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 |
|---|---|---|---|---|---|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
28,328
shares
|
$631,714
0.04% of portfolio
|
Q3 2025
Reduced 18.79%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
26,798
shares
|
$597,595
0.0% of portfolio
|
Q3 2025
Reduced 4.54%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
25,068
shares
|
$559,016
0.01% of portfolio
|
Q3 2025
Added 16.29%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
23,746
shares
|
$529,535
0.09% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Nov 12, 2025 Q3 2025 |
23,413
shares
|
$522,109
0.31% of portfolio
|
Q3 2025
Reduced 48.89%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
23,219
shares
|
$517,783
0.07% of portfolio
|
Q3 2025
Added 6.53%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
23,050
shares
|
$514,015
0.01% of portfolio
|
Q3 2025
Added 53.67%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
21,659
shares
|
$482,995
0.0% of portfolio
|
Q3 2025
Added 12.97%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Jan 23, 2026 Q4 2025 |
21,561
shares
|
$480,810
0.01% of portfolio
|
Q4 2025
Added 7.16%
|
|
|
Helen Stephens Group, LLC
|
Jan 05, 2026 Q4 2025 |
20,451
shares
|
$456,057
0.1% of portfolio
|
Q4 2025
Added 33.52%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
16,413
shares
|
$366,009
0.01% of portfolio
|
Q4 2025
Added 175.99%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
15,730
shares
|
$350,779
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Mayflower Financial Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
15,662
shares
|
$349,262
0.04% of portfolio
|
Q4 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
15,523
shares
|
$346,162
0.0% of portfolio
|
Q3 2025
Added 7.53%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,922
shares
|
$332,760
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Orion Capital Management LLC
|
Oct 30, 2025 Q3 2025 |
14,000
shares
|
$312,200
0.11% of portfolio
|
Q3 2025
Added 27.27%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
13,734
shares
|
$306,268
0.11% of portfolio
|
Q3 2025
Added 23.89%
|
|
|
Threadgill Financial, LLC
|
Jan 08, 2026 Q4 2025 |
13,421
shares
|
$299,288
0.13% of portfolio
|
Q4 2025
New holding
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
13,406
shares
|
$298,953
0.04% of portfolio
|
Q3 2025
Added 5.24%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
12,306
shares
|
$274,423
0.0% of portfolio
|
Q3 2025
Added 0.52%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
12,270
shares
|
$273,621
0.0% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Oct 27, 2025 Q3 2025 |
12,239
shares
|
$272,929
0.2% of portfolio
|
Q2 2025
Reduced 9.49%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
11,676
shares
|
$260,374
0.0% of portfolio
|
Q3 2025
Reduced 31.52%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
11,658
shares
|
$259,973
0.1% of portfolio
|
Q2 2025
Reduced 5.82%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
11,218
shares
|
$250,161
0.06% of portfolio
|
Q3 2025
New holding
|
|