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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
$23.20 -0.02 (-0.06%)
Closing price 04/17/2025 03:55 PM Eastern
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$23.20 +0.00 (+0.02%)
As of 04/17/2025 04:05 PM Eastern
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Institutional Ownership Changes (13F Filings) for iShares iBonds 2025 Term High Yield and Income ETF (BATS:IBHE)

Number of
Institutional Buyers
(last 12 months)
24
Total
Institutional Inflows
(last 12 months)
$48.18M
Number of
Institutional Sellers
(last 12 months)
6
Total
Institutional Outflows
(last 12 months)
$1.20M
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IBHE Institutional Buying and Selling by Quarter

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

Export to Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/17/2025 Rebalance LLC42,972$999K0.1%-4.6%0.169%
4/9/2025 Lbmc Investment Advisors LLC247,698$5.76M0.4%+13.6%0.971%
4/9/2025 NBC Securities Inc.1,988$46K0.0%+198,700.0%0.008%
4/8/2025 Parallel Advisors LLC23,645$550K0.0%+185.4%0.091%
2/18/2025Sunbelt Securities Inc.19,425$450K0.0%-5.1%0.090%
2/18/202510Elms LLP28,318$657K0.7%N/A0.132%
2/17/2025Baird Financial Group Inc.27,940$648K0.0%+11.1%0.130%
2/17/2025Ameriprise Financial Inc.10,613$246K0.0%N/A0.049%
2/14/2025Arrow Financial Corp1,479,655$34.33M3.3%+2.9%6.882%
2/14/2025Keyvantage Wealth LLC9,691$225K0.2%N/A0.045%
2/14/2025Integrated Wealth Concepts LLC128,867$2.99M0.0%-1.6%0.599%
2/14/2025Landing Point Financial Group LLC52,506$1.22M0.9%N/A0.244%
2/13/2025Hurley Capital LLC243,677$5.65M4.6%N/A1.133%
2/12/2025OLD Mission Capital LLC18,071$419K0.0%N/A0.084%
2/12/2025JPMorgan Chase & Co.9,212$214K0.0%N/A0.043%
2/7/2025 Rebalance LLC45,040$1.05M0.1%+107.8%0.209%
2/5/2025Private Trust Co. NA2,644$61K0.0%+43.7%0.012%
2/4/2025Exchange Capital Management Inc.11,602$269K0.0%-25.8%0.054%
1/22/2025Heartland Bank & Trust Co10,002$232K0.1%N/A0.047%
1/22/2025Klaas Financial Asset Advisors LLC15,854$368K0.1%+17.9%0.074%
1/17/2025 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%
10/22/2024 Rebalance LLC21,679$505K0.0%N/A0.101%
10/8/2024 Lbmc Investment Advisors LLC177,025$4.13M0.3%+23.0%0.823%
8/16/2024Sunbelt 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%
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%
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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%
11/4/2023 NBC 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%
9/12/2023 Farther 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%
5/3/2023Integrated Wealth Concepts LLC27,906$639K0.0%N/A0.362%
4/27/2023 North Star Investment Management Corp.3,700$85K0.0%N/A0.048%
4/14/2023Pinnacle 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%
1/23/2023Timber 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, 31 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 ($34.33M), Ashton Thomas Private Wealth LLC ($14.89M), Scissortail Wealth Management LLC ($6.52M), Lbmc Investment Advisors LLC ($5.76M), Hurley Capital LLC ($5.65M), Cambridge Investment Research Advisors Inc. ($3.28M), and Integrated Wealth Concepts LLC ($2.99M).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 30 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 ($1.32M), Scissortail Wealth Management LLC ($527.74K), Hurley Capital LLC ($243.68K), Lbmc Investment Advisors LLC ($235.59K), Cambridge Investment Research Advisors Inc. ($99.66K), Integrated Wealth Concepts LLC ($86.63K), and Landing Point Financial Group LLC ($52.51K).

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

Institutional investors have bought a total of 2,879,181 shares in the last 24 months. This purchase volume represents approximately $66.78M 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), Klaas Financial Asset Advisors LLC ($4.80K), Exchange Capital Management Inc. ($4.04K), Sunbelt Securities Inc. ($2.77K), Integrated Wealth Concepts LLC ($2.10K), and Rebalance LLC ($2.07K).

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

Institutional investors have sold a total of 51,619 shares in the last 24 months. This volume of shares sold represents approximately $1.20M in transactions.


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This page (BATS:IBHE) was last updated on 4/19/2025 by MarketBeat.com Staff
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