Institutional Ownership Ishares Tr Ibonds 2026 Term Hi (IBHF)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2026 Term Hi (IBHF). We have compiled data on the 122 institutions that hold shares in the stock, with a total of 18.5 Million shares, which have been reported (via 13F filing form) to have a value of $429 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
49,730
shares
|
$1.15 Million
0.62% of portfolio
|
Q4 2024
Added 2.8%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
49,519
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Added 53.16%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
48,995
shares
|
$1.14 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
47,910
shares
|
$1.11 Million
0.01% of portfolio
|
Q4 2024
Added 17.18%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
46,676
shares
|
$1.08 Million
0.28% of portfolio
|
Q4 2024
Added 5.42%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Jan 31, 2025 Q4 2024 |
46,638
shares
|
$1.08 Million
0.25% of portfolio
|
Q2 2024
Added 61.38%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Feb 13, 2025 Q4 2024 |
45,495
shares
|
$1.06 Million
0.81% of portfolio
|
Q4 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
40,888
shares
|
$948,192
0.19% of portfolio
|
Q4 2024
Reduced 0.41%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
40,636
shares
|
$942,348
0.06% of portfolio
|
Q4 2024
Added 8.05%
|
|
|
Cottage Street Advisors LLC
|
Feb 11, 2025 Q4 2024 |
39,920
shares
|
$925,744
0.48% of portfolio
|
Q4 2024
New holding
|
|
|
Cornerstone Wealth Management, LLC
|
Jan 17, 2025 Q4 2024 |
37,333
shares
|
$865,752
0.06% of portfolio
|
Q4 2024
Added 61.43%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
34,536
shares
|
$800,889
0.09% of portfolio
|
Q4 2024
Added 27.91%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
33,675
shares
|
$780,923
0.15% of portfolio
|
Q4 2024
Added 18.26%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
32,375
shares
|
$750,776
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Seaview Investment Managers LLC
|
Feb 13, 2025 Q4 2024 |
32,058
shares
|
$743,425
0.21% of portfolio
|
Q4 2024
Added 46.71%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
31,021
shares
|
$719,376
0.01% of portfolio
|
Q4 2024
Added 0.54%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
30,303
shares
|
$702,726
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Jan 24, 2025 Q4 2024 |
30,150
shares
|
$699,178
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
29,592
shares
|
$686,238
0.02% of portfolio
|
Q4 2024
Reduced 0.46%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
25,436
shares
|
$589,860
0.05% of portfolio
|
Q1 2024
Added 1.74%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Feb 13, 2025 Q4 2024 |
24,186
shares
|
$560,873
0.17% of portfolio
|
Q4 2024
Added 9.1%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
23,518
shares
|
$545,382
0.02% of portfolio
|
Q4 2024
Added 25.0%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
22,918
shares
|
$531,468
0.02% of portfolio
|
Q4 2024
Reduced 46.26%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
22,892
shares
|
$530,865
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Madden Advisory Services, Inc.
|
Feb 13, 2025 Q4 2024 |
21,661
shares
|
$502,318
0.23% of portfolio
|
Q4 2024
New holding
|