%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
69,103
shares
|
$1.6 Million
0.05% of portfolio
|
Q1 2025
Reduced 3.6%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
66,160
shares
|
$1.53 Million
0.33% of portfolio
|
Q1 2025
Added 10.04%
|
|
|
Absolute Capital Management, LLC
|
May 14, 2025 Q1 2025 |
64,134
shares
|
$1.49 Million
0.89% of portfolio
|
Q1 2025
Reduced 9.45%
|
|
|
Cottage Street Advisors LLC
|
Apr 21, 2025 Q1 2025 |
63,722
shares
|
$1.48 Million
0.74% of portfolio
|
Q1 2025
Added 59.62%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
59,820
shares
|
$1.39 Million
0.45% of portfolio
|
Q1 2025
Added 22.09%
|
|
|
Cornerstone Wealth Management, LLC
|
Apr 18, 2025 Q1 2025 |
55,819
shares
|
$1.29 Million
0.09% of portfolio
|
Q1 2025
Added 49.52%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
55,538
shares
|
$1.29 Million
0.08% of portfolio
|
Q1 2025
Reduced 3.67%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
55,477
shares
|
$1.29 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.74%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Apr 23, 2025 Q1 2025 |
48,655
shares
|
$1.13 Million
0.1% of portfolio
|
Q1 2025
Added 50.29%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
48,389
shares
|
$1.12 Million
0.3% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
May 07, 2025 Q1 2025 |
46,638
shares
|
$1.08 Million
0.24% of portfolio
|
Q2 2024
Added 61.38%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
45,908
shares
|
$1.06 Million
0.81% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
42,946
shares
|
$995,488
0.07% of portfolio
|
Q1 2025
Added 87.6%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
41,612
shares
|
$964,566
0.01% of portfolio
|
Q1 2025
Reduced 13.15%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 16, 2025 Q1 2025 |
37,803
shares
|
$876,273
0.05% of portfolio
|
Q1 2025
Added 24.75%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Apr 23, 2025 Q1 2025 |
37,150
shares
|
$861,137
0.18% of portfolio
|
Q1 2025
Added 23.22%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
36,679
shares
|
$850,219
0.17% of portfolio
|
Q1 2025
Reduced 10.29%
|
|
|
Nwam LLC
Mercer Island, WA |
May 05, 2025 Q1 2025 |
36,519
shares
|
$846,510
0.08% of portfolio
|
Q1 2025
Reduced 10.13%
|
|
|
Timber Creek Capital Management LLC
|
Apr 29, 2025 Q1 2025 |
34,485
shares
|
$799,362
0.23% of portfolio
|
Q1 2025
New holding
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
34,425
shares
|
$797,971
0.16% of portfolio
|
Q1 2025
Added 2.23%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
32,501
shares
|
$753,373
0.01% of portfolio
|
Q1 2025
Added 4.77%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
29,377
shares
|
$680,958
0.02% of portfolio
|
Q1 2025
Reduced 0.73%
|