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 |
|---|---|---|---|---|---|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
2,750
shares
|
$61,627
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,627
shares
|
$58,871
0.0% of portfolio
|
Q1 2025
Reduced 64.29%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
1,840
shares
|
$41,234
0.0% of portfolio
|
Q2 2025
Reduced 11.62%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,794
shares
|
$40,203
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Aug 19, 2025 Q2 2025 |
1,580
shares
|
$35,407
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 30, 2025 Q2 2025 |
1,120
shares
|
$25,099
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
902
shares
|
$20,213
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
888
shares
|
$19,900
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
840
shares
|
$18,824
0.0% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 16, 2025 Q2 2025 |
800
shares
|
$17,928
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
570
shares
|
$12,773
0.0% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Aug 11, 2025 Q2 2025 |
398
shares
|
$8,919
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
225
shares
|
$5,042
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
35
shares
|
$784
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
0.31% of portfolio
|
Q2 2025
New holding
|