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 |
|---|---|---|---|---|---|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
8,414
shares
|
$194,699
0.0% of portfolio
|
Q3 2025
Added 0.56%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
5,498
shares
|
$127,223
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
4,253
shares
|
$98,414
0.0% of portfolio
|
Q3 2025
Reduced 35.37%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
3,231
shares
|
$74,765
0.01% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
3,045
shares
|
$70,461
0.0% of portfolio
|
Q3 2025
Added 99.67%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
2,812
shares
|
$65,069
0.0% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
North Star Investment Management Corp.
Chicago, IL |
Oct 22, 2025 Q3 2025 |
2,700
shares
|
$62,478
0.0% of portfolio
|
Q1 2024
Added 58.82%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 24, 2025 Q3 2025 |
2,642
shares
|
$61,135
0.01% of portfolio
|
Q3 2024
Added 16.18%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
2,319
shares
|
$53,661
0.0% of portfolio
|
Q2 2025
Reduced 7.79%
|
|
|
Nbc Securities, Inc.
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
1,988
shares
|
$46,002
0.0% of portfolio
|
Q1 2025
Added 198700.0%
|
|
|
Stone House Investment Management, LLC
|
Oct 27, 2025 Q3 2025 |
1,975
shares
|
$45,701
0.01% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
1,903
shares
|
$44,035
0.0% of portfolio
|
Q1 2025
Reduced 68.66%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
1,800
shares
|
$41,652
0.0% of portfolio
|
Q4 2022
Added 33.33%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
1,755
shares
|
$40,610
0.0% of portfolio
|
Q2 2025
Reduced 11.76%
|
|
|
Nbt Bank N A
|
Oct 28, 2025 Q3 2025 |
1,590
shares
|
$36,792
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
1,000
shares
|
$23,140
0.01% of portfolio
|
Q2 2024
Reduced 22.9%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
1,000
shares
|
$23,140
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cx Institutional
|
Oct 23, 2025 Q3 2025 |
998
shares
|
$23,093
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
996
shares
|
$23,047
0.0% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
435
shares
|
$10,065
0.0% of portfolio
|
Q3 2025
Reduced 18.69%
|
|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
431
shares
|
$9,973
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
400
shares
|
$9,256
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
Nov 12, 2025 Q3 2025 |
378
shares
|
$8,746
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
332
shares
|
$7,682
0.0% of portfolio
|
Q3 2025
Reduced 66.7%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 23, 2025 Q3 2025 |
200
shares
|
$4,628
0.0% of portfolio
|
Q2 2022
New holding
|
|