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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
34,274
shares
|
$794,471
0.01% of portfolio
|
Q2 2025
Reduced 17.63%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
33,425
shares
|
$774,791
0.17% of portfolio
|
Q2 2025
Reduced 2.9%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
33,020
shares
|
$765,403
0.01% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
32,650
shares
|
$756,827
0.02% of portfolio
|
Q2 2025
Added 27.29%
|
|
|
Nwam LLC
Mercer Island, WA |
Aug 07, 2025 Q2 2025 |
31,990
shares
|
$741,528
0.07% of portfolio
|
Q2 2025
Reduced 12.4%
|
|
|
Bedel Financial Consulting, Inc.
|
Aug 12, 2025 Q2 2025 |
31,575
shares
|
$731,908
0.1% of portfolio
|
Q2 2025
Added 37.55%
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
29,845
shares
|
$691,807
0.05% of portfolio
|
Q2 2025
Added 41.77%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
29,377
shares
|
$680,958
0.02% of portfolio
|
Q1 2025
Reduced 0.73%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
29,265
shares
|
$678,362
0.13% of portfolio
|
Q2 2025
Reduced 20.21%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
26,578
shares
|
$616,078
0.1% of portfolio
|
Q2 2025
Reduced 5.8%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
26,056
shares
|
$603,978
0.16% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
25,850
shares
|
$599,203
0.26% of portfolio
|
Q2 2025
Added 12.67%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
25,436
shares
|
$589,606
0.04% of portfolio
|
Q1 2024
Added 1.74%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
22,128
shares
|
$512,927
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
21,649
shares
|
$501,823
0.07% of portfolio
|
Q2 2025
Added 8.39%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
21,610
shares
|
$500,919
0.02% of portfolio
|
Q2 2025
Added 40.35%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
20,379
shares
|
$472,385
0.04% of portfolio
|
Q2 2025
Added 23.66%
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
20,321
shares
|
$471,040
0.22% of portfolio
|
Q2 2025
Added 50.06%
|
|
|
Bwm Planning, LLC
The Woodlands, TX |
May 14, 2025 Q1 2025 |
20,223
shares
|
$468,769
0.2% of portfolio
|
Q1 2025
New holding
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
18,600
shares
|
$431,148
0.05% of portfolio
|
Q2 2025
Reduced 9.72%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
15,309
shares
|
$354,862
0.0% of portfolio
|
Q2 2025
Added 30.89%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
15,294
shares
|
$354,514
0.0% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
14,719
shares
|
$341,186
0.05% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
14,285
shares
|
$331,126
0.0% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
14,099
shares
|
$326,814
0.03% of portfolio
|
Q1 2025
New holding
|