iShares iBonds 2025 Term High Yield and Income ETF (IBHE) Institutional Ownership $23.24 +0.04 (+0.15%) As of 01/21/2025 03:59 PM Eastern This is a fair market value price provided by Polygon.io. Learn more. Add Compare Share Share Ownership Stock AnalysisChartDividendHeadlinesHoldingsOwnership Institutional Ownership Changes (13F Filings) for iShares iBonds 2025 Term High Yield and Income ETF (BATS:IBHE)Number ofInstitutional Buyers(last 12 months)12TotalInstitutional Inflows(last 12 months)$40.61MNumber ofInstitutional Sellers(last 12 months)3TotalInstitutional Outflows(last 12 months)$986.49K Get IBHE Insider Trade Alerts Want to know when executives and insiders are buying or selling iShares iBonds 2025 Term High Yield and Income ETF stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily. Email Address Skip Chart & View Institutional Buying and Selling Data IBHE Institutional Buying and Selling by Quarter iShares iBonds 2025 Term High Yield and Income ETF Major Shareholders & Ownership History Export to ExcelReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails1/17/2025 Janney Montgomery Scott LLC11,836$275K0.0%N/A0.055% 1/16/2025 Lbmc Investment Advisors LLC218,140$5.06M0.4%+23.2%1.015% 11/18/2024Sunbelt Securities Inc.20,477$477K0.0%-7.7%0.095% 11/15/2024Integrated Wealth Concepts LLC130,965$3.05M0.0%+81.3%0.609% 10/23/2024Klaas Financial Asset Advisors LLC13,446$313K0.1%-24.1%0.063% 10/22/2024Rebalance LLC21,679$505K0.0%N/A0.101% 10/8/2024 Lbmc Investment Advisors LLC177,025$4.13M0.3%+23.0%0.823% 8/16/2024Sunbelt Securities Inc.22,190$516K0.1%+9.9%0.103% 8/7/2024Ashton Thomas Private Wealth LLC639,825$14.89M0.8%-4.8%2.976% 8/2/2024Mascoma Wealth Management LLC13,932$324K0.1%+7,156.3%0.065% Get the Latest News and Ratings for IBHE and Related StocksEnter your email address below to receive the latest news and analysts' ratings for iShares iBonds 2025 Term High Yield and Income ETF and its competitors with MarketBeat's FREE daily newsletter. 7/30/2024Arrow Financial Corp1,275,020$29.68M2.9%+163.5%5.930% 7/26/2024Cambridge Investment Research Advisors Inc.141,023$3.28M0.0%+41.7%0.656% 7/23/2024Exchange 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% 5/21/2024Arrow Financial Corp483,918$11.31M1.1%+3,505.4%2.251% 5/17/2024Comerica Bank6,225$146K0.0%+31.1%0.029% 5/1/2024 Janney Montgomery Scott LLC11,400$267K0.0%N/A0.055% 4/25/2024Klaas Financial Asset Advisors LLC14,990$350K0.1%-3.4%0.072% 4/25/2024Cambridge Investment Research Advisors Inc.99,501$2.33M0.0%+11.0%0.476% 4/22/2024Ashton Thomas Private Wealth LLC672,437$15.72M0.9%-0.5%3.217% 4/18/2024Exchange Capital Management Inc.10,770$252K0.0%N/A0.120% 4/15/2024Sunbelt 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% 2/12/2024Arrow Financial Corp13,422$310K0.0%N/A0.149% 2/9/2024Cambridge Investment Research Advisors Inc.89,641$2.07M0.0%+42.0%0.996% 1/30/2024Scissortail Wealth Management LLC279,666$6.52M2.1%+0.2%3.107% 11/13/2023Cary Street Partners Investment Advisory LLC7,082$162K0.0%+192.8%0.079% 11/4/2023NBC Securities Inc.1,988$45K0.0%N/A0.022% 10/24/2023Cambridge Investment Research Advisors Inc.63,139$1.45M0.0%+19.3%0.702% 10/23/2023Scissortail 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% 9/12/2023Farther Finance Advisors LLC2,444$56K0.0%+73.5%0.027% 8/9/2023Flow Traders U.S. LLC42,011$966K0.0%N/A0.489% 7/20/2023Scissortail Wealth Management LLC276,452$6.36M5.2%+2.8%3.215% 7/13/2023Cambridge Investment Research Advisors Inc.52,935$1.22M0.0%+28.0%0.616% 5/15/2023Cary Street Partners Asset Management LLC3,542$81K0.0%N/A0.046% 5/5/2023Scissortail Wealth Management LLC269,045$6.16M0.0%+2,497.2%3.494% 5/4/2023Scissortail Wealth Management LLC268,789$126.59B4.9%+2,494.7%3.491% Kamala’s final humiliation (Ad)Now, for the first time, I’m going to share these ten investments publicly – the same ones I’ve discussed behind closed doors with some of America’s savviest investors. The obscure, little-known companies we believe could 5x, even 10x, under Trump’s second term…Watch my latest video now.5/3/2023Integrated Wealth Concepts LLC27,906$639K0.0%N/A0.362% 4/27/2023North Star Investment Management Corp.3,700$85K0.0%N/A0.048% 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% 2/6/2023Parallel Advisors LLC1,100$25K0.0%N/A0.000% 1/23/2023Timber Creek Capital Management LLC5,715$129K0.0%-69.9%0.000% 12/28/2022Headinvest 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, 23 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 ($5.06M), 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 ($218.09K), 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 2,391,815 shares in the last 24 months. This purchase volume represents approximately $55.49M 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), and Sunbelt Securities Inc. ($1.71K). How much institutional selling is happening at iShares iBonds 2025 Term High Yield and Income ETF? Institutional investors have sold a total of 57,549 shares in the last 24 months. This volume of shares sold represents approximately $1.33M in transactions. 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