Institutional Ownership Ishares Tr Ibonds 2027 Term Hi (IBHG)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2027 Term Hi (IBHG). We have compiled data on the 91 institutions that hold shares in the stock, with a total of 7.86 Million shares, which have been reported (via 13F filing form) to have a value of $176 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,165,621
shares
|
$26.1 Million
1.91% of portfolio
|
Q2 2025
Added 35.99%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
778,916
shares
|
$17.5 Million
0.01% of portfolio
|
Q2 2025
Added 1.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
491,462
shares
|
$11 Million
0.0% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Keeler T Homas Management LLC
|
Jul 31, 2025 Q2 2025 |
429,332
shares
|
$9.62 Million
4.37% of portfolio
|
Q2 2025
Added 15.53%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
406,036
shares
|
$9.1 Million
0.0% of portfolio
|
Q2 2025
Added 44.73%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
384,009
shares
|
$8.61 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
359,543
shares
|
$8.06 Million
0.01% of portfolio
|
Q2 2025
Reduced 26.11%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
342,134
shares
|
$7.67 Million
1.48% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
299,434
shares
|
$6.71 Million
0.18% of portfolio
|
Q2 2025
Added 1.72%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
239,382
shares
|
$5.36 Million
0.0% of portfolio
|
Q2 2025
Added 56.17%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
219,592
shares
|
$4.92 Million
0.0% of portfolio
|
Q2 2025
Added 1.05%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
199,177
shares
|
$4.46 Million
0.0% of portfolio
|
Q2 2025
Added 17.03%
|
|
|
J.W. Cole Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
187,694
shares
|
$4.21 Million
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
132,171
shares
|
$2.96 Million
0.02% of portfolio
|
Q2 2025
Reduced 20.8%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
104,281
shares
|
$2.34 Million
0.01% of portfolio
|
Q2 2025
Added 14.37%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
97,610
shares
|
$2.19 Million
1.8% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
97,198
shares
|
$2.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.58%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
93,176
shares
|
$2.09 Million
1.78% of portfolio
|
Q2 2025
New holding
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
90,923
shares
|
$2.04 Million
0.78% of portfolio
|
Q2 2025
Added 14.38%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
87,051
shares
|
$1.95 Million
0.03% of portfolio
|
Q2 2025
Added 9.05%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
78,384
shares
|
$1.76 Million
0.03% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
69,941
shares
|
$1.57 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.68%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
69,284
shares
|
$1.55 Million
0.75% of portfolio
|
Q2 2025
Added 2.37%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
62,926
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
Added 6.56%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
61,498
shares
|
$1.38 Million
0.46% of portfolio
|
Q2 2025
Reduced 1.97%
|