Institutional Ownership Ishares Tr Ibonds 2026 Term Hi (IBHF)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2026 Term Hi (IBHF). We have compiled data on the 137 institutions that hold shares in the stock, with a total of 22.7 Million shares, which have been reported (via 13F filing form) to have a value of $524 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
245,461
shares
|
$5.67 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Hurley Capital, LLC
New York, NY |
May 07, 2025 Q1 2025 |
215,803
shares
|
$4.99 Million
3.8% of portfolio
|
Q1 2025
Added 50.35%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
209,534
shares
|
$4.84 Million
1.35% of portfolio
|
Q2 2025
Added 11.4%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2025 Q1 2025 |
206,423
shares
|
$4.77 Million
0.17% of portfolio
|
Q1 2025
Added 63.96%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
206,377
shares
|
$4.77 Million
0.01% of portfolio
|
Q4 2024
Reduced 11.89%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
201,444
shares
|
$4.65 Million
0.03% of portfolio
|
Q1 2025
Added 231.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
199,450
shares
|
$4.61 Million
0.01% of portfolio
|
Q3 2024
Added 71.88%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
191,751
shares
|
$4.43 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.28%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
177,871
shares
|
$4.11 Million
2.14% of portfolio
|
Q2 2025
Added 3.56%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
160,570
shares
|
$3.71 Million
0.03% of portfolio
|
Q1 2025
Added 32.56%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
146,851
shares
|
$3.39 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
145,810
shares
|
$3.37 Million
0.9% of portfolio
|
Q1 2025
Added 8.31%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
140,527
shares
|
$3.25 Million
0.02% of portfolio
|
Q1 2025
Added 98.56%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
135,774
shares
|
$3.14 Million
0.0% of portfolio
|
Q1 2025
Added 4.99%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
134,472
shares
|
$3.11 Million
0.04% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
130,034
shares
|
$3 Million
0.05% of portfolio
|
Q1 2025
Added 43.9%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jul 01, 2025 Q2 2025 |
129,040
shares
|
$2.98 Million
1.17% of portfolio
|
Q2 2025
Reduced 4.96%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
121,652
shares
|
$2.81 Million
0.58% of portfolio
|
Q1 2025
Reduced 71.33%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
100,577
shares
|
$2.32 Million
0.0% of portfolio
|
Q1 2025
Added 103.11%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
91,645
shares
|
$2.12 Million
0.0% of portfolio
|
Q1 2025
Added 16.78%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
89,015
shares
|
$2.06 Million
0.95% of portfolio
|
Q1 2025
Added 7.26%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
85,675
shares
|
$1.98 Million
0.0% of portfolio
|
Q3 2024
Added 36.71%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 15, 2025 Q2 2025 |
83,323
shares
|
$1.92 Million
0.57% of portfolio
|
Q2 2025
Added 17.66%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
83,152
shares
|
$1.92 Million
0.03% of portfolio
|
Q1 2025
Added 484.01%
|
|
|
Eight 31 Financial LLC
Midland, TX |
May 15, 2025 Q1 2025 |
78,655
shares
|
$1.82 Million
1.17% of portfolio
|
Q1 2025
New holding
|