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 92 institutions that hold shares in the stock, with a total of 8.86 Million shares, which have been reported (via 13F filing form) to have a value of $199 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
19,173
shares
|
$429,475
0.0% of portfolio
|
Q2 2025
Added 38.76%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 08, 2025 Q2 2025 |
17,730
shares
|
$397,152
0.05% of portfolio
|
Q2 2025
Reduced 10.01%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2025 Q2 2025 |
17,050
shares
|
$381,920
0.0% of portfolio
|
Q2 2025
Added 9.52%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Oct 07, 2025 Q3 2025 |
15,716
shares
|
$352,038
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
15,317
shares
|
$343,100
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
15,000
shares
|
$336,000
0.01% of portfolio
|
Q2 2025
Added 3.45%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,922
shares
|
$334,252
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
14,436
shares
|
$323,366
0.0% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
13,016
shares
|
$291,558
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
12,739
shares
|
$285,353
0.05% of portfolio
|
Q2 2025
Reduced 15.81%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
12,242
shares
|
$274,220
0.0% of portfolio
|
Q2 2025
Added 29.72%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
12,239
shares
|
$274,153
0.21% of portfolio
|
Q2 2025
Reduced 9.49%
|
|
|
Windsor Capital Management, LLC
|
Oct 06, 2025 Q3 2025 |
12,126
shares
|
$271,622
0.08% of portfolio
|
Q3 2025
Added 0.71%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
11,921
shares
|
$267,030
0.0% of portfolio
|
Q2 2025
Reduced 28.15%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
11,086
shares
|
$248,326
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
11,000
shares
|
$246,399
0.1% of portfolio
|
Q2 2025
Added 48.65%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
10,851
shares
|
$243,062
0.0% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
10,662
shares
|
$238,828
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
9,837
shares
|
$220,348
0.08% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
9,537
shares
|
$213,628
0.0% of portfolio
|
Q2 2025
Reduced 37.21%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
9,038
shares
|
$202,451
0.06% of portfolio
|
Q2 2025
Added 12.72%
|
|
|
Tempus Wealth Planning, LLC
|
Jul 16, 2025 Q2 2025 |
8,948
shares
|
$200,435
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 02, 2025 Q3 2025 |
7,119
shares
|
$159,465
0.01% of portfolio
|
Q3 2025
Reduced 87.8%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
4,757
shares
|
$106,556
0.1% of portfolio
|
Q1 2025
Added 14.43%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,500
shares
|
$100,800
0.0% of portfolio
|
Q1 2025
Reduced 1.12%
|