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 105 institutions that hold shares in the stock, with a total of 10.3 Million shares, which have been reported (via 13F filing form) to have a value of $230 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
92,787
shares
|
$2.07 Million
0.01% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Jan 08, 2026 Q4 2025 |
87,033
shares
|
$1.94 Million
0.52% of portfolio
|
Q4 2025
Added 453.79%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
79,532
shares
|
$1.77 Million
0.03% of portfolio
|
Q3 2025
Added 1.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
66,312
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
63,862
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
61,778
shares
|
$1.38 Million
0.63% of portfolio
|
Q3 2025
Reduced 10.83%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
57,912
shares
|
$1.29 Million
0.01% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jan 16, 2026 Q4 2025 |
56,289
shares
|
$1.26 Million
0.34% of portfolio
|
Q4 2025
Reduced 0.81%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
55,050
shares
|
$1.23 Million
0.1% of portfolio
|
Q3 2025
Added 40.61%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
55,006
shares
|
$1.23 Million
0.32% of portfolio
|
Q4 2025
Added 135.3%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
51,253
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
49,991
shares
|
$1.11 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
49,983
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2024
Added 25.63%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
49,932
shares
|
$1.11 Million
0.07% of portfolio
|
Q4 2025
Added 2.95%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
44,663
shares
|
$995,984
0.31% of portfolio
|
Q3 2025
Reduced 12.22%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
43,687
shares
|
$974,220
0.0% of portfolio
|
Q3 2025
Added 309.74%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
42,350
shares
|
$944,405
0.01% of portfolio
|
Q3 2025
Added 11.66%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 16, 2026 Q4 2025 |
38,609
shares
|
$860,980
0.22% of portfolio
|
Q4 2025
Added 25.29%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
36,050
shares
|
$803,915
0.17% of portfolio
|
Q3 2025
Reduced 0.69%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
34,424
shares
|
$767,655
0.01% of portfolio
|
Q4 2025
Added 32.5%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
34,330
shares
|
$765,559
0.0% of portfolio
|
Q3 2025
Added 1206.81%
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
31,641
shares
|
$705,594
0.3% of portfolio
|
Q3 2025
Added 27.83%
|
|
|
Timber Creek Capital Management LLC
|
Jan 23, 2026 Q4 2025 |
30,894
shares
|
$688,936
0.18% of portfolio
|
Q4 2025
New holding
|
|
|
Austin Private Wealth, LLC
|
Jan 20, 2026 Q4 2025 |
30,403
shares
|
$677,986
0.06% of portfolio
|
Q4 2025
Added 0.42%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
29,802
shares
|
$664,584
0.0% of portfolio
|
Q3 2025
New holding
|
|