Institutional Ownership Ishares Tr Ibonds 2028 Term Hi (IBHH)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2028 Term Hi (IBHH). We have compiled data on the 60 institutions that hold shares in the stock, with a total of 6.7 Million shares, which have been reported (via 13F filing form) to have a value of $158 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,173,912
shares
|
$27.7 Million
2.02% of portfolio
|
Q2 2025
Added 40.4%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
1,065,811
shares
|
$25.2 Million
1.38% of portfolio
|
Q1 2025
Added 15.51%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
507,774
shares
|
$12 Million
0.07% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
|
Keeler T Homas Management LLC
|
Jul 31, 2025 Q2 2025 |
406,047
shares
|
$9.59 Million
4.35% of portfolio
|
Q2 2025
Added 15.45%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
326,727
shares
|
$7.72 Million
0.16% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
319,188
shares
|
$7.54 Million
1.46% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
230,518
shares
|
$5.45 Million
0.0% of portfolio
|
Q1 2025
Added 19.09%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
200,750
shares
|
$4.74 Million
3.68% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
198,252
shares
|
$4.68 Million
0.01% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
192,425
shares
|
$4.55 Million
0.0% of portfolio
|
Q1 2025
Added 39.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
190,194
shares
|
$4.49 Million
0.0% of portfolio
|
Q1 2025
Added 9.17%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
137,530
shares
|
$3.25 Million
0.0% of portfolio
|
Q1 2025
Added 30.4%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
129,393
shares
|
$3.06 Million
1.15% of portfolio
|
Q3 2024
Added 335.34%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
126,028
shares
|
$2.98 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
117,987
shares
|
$2.79 Million
0.09% of portfolio
|
Q2 2025
Added 45.13%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
98,222
shares
|
$2.32 Million
0.0% of portfolio
|
Q1 2025
Added 21.54%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
96,377
shares
|
$2.28 Million
1.94% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
May 13, 2025 Q1 2025 |
93,541
shares
|
$2.21 Million
1.93% of portfolio
|
Q1 2025
New holding
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
91,448
shares
|
$2.16 Million
0.83% of portfolio
|
Q2 2025
Added 12.66%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
77,845
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Added 23.83%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
76,744
shares
|
$1.81 Million
0.0% of portfolio
|
Q1 2025
Added 261.4%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
59,503
shares
|
$1.41 Million
0.0% of portfolio
|
Q1 2025
Added 43.58%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
58,784
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Added 16.2%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
58,614
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
55,082
shares
|
$1.3 Million
0.63% of portfolio
|
Q2 2025
Added 9.24%
|