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 100 institutions that hold shares in the stock, with a total of 9.82 Million shares, which have been reported (via 13F filing form) to have a value of $219 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
66,312
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
63,862
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
61,778
shares
|
$1.38 Million
0.63% of portfolio
|
Q3 2025
Reduced 10.83%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
57,912
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
56,749
shares
|
$1.27 Million
0.34% of portfolio
|
Q3 2025
Reduced 7.72%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
55,050
shares
|
$1.23 Million
0.1% of portfolio
|
Q3 2025
Added 40.61%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
51,253
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
49,991
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
49,983
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Added 25.63%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
48,501
shares
|
$1.08 Million
0.07% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
44,663
shares
|
$995,984
0.31% of portfolio
|
Q3 2025
Reduced 12.22%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
43,687
shares
|
$974,220
0.0% of portfolio
|
Q3 2025
Added 309.74%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
42,350
shares
|
$944,405
0.01% of portfolio
|
Q3 2025
Added 11.66%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
36,050
shares
|
$803,915
0.17% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
34,330
shares
|
$765,559
0.0% of portfolio
|
Q3 2025
Added 1206.81%
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
31,641
shares
|
$705,594
0.3% of portfolio
|
Q3 2025
Added 27.83%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
30,815
shares
|
$687,174
0.18% of portfolio
|
Q3 2025
Added 244.38%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
30,275
shares
|
$675,132
0.06% of portfolio
|
Q3 2025
Added 29.67%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
29,802
shares
|
$664,584
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
28,328
shares
|
$631,714
0.04% of portfolio
|
Q3 2025
Reduced 18.79%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
26,798
shares
|
$597,595
0.0% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
25,980
shares
|
$579,354
0.01% of portfolio
|
Q3 2025
Added 5.22%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
25,068
shares
|
$559,016
0.01% of portfolio
|
Q3 2025
Added 16.29%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
23,746
shares
|
$529,535
0.09% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Nov 12, 2025 Q3 2025 |
23,413
shares
|
$522,109
0.31% of portfolio
|
Q3 2025
Reduced 48.89%
|
|