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 90 institutions that hold shares in the stock, with a total of 12.8 Million shares, which have been reported (via 13F filing form) to have a value of $296 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
28,475
shares
|
$658,057
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
27,000
shares
|
$623,970
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
25,776
shares
|
$595,683
0.0% of portfolio
|
Q3 2024
Reduced 37.98%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
25,436
shares
|
$587,825
0.05% of portfolio
|
Q1 2024
Added 1.74%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
23,762
shares
|
$549,139
0.0% of portfolio
|
Q3 2024
Reduced 0.17%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
23,126
shares
|
$534,441
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
22,168
shares
|
$512,302
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Seaview Investment Managers LLC
|
Nov 13, 2024 Q3 2024 |
21,851
shares
|
$504,976
0.16% of portfolio
|
Q3 2024
Added 47.76%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
18,814
shares
|
$434,791
0.01% of portfolio
|
Q3 2024
Added 12.33%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
17,027
shares
|
$393,493
0.09% of portfolio
|
Q3 2024
Added 4.26%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
16,932
shares
|
$391,298
0.04% of portfolio
|
Q3 2024
Added 6.66%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
14,513
shares
|
$335,395
0.17% of portfolio
|
Q3 2024
Added 2.62%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
13,740
shares
|
$317,531
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
13,728
shares
|
$317,254
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
13,584
shares
|
$313,926
0.23% of portfolio
|
Q3 2024
Reduced 53.96%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
13,202
shares
|
$305,098
0.03% of portfolio
|
Q2 2023
Reduced 2.94%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
12,924
shares
|
$298,673
0.0% of portfolio
|
Q3 2024
Added 6.54%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
12,439
shares
|
$287,465
0.0% of portfolio
|
Q3 2024
Added 33.84%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
12,427
shares
|
$287,187
0.0% of portfolio
|
Q3 2024
Added 5.12%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Oct 23, 2024 Q3 2024 |
11,519
shares
|
$266,204
0.05% of portfolio
|
Q3 2024
Reduced 25.41%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
11,284
shares
|
$260,773
0.08% of portfolio
|
Q3 2024
Reduced 1.69%
|
|
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
Nov 07, 2024 Q3 2024 |
10,805
shares
|
$249,703
0.23% of portfolio
|
Q3 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
10,502
shares
|
$242,701
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
10,420
shares
|
$240,806
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
10,320
shares
|
$238,495
0.01% of portfolio
|
Q3 2024
Reduced 0.96%
|