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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
50,589
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Added 21.42%
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
50,422
shares
|
$1.18 Million
0.62% of portfolio
|
Q1 2025
Added 234.3%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
49,701
shares
|
$1.16 Million
0.01% of portfolio
|
Q1 2025
Added 9.17%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
47,647
shares
|
$1.11 Million
0.3% of portfolio
|
Q1 2025
Added 3.83%
|
|
|
Seaview Investment Managers LLC
|
May 13, 2025 Q1 2025 |
32,770
shares
|
$764,196
0.19% of portfolio
|
Q1 2025
Added 16.66%
|
|
|
Headinvest, LLC
Portland, ME |
May 15, 2025 Q1 2025 |
29,075
shares
|
$678,029
0.14% of portfolio
|
Q1 2025
Added 19.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
28,550
shares
|
$665,786
0.0% of portfolio
|
Q1 2025
Added 19.08%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
28,032
shares
|
$653,706
0.01% of portfolio
|
Q1 2025
Added 1.22%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,295
shares
|
$589,879
0.0% of portfolio
|
Q3 2024
Added 20.31%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
20,926
shares
|
$487,994
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
20,303
shares
|
$473,465
0.01% of portfolio
|
Q1 2025
Added 61.66%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
16,528
shares
|
$385,432
0.0% of portfolio
|
Q1 2025
Added 28.29%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
14,969
shares
|
$349,077
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2025 Q1 2025 |
14,332
shares
|
$334,222
0.04% of portfolio
|
Q1 2025
Reduced 46.92%
|
|
|
Austin Private Wealth, LLC
|
May 12, 2025 Q1 2025 |
13,551
shares
|
$316,009
0.03% of portfolio
|
Q1 2025
Reduced 11.4%
|
|
|
Heartland Bank & Trust CO
|
Apr 22, 2025 Q1 2025 |
12,989
shares
|
$302,903
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Reliant Wealth Planning
|
Apr 28, 2025 Q1 2025 |
11,501
shares
|
$268,203
0.14% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Apr 22, 2025 Q1 2025 |
11,138
shares
|
$259,738
0.21% of portfolio
|
Q4 2024
Added 30.15%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
10,490
shares
|
$244,626
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
9,509
shares
|
$221,749
0.01% of portfolio
|
Q4 2024
Added 41.99%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
7,200
shares
|
$167,904
0.07% of portfolio
|
Q1 2025
Added 39.24%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Apr 21, 2025 Q1 2025 |
5,928
shares
|
$138,240
0.03% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 15, 2025 Q1 2025 |
4,300
shares
|
$100,276
0.0% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
1,800
shares
|
$41,976
0.0% of portfolio
|
Q1 2025
Reduced 46.27%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
900
shares
|
$20,988
0.0% of portfolio
|
Q1 2025
Added 34.33%
|