iShares iBonds 2025 Term High Yield and Income ETF (IBHE) Institutional Ownership $23.12 +0.04 (+0.17%) (As of 12/20/2024 ET) 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)$39.39MNumber 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 Ad Stansberry Research$2 Trillion Disappears Because of Fed's Secretive New Move$2 trillion has disappeared from the US government's books. The reason why is a new, secretive move being carried out by the Fed that has nothing to do with lowering or raising interest rates... but could soon have an enormous impact on your wealth.Click here to see his new research now. 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 CompanyDetails11/18/2024 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% 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. 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% Why Buffett, Griffin and 100 members of Congress are Piling into this One Investment (Ad)This isn't just another investment. It might be the last retirement stock you'll ever need. But this window of opportunity is closing fast.Click here for the ticker >>>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. Related Companies TAFI Major Shareholders APCB Major Shareholders DIAL Major Shareholders DBND Major Shareholders IBHD Major Shareholders VPLS Major Shareholders SIO Major Shareholders RIGS Major Shareholders BNDI Major Shareholders THY Major Shareholders This page (BATS:IBHE) was last updated on 12/22/2024 by MarketBeat.com Staff From Our PartnersDid You See Trump’s Bombshell Exec. Order 001?Starting with what I call Exec. Order 001. It’s a bombshell law that I believe Trump will sign within minut...Banyan Hill Publishing | SponsoredWARNING: “Buffett Indicator” flashing for first time in 50 yearsWarren Buffett has sold a staggering $97 billion worth of stocks this year... But why? Our research indi...Behind the Markets | SponsoredRare "crisis signal" triggers for third time in U.S. marketA rare pattern has just repeated for the third time in U.S. history. The last two times this happened, the...Stansberry Research | SponsoredCould This Tiny Device Help You Make an Extra $30k a Year?I believe it’s going to power Elon Musk’s next AI revolution… A revolution he believes will be worth more t...Brownstone Research | SponsoredURGENT: This Altcoin Opportunity Won’t Wait – Act NowAltcoin season moves fast, and those who hesitate are left behind. The window is closing.Crypto Swap Profits | SponsoredHOTTEST TRADER IN AMERICA 🔥🔥🔥Ready for a rocket ride this weekend? After alerting his readers to a tiny $2 stock called Bright Minds Bio...Timothy Sykes | SponsoredBuffett's Oil Bet + This 22% Dividend PlayWarren Buffett has been quietly amassing a massive position in oil stocks. But while Buffett's picks (Occid...Investors Alley | SponsoredBuy this coin BEFORE Inauguration Day …Mark my words … Bitcoin is going to $100,000. BEFORE Trump is inaugurated. And I think it could reach $1...Weiss Ratings | Sponsored Adding Choose a watchlist: Watchlist Adding You have already added five stocks to your watchlist. Upgrade to MarketBeat All Access to add more stocks to your watchlist. Adding iShares iBonds 2025 Term High Yield and Income ETF Please log in to your account or sign up in order to add this asset to your watchlist. Share iShares iBonds 2025 Term High Yield and Income ETF With A Colleague Link copied to clipboard. Get 30 Days of MarketBeat All Access for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.