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 |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
58,339
shares
|
$1.31 Million
0.08% of portfolio
|
Q2 2025
Reduced 74.8%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
56,381
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
54,572
shares
|
$1.22 Million
0.0% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
54,159
shares
|
$1.21 Million
0.25% of portfolio
|
Q1 2025
Added 12.81%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
53,198
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Reduced 32.93%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
51,682
shares
|
$1.16 Million
0.04% of portfolio
|
Q2 2025
Reduced 22.51%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
51,253
shares
|
$1.15 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
50,879
shares
|
$1.14 Million
0.28% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
50,503
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
49,983
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Added 25.63%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
45,812
shares
|
$1.03 Million
0.78% of portfolio
|
Q1 2025
Added 50.09%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
45,317
shares
|
$1.02 Million
0.07% of portfolio
|
Q2 2025
Added 1.36%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
39,150
shares
|
$877,351
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
37,928
shares
|
$849,966
0.01% of portfolio
|
Q2 2025
Added 5.55%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
36,300
shares
|
$813,483
0.18% of portfolio
|
Q2 2025
Reduced 2.68%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
35,007
shares
|
$784,506
0.02% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
34,883
shares
|
$781,728
0.05% of portfolio
|
Q2 2025
Reduced 7.24%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
28,072
shares
|
$629,093
0.0% of portfolio
|
Q2 2025
Reduced 60.43%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
27,990
shares
|
$627,255
0.44% of portfolio
|
Q2 2025
Added 261.58%
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
24,753
shares
|
$554,714
0.27% of portfolio
|
Q2 2025
Added 69.66%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
24,690
shares
|
$553,302
0.01% of portfolio
|
Q2 2025
Added 1.53%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
23,746
shares
|
$532,147
0.09% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
23,347
shares
|
$523,206
0.04% of portfolio
|
Q2 2025
Added 29.52%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
21,816
shares
|
$488,896
0.0% of portfolio
|
Q2 2025
Reduced 83.08%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
21,796
shares
|
$488,448
0.07% of portfolio
|
Q2 2025
Added 8.65%
|