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 71 institutions that hold shares in the stock, with a total of 7.51 Million shares, which have been reported (via 13F filing form) to have a value of $178 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
52,938
shares
|
$1.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
48,653
shares
|
$1.15 Million
0.28% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
46,368
shares
|
$1.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 6.71%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
45,748
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Reduced 40.39%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
45,674
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2025
Reduced 24.21%
|
|
|
Seaview Investment Managers LLC
|
Aug 13, 2025 Q2 2025 |
37,163
shares
|
$881,134
0.2% of portfolio
|
Q2 2025
Added 30.78%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
36,195
shares
|
$858,183
0.01% of portfolio
|
Q2 2025
Added 78.27%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
28,325
shares
|
$671,585
0.15% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,295
shares
|
$599,744
0.0% of portfolio
|
Q3 2024
Added 20.31%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
22,985
shares
|
$544,974
0.05% of portfolio
|
Q3 2025
Added 36.91%
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
20,961
shares
|
$496,985
0.24% of portfolio
|
Q2 2025
Added 61.38%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
20,423
shares
|
$484,229
0.01% of portfolio
|
Q2 2025
Reduced 27.14%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
18,792
shares
|
$445,558
0.12% of portfolio
|
Q2 2025
Reduced 10.2%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
18,747
shares
|
$444,491
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
14,559
shares
|
$345,193
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
12,900
shares
|
$305,859
0.03% of portfolio
|
Q2 2025
Reduced 9.99%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
12,683
shares
|
$300,713
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
11,934
shares
|
$282,955
0.07% of portfolio
|
Q3 2025
Added 25.61%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
11,561
shares
|
$274,111
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
11,436
shares
|
$271,147
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Reliant Wealth Planning
|
Aug 12, 2025 Q2 2025 |
11,366
shares
|
$269,487
0.12% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
11,138
shares
|
$264,081
0.18% of portfolio
|
Q4 2024
Added 30.15%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
11,060
shares
|
$262,232
0.0% of portfolio
|
Q2 2025
Reduced 91.22%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
11,000
shares
|
$260,810
0.1% of portfolio
|
Q2 2025
Added 52.78%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
10,732
shares
|
$254,455
0.02% of portfolio
|
Q3 2025
New holding
|