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 |
|---|---|---|---|---|---|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
16,977
shares
|
$392,847
0.03% of portfolio
|
Q2 2025
Added 57.95%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
16,640
shares
|
$385,049
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
16,640
shares
|
$385,049
0.09% of portfolio
|
Q3 2024
Added 32.63%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
15,773
shares
|
$364,987
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
15,519
shares
|
$359,109
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
15,444
shares
|
$357,374
0.08% of portfolio
|
Q3 2025
Added 9.62%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
15,213
shares
|
$352,028
0.0% of portfolio
|
Q3 2025
Reduced 82.48%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
14,459
shares
|
$334,581
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
14,400
shares
|
$333,216
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
13,932
shares
|
$322,386
0.07% of portfolio
|
Q2 2024
Added 7156.25%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
13,750
shares
|
$318,175
0.02% of portfolio
|
Q3 2025
Reduced 29.21%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
13,209
shares
|
$305,656
0.03% of portfolio
|
Q2 2025
Added 139.42%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
12,549
shares
|
$290,383
0.0% of portfolio
|
Q3 2025
Added 41.17%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Oct 27, 2025 Q3 2025 |
12,316
shares
|
$284,992
0.21% of portfolio
|
Q3 2025
Reduced 50.32%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
12,120
shares
|
$280,456
0.04% of portfolio
|
Q3 2025
Reduced 65.28%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
12,059
shares
|
$279,045
0.0% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
11,944
shares
|
$276,384
0.0% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
11,802
shares
|
$273,098
0.0% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
11,800
shares
|
$273,052
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
11,783
shares
|
$272,658
0.0% of portfolio
|
Q3 2025
Reduced 14.34%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
11,600
shares
|
$268,424
0.11% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
11,461
shares
|
$265,207
0.0% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
11,217
shares
|
$259,561
0.11% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
10,776
shares
|
$249,356
0.08% of portfolio
|
Q4 2024
Reduced 6.63%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
10,735
shares
|
$248,407
0.0% of portfolio
|
Q3 2025
Reduced 6.19%
|
|