Institutional Ownership Ishares Tr Ibonds 2029 Term Hi (IBHI)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2029 Term Hi (IBHI). We have compiled data on the 60 institutions that hold shares in the stock, with a total of 3.92 Million shares, which have been reported (via 13F filing form) to have a value of $92.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
31,199
shares
|
$734,112
0.0% of portfolio
|
Q2 2025
Reduced 21.54%
|
|
|
Headinvest, LLC
Portland, ME |
Aug 14, 2025 Q2 2025 |
26,978
shares
|
$634,792
0.14% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
26,701
shares
|
$628,274
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
22,788
shares
|
$536,201
0.0% of portfolio
|
Q2 2025
Added 15.5%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
18,124
shares
|
$426,457
0.01% of portfolio
|
Q2 2025
Added 89.44%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
17,090
shares
|
$402,127
0.0% of portfolio
|
Q2 2025
Reduced 67.11%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
14,285
shares
|
$336,126
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
13,556
shares
|
$318,972
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
12,391
shares
|
$291,560
0.01% of portfolio
|
Q2 2025
Added 20.41%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
12,065
shares
|
$283,889
0.0% of portfolio
|
Q2 2025
Reduced 18.17%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Aug 14, 2025 Q2 2025 |
11,954
shares
|
$281,277
0.0% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
11,587
shares
|
$272,642
0.02% of portfolio
|
Q2 2025
Reduced 0.64%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
11,540
shares
|
$271,536
0.03% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
10,640
shares
|
$250,359
0.08% of portfolio
|
Q2 2025
Reduced 1.54%
|
|
|
Legacy Trust
Grand Rapids, MI |
Jul 22, 2025 Q2 2025 |
10,589
shares
|
$249,159
0.06% of portfolio
|
Q2 2025
Added 4.96%
|
|
|
Occidental Asset Management, LLC
|
Jul 14, 2025 Q2 2025 |
10,481
shares
|
$246,617
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,509
shares
|
$223,746
0.01% of portfolio
|
Q1 2025
Added 9.74%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
9,176
shares
|
$215,911
0.01% of portfolio
|
Q2 2025
Added 28.95%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
8,558
shares
|
$201,369
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Alaska Permanent Capital Management
|
Jul 29, 2025 Q2 2025 |
6,510
shares
|
$153,180
0.01% of portfolio
|
Q2 2025
Added 163.24%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
3,595
shares
|
$84,590
0.0% of portfolio
|
Q4 2024
Added 35.56%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 14, 2025 Q2 2025 |
3,182
shares
|
$74,872
0.0% of portfolio
|
Q2 2025
Reduced 63.49%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,800
shares
|
$65,884
0.0% of portfolio
|
Q1 2025
Added 17.89%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
2,426
shares
|
$57,083
0.0% of portfolio
|
Q2 2025
Added 3575.76%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
2,228
shares
|
$52,424
0.01% of portfolio
|
Q1 2025
Added 253.09%
|