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 |
|---|---|---|---|---|---|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
9,494
shares
|
$221,495
0.03% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
9,313
shares
|
$217,272
0.15% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
9,067
shares
|
$211,533
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
7,621
shares
|
$177,797
0.04% of portfolio
|
Q1 2025
Added 26.85%
|
|
|
Ameriflex Group, Inc.
Las Vegas, NV |
Jul 21, 2025 Q2 2025 |
6,734
shares
|
$157,104
0.08% of portfolio
|
Q2 2025
Added 19.46%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
6,722
shares
|
$156,824
0.01% of portfolio
|
Q3 2025
Reduced 86.39%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
5,822
shares
|
$135,827
0.0% of portfolio
|
Q2 2025
Added 39.82%
|
|
|
Creative Financial Designs Inc
|
Aug 04, 2025 Q2 2025 |
5,574
shares
|
$130,041
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
4,767
shares
|
$111,214
0.0% of portfolio
|
Q2 2025
Reduced 1.61%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
3,966
shares
|
$92,526
0.0% of portfolio
|
Q3 2025
Added 0.28%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,533
shares
|
$82,424
0.0% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
3,165
shares
|
$73,839
0.0% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
3,000
shares
|
$69,990
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,345
shares
|
$54,708
0.01% of portfolio
|
Q2 2025
Added 9.07%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
2,000
shares
|
$46,660
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,959
shares
|
$45,703
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tableaux LLC
Stockbridge, MA |
Aug 12, 2025 Q2 2025 |
1,363
shares
|
$31,798
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
1,309
shares
|
$30,538
0.0% of portfolio
|
Q2 2025
Added 0.46%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
899
shares
|
$20,973
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
869
shares
|
$20,273
0.0% of portfolio
|
Q2 2025
Added 62.13%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
400
shares
|
$9,332
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
384
shares
|
$8,958
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
300
shares
|
$6,998
0.0% of portfolio
|
Q1 2025
Reduced 98.6%
|
|
|
Strategic Wealth Investment Group, LLC
|
Aug 14, 2025 Q2 2025 |
18
shares
|
$419
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
15
shares
|
$349
0.0% of portfolio
|
Q2 2025
New holding
|