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 167 institutions that hold shares in the stock, with a total of 28.7 Million shares, which have been reported (via 13F filing form) to have a value of $666 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ironwood Financial, LLC
|
Jan 15, 2026 Q4 2025 |
125,266
shares
|
$2.9 Million
0.51% of portfolio
|
Q4 2025
Added 13.32%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
114,732
shares
|
$2.66 Million
0.72% of portfolio
|
Q3 2025
Added 14.97%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
107,836
shares
|
$2.5 Million
0.43% of portfolio
|
Q3 2025
Added 7.55%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
97,378
shares
|
$2.26 Million
0.02% of portfolio
|
Q3 2025
Added 194.91%
|
|
|
Eight 31 Financial LLC
Midland, TX |
Nov 13, 2025 Q3 2025 |
96,913
shares
|
$2.25 Million
1.28% of portfolio
|
Q3 2025
Added 22.46%
|
|
|
Migdal Insurance & Financial Holdings Ltd.
|
Oct 30, 2025 Q3 2025 |
89,840
shares
|
$2.08 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
85,675
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2024
Added 36.71%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
78,255
shares
|
$1.81 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
74,972
shares
|
$1.74 Million
0.07% of portfolio
|
Q3 2025
Added 3.21%
|
|
|
Cornerstone Wealth Management, LLC
|
Nov 03, 2025 Q3 2025 |
71,860
shares
|
$1.67 Million
0.1% of portfolio
|
Q3 2025
Added 19.73%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
68,701
shares
|
$1.59 Million
0.68% of portfolio
|
Q3 2025
Reduced 1.76%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Nov 12, 2025 Q3 2025 |
63,526
shares
|
$1.47 Million
0.88% of portfolio
|
Q3 2025
Added 38.38%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 08, 2026 Q4 2025 |
62,866
shares
|
$1.46 Million
0.39% of portfolio
|
Q4 2025
Reduced 11.01%
|
|
|
Copperleaf Capital, LLC
Raleigh, NC |
Oct 28, 2025 Q3 2025 |
61,803
shares
|
$1.43 Million
1.06% of portfolio
|
Q3 2025
New holding
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
60,833
shares
|
$1.41 Million
0.65% of portfolio
|
Q3 2025
Reduced 12.52%
|
|
|
Brucke Financial, Inc.
Indianapolis, IN |
Jan 12, 2026 Q4 2025 |
60,005
shares
|
$1.39 Million
0.76% of portfolio
|
Q4 2025
Added 160.9%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
55,710
shares
|
$1.29 Million
0.1% of portfolio
|
Q2 2025
Added 14.5%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 21, 2025 Q3 2025 |
54,325
shares
|
$1.26 Million
0.22% of portfolio
|
Q3 2025
Added 45.55%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jan 20, 2026 Q4 2025 |
52,897
shares
|
$1.23 Million
0.05% of portfolio
|
Q4 2025
Added 259.79%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
51,693
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2025
Reduced 5.86%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
48,254
shares
|
$1.12 Million
0.07% of portfolio
|
Q4 2025
Added 3.29%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Jan 14, 2026 Q4 2025 |
47,222
shares
|
$1.09 Million
0.48% of portfolio
|
Q4 2025
Added 11.69%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Nov 03, 2025 Q3 2025 |
46,638
shares
|
$1.08 Million
0.18% of portfolio
|
Q2 2024
Added 61.38%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
45,436
shares
|
$1.05 Million
0.07% of portfolio
|
Q3 2025
Added 78.63%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
43,178
shares
|
$1 Million
0.31% of portfolio
|
Q3 2025
Reduced 12.25%
|
|