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 |
|---|---|---|---|---|---|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 15, 2025 Q3 2025 |
23,228
shares
|
$537,495
0.24% of portfolio
|
Q3 2025
Reduced 7.49%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
22,738
shares
|
$526,157
0.01% of portfolio
|
Q1 2025
Reduced 37.56%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
20,698
shares
|
$478,951
0.0% of portfolio
|
Q3 2025
Reduced 11.15%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
20,588
shares
|
$476,406
0.07% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
19,439
shares
|
$449,818
0.01% of portfolio
|
Q3 2025
Added 1.34%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
18,100
shares
|
$418,834
0.0% of portfolio
|
Q3 2025
Reduced 12.4%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
17,753
shares
|
$410,804
0.0% of portfolio
|
Q3 2025
Added 97.37%
|
|
|
J.W. Cole Advisors, Inc.
|
Nov 04, 2025 Q3 2025 |
17,750
shares
|
$410,735
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Barn Wealth, LLC
|
Nov 14, 2025 Q3 2025 |
17,338
shares
|
$401,201
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
17,243
shares
|
$399,003
0.16% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Koshinski Asset Management, Inc.
|
Nov 10, 2025 Q3 2025 |
16,977
shares
|
$392,847
0.03% of portfolio
|
Q2 2025
Added 57.95%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
16,640
shares
|
$385,049
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2025 Q3 2025 |
16,640
shares
|
$385,049
0.09% of portfolio
|
Q3 2024
Added 32.63%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
15,773
shares
|
$364,987
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
15,519
shares
|
$359,109
0.07% of portfolio
|
Q4 2023
New holding
|
|
|
High Falls Advisors, Inc
Rochester, NY |
Nov 14, 2025 Q3 2025 |
15,444
shares
|
$357,374
0.08% of portfolio
|
Q3 2025
Added 9.62%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
15,213
shares
|
$352,028
0.0% of portfolio
|
Q3 2025
Reduced 82.48%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
14,795
shares
|
$342,356
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
14,459
shares
|
$334,581
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
14,400
shares
|
$333,216
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
13,932
shares
|
$322,386
0.07% of portfolio
|
Q2 2024
Added 7156.25%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
13,750
shares
|
$318,175
0.02% of portfolio
|
Q3 2025
Reduced 29.21%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
13,209
shares
|
$305,656
0.03% of portfolio
|
Q2 2025
Added 139.42%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
13,159
shares
|
$304,499
0.03% of portfolio
|
Q3 2025
Reduced 23.25%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
12,549
shares
|
$290,383
0.0% of portfolio
|
Q3 2025
Added 41.17%
|
|