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 |
|---|---|---|---|---|---|
|
Hrt Financial LP
New York, NY |
May 15, 2025 Q1 2025 |
12,640
shares
|
$292,995
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Windsor Capital Management, LLC
|
May 02, 2025 Q1 2025 |
12,169
shares
|
$282,077
0.09% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
11,801
shares
|
$273,547
0.0% of portfolio
|
Q1 2025
Added 6.19%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
11,696
shares
|
$271,113
0.0% of portfolio
|
Q1 2025
Added 24.1%
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
11,540
shares
|
$267,497
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
10,939
shares
|
$253,566
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
10,850
shares
|
$251,503
0.0% of portfolio
|
Q4 2024
Added 3.31%
|
|
|
High Falls Advisors, Inc
Rochester, NY |
May 13, 2025 Q1 2025 |
10,774
shares
|
$249,741
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
10,754
shares
|
$249,277
0.01% of portfolio
|
Q4 2024
Added 17.67%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
10,615
shares
|
$246,055
0.25% of portfolio
|
Q1 2025
Added 17.75%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
10,156
shares
|
$235,416
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Alaska Permanent Capital Management
|
May 01, 2025 Q1 2025 |
10,033
shares
|
$232,564
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,020
shares
|
$232,263
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
9,293
shares
|
$215,411
0.17% of portfolio
|
Q1 2025
Reduced 31.79%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
9,283
shares
|
$215,179
0.03% of portfolio
|
Q1 2025
Added 1.09%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
8,800
shares
|
$203,984
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
7,621
shares
|
$176,654
0.04% of portfolio
|
Q1 2025
Added 26.85%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
7,220
shares
|
$167,359
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
7,146
shares
|
$165,644
0.1% of portfolio
|
Q1 2025
Reduced 97.52%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
6,318
shares
|
$146,451
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
May 15, 2025 Q1 2025 |
5,637
shares
|
$130,665
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
4,845
shares
|
$112,307
0.0% of portfolio
|
Q1 2025
Reduced 16.09%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
4,164
shares
|
$96,521
0.0% of portfolio
|
Q3 2024
Added 20.21%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
3,767
shares
|
$87,319
0.0% of portfolio
|
Q1 2025
Reduced 35.83%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
3,137
shares
|
$72,715
0.0% of portfolio
|
Q1 2025
Added 297.59%
|