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 80 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $275 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
66,693
shares
|
$1.5 Million
0.05% of portfolio
|
Q1 2025
Reduced 4.68%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
62,736
shares
|
$1.41 Million
0.63% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
59,052
shares
|
$1.33 Million
0.0% of portfolio
|
Q1 2025
Added 17.63%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
55,359
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Added 21.23%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
54,159
shares
|
$1.22 Million
0.26% of portfolio
|
Q1 2025
Added 12.81%
|
|
|
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
|
May 08, 2025 Q1 2025 |
50,111
shares
|
$1.12 Million
0.3% of portfolio
|
Q1 2025
Added 3.82%
|
|
|
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%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
47,679
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Added 2.45%
|
|
|
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 |
Apr 17, 2025 Q1 2025 |
44,709
shares
|
$1 Million
0.07% of portfolio
|
Q1 2025
Added 37.65%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
37,604
shares
|
$843,833
0.05% of portfolio
|
Q1 2025
Added 0.78%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
37,300
shares
|
$837,012
0.17% of portfolio
|
Q1 2025
Added 3.47%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
35,933
shares
|
$806,336
0.01% of portfolio
|
Q1 2025
Added 18.79%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
33,049
shares
|
$741,619
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
27,824
shares
|
$624,370
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Apr 24, 2025 Q1 2025 |
25,153
shares
|
$564,433
0.1% of portfolio
|
Q1 2025
Added 103.34%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
24,317
shares
|
$545,673
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
21,346
shares
|
$479,004
0.01% of portfolio
|
Q4 2024
Added 8.71%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
20,061
shares
|
$450,168
0.07% of portfolio
|
Q1 2025
Added 8.53%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
19,702
shares
|
$442,112
0.05% of portfolio
|
Q1 2025
Reduced 39.26%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
18,026
shares
|
$404,503
0.04% of portfolio
|
Q1 2025
Reduced 6.61%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
16,591
shares
|
$372,302
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
15,568
shares
|
$349,345
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
15,188
shares
|
$340,818
0.0% of portfolio
|
Q1 2025
Reduced 5.18%
|