Institutional Ownership Ishares Tr Ibonds 2029 Term Hi (IBHI)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2029 Term Hi (IBHI). We have compiled data on the 67 institutions that hold shares in the stock, with a total of 7.36 Million shares, which have been reported (via 13F filing form) to have a value of $173 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Alaska Permanent Capital Management
|
Oct 31, 2025 Q3 2025 |
6,622
shares
|
$155,749
0.01% of portfolio
|
Q3 2025
Added 1.72%
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
5,000
shares
|
$117,600
0.04% of portfolio
|
Q3 2025
Added 150.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
2,780
shares
|
$65,385
0.0% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
2,753
shares
|
$64,750
0.0% of portfolio
|
Q4 2025
Added 0.99%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
2,148
shares
|
$50,520
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
2,018
shares
|
$47,463
0.01% of portfolio
|
Q3 2025
Reduced 9.43%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
1,944
shares
|
$45,722
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,236
shares
|
$29,070
0.0% of portfolio
|
Q3 2025
Added 37.03%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
895
shares
|
$21,050
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
808
shares
|
$19,004
0.0% of portfolio
|
Q3 2025
Added 1.76%
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
739
shares
|
$17,381
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
699
shares
|
$16,440
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
551
shares
|
$12,959
0.01% of portfolio
|
Q3 2025
Added 264.9%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
541
shares
|
$12,724
0.0% of portfolio
|
Q2 2025
Added 2.46%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
446
shares
|
$10,489
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
167
shares
|
$3,927
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|