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 |
|---|---|---|---|---|---|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
10,020
shares
|
$231,562
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
Oct 31, 2024 Q3 2024 |
9,868
shares
|
$228,049
0.0% of portfolio
|
Q3 2024
Reduced 9.8%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
9,139
shares
|
$211,202
0.01% of portfolio
|
Q3 2024
Added 51.68%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
6,008
shares
|
$138,844
0.03% of portfolio
|
Q3 2024
Added 27.29%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
5,870
shares
|
$135,655
0.0% of portfolio
|
Q4 2023
Added 66.15%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
5,799
shares
|
$134,014
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
4,164
shares
|
$96,230
0.0% of portfolio
|
Q3 2024
Added 20.21%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
4,074
shares
|
$94,150
0.0% of portfolio
|
Q2 2024
Added 338.54%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
2,605
shares
|
$60,201
0.02% of portfolio
|
Q3 2024
Added 84.1%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
2,000
shares
|
$46,220
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
991
shares
|
$22,902
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
135
shares
|
$3,119
0.09% of portfolio
|
Q3 2024
Reduced 99.89%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
68
shares
|
$1,571
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
1
shares
|
$23
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|