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 |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
41,202
shares
|
$969,071
0.01% of portfolio
|
Q3 2025
Added 8.73%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Nov 05, 2025 Q3 2025 |
38,707
shares
|
$910,388
0.63% of portfolio
|
Q3 2025
Added 18.33%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,274
shares
|
$759,084
0.0% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
31,993
shares
|
$752,475
0.0% of portfolio
|
Q2 2025
Reduced 21.54%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
30,912
shares
|
$727,050
0.0% of portfolio
|
Q3 2025
Added 35.65%
|
|
|
Insigneo Advisory Services, LLC
Miami, FL |
Nov 12, 2025 Q3 2025 |
29,247
shares
|
$687,889
0.05% of portfolio
|
Q3 2025
Added 9.54%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 14, 2025 Q3 2025 |
26,978
shares
|
$634,522
0.14% of portfolio
|
Q2 2025
Reduced 2.7%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
23,372
shares
|
$549,709
0.0% of portfolio
|
Q3 2025
Added 63.61%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
21,500
shares
|
$505,680
0.01% of portfolio
|
Q3 2025
Added 18.63%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
21,036
shares
|
$494,766
0.0% of portfolio
|
Q3 2025
Added 23.09%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
19,148
shares
|
$450,360
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
19,047
shares
|
$447,985
0.01% of portfolio
|
Q3 2025
Added 53.72%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Nov 06, 2025 Q3 2025 |
16,570
shares
|
$389,726
0.11% of portfolio
|
Q3 2025
Added 55.73%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
13,227
shares
|
$311,099
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
12,492
shares
|
$293,811
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
12,479
shares
|
$293,506
0.0% of portfolio
|
Q3 2025
Added 3.43%
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2025 Q3 2025 |
12,084
shares
|
$284,215
0.0% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
Legacy Trust
Grand Rapids, MI |
Oct 24, 2025 Q3 2025 |
11,339
shares
|
$266,693
0.05% of portfolio
|
Q3 2025
Added 7.08%
|
|
|
Occidental Asset Management, LLC
|
Oct 28, 2025 Q3 2025 |
11,171
shares
|
$262,741
0.03% of portfolio
|
Q3 2025
Added 6.58%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
10,508
shares
|
$247,148
0.02% of portfolio
|
Q3 2025
Reduced 9.31%
|
|
|
Tableaux LLC
Stockbridge, MA |
Nov 10, 2025 Q3 2025 |
9,850
shares
|
$231,672
0.09% of portfolio
|
Q2 2025
Reduced 9.66%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
9,509
shares
|
$223,651
0.01% of portfolio
|
Q1 2025
Added 9.74%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
9,211
shares
|
$216,642
0.01% of portfolio
|
Q3 2025
Added 0.38%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Nov 10, 2025 Q3 2025 |
8,558
shares
|
$201,284
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
8,431
shares
|
$198,297
0.08% of portfolio
|
Q3 2025
New holding
|
|