Institutional Ownership Ishares Ibonds 2025 Term High (IBHE)
This table provides information about the institutional ownership of Ishares Ibonds 2025 Term High (IBHE). We have compiled data on the 141 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $388 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
161,090
shares
|
$3.73 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
151,383
shares
|
$3.51 Million
0.04% of portfolio
|
Q4 2024
Added 5.14%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
150,381
shares
|
$3.49 Million
0.02% of portfolio
|
Q4 2024
Added 42.22%
|
|
|
J.W. Cole Advisors, Inc.
|
Jan 30, 2025 Q4 2024 |
147,820
shares
|
$3.43 Million
0.14% of portfolio
|
Q4 2024
Reduced 14.54%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
146,034
shares
|
$3.39 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.35%
|
|
|
Cowa, LLC
Tulsa, OK |
Feb 03, 2025 Q4 2024 |
145,831
shares
|
$3.38 Million
1.56% of portfolio
|
Q4 2024
Added 10.11%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Feb 11, 2025 Q4 2024 |
145,313
shares
|
$3.37 Million
0.63% of portfolio
|
Q4 2024
Reduced 3.33%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
136,960
shares
|
$3.17 Million
0.06% of portfolio
|
Q4 2024
Added 22.95%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
128,867
shares
|
$2.99 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.6%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
100,508
shares
|
$2.33 Million
0.0% of portfolio
|
Q4 2024
Reduced 20.6%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
97,033
shares
|
$2.25 Million
0.0% of portfolio
|
Q4 2024
Added 38.42%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
86,903
shares
|
$2.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 87.73%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
84,216
shares
|
$1.95 Million
0.01% of portfolio
|
Q4 2024
Added 8.5%
|
|
|
Nwam LLC
Mercer Island, WA |
Feb 04, 2025 Q4 2024 |
83,949
shares
|
$1.95 Million
0.12% of portfolio
|
Q4 2024
Reduced 1.85%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
81,004
shares
|
$1.88 Million
0.02% of portfolio
|
Q4 2024
Added 304.9%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
75,757
shares
|
$1.76 Million
0.13% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
75,072
shares
|
$1.74 Million
0.76% of portfolio
|
Q4 2024
Added 10.78%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Apr 17, 2025 Q1 2025 |
74,057
shares
|
$1.72 Million
0.08% of portfolio
|
Q1 2025
Added 22.53%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
72,443
shares
|
$1.68 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.08%
|
|
|
Ironwood Financial, LLC
|
Apr 15, 2025 Q1 2025 |
64,272
shares
|
$1.49 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
54,348
shares
|
$1.26 Million
1.12% of portfolio
|
Q4 2024
New holding
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Feb 13, 2025 Q4 2024 |
52,506
shares
|
$1.22 Million
0.93% of portfolio
|
Q4 2024
New holding
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
52,207
shares
|
$1.21 Million
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
46,136
shares
|
$1.07 Million
0.28% of portfolio
|
Q4 2024
Added 4.88%
|
|
|
Cottage Street Advisors LLC
|
Feb 11, 2025 Q4 2024 |
46,060
shares
|
$1.07 Million
0.56% of portfolio
|
Q4 2024
Added 243.45%
|