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iShares iBonds 2025 Term High Yield and Income ETF (IBHE) Institutional Ownership

iShares iBonds 2025 Term High Yield and Income ETF logo
$23.22 -0.01 (-0.04%)
(As of 11/20/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares iBonds 2025 Term High Yield and Income ETF (BATS:IBHE)

Number of
Institutional Buyers
(last 12 months)
12
Total
Institutional Inflows
(last 12 months)
$39.39M
Number of
Institutional Sellers
(last 12 months)
3
Total
Institutional Outflows
(last 12 months)
$986.49K
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IBHE Institutional Buying and Selling by Quarter

iShares iBonds 2025 Term High Yield and Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 Sunbelt Securities Inc.20,477$477K0.0%-7.7%0.095%
11/15/2024 Integrated Wealth Concepts LLC130,965$3.05M0.0%+81.3%0.609%
10/23/2024 Klaas Financial Asset Advisors LLC13,446$313K0.1%-24.1%0.063%
10/22/2024 Rebalance LLC21,679$505K0.0%N/A0.101%
10/8/2024 Lbmc Investment Advisors LLC177,025$4.13M0.3%+23.0%0.823%
8/16/2024 Sunbelt Securities Inc.22,190$516K0.1%+9.9%0.103%
8/7/2024 Ashton Thomas Private Wealth LLC639,825$14.89M0.8%-4.8%2.976%
8/2/2024 Mascoma Wealth Management LLC13,932$324K0.1%+7,156.3%0.065%
7/30/2024 Arrow Financial Corp1,275,020$29.68M2.9%+163.5%5.930%
7/26/2024 Cambridge Investment Research Advisors Inc.141,023$3.28M0.0%+41.7%0.656%
7/23/2024 Exchange Capital Management Inc.11,523$268K0.0%+7.0%0.054%
7/11/2024 Lbmc Investment Advisors LLC143,910$3.35M0.3%+28.9%0.669%
7/2/2024 GAMMA Investing LLC52,199$1.22M0.2%+124.0%0.243%
5/21/2024 Arrow Financial Corp483,918$11.31M1.1%+3,505.4%2.251%
5/17/2024 Comerica Bank6,225$146K0.0%+31.1%0.029%
5/1/2024 Janney Montgomery Scott LLC11,400$267K0.0%N/A0.055%
4/25/2024 Klaas Financial Asset Advisors LLC14,990$350K0.1%-3.4%0.072%
4/25/2024 Cambridge Investment Research Advisors Inc.99,501$2.33M0.0%+11.0%0.476%
4/22/2024 Ashton Thomas Private Wealth LLC672,437$15.72M0.9%-0.5%3.217%
4/18/2024 Exchange Capital Management Inc.10,770$252K0.0%N/A0.120%
4/15/2024 Sunbelt Securities Inc.20,190$472K0.1%+4.1%0.224%
4/12/2024 Lbmc Investment Advisors LLC111,609$2.61M0.2%+679.5%1.240%
4/5/2024 GAMMA Investing LLC23,298$545K0.1%N/A0.259%
2/12/2024 Arrow Financial Corp13,422$310K0.0%N/A0.149%
2/9/2024 Cambridge Investment Research Advisors Inc.89,641$2.07M0.0%+42.0%0.996%
1/30/2024 Scissortail Wealth Management LLC279,666$6.52M2.1%+0.2%3.107%
11/13/2023 Cary Street Partners Investment Advisory LLC7,082$162K0.0%+192.8%0.079%
11/4/2023 NBC Securities Inc.1,988$45K0.0%N/A0.022%
10/24/2023 Cambridge Investment Research Advisors Inc.63,139$1.45M0.0%+19.3%0.702%
10/23/2023 Scissortail Wealth Management LLC279,156$6.32M5.0%+1.0%3.102%
10/5/2023 Lbmc Investment Advisors LLC14,263$323K0.0%+18.4%0.158%
9/12/2023 Farther Finance Advisors LLC2,444$56K0.0%+73.5%0.027%
8/9/2023 Flow Traders U.S. LLC42,011$966K0.0%N/A0.489%
7/20/2023 Scissortail Wealth Management LLC276,452$6.36M5.2%+2.8%3.215%
7/13/2023 Cambridge Investment Research Advisors Inc.52,935$1.22M0.0%+28.0%0.616%
5/15/2023 Cary Street Partners Asset Management LLC3,542$81K0.0%N/A0.046%
5/5/2023 Scissortail Wealth Management LLC269,045$6.16M0.0%+2,497.2%3.494%
5/4/2023 Scissortail Wealth Management LLC268,789$126.59B4.9%+2,494.7%3.491%
5/3/2023 Integrated Wealth Concepts LLC27,906$639K0.0%N/A0.362%
4/27/2023 North Star Investment Management Corp.3,700$85K0.0%N/A0.048%
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4/14/2023 Pinnacle Bancorp Inc.3,295$75K0.0%-36.7%0.043%
4/10/2023 Lbmc Investment Advisors LLC12,050$276K0.0%N/A0.156%
2/6/2023 Parallel Advisors LLC1,100$25K0.0%N/A0.000%
1/23/2023 Timber Creek Capital Management LLC5,715$129K0.0%-69.9%0.000%
12/28/2022 Headinvest LLC10,150$225K0.1%-11.2%0.000%
(Data available from 1/1/2016 forward)

IBHE Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBHE shares?

During the previous two years, 24 institutional investors and hedge funds held shares of iShares iBonds 2025 Term High Yield and Income ETF. The most heavily invested institutionals were Arrow Financial Corp ($29.68M), Ashton Thomas Private Wealth LLC ($14.89M), Scissortail Wealth Management LLC ($6.52M), Lbmc Investment Advisors LLC ($4.13M), Cambridge Investment Research Advisors Inc. ($3.28M), Integrated Wealth Concepts LLC ($3.05M), and GAMMA Investing LLC ($1.22M).Learn more on IBHE's institutional investors.

Which institutional investors have been buying iShares iBonds 2025 Term High Yield and Income ETF stock?

Of the 19 institutional investors that purchased iShares iBonds 2025 Term High Yield and Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Arrow Financial Corp ($1.28M), Scissortail Wealth Management LLC ($527.74K), Lbmc Investment Advisors LLC ($176.97K), Cambridge Investment Research Advisors Inc. ($99.66K), Integrated Wealth Concepts LLC ($86.63K), GAMMA Investing LLC ($52.20K), and Flow Traders U.S. LLC ($42.01K).

How much institutional buying is happening at iShares iBonds 2025 Term High Yield and Income ETF?

Institutional investors have bought a total of 2,338,864 shares in the last 24 months. This purchase volume represents approximately $54.27M in transactions.

Which iShares iBonds 2025 Term High Yield and Income ETF major shareholders have been selling company stock?

The following institutional investors have sold iShares iBonds 2025 Term High Yield and Income ETF stock in the last 24 months: Ashton Thomas Private Wealth LLC ($35.85K), Timber Creek Capital Management LLC ($13.27K), Klaas Financial Asset Advisors LLC ($4.80K), Pinnacle Bancorp Inc. ($1.91K), Sunbelt Securities Inc. ($1.71K), and Headinvest LLC ($1.28K).

How much institutional selling is happening at iShares iBonds 2025 Term High Yield and Income ETF?

Institutional investors have sold a total of 58,824 shares in the last 24 months. This volume of shares sold represents approximately $1.36M in transactions.



This page (BATS:IBHE) was last updated on 11/21/2024 by MarketBeat.com Staff
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