Institutional Ownership Ishares Tr Ibonds 2027 Term Hi (IBHG)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2027 Term Hi (IBHG). We have compiled data on the 100 institutions that hold shares in the stock, with a total of 9.82 Million shares, which have been reported (via 13F filing form) to have a value of $219 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
1,458,696
shares
|
$32.5 Million
2.15% of portfolio
|
Q3 2025
Added 25.14%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
820,600
shares
|
$18.3 Million
0.01% of portfolio
|
Q3 2025
Added 5.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
741,320
shares
|
$16.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
687,709
shares
|
$15.3 Million
0.0% of portfolio
|
Q3 2025
Added 69.37%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
575,642
shares
|
$12.8 Million
0.0% of portfolio
|
Q3 2025
Added 17.13%
|
|
|
Keeler T Homas Management LLC
|
Nov 04, 2025 Q3 2025 |
435,401
shares
|
$9.71 Million
4.18% of portfolio
|
Q3 2025
Added 1.41%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
369,401
shares
|
$8.24 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.8%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
368,782
shares
|
$8.22 Million
0.01% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
347,663
shares
|
$7.75 Million
1.34% of portfolio
|
Q3 2025
Added 1.62%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
335,264
shares
|
$7.48 Million
0.18% of portfolio
|
Q3 2025
Added 11.97%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
236,180
shares
|
$5.27 Million
0.0% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
221,332
shares
|
$4.94 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.54%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
220,044
shares
|
$4.91 Million
0.1% of portfolio
|
Q3 2025
Added 17.24%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
200,833
shares
|
$4.48 Million
0.0% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
191,873
shares
|
$4.28 Million
0.01% of portfolio
|
Q3 2025
Added 174.34%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
174,628
shares
|
$3.89 Million
2.21% of portfolio
|
Q3 2025
Added 523.89%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
140,502
shares
|
$3.13 Million
0.02% of portfolio
|
Q3 2025
Added 6.3%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
130,670
shares
|
$2.91 Million
0.52% of portfolio
|
Q3 2025
Added 141.27%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
107,563
shares
|
$2.4 Million
0.65% of portfolio
|
Q3 2025
Added 18.3%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
104,281
shares
|
$2.33 Million
0.01% of portfolio
|
Q2 2025
Added 14.37%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
101,650
shares
|
$2.27 Million
0.03% of portfolio
|
Q3 2025
Added 16.77%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 13, 2025 Q3 2025 |
100,884
shares
|
$2.25 Million
1.28% of portfolio
|
Q3 2025
New holding
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
97,610
shares
|
$2.18 Million
1.8% of portfolio
|
Q2 2025
Added 8.05%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
92,787
shares
|
$2.07 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
79,532
shares
|
$1.77 Million
0.03% of portfolio
|
Q3 2025
Added 1.46%
|