Institutional Ownership Ishares Tr Ibonds 2027 Term Hi (IBHG)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2027 Term Hi (IBHG). We have compiled data on the 74 institutions that hold shares in the stock, with a total of 5.02 Million shares, which have been reported (via 13F filing form) to have a value of $113 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
43,903
shares
|
$984,744
0.02% of portfolio
|
Q4 2024
Added 32.22%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
42,610
shares
|
$955,742
0.03% of portfolio
|
Q4 2024
Reduced 5.12%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
37,313
shares
|
$836,930
0.05% of portfolio
|
Q4 2024
Reduced 7.39%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
36,050
shares
|
$808,601
0.16% of portfolio
|
Q4 2024
Added 28.29%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
33,267
shares
|
$746,178
0.53% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Feb 07, 2025 Q4 2024 |
32,481
shares
|
$728,548
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
32,435
shares
|
$727,517
0.08% of portfolio
|
Q4 2024
Added 15.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
31,968
shares
|
$717,042
0.0% of portfolio
|
Q4 2024
Reduced 5.68%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Feb 13, 2025 Q4 2024 |
30,523
shares
|
$684,630
0.52% of portfolio
|
Q4 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
30,250
shares
|
$678,507
0.01% of portfolio
|
Q4 2024
Added 33.94%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
22,665
shares
|
$508,375
0.0% of portfolio
|
Q4 2024
Added 7994.64%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
21,346
shares
|
$478,790
0.01% of portfolio
|
Q4 2024
Added 8.71%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
19,302
shares
|
$432,943
0.04% of portfolio
|
Q4 2024
Added 5.74%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
18,485
shares
|
$414,618
0.07% of portfolio
|
Q4 2024
Added 13.04%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
17,406
shares
|
$390,416
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
16,591
shares
|
$372,136
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
16,017
shares
|
$359,261
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,922
shares
|
$334,700
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
13,845
shares
|
$310,543
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
12,900
shares
|
$289,347
0.0% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
12,370
shares
|
$277,459
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Windsor Capital Management, LLC
|
Jan 28, 2025 Q4 2024 |
12,059
shares
|
$270,483
0.08% of portfolio
|
Q4 2024
Added 27.84%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jan 30, 2025 Q4 2024 |
11,438
shares
|
$256,554
0.23% of portfolio
|
Q4 2024
New holding
|
|
|
Heartland Bank & Trust CO
|
Jan 22, 2025 Q4 2024 |
10,772
shares
|
$241,615
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
10,646
shares
|
$238,789
0.04% of portfolio
|
Q4 2024
New holding
|