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 153 institutions that hold shares in the stock, with a total of 14.1 Million shares, which have been reported (via 13F filing form) to have a value of $327 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
113,510
shares
|
$2.63 Million
0.0% of portfolio
|
Q3 2025
Added 43.02%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
108,679
shares
|
$2.51 Million
0.43% of portfolio
|
Q3 2025
Reduced 11.5%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
98,442
shares
|
$2.28 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
93,662
shares
|
$2.17 Million
0.0% of portfolio
|
Q3 2025
Added 9.2%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
92,439
shares
|
$2.14 Million
0.0% of portfolio
|
Q2 2025
Added 18.8%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 14, 2025 Q3 2025 |
83,742
shares
|
$1.94 Million
0.01% of portfolio
|
Q3 2025
Added 7.04%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
82,145
shares
|
$1.9 Million
0.0% of portfolio
|
Q3 2025
Reduced 42.87%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
77,183
shares
|
$1.79 Million
0.48% of portfolio
|
Q3 2025
Reduced 1.73%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
76,727
shares
|
$1.78 Million
0.07% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
75,752
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2025
Reduced 49.26%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
69,678
shares
|
$1.61 Million
0.01% of portfolio
|
Q3 2025
Added 10.15%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Oct 07, 2025 Q3 2025 |
67,906
shares
|
$1.57 Million
0.43% of portfolio
|
Q3 2025
Reduced 55.82%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
67,063
shares
|
$1.55 Million
0.06% of portfolio
|
Q3 2025
Reduced 10.35%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
65,702
shares
|
$1.52 Million
0.81% of portfolio
|
Q3 2025
Reduced 2.38%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
65,432
shares
|
$1.51 Million
0.11% of portfolio
|
Q3 2025
Added 44.02%
|
|
|
Cottage Street Advisors LLC
|
Nov 12, 2025 Q3 2025 |
65,015
shares
|
$1.5 Million
0.64% of portfolio
|
Q3 2025
Reduced 26.11%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
57,557
shares
|
$1.33 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
56,935
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2025
Reduced 53.25%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
56,550
shares
|
$1.31 Million
0.05% of portfolio
|
Q3 2025
Added 0.19%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
54,449
shares
|
$1.26 Million
1.07% of portfolio
|
Q2 2025
Added 0.57%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
51,083
shares
|
$1.18 Million
0.05% of portfolio
|
Q3 2025
Added 3.67%
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
49,258
shares
|
$1.14 Million
0.9% of portfolio
|
Q3 2025
Added 4.73%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
46,829
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2025
Reduced 12.62%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
46,528
shares
|
$1.08 Million
0.07% of portfolio
|
Q3 2025
Added 7.25%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Nov 12, 2025 Q3 2025 |
45,341
shares
|
$1.05 Million
0.63% of portfolio
|
Q3 2025
Reduced 11.09%
|
|