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 |
|---|---|---|---|---|---|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
14,977
shares
|
$348,514
0.16% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
14,400
shares
|
$335,088
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
13,932
shares
|
$324,197
0.08% of portfolio
|
Q2 2024
Added 7156.25%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
13,650
shares
|
$317,635
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2024 Q3 2024 |
13,411
shares
|
$312,073
0.17% of portfolio
|
Q3 2024
New holding
|
|
|
Aprio Wealth Management, LLC
|
Jan 10, 2025 Q4 2024 |
12,688
shares
|
$295,249
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
11,836
shares
|
$275,423
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
11,623
shares
|
$270,467
0.0% of portfolio
|
Q3 2024
Added 6.37%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 18, 2024 Q3 2024 |
11,564
shares
|
$269,094
0.2% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
11,541
shares
|
$268,559
0.08% of portfolio
|
Q2 2024
Added 10.69%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
10,928
shares
|
$254,294
0.0% of portfolio
|
Q3 2024
Added 11.59%
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
10,630
shares
|
$247,360
0.0% of portfolio
|
Q4 2024
Added 0.82%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
10,112
shares
|
$235,306
0.08% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
10,021
shares
|
$233,188
0.0% of portfolio
|
Q3 2024
Reduced 17.66%
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
10,002
shares
|
$232,746
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
8,806
shares
|
$204,915
0.0% of portfolio
|
Q3 2024
Reduced 5.37%
|
|
|
Bedel Financial Consulting, Inc.
|
Nov 12, 2024 Q3 2024 |
8,767
shares
|
$204,008
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Bramshill Investments, LLC
Naples, FL |
Nov 13, 2024 Q3 2024 |
8,676
shares
|
$201,890
0.02% of portfolio
|
Q3 2024
Added 25.03%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
7,935
shares
|
$184,647
0.0% of portfolio
|
Q3 2024
Added 8.85%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
7,793
shares
|
$181,343
0.01% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
7,748
shares
|
$180,295
0.0% of portfolio
|
Q1 2024
Reduced 1.27%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
7,230
shares
|
$168,242
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
6,724
shares
|
$156,467
0.0% of portfolio
|
Q3 2024
Added 3.49%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
6,072
shares
|
$141,295
0.0% of portfolio
|
Q2 2024
Reduced 2.46%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Nov 12, 2024 Q3 2024 |
4,946
shares
|
$115,093
0.0% of portfolio
|
Q3 2024
New holding
|