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 |
|---|---|---|---|---|---|
|
Valley National Advisers Inc
|
Jan 24, 2025 Q4 2024 |
3,196
shares
|
$74,370
0.01% of portfolio
|
Q3 2024
Reduced 69.56%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 30, 2024 Q3 2024 |
2,700
shares
|
$62,829
0.0% of portfolio
|
Q1 2024
Added 58.82%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
2,642
shares
|
$61,479
0.01% of portfolio
|
Q3 2024
Added 16.18%
|
|
|
Stone House Investment Management, LLC
|
Nov 13, 2024 Q3 2024 |
2,150
shares
|
$50,030
0.01% of portfolio
|
Q3 2024
Added 23.85%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
1,840
shares
|
$42,816
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
1,800
shares
|
$41,886
0.0% of portfolio
|
Q4 2022
Added 33.33%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
1,525
shares
|
$35,486
0.0% of portfolio
|
Q1 2024
Reduced 37.6%
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
1,312
shares
|
$30,530
0.01% of portfolio
|
Q4 2024
Added 2.1%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
1,000
shares
|
$23,270
0.02% of portfolio
|
Q2 2024
Reduced 22.9%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
1,000
shares
|
$23,270
0.0% of portfolio
|
Q1 2023
Added 150.0%
|
|
|
Aptus Capital Advisors, LLC
|
Nov 05, 2024 Q3 2024 |
977
shares
|
$22,734
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
860
shares
|
$20,012
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 22, 2025 Q4 2024 |
769
shares
|
$17,894
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
695
shares
|
$16,172
0.0% of portfolio
|
Q3 2024
Reduced 13.45%
|
|
|
Coppell Advisory Solutions LLC
Coppell, TX |
Nov 14, 2024 Q3 2024 |
463
shares
|
$10,774
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
426
shares
|
$9,913
0.26% of portfolio
|
Q3 2024
Reduced 99.85%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
200
shares
|
$4,654
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Jan 22, 2025 Q4 2024 |
1
shares
|
$23
0.0% of portfolio
|
Q4 2024
Reduced 99.95%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|