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 124 institutions that hold shares in the stock, with a total of 25 Million shares, which have been reported (via 13F filing form) to have a value of $577 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
146,851
shares
|
$3.4 Million
0.09% of portfolio
|
Q1 2025
Reduced 0.49%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
143,535
shares
|
$3.32 Million
2.68% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
138,902
shares
|
$3.21 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Private Client Services, LLC
Louisville, KY |
Apr 08, 2025 Q1 2025 |
135,774
shares
|
$3.14 Million
1.56% of portfolio
|
Q1 2025
Reduced 1.08%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
134,620
shares
|
$3.11 Million
0.8% of portfolio
|
Q4 2024
Added 99618.52%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
131,127
shares
|
$3.03 Million
1.02% of portfolio
|
Q4 2024
Added 201.14%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
129,323
shares
|
$2.99 Million
0.0% of portfolio
|
Q4 2024
Added 16.48%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
125,900
shares
|
$2.91 Million
0.1% of portfolio
|
Q4 2024
Added 69.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
124,354
shares
|
$2.88 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
121,129
shares
|
$2.8 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
100,692
shares
|
$2.33 Million
0.0% of portfolio
|
Q4 2024
Added 709.49%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
100,577
shares
|
$2.33 Million
0.0% of portfolio
|
Q1 2025
Added 103.11%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
90,367
shares
|
$2.09 Million
0.04% of portfolio
|
Q4 2024
Added 68.11%
|
|
|
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%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
83,152
shares
|
$1.92 Million
0.03% of portfolio
|
Q1 2025
Added 484.01%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
78,474
shares
|
$1.82 Million
0.0% of portfolio
|
Q4 2024
Added 8.86%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
74,625
shares
|
$1.73 Million
0.12% of portfolio
|
Q1 2025
Added 3.42%
|
|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
74,460
shares
|
$1.72 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
71,682
shares
|
$1.66 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
70,829
shares
|
$1.64 Million
0.93% of portfolio
|
Q4 2024
Reduced 33.29%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 21, 2025 Q1 2025 |
70,819
shares
|
$1.64 Million
0.54% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
70,813
shares
|
$1.64 Million
0.02% of portfolio
|
Q4 2024
Added 37.43%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
70,772
shares
|
$1.64 Million
0.01% of portfolio
|
Q4 2024
Added 197.84%
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
69,478
shares
|
$1.61 Million
0.85% of portfolio
|
Q1 2025
Added 39.71%
|