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 12.6 Million shares, which have been reported (via 13F filing form) to have a value of $281 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Baron Silver Stevens Financial Advisors, LLC
|
May 07, 2025 Q1 2025 |
15,131
shares
|
$338,783
0.06% of portfolio
|
Q1 2025
Added 42.13%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
15,000
shares
|
$335,850
0.01% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,922
shares
|
$334,103
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
14,590
shares
|
$326,670
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
|
$324,923
0.01% of portfolio
|
Q1 2025
Reduced 65.94%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
14,508
shares
|
$324,834
0.0% of portfolio
|
Q1 2025
Added 4.79%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
13,817
shares
|
$309,362
0.0% of portfolio
|
Q1 2025
Added 30.56%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Apr 11, 2025 Q1 2025 |
13,522
shares
|
$302,757
0.24% of portfolio
|
Q1 2025
Added 18.22%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
12,041
shares
|
$269,597
0.08% of portfolio
|
Q2 2025
Reduced 3.59%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
10,851
shares
|
$242,953
0.0% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
9,968
shares
|
$223,183
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
9,837
shares
|
$220,250
0.08% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
9,437
shares
|
$211,294
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
May 13, 2025 Q1 2025 |
9,400
shares
|
$210,466
0.0% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
8,018
shares
|
$179,523
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
7,741
shares
|
$173,320
0.13% of portfolio
|
Q1 2025
Added 369.15%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
7,400
shares
|
$165,686
0.07% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
4,757
shares
|
$106,509
0.11% of portfolio
|
Q1 2025
Added 14.43%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
4,500
shares
|
$100,755
0.0% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
4,338
shares
|
$97,127
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,627
shares
|
$58,818
0.0% of portfolio
|
Q1 2025
Reduced 64.29%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
2,082
shares
|
$46,615
0.0% of portfolio
|
Q1 2025
Reduced 21.52%
|
|
|
Newbridge Financial Services Group, Inc.
|
May 15, 2025 Q1 2025 |
1,580
shares
|
$35,376
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
902
shares
|
$20,195
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
826
shares
|
$18,494
0.0% of portfolio
|
Q1 2025
Added 1.1%
|