Institutional Ownership Ishares Tr Ibonds 2026 Term Hi (IBHF)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2026 Term Hi (IBHF). We have compiled data on the 122 institutions that hold shares in the stock, with a total of 18.5 Million shares, which have been reported (via 13F filing form) to have a value of $431 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
147,569
shares
|
$3.44 Million
0.1% of portfolio
|
Q4 2024
Added 13.04%
|
|
|
Hurley Capital, LLC
New York, NY |
Feb 12, 2025 Q4 2024 |
143,535
shares
|
$3.35 Million
2.68% of portfolio
|
Q4 2024
New holding
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
138,902
shares
|
$3.24 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.46%
|
|
|
Private Client Services, LLC
Louisville, KY |
Jan 08, 2025 Q4 2024 |
137,254
shares
|
$3.2 Million
1.71% of portfolio
|
Q4 2024
Added 4.33%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
134,620
shares
|
$3.14 Million
0.8% of portfolio
|
Q4 2024
Added 99618.52%
|
|
|
Tempus Wealth Planning, LLC
|
Jan 24, 2025 Q4 2024 |
131,127
shares
|
$3.06 Million
1.02% of portfolio
|
Q4 2024
Added 201.14%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
129,323
shares
|
$3.02 Million
0.0% of portfolio
|
Q4 2024
Added 16.48%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Feb 13, 2025 Q4 2024 |
125,900
shares
|
$2.94 Million
0.1% of portfolio
|
Q4 2024
Added 69.51%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
124,354
shares
|
$2.9 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.26%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Feb 13, 2025 Q4 2024 |
121,129
shares
|
$2.83 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
100,692
shares
|
$2.35 Million
0.0% of portfolio
|
Q4 2024
Added 709.49%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
90,367
shares
|
$2.11 Million
0.04% of portfolio
|
Q4 2024
Added 68.11%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
85,675
shares
|
$2 Million
0.0% of portfolio
|
Q3 2024
Added 36.71%
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
82,988
shares
|
$1.94 Million
0.84% of portfolio
|
Q4 2024
Added 13.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
78,474
shares
|
$1.83 Million
0.0% of portfolio
|
Q4 2024
Added 8.86%
|
|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
74,460
shares
|
$1.74 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
72,160
shares
|
$1.68 Million
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
71,682
shares
|
$1.67 Million
0.06% of portfolio
|
Q4 2024
Reduced 2.48%
|
|
|
Absolute Capital Management, LLC
|
Feb 11, 2025 Q4 2024 |
70,829
shares
|
$1.65 Million
0.93% of portfolio
|
Q4 2024
Reduced 33.29%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
70,813
shares
|
$1.65 Million
0.02% of portfolio
|
Q4 2024
Added 37.43%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
70,772
shares
|
$1.65 Million
0.01% of portfolio
|
Q4 2024
Added 197.84%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
60,800
shares
|
$1.42 Million
0.01% of portfolio
|
Q4 2024
Added 17.62%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
60,122
shares
|
$1.4 Million
0.29% of portfolio
|
Q4 2024
Added 15.72%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
57,651
shares
|
$1.34 Million
0.08% of portfolio
|
Q4 2024
Reduced 5.53%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
56,461
shares
|
$1.32 Million
0.0% of portfolio
|
Q4 2024
New holding
|