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 |
|---|---|---|---|---|---|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
2,000
shares
|
$47,060
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
1,944
shares
|
$45,742
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
1,718
shares
|
$40,424
0.0% of portfolio
|
Q2 2025
Reduced 25.27%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
902
shares
|
$21,224
0.0% of portfolio
|
Q2 2025
Reduced 20.32%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
895
shares
|
$21,059
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
794
shares
|
$18,682
0.0% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
541
shares
|
$12,729
0.0% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Costello Asset Management, Inc
|
Jul 24, 2025 Q2 2025 |
421
shares
|
$9,906
0.0% of portfolio
|
Q2 2025
Added 1.69%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
151
shares
|
$3,553
0.0% of portfolio
|
Q4 2024
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
|