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 55 institutions that hold shares in the stock, with a total of 3.65 Million shares, which have been reported (via 13F filing form) to have a value of $85.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
27,728
shares
|
$648,557
0.13% of portfolio
|
Q1 2025
Added 15.64%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
25,110
shares
|
$587,322
0.0% of portfolio
|
Q1 2025
Reduced 87.52%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
19,730
shares
|
$461,484
0.0% of portfolio
|
Q1 2025
Added 20.3%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
14,863
shares
|
$347,645
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
14,744
shares
|
$344,862
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
12,824
shares
|
$299,953
0.04% of portfolio
|
Q1 2025
Reduced 49.71%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
11,916
shares
|
$278,715
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
11,662
shares
|
$272,774
0.02% of portfolio
|
Q1 2025
Added 29.65%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
10,806
shares
|
$252,752
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Occidental Asset Management, LLC
|
May 15, 2025 Q1 2025 |
10,481
shares
|
$245,150
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
10,291
shares
|
$240,706
0.01% of portfolio
|
Q4 2024
Added 11.58%
|
|
|
Legacy Trust
Grand Rapids, MI |
Apr 16, 2025 Q1 2025 |
10,089
shares
|
$235,981
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
9,567
shares
|
$223,772
0.0% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
9,509
shares
|
$222,415
0.01% of portfolio
|
Q1 2025
Added 9.74%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
7,116
shares
|
$166,443
0.0% of portfolio
|
Q4 2024
Added 16.35%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
3,595
shares
|
$84,087
0.0% of portfolio
|
Q4 2024
Added 35.56%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
2,800
shares
|
$65,492
0.0% of portfolio
|
Q1 2025
Added 17.89%
|
|
|
Alaska Permanent Capital Management
|
May 01, 2025 Q1 2025 |
2,473
shares
|
$57,843
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
2,299
shares
|
$53,773
0.0% of portfolio
|
Q4 2024
Added 87.82%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
2,228
shares
|
$52,112
0.01% of portfolio
|
Q1 2025
Added 253.09%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
2,000
shares
|
$46,780
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1,440
shares
|
$33,681
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
1,132
shares
|
$26,477
0.0% of portfolio
|
Q1 2025
Added 25.5%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
895
shares
|
$20,934
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
780
shares
|
$18,244
0.0% of portfolio
|
Q1 2025
Added 1.17%
|