Institutional Ownership Ishares Ibonds 2025 Term High (IBHE)
This table provides information about the institutional ownership of Ishares Ibonds 2025 Term High (IBHE). We have compiled data on the 114 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $317 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
13,411
shares
|
$311,269
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
12,781
shares
|
$296,647
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
12,637
shares
|
$293,304
0.15% of portfolio
|
Q3 2024
Added 10.17%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
11,623
shares
|
$269,769
0.0% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
11,564
shares
|
$268,400
0.2% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,541
shares
|
$267,866
0.08% of portfolio
|
Q2 2024
Added 10.69%
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
10,947
shares
|
$254,079
0.14% of portfolio
|
Q3 2024
Reduced 32.2%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
10,928
shares
|
$253,638
0.0% of portfolio
|
Q3 2024
Added 11.59%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
10,544
shares
|
$244,726
0.02% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
10,112
shares
|
$234,699
0.08% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
10,021
shares
|
$232,587
0.0% of portfolio
|
Q3 2024
Reduced 17.66%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
8,806
shares
|
$204,387
0.0% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
8,767
shares
|
$203,482
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
8,676
shares
|
$201,369
0.02% of portfolio
|
Q3 2024
Added 25.03%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
7,935
shares
|
$184,171
0.0% of portfolio
|
Q3 2024
Added 8.85%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,793
shares
|
$180,875
0.01% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
7,748
shares
|
$179,831
0.0% of portfolio
|
Q1 2024
Reduced 1.27%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
7,230
shares
|
$167,808
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
6,724
shares
|
$156,064
0.0% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
6,072
shares
|
$140,931
0.0% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,946
shares
|
$114,796
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
3,196
shares
|
$74,179
0.01% of portfolio
|
Q3 2024
Reduced 69.56%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
2,700
shares
|
$62,667
0.0% of portfolio
|
Q1 2024
Added 58.82%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
2,642
shares
|
$61,320
0.01% of portfolio
|
Q3 2024
Added 16.18%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,150
shares
|
$49,901
0.01% of portfolio
|
Q3 2024
Added 23.85%
|