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 |
|---|---|---|---|---|---|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
3,533
shares
|
$81,894
0.0% of portfolio
|
Q2 2025
Reduced 6.21%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
3,000
shares
|
$69,540
0.0% of portfolio
|
Q3 2025
Added 50.0%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
2,843
shares
|
$65,900
0.0% of portfolio
|
Q4 2025
Reduced 10.17%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,345
shares
|
$54,357
0.01% of portfolio
|
Q2 2025
Added 9.07%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
2,000
shares
|
$46,360
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
1,315
shares
|
$30,481
0.0% of portfolio
|
Q3 2025
Added 0.46%
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
899
shares
|
$20,838
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
875
shares
|
$20,282
0.0% of portfolio
|
Q3 2025
Added 0.69%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
400
shares
|
$9,272
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
384
shares
|
$8,901
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
335
shares
|
$7,765
0.0% of portfolio
|
Q3 2025
Added 11.67%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
183
shares
|
$4,241
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
169
shares
|
$3,917
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Nov 03, 2025 Q3 2025 |
15
shares
|
$347
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
1
shares
|
$23
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
0.19% of portfolio
|
Q2 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|