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 77 institutions that hold shares in the stock, with a total of 9.35 Million shares, which have been reported (via 13F filing form) to have a value of $221 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
11,732
shares
|
$277,227
0.0% of portfolio
|
Q3 2025
Added 2.59%
|
|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
11,366
shares
|
$268,578
0.1% of portfolio
|
Q2 2025
Reduced 1.17%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Nov 10, 2025 Q3 2025 |
11,138
shares
|
$263,190
0.17% of portfolio
|
Q4 2024
Added 30.15%
|
|
|
Evanson Asset Management, LLC
|
Oct 14, 2025 Q3 2025 |
10,732
shares
|
$253,597
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
10,498
shares
|
$248,067
0.0% of portfolio
|
Q3 2025
Added 13.96%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
10,476
shares
|
$247,547
0.0% of portfolio
|
Q3 2025
Added 4.3%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
10,038
shares
|
$237,197
0.1% of portfolio
|
Q2 2025
Reduced 11.47%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
8,778
shares
|
$207,424
0.0% of portfolio
|
Q3 2025
Reduced 30.79%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
8,344
shares
|
$197,168
0.0% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
7,309
shares
|
$172,711
0.0% of portfolio
|
Q3 2025
Added 813.63%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
6,971
shares
|
$164,724
0.01% of portfolio
|
Q4 2025
Added 1.74%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
5,928
shares
|
$140,078
0.03% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
5,074
shares
|
$119,898
0.0% of portfolio
|
Q3 2025
Added 1.91%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,300
shares
|
$101,609
0.0% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
1,925
shares
|
$45,487
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,004
shares
|
$23,724
0.0% of portfolio
|
Q3 2025
Added 49.85%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
810
shares
|
$19,140
0.0% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
759
shares
|
$17,935
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
737
shares
|
$17,415
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
696
shares
|
$16,446
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
542
shares
|
$12,807
0.0% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
420
shares
|
$9,924
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
300
shares
|
$7,089
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
184
shares
|
$4,347
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
147
shares
|
$3,473
0.0% of portfolio
|
Q3 2025
New holding
|
|