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 98 institutions that hold shares in the stock, with a total of 9 Million shares, which have been reported (via 13F filing form) to have a value of $202 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
56,381
shares
|
$1.26 Million
0.01% of portfolio
|
Q2 2025
Added 1.85%
|
|
|
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%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
54,572
shares
|
$1.22 Million
0.01% of portfolio
|
Q2 2025
Added 6.48%
|
|
|
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%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
48,501
shares
|
$1.09 Million
0.07% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
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%
|
|
|
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%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
30,275
shares
|
$678,462
0.06% of portfolio
|
Q3 2025
Added 29.67%
|
|
|
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%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
25,068
shares
|
$561,773
0.01% of portfolio
|
Q3 2025
Added 16.29%
|
|
|
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%
|
|
|
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%
|