Institutional Ownership Ishares Tr Ibonds 2029 Term Hi (IBHI)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2029 Term Hi (IBHI). We have compiled data on the 67 institutions that hold shares in the stock, with a total of 7.36 Million shares, which have been reported (via 13F filing form) to have a value of $173 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
1,246,156
shares
|
$29.3 Million
0.0% of portfolio
|
Q3 2025
Added 188.92%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
943,906
shares
|
$22.2 Million
1.47% of portfolio
|
Q3 2025
Added 84.4%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
822,673
shares
|
$19.3 Million
0.01% of portfolio
|
Q3 2025
Added 1279.79%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
748,453
shares
|
$17.6 Million
0.09% of portfolio
|
Q3 2025
Added 20719.28%
|
|
|
Keeler T Homas Management LLC
|
Nov 04, 2025 Q3 2025 |
398,161
shares
|
$9.36 Million
4.06% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
331,335
shares
|
$7.79 Million
0.0% of portfolio
|
Q3 2025
Added 11.76%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
314,048
shares
|
$7.39 Million
1.28% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
307,101
shares
|
$7.22 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.17%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Oct 27, 2025 Q3 2025 |
234,884
shares
|
$5.52 Million
4.08% of portfolio
|
Q3 2025
Added 12.47%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
218,677
shares
|
$5.14 Million
0.24% of portfolio
|
Q3 2025
Added 146.43%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
213,281
shares
|
$5.02 Million
0.0% of portfolio
|
Q3 2025
Added 321.91%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
182,827
shares
|
$4.3 Million
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
145,374
shares
|
$3.42 Million
1.95% of portfolio
|
Q2 2025
Added 21.1%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
81,772
shares
|
$1.92 Million
1.58% of portfolio
|
Q2 2025
Added 10.19%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
77,371
shares
|
$1.82 Million
0.49% of portfolio
|
Q3 2025
Added 26.71%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
74,894
shares
|
$1.76 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.25%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
74,342
shares
|
$1.75 Million
0.02% of portfolio
|
Q3 2025
Added 7.52%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
74,286
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.73%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
62,837
shares
|
$1.48 Million
0.0% of portfolio
|
Q3 2025
Added 2490.15%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
57,921
shares
|
$1.36 Million
0.0% of portfolio
|
Q3 2025
Added 5.73%
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
55,700
shares
|
$1.31 Million
0.24% of portfolio
|
Q3 2025
New holding
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
55,068
shares
|
$1.3 Million
0.3% of portfolio
|
Q3 2025
Added 0.89%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
44,317
shares
|
$1.04 Million
0.03% of portfolio
|
Q3 2025
Added 24.0%
|
|
|
Wrapmanager Inc
|
Nov 10, 2025 Q3 2025 |
42,519
shares
|
$1 Million
0.32% of portfolio
|
Q3 2025
Reduced 13.32%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
41,220
shares
|
$969,494
0.03% of portfolio
|
Q3 2025
Reduced 4.56%
|
|