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 153 institutions that hold shares in the stock, with a total of 25.7 Million shares, which have been reported (via 13F filing form) to have a value of $601 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
15,294
shares
|
$356,809
0.0% of portfolio
|
Q2 2025
Reduced 3.64%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
14,948
shares
|
$348,736
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
14,823
shares
|
$345,820
0.05% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
14,820
shares
|
$345,750
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
14,702
shares
|
$342,997
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
14,381
shares
|
$335,508
0.01% of portfolio
|
Q3 2025
Added 31.57%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
14,285
shares
|
$333,269
0.0% of portfolio
|
Q2 2025
Added 6.6%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
14,099
shares
|
$328,929
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
13,740
shares
|
$320,554
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
13,728
shares
|
$320,274
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
13,223
shares
|
$308,492
0.0% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
12,750
shares
|
$297,457
0.03% of portfolio
|
Q4 2024
Reduced 3.42%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
12,580
shares
|
$293,491
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Aug 14, 2025 Q2 2025 |
12,551
shares
|
$292,814
0.07% of portfolio
|
Q2 2025
Added 16.49%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
12,435
shares
|
$290,108
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
12,006
shares
|
$280,099
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
11,540
shares
|
$269,228
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
11,000
shares
|
$256,629
0.1% of portfolio
|
Q2 2025
Added 52.35%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
10,944
shares
|
$255,323
0.04% of portfolio
|
Q2 2025
Reduced 46.7%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
10,913
shares
|
$254,600
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
10,850
shares
|
$253,130
0.0% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
10,615
shares
|
$247,647
0.23% of portfolio
|
Q1 2025
Added 17.75%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
10,156
shares
|
$236,939
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alaska Permanent Capital Management
|
Jul 29, 2025 Q2 2025 |
10,089
shares
|
$235,376
0.02% of portfolio
|
Q2 2025
Added 0.56%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,020
shares
|
$233,766
0.02% of portfolio
|
Q4 2023
New holding
|