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 80 institutions that hold shares in the stock, with a total of 12.3 Million shares, which have been reported (via 13F filing form) to have a value of $274 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
5,168,640
shares
|
$116 Million
1.23% of portfolio
|
Q1 2025
Reduced 95.52%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
857,119
shares
|
$19.2 Million
1.52% of portfolio
|
Q1 2025
Added 58.6%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
770,783
shares
|
$17.3 Million
0.01% of portfolio
|
Q1 2025
Added 7.23%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
489,312
shares
|
$11 Million
0.0% of portfolio
|
Q1 2025
Added 901.79%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
486,620
shares
|
$10.9 Million
0.02% of portfolio
|
Q1 2025
Added 40.18%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
389,017
shares
|
$8.71 Million
0.01% of portfolio
|
Q1 2025
Added 2.03%
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
371,618
shares
|
$8.32 Million
4.39% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
341,810
shares
|
$7.65 Million
1.56% of portfolio
|
Q1 2025
Reduced 1.02%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
294,361
shares
|
$6.59 Million
0.19% of portfolio
|
Q1 2025
Added 11.1%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
280,538
shares
|
$6.28 Million
0.0% of portfolio
|
Q1 2025
Added 30.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
217,312
shares
|
$4.87 Million
0.0% of portfolio
|
Q1 2025
Added 15.4%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
170,188
shares
|
$3.81 Million
0.0% of portfolio
|
Q1 2025
Added 7.63%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
166,888
shares
|
$3.74 Million
0.02% of portfolio
|
Q1 2025
Added 191.77%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
153,285
shares
|
$3.43 Million
0.0% of portfolio
|
Q1 2025
Added 5.47%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
128,934
shares
|
$2.89 Million
0.0% of portfolio
|
Q1 2025
Reduced 8.51%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
101,863
shares
|
$2.28 Million
0.01% of portfolio
|
Q1 2025
Reduced 22.18%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
91,179
shares
|
$2.04 Million
0.01% of portfolio
|
Q1 2025
Added 67.74%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
May 13, 2025 Q1 2025 |
90,340
shares
|
$2.02 Million
1.79% of portfolio
|
Q1 2025
Added 776.83%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
79,827
shares
|
$1.79 Million
0.03% of portfolio
|
Q1 2025
Added 81.83%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
79,491
shares
|
$1.78 Million
0.81% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
79,318
shares
|
$1.78 Million
0.0% of portfolio
|
Q1 2025
Added 148.12%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
78,224
shares
|
$1.75 Million
0.03% of portfolio
|
Q1 2025
Added 747.41%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
74,945
shares
|
$1.68 Million
0.0% of portfolio
|
Q1 2025
Added 6.27%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
70,940
shares
|
$1.59 Million
0.0% of portfolio
|
Q1 2025
Added 212.99%
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
67,680
shares
|
$1.52 Million
0.8% of portfolio
|
Q1 2025
Added 44.91%
|