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 131 institutions that hold shares in the stock, with a total of 12.8 Million shares, which have been reported (via 13F filing form) to have a value of $297 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
32,596
shares
|
$754,271
0.0% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
32,336
shares
|
$748,255
0.12% of portfolio
|
Q3 2025
Reduced 0.89%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
32,240
shares
|
$746,033
0.03% of portfolio
|
Q2 2024
Added 41.09%
|
|
|
Csenge Advisory Group
|
Oct 28, 2025 Q3 2025 |
31,872
shares
|
$737,518
0.04% of portfolio
|
Q3 2025
Added 173.06%
|
|
|
Foundations Investment Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
31,388
shares
|
$726,318
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 07, 2025 Q3 2025 |
31,140
shares
|
$720,579
0.09% of portfolio
|
Q3 2025
Added 0.82%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
30,486
shares
|
$705,446
0.15% of portfolio
|
Q3 2025
Added 20.11%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
30,082
shares
|
$696,097
0.11% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
26,853
shares
|
$621,378
0.0% of portfolio
|
Q3 2025
Reduced 13.77%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
26,416
shares
|
$611,266
0.0% of portfolio
|
Q3 2025
Reduced 1.91%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
26,318
shares
|
$608,998
0.55% of portfolio
|
Q3 2025
Reduced 7.06%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
25,329
shares
|
$586,113
0.0% of portfolio
|
Q3 2025
Reduced 59.79%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
25,294
shares
|
$585,303
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Nwam LLC
Mercer Island, WA |
Oct 28, 2025 Q3 2025 |
24,319
shares
|
$562,741
0.04% of portfolio
|
Q3 2025
Reduced 5.67%
|
|
|
Great Valley Advisor Group, Inc.
|
Nov 14, 2025 Q3 2025 |
24,158
shares
|
$559,016
0.01% of portfolio
|
Q3 2025
Added 4.91%
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
23,481
shares
|
$543,350
0.23% of portfolio
|
Q3 2025
Added 23.42%
|
|
|
Hurley Capital, LLC
New York, NY |
Nov 10, 2025 Q3 2025 |
23,433
shares
|
$542,239
0.31% of portfolio
|
Q3 2025
Reduced 91.21%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
22,738
shares
|
$526,157
0.01% of portfolio
|
Q1 2025
Reduced 37.56%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
20,698
shares
|
$478,951
0.0% of portfolio
|
Q3 2025
Reduced 11.15%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
19,439
shares
|
$449,818
0.01% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
18,100
shares
|
$418,834
0.0% of portfolio
|
Q3 2025
Reduced 12.4%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
17,753
shares
|
$410,804
0.0% of portfolio
|
Q3 2025
Added 97.37%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
17,750
shares
|
$410,735
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
17,338
shares
|
$401,201
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
17,243
shares
|
$399,003
0.16% of portfolio
|
Q3 2025
Added 0.13%
|
|