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 55 institutions that hold shares in the stock, with a total of 10.7 Million shares, which have been reported (via 13F filing form) to have a value of $250 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
4,675,411
shares
|
$109 Million
1.07% of portfolio
|
Q1 2025
Reduced 95.72%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
1,065,811
shares
|
$24.9 Million
1.38% of portfolio
|
Q1 2025
Added 15.51%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
836,135
shares
|
$19.5 Million
1.55% of portfolio
|
Q1 2025
Added 95.27%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
507,774
shares
|
$11.8 Million
0.07% of portfolio
|
Q1 2025
Reduced 8.94%
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
351,718
shares
|
$8.2 Million
4.35% of portfolio
|
Q1 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
322,588
shares
|
$7.52 Million
0.17% of portfolio
|
Q1 2025
Added 2.13%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
318,926
shares
|
$7.44 Million
1.53% of portfolio
|
Q1 2025
Added 1693.84%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
230,518
shares
|
$5.38 Million
0.0% of portfolio
|
Q1 2025
Added 19.09%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
192,425
shares
|
$4.49 Million
0.0% of portfolio
|
Q1 2025
Added 39.41%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Apr 11, 2025 Q1 2025 |
192,140
shares
|
$4.48 Million
3.55% of portfolio
|
Q1 2025
Added 1696.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
190,194
shares
|
$4.44 Million
0.0% of portfolio
|
Q1 2025
Added 9.17%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
189,803
shares
|
$4.43 Million
0.01% of portfolio
|
Q1 2025
Added 3.03%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
137,530
shares
|
$3.21 Million
0.0% of portfolio
|
Q1 2025
Added 30.4%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
129,393
shares
|
$3.02 Million
1.15% of portfolio
|
Q3 2024
Added 335.34%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
126,028
shares
|
$2.94 Million
0.0% of portfolio
|
Q1 2025
Reduced 12.44%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
98,222
shares
|
$2.29 Million
0.0% of portfolio
|
Q1 2025
Added 21.54%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
May 13, 2025 Q1 2025 |
93,541
shares
|
$2.18 Million
1.93% of portfolio
|
Q1 2025
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
81,295
shares
|
$1.9 Million
0.07% of portfolio
|
Q1 2025
Reduced 7.85%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
81,170
shares
|
$1.89 Million
0.87% of portfolio
|
Q1 2025
Added 28.36%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
77,845
shares
|
$1.82 Million
0.0% of portfolio
|
Q3 2024
Added 23.83%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
76,744
shares
|
$1.79 Million
0.0% of portfolio
|
Q1 2025
Added 261.4%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
60,264
shares
|
$1.41 Million
0.05% of portfolio
|
Q1 2025
Reduced 5.23%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
59,503
shares
|
$1.39 Million
0.0% of portfolio
|
Q1 2025
Added 43.58%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
58,614
shares
|
$1.37 Million
0.0% of portfolio
|
Q1 2025
Added 4.52%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
53,583
shares
|
$1.25 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.4%
|