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 |
|---|---|---|---|---|---|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
13,740
shares
|
$318,493
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
13,728
shares
|
$318,215
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
13,223
shares
|
$306,509
0.0% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
12,750
shares
|
$295,545
0.03% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
12,580
shares
|
$291,604
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
12,551
shares
|
$290,932
0.07% of portfolio
|
Q2 2025
Added 16.49%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
12,435
shares
|
$288,243
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
12,006
shares
|
$278,299
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
11,540
shares
|
$267,497
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
11,000
shares
|
$254,980
0.1% of portfolio
|
Q2 2025
Added 52.35%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,944
shares
|
$253,681
0.04% of portfolio
|
Q2 2025
Reduced 46.7%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
10,930
shares
|
$253,357
0.01% of portfolio
|
Q2 2025
Added 1.64%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
10,913
shares
|
$252,963
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
10,850
shares
|
$251,503
0.0% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
10,615
shares
|
$246,055
0.23% of portfolio
|
Q1 2025
Added 17.75%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
10,156
shares
|
$235,416
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alaska Permanent Capital Management
|
Jul 29, 2025 Q2 2025 |
10,089
shares
|
$233,863
0.02% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,020
shares
|
$232,263
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
9,494
shares
|
$220,070
0.03% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
9,313
shares
|
$215,875
0.15% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
9,067
shares
|
$210,173
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
7,621
shares
|
$176,654
0.04% of portfolio
|
Q1 2025
Added 26.85%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
6,734
shares
|
$156,094
0.08% of portfolio
|
Q2 2025
Added 19.46%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
5,822
shares
|
$134,953
0.0% of portfolio
|
Q2 2025
Added 39.82%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
5,574
shares
|
$129,205
0.01% of portfolio
|
Q2 2025
New holding
|