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 167 institutions that hold shares in the stock, with a total of 27.8 Million shares, which have been reported (via 13F filing form) to have a value of $645 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
302,620
shares
|
$7.01 Million
0.17% of portfolio
|
Q3 2025
Added 11.27%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
291,805
shares
|
$6.76 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
267,737
shares
|
$6.21 Million
0.0% of portfolio
|
Q3 2025
Added 1.95%
|
|
|
Private Client Services, LLC
Louisville, KY |
Oct 14, 2025 Q3 2025 |
261,341
shares
|
$6.06 Million
2.05% of portfolio
|
Q3 2025
Added 102.53%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Oct 28, 2025 Q3 2025 |
252,671
shares
|
$5.86 Million
0.15% of portfolio
|
Q3 2025
Added 8.91%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
228,679
shares
|
$5.3 Million
0.07% of portfolio
|
Q3 2025
Added 58.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
220,283
shares
|
$5.11 Million
0.03% of portfolio
|
Q3 2025
Added 8.63%
|
|
|
Michael S. Ryan, Inc.
Albany, NY |
Oct 15, 2025 Q3 2025 |
211,029
shares
|
$4.89 Million
3.16% of portfolio
|
Q3 2025
New holding
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
202,734
shares
|
$4.7 Million
0.03% of portfolio
|
Q2 2025
Added 44.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
199,450
shares
|
$4.62 Million
0.01% of portfolio
|
Q3 2024
Added 71.88%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
193,462
shares
|
$4.48 Million
2.16% of portfolio
|
Q3 2025
Added 8.77%
|
|
|
Tempus Wealth Planning, LLC
|
Nov 05, 2025 Q3 2025 |
188,906
shares
|
$4.38 Million
1.14% of portfolio
|
Q3 2025
Reduced 9.84%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
183,898
shares
|
$4.26 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
174,928
shares
|
$4.05 Million
0.85% of portfolio
|
Q3 2025
Added 16.49%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
174,421
shares
|
$4.04 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.94%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
163,939
shares
|
$3.8 Million
0.01% of portfolio
|
Q3 2025
Reduced 21.69%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
151,473
shares
|
$3.51 Million
0.08% of portfolio
|
Q3 2025
Added 9.44%
|
|
|
Sky View Investment Advisors, LLC
Shrewsbury, NJ |
Aug 15, 2025 Q2 2025 |
149,642
shares
|
$3.47 Million
0.5% of portfolio
|
Q2 2025
Reduced 29.67%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
148,248
shares
|
$3.44 Million
0.02% of portfolio
|
Q2 2025
Reduced 7.67%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
144,180
shares
|
$3.34 Million
0.0% of portfolio
|
Q3 2025
Added 0.35%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
139,033
shares
|
$3.22 Million
0.74% of portfolio
|
Q3 2025
Reduced 1.26%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
136,632
shares
|
$3.17 Million
0.08% of portfolio
|
Q2 2025
Added 1.61%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
127,209
shares
|
$2.95 Million
0.0% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
114,732
shares
|
$2.66 Million
0.72% of portfolio
|
Q3 2025
Added 14.97%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
110,542
shares
|
$2.56 Million
0.46% of portfolio
|
Q3 2025
Added 67.08%
|
|