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 |
|---|---|---|---|---|---|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
10,490
shares
|
$248,717
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
10,048
shares
|
$238,238
0.0% of portfolio
|
Q2 2025
Reduced 29.82%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
10,044
shares
|
$238,143
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
9,675
shares
|
$229,394
0.18% of portfolio
|
Q2 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
9,212
shares
|
$218,416
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
8,344
shares
|
$197,836
0.0% of portfolio
|
Q3 2025
Added 0.85%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
6,852
shares
|
$162,460
0.01% of portfolio
|
Q3 2025
Reduced 86.91%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
5,928
shares
|
$140,552
0.03% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
4,979
shares
|
$118,052
0.0% of portfolio
|
Q2 2025
Added 471.64%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,300
shares
|
$101,953
0.0% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
1,925
shares
|
$45,641
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,800
shares
|
$42,678
0.0% of portfolio
|
Q1 2025
Reduced 46.27%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
1,518
shares
|
$35,991
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,004
shares
|
$23,804
0.0% of portfolio
|
Q3 2025
Added 49.85%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
810
shares
|
$19,205
0.0% of portfolio
|
Q3 2025
Added 1.63%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
800
shares
|
$18,968
0.0% of portfolio
|
Q2 2025
Added 77.78%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
696
shares
|
$16,502
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
542
shares
|
$12,850
0.0% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
420
shares
|
$9,958
0.0% of portfolio
|
Q3 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
0.24% of portfolio
|
Q2 2025
New holding
|