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 114 institutions that hold shares in the stock, with a total of 13.7 Million shares, which have been reported (via 13F filing form) to have a value of $317 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
35,473
shares
|
$821,199
0.14% of portfolio
|
Q3 2024
Added 1.31%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
34,575
shares
|
$800,411
0.19% of portfolio
|
Q2 2024
Added 0.81%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
32,240
shares
|
$746,356
0.03% of portfolio
|
Q2 2024
Added 41.09%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
25,820
shares
|
$597,733
0.01% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
25,746
shares
|
$596,019
0.03% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
25,294
shares
|
$585,556
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
25,139
shares
|
$581,967
0.0% of portfolio
|
Q3 2024
Added 4.08%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
24,313
shares
|
$562,845
0.0% of portfolio
|
Q3 2024
Added 10.01%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
23,858
shares
|
$552,312
0.11% of portfolio
|
Q3 2024
Added 0.23%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
23,063
shares
|
$533,908
0.21% of portfolio
|
Q3 2024
New holding
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 22, 2024 Q3 2024 |
21,679
shares
|
$501,868
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
21,104
shares
|
$488,557
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
20,477
shares
|
$474,042
0.05% of portfolio
|
Q3 2024
Reduced 7.72%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
20,006
shares
|
$463,138
0.0% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
18,285
shares
|
$423,297
0.0% of portfolio
|
Q3 2024
Added 0.27%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
16,640
shares
|
$385,216
0.1% of portfolio
|
Q3 2024
Added 32.63%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
16,043
shares
|
$371,395
0.02% of portfolio
|
Q3 2024
Reduced 34.14%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
15,641
shares
|
$362,089
0.06% of portfolio
|
Q3 2024
Added 35.74%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
15,519
shares
|
$359,264
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
15,247
shares
|
$352,968
0.03% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
14,977
shares
|
$346,717
0.16% of portfolio
|
Q3 2024
Added 5.95%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
14,400
shares
|
$333,360
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Nov 05, 2024 Q3 2024 |
13,932
shares
|
$322,525
0.08% of portfolio
|
Q2 2024
Added 7156.25%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
13,650
shares
|
$315,997
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Oct 23, 2024 Q3 2024 |
13,446
shares
|
$311,274
0.05% of portfolio
|
Q3 2024
Reduced 24.12%
|