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 77 institutions that hold shares in the stock, with a total of 10.5 Million shares, which have been reported (via 13F filing form) to have a value of $234 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
45,663
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.55%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Apr 17, 2025 Q1 2025 |
44,709
shares
|
$994,775
0.07% of portfolio
|
Q1 2025
Added 37.65%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
43,903
shares
|
$976,841
0.02% of portfolio
|
Q4 2024
Added 32.22%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
37,313
shares
|
$830,214
0.05% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
36,050
shares
|
$802,112
0.16% of portfolio
|
Q4 2024
Added 28.29%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
32,435
shares
|
$721,678
0.08% of portfolio
|
Q4 2024
Added 15.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
31,968
shares
|
$711,288
0.0% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Feb 13, 2025 Q4 2024 |
30,523
shares
|
$679,136
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
30,250
shares
|
$673,062
0.01% of portfolio
|
Q4 2024
Added 33.94%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
27,824
shares
|
$619,084
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Apr 24, 2025 Q1 2025 |
25,153
shares
|
$559,654
0.1% of portfolio
|
Q1 2025
Added 103.34%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
24,317
shares
|
$541,053
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
22,665
shares
|
$504,296
0.0% of portfolio
|
Q4 2024
Added 7994.64%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
21,346
shares
|
$474,948
0.01% of portfolio
|
Q4 2024
Added 8.71%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
20,061
shares
|
$446,357
0.07% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
19,302
shares
|
$429,469
0.04% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
17,406
shares
|
$387,283
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
16,591
shares
|
$369,149
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
16,017
shares
|
$356,378
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,922
shares
|
$332,014
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
14,590
shares
|
$324,627
0.17% of portfolio
|
Q1 2025
Added 35.44%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
14,512
shares
|
$322,892
0.01% of portfolio
|
Q1 2025
Reduced 65.94%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
14,500
shares
|
$322,625
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
13,845
shares
|
$308,051
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Apr 11, 2025 Q1 2025 |
13,522
shares
|
$300,864
0.24% of portfolio
|
Q1 2025
Added 18.22%
|