Institutional Ownership Ishares Ibonds 2025 Term High (IBHE)
This table provides information about the institutional ownership of Ishares Ibonds 2025 Term High (IBHE). We have compiled data on the 119 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $319 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
34,575
shares
|
$804,560
0.19% of portfolio
|
Q2 2024
Added 0.81%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
32,240
shares
|
$750,224
0.03% of portfolio
|
Q2 2024
Added 41.09%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
31,395
shares
|
$730,561
0.21% of portfolio
|
Q4 2024
Reduced 19.34%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
25,820
shares
|
$600,831
0.01% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
25,689
shares
|
$597,783
0.03% of portfolio
|
Q4 2024
Reduced 0.22%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
25,294
shares
|
$588,591
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
25,139
shares
|
$584,984
0.0% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
24,313
shares
|
$565,763
0.0% of portfolio
|
Q3 2024
Added 10.01%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
23,858
shares
|
$555,175
0.11% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
21,679
shares
|
$504,470
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
21,104
shares
|
$491,090
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jan 17, 2025 Q4 2024 |
21,033
shares
|
$489,437
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
20,477
shares
|
$476,499
0.05% of portfolio
|
Q3 2024
Reduced 7.72%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
20,006
shares
|
$465,539
0.0% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
18,285
shares
|
$425,491
0.0% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
17,560
shares
|
$408,621
0.02% of portfolio
|
Q4 2024
Added 37.39%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
16,896
shares
|
$393,169
0.01% of portfolio
|
Q4 2024
Reduced 93.31%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
16,640
shares
|
$387,212
0.1% of portfolio
|
Q3 2024
Added 32.63%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 13, 2025 Q4 2024 |
16,179
shares
|
$376,485
0.19% of portfolio
|
Q4 2024
Added 28.03%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
16,058
shares
|
$373,669
0.13% of portfolio
|
Q4 2024
Reduced 30.37%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
16,043
shares
|
$373,320
0.02% of portfolio
|
Q3 2024
Reduced 34.14%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
16,034
shares
|
$373,111
0.03% of portfolio
|
Q4 2024
Added 5.16%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
15,854
shares
|
$368,922
0.06% of portfolio
|
Q4 2024
Added 17.91%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
15,641
shares
|
$363,966
0.06% of portfolio
|
Q3 2024
Added 35.74%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
15,519
shares
|
$361,127
0.07% of portfolio
|
Q4 2023
New holding
|