Institutional Ownership Ishares Tr Ibonds 2028 Term Hi (IBHH)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2028 Term Hi (IBHH). We have compiled data on the 77 institutions that hold shares in the stock, with a total of 9.35 Million shares, which have been reported (via 13F filing form) to have a value of $221 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
1,515,968
shares
|
$35.8 Million
2.37% of portfolio
|
Q3 2025
Added 29.14%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
1,126,660
shares
|
$26.6 Million
1.23% of portfolio
|
Q3 2025
Added 6.01%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
762,495
shares
|
$18 Million
0.09% of portfolio
|
Q3 2025
Added 46.28%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
670,620
shares
|
$15.8 Million
0.0% of portfolio
|
Q3 2025
Added 193.4%
|
|
|
Keeler T Homas Management LLC
|
Nov 04, 2025 Q3 2025 |
411,517
shares
|
$9.72 Million
4.19% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
334,224
shares
|
$7.9 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
331,891
shares
|
$7.84 Million
0.15% of portfolio
|
Q3 2025
Added 1.58%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
325,254
shares
|
$7.69 Million
1.33% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
324,415
shares
|
$7.67 Million
0.01% of portfolio
|
Q3 2025
Added 29.61%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
307,576
shares
|
$7.27 Million
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
306,231
shares
|
$7.24 Million
1.3% of portfolio
|
Q3 2025
Added 1945.77%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
245,304
shares
|
$5.8 Million
0.0% of portfolio
|
Q2 2025
Added 600.41%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Oct 27, 2025 Q3 2025 |
206,971
shares
|
$4.89 Million
3.6% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
199,688
shares
|
$4.72 Million
0.0% of portfolio
|
Q3 2025
Added 20.58%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
196,787
shares
|
$4.65 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
160,975
shares
|
$3.8 Million
0.0% of portfolio
|
Q3 2025
Added 1355.47%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
152,700
shares
|
$3.61 Million
0.0% of portfolio
|
Q3 2025
Added 20.27%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
140,680
shares
|
$3.32 Million
0.0% of portfolio
|
Q3 2025
Added 122.5%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
137,640
shares
|
$3.25 Million
0.0% of portfolio
|
Q3 2025
Added 3.12%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
133,008
shares
|
$3.14 Million
0.1% of portfolio
|
Q3 2025
Added 12.73%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
129,393
shares
|
$3.06 Million
1.15% of portfolio
|
Q3 2024
Added 335.34%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
110,514
shares
|
$2.61 Million
0.71% of portfolio
|
Q3 2025
Added 20.85%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
100,648
shares
|
$2.38 Million
1.96% of portfolio
|
Q2 2025
Added 7.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
82,770
shares
|
$1.96 Million
0.01% of portfolio
|
Q3 2025
Added 40.8%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
77,845
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Added 23.83%
|
|