Institutional Ownership Ishares Tr Ibonds 2028 Term Hi (IBHH)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2028 Term Hi (IBHH). We have compiled data on the 83 institutions that hold shares in the stock, with a total of 9.7 Million shares, which have been reported (via 13F filing form) to have a value of $229 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
77,845
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Added 23.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
62,459
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
51,765
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.22%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
51,342
shares
|
$1.21 Million
0.32% of portfolio
|
Q4 2025
New holding
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
50,331
shares
|
$1.19 Million
0.54% of portfolio
|
Q3 2025
Reduced 8.63%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
49,290
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2025
Added 36.18%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
48,107
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jan 15, 2026 Q4 2025 |
46,661
shares
|
$1.1 Million
0.06% of portfolio
|
Q4 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
46,386
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2025
Added 1.39%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
43,673
shares
|
$1.03 Million
0.03% of portfolio
|
Q3 2025
Reduced 4.38%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
42,325
shares
|
$1 Million
0.31% of portfolio
|
Q3 2025
Reduced 13.01%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
28,325
shares
|
$669,319
0.14% of portfolio
|
Q2 2025
Reduced 2.58%
|
|
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
Nov 14, 2025 Q3 2025 |
28,115
shares
|
$664,357
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Heartland Bank & Trust CO
|
Nov 10, 2025 Q3 2025 |
25,510
shares
|
$602,801
0.26% of portfolio
|
Q3 2025
Added 21.7%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
25,323
shares
|
$598,382
0.0% of portfolio
|
Q3 2025
Added 119.04%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,295
shares
|
$597,720
0.0% of portfolio
|
Q3 2024
Added 20.31%
|
|
|
Austin Private Wealth, LLC
|
Jan 20, 2026 Q4 2025 |
23,045
shares
|
$544,553
0.05% of portfolio
|
Q4 2025
Added 0.26%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
20,664
shares
|
$488,290
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Jan 23, 2026 Q4 2025 |
20,428
shares
|
$482,713
0.01% of portfolio
|
Q4 2025
Added 7.16%
|
|
|
Helen Stephens Group, LLC
|
Jan 05, 2026 Q4 2025 |
19,402
shares
|
$458,469
0.1% of portfolio
|
Q4 2025
Added 33.26%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
18,792
shares
|
$444,054
0.11% of portfolio
|
Q2 2025
Reduced 10.2%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
18,792
shares
|
$444,054
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
18,111
shares
|
$427,962
0.0% of portfolio
|
Q3 2025
Reduced 11.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
15,021
shares
|
$354,946
0.0% of portfolio
|
Q3 2025
Added 49.49%
|
|
|
Threadgill Financial, LLC
|
Jan 08, 2026 Q4 2025 |
14,841
shares
|
$350,692
0.15% of portfolio
|
Q4 2025
New holding
|
|