Institutional Ownership Ishares Tr Ibonds 2028 Term Hi (IBHH)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2028 Term Hi (IBHH). We have compiled data on the 67 institutions that hold shares in the stock, with a total of 6.88 Million shares, which have been reported (via 13F filing form) to have a value of $163 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
1,173,912
shares
|
$27.8 Million
2.02% of portfolio
|
Q2 2025
Added 40.4%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
1,062,806
shares
|
$25.1 Million
1.24% of portfolio
|
Q2 2025
Reduced 0.28%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
521,271
shares
|
$12.3 Million
0.07% of portfolio
|
Q2 2025
Added 2.66%
|
|
|
Keeler T Homas Management LLC
|
Jul 31, 2025 Q2 2025 |
406,047
shares
|
$9.61 Million
4.35% of portfolio
|
Q2 2025
Added 15.45%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
326,727
shares
|
$7.73 Million
0.16% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
319,188
shares
|
$7.55 Million
1.46% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
250,299
shares
|
$5.92 Million
0.0% of portfolio
|
Q2 2025
Added 8.58%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
228,569
shares
|
$5.41 Million
0.0% of portfolio
|
Q2 2025
Added 20.18%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
200,750
shares
|
$4.75 Million
3.68% of portfolio
|
Q2 2025
Added 4.48%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
199,966
shares
|
$4.73 Million
0.0% of portfolio
|
Q2 2025
Added 600.41%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
198,252
shares
|
$4.69 Million
0.01% of portfolio
|
Q2 2025
Added 4.45%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
165,613
shares
|
$3.92 Million
0.0% of portfolio
|
Q2 2025
Added 68.61%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
133,470
shares
|
$3.16 Million
0.0% of portfolio
|
Q2 2025
Reduced 30.64%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
129,393
shares
|
$3.06 Million
1.15% of portfolio
|
Q3 2024
Added 335.34%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
126,963
shares
|
$3 Million
0.0% of portfolio
|
Q2 2025
Reduced 7.68%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
117,987
shares
|
$2.79 Million
0.09% of portfolio
|
Q2 2025
Added 45.13%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
100,648
shares
|
$2.38 Million
1.96% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
96,377
shares
|
$2.28 Million
1.94% of portfolio
|
Q2 2025
New holding
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
91,448
shares
|
$2.16 Million
0.83% of portfolio
|
Q2 2025
Added 12.66%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
77,845
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Added 23.83%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
63,228
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2025
Added 7.87%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
61,068
shares
|
$1.44 Million
0.0% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
58,784
shares
|
$1.39 Million
0.0% of portfolio
|
Q2 2025
Added 16.2%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
55,082
shares
|
$1.3 Million
0.63% of portfolio
|
Q2 2025
Added 9.24%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
52,938
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.2%
|