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 |
|---|---|---|---|---|---|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Oct 27, 2025 Q3 2025 |
12,316
shares
|
$284,992
0.21% of portfolio
|
Q3 2025
Reduced 50.32%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
12,120
shares
|
$280,456
0.04% of portfolio
|
Q3 2025
Reduced 65.28%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
12,059
shares
|
$279,045
0.0% of portfolio
|
Q1 2025
Added 1.88%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
11,944
shares
|
$276,384
0.0% of portfolio
|
Q3 2025
Reduced 1.03%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
11,802
shares
|
$273,098
0.0% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
11,800
shares
|
$273,052
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
11,783
shares
|
$272,658
0.0% of portfolio
|
Q3 2025
Reduced 14.34%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
11,619
shares
|
$268,863
0.07% of portfolio
|
Q3 2025
Reduced 13.25%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
11,600
shares
|
$268,424
0.11% of portfolio
|
Q2 2025
Reduced 6.01%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
11,461
shares
|
$265,207
0.0% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Mainsail Asset Management, LLC
Birmingham, AL |
Oct 28, 2025 Q3 2025 |
11,217
shares
|
$259,561
0.11% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
10,776
shares
|
$249,356
0.08% of portfolio
|
Q4 2024
Reduced 6.63%
|
|
|
Hrt Financial LP
New York, NY |
Nov 14, 2025 Q3 2025 |
10,735
shares
|
$248,407
0.0% of portfolio
|
Q3 2025
Reduced 6.19%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Nov 10, 2025 Q3 2025 |
10,543
shares
|
$243,965
0.15% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
10,344
shares
|
$239,360
0.0% of portfolio
|
Q4 2024
Added 3.22%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
10,112
shares
|
$233,991
0.08% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Keyvantage Wealth, LLC
Bethlehem, PA |
Nov 07, 2025 Q3 2025 |
10,026
shares
|
$232,001
0.1% of portfolio
|
Q3 2025
Added 1.17%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
9,947
shares
|
$230,173
0.04% of portfolio
|
Q3 2025
Reduced 14.81%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,924
shares
|
$229,641
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
8,833
shares
|
$204,395
0.01% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
8,780
shares
|
$203,169
0.0% of portfolio
|
Q3 2025
Reduced 45.95%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Nov 05, 2025 Q3 2025 |
8,641
shares
|
$199,952
0.14% of portfolio
|
Q3 2025
New holding
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 31, 2025 Q3 2025 |
8,631
shares
|
$199,721
0.09% of portfolio
|
Q3 2025
Added 0.33%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
8,615
shares
|
$199,351
0.07% of portfolio
|
Q3 2025
Added 0.1%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
8,615
shares
|
$199,351
0.01% of portfolio
|
Q3 2025
Reduced 21.17%
|
|