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 |
|---|---|---|---|---|---|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
10,112
shares
|
$233,991
0.08% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
10,026
shares
|
$232,001
0.1% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
9,947
shares
|
$230,173
0.04% of portfolio
|
Q3 2025
Reduced 14.81%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,924
shares
|
$229,641
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
8,833
shares
|
$204,395
0.01% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
8,780
shares
|
$203,169
0.0% of portfolio
|
Q3 2025
Reduced 45.95%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 31, 2025 Q3 2025 |
8,631
shares
|
$199,721
0.09% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
8,615
shares
|
$199,351
0.01% of portfolio
|
Q3 2025
Reduced 21.17%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
8,615
shares
|
$199,351
0.07% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
8,414
shares
|
$194,699
0.0% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
5,498
shares
|
$127,223
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
4,253
shares
|
$98,414
0.0% of portfolio
|
Q3 2025
Reduced 35.37%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
2,700
shares
|
$62,478
0.0% of portfolio
|
Q1 2024
Added 58.82%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
2,642
shares
|
$61,135
0.01% of portfolio
|
Q3 2024
Added 16.18%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,319
shares
|
$53,661
0.0% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,988
shares
|
$46,002
0.0% of portfolio
|
Q1 2025
Added 198700.0%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,903
shares
|
$44,035
0.0% of portfolio
|
Q1 2025
Reduced 68.66%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,800
shares
|
$41,652
0.0% of portfolio
|
Q4 2022
Added 33.33%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,755
shares
|
$40,610
0.0% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,000
shares
|
$23,140
0.01% of portfolio
|
Q2 2024
Reduced 22.9%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,000
shares
|
$23,140
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
998
shares
|
$23,093
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
996
shares
|
$23,047
0.0% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
435
shares
|
$10,065
0.0% of portfolio
|
Q3 2025
Reduced 18.69%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
431
shares
|
$9,973
0.0% of portfolio
|
Q3 2025
New holding
|
|