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 |
|---|---|---|---|---|---|
|
Windsor Capital Management, LLC
|
Jan 15, 2026 Q4 2025 |
10,900
shares
|
$243,070
0.07% of portfolio
|
Q4 2025
Reduced 10.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 08, 2026 Q4 2025 |
10,851
shares
|
$241,977
0.0% of portfolio
|
Q4 2024
Added 3.63%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
10,349
shares
|
$230,782
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 04, 2025 Q3 2025 |
10,349
shares
|
$230,782
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
10,224
shares
|
$227,995
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
9,837
shares
|
$219,365
0.08% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
9,477
shares
|
$211,337
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
9,215
shares
|
$205,494
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2026 Q4 2025 |
7,248
shares
|
$161,630
0.01% of portfolio
|
Q4 2025
Added 1.81%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
5,257
shares
|
$117,231
0.11% of portfolio
|
Q3 2025
Added 10.51%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
4,500
shares
|
$100,350
0.0% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
4,257
shares
|
$94,931
0.0% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
3,551
shares
|
$79,187
0.02% of portfolio
|
Q3 2025
Added 29.13%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,840
shares
|
$41,032
0.0% of portfolio
|
Q2 2025
Reduced 11.62%
|
|
|
Avion Wealth
The Woodlands, TX |
Jan 23, 2026 Q4 2025 |
1,614
shares
|
$35,992
0.01% of portfolio
|
Q4 2025
New holding
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 21, 2026 Q4 2025 |
1,580
shares
|
$35,234
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
902
shares
|
$20,114
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
901
shares
|
$20,092
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
888
shares
|
$19,802
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
871
shares
|
$19,423
0.0% of portfolio
|
Q4 2025
Added 2.11%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jan 14, 2026 Q4 2025 |
800
shares
|
$17,840
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Hazlett, Burt & Watson, Inc.
|
Nov 04, 2025 Q3 2025 |
778
shares
|
$17,349
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
570
shares
|
$12,711
0.0% of portfolio
|
Q2 2025
Added 2.15%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
444
shares
|
$9,901
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
398
shares
|
$8,875
0.0% of portfolio
|
Q4 2024
New holding
|
|