Free Trial
→ How to Collect Up To $5,917/mo From Trump’s Made In USA Boom (From Investors Alley) (Ad) Free IBHE Stock Alerts

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

iShares iBonds 2025 Term High Yield and Income ETF logo
$23.16 -0.05 (-0.19%)
As of 09:35 AM Eastern
This is a fair market value price provided by Polygon.io. Learn more.
Compare

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

Number of
Institutional Buyers
(last 12 months)
27
Total
Institutional Inflows
(last 12 months)
$39.62M
Number of
Institutional Sellers
(last 12 months)
8
Total
Institutional Outflows
(last 12 months)
$8.76M
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.

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 Excel
Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025NewEdge Advisors LLC44,252$1.03M0.0%-47.5%0.177%
5/16/2025Integrated Wealth Concepts LLC73,383$1.71M0.0%-43.1%0.294%
5/15/2025Baird Financial Group Inc.28,527$663K0.0%+2.1%0.114%
5/14/2025Flow Traders U.S. LLC26,124$607K0.0%N/A0.105%
5/12/2025Scissortail Wealth Management LLC377,700$8.78M2.3%+14.8%1.514%
5/7/2025Hurley Capital LLC258,156$6M4.5%+5.9%1.035%
5/5/2025Arrow Financial Corp1,250,775$29.07M3.2%-15.5%5.013%
5/1/2025LRI Investments LLC5,517$128K0.0%N/A0.022%
4/29/2025Strategic Blueprint LLC10,450$243K0.0%N/A0.041%
4/24/2025Sunbelt Securities Inc.14,725$342K0.0%-24.2%0.058%
4/24/2025Klaas Financial Asset Advisors LLC32,327$751K0.1%+103.9%0.127%
4/22/2025Cambridge Investment Research Advisors Inc.209,242$4.86M0.0%+1.8%0.821%
4/22/2025Heartland Bank & Trust Co11,943$278K0.1%+19.4%0.047%
4/17/2025Rebalance LLC42,972$999K0.1%-4.6%0.169%
4/9/2025Lbmc Investment Advisors LLC247,698$5.76M0.4%+13.6%0.971%
4/9/2025NBC Securities Inc.1,988$46K0.0%+198,700.0%0.008%
4/8/2025Parallel 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%
2/7/2025Rebalance 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%
1/17/2025Janney Montgomery Scott LLC11,836$275K0.0%N/A0.055%
1/16/2025Lbmc 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%
10/8/2024Lbmc Investment Advisors LLC177,025$4.13M0.3%+23.0%0.823%
Consumer apocalypse imminent (7 ominous red flags) (Ad)

The #1 Gold play right now (not a miner, ETF, or bullion) Gold is up 237% since 2008... but one gold investment has returned nearly 5 times as much. We believe will continue to hit EVEN MORE all-time highs. And if you want to capture the biggest gains, you must get into our No. 1 gold play right now.

This virtually-unknown investment (around $10) could help you get rich as gold soars even higher.
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%
7/11/2024Lbmc Investment Advisors LLC143,910$3.35M0.3%+28.9%0.669%
7/2/2024GAMMA 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%
5/1/2024Janney 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%
4/12/2024Lbmc Investment Advisors LLC111,609$2.61M0.2%+679.5%1.240%
4/5/2024GAMMA 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%
10/5/2023Lbmc 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%
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%
4/14/2023Pinnacle Bancorp Inc.3,295$75K0.0%-36.7%0.043%
4/10/2023Lbmc 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, 32 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 ($29.07M), Ashton Thomas Private Wealth LLC ($14.89M), Scissortail Wealth Management LLC ($8.78M), Hurley Capital LLC ($6M), Lbmc Investment Advisors LLC ($5.76M), Cambridge Investment Research Advisors Inc. ($4.86M), and Integrated Wealth Concepts LLC ($1.71M).Learn more on iShares iBonds 2025 Term High Yield and Income ETF's institutional investors.

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

Of the 30 institutional investors that purchased iShares iBonds 2025 Term High Yield and Income ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Arrow Financial Corp ($1.32M), Hurley Capital LLC ($258.16K), Lbmc Investment Advisors LLC ($235.59K), Cambridge Investment Research Advisors Inc. ($103.37K), Flow Traders U.S. LLC ($68.14K), Scissortail Wealth Management LLC ($59.36K), and Integrated Wealth Concepts LLC ($58.73K).

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

Institutional investors have bought a total of 1,705,312 shares in the last 24 months. This purchase volume represents approximately $39.62M in transactions.

Which of iShares iBonds 2025 Term High Yield and Income ETF's 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: Arrow Financial Corp ($228.88K), Integrated Wealth Concepts LLC ($57.58K), NewEdge Advisors LLC ($39.96K), Ashton Thomas Private Wealth LLC ($32.61K), Sunbelt Securities Inc. ($7.47K), Klaas Financial Asset Advisors LLC ($4.27K), and Exchange Capital Management Inc. ($4.04K).

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

Institutional investors have sold a total of 376,884 shares in the last 24 months. This volume of shares sold represents approximately $8.76M in transactions.


Related Companies

This page (BATS:IBHE) was last updated on 7/1/2025 by MarketBeat.com Staff
From Our Partners
This Crypto Is Set to Explode in January
Free summit: How to profit from the Coinbase-Deribit deal Our hedge fund experts know exactly what this mea...
Crypto 101 Media | Sponsored
Trump set to Boost Social Security Checks by 400%?
If you collect—or plan to collect—Social Security, you need to see this. A new initiative tied to President...
InvestorPlace | Sponsored
How to Collect Up To $5,917/mo From Trump’s Made In USA Boom
How to Collect Up To $5,917/mo From Trump's Made In USA Boom Thanks to President Trump's America-First poli...
Investors Alley | Sponsored
Gold prediction: $5,000/oz. or higher is coming
The perfect gold play right now? (currently under $10) Everything in the news now lines up perfectly for an...
Stansberry Research | Sponsored
The Trump Dump is starting; Get out of stocks now?
The first 365 days of the Trump presidency… Will be the best time to get rich in American history.
Paradigm Press | Sponsored
Buffett’s $325 Billion Cash Problem — Solved by Gold?
A bombshell announcement is just weeks away — and it could send shockwaves through the gold market. Most inves...
Golden Portfolio | Sponsored
The Robotics Revolution has arrived … and one $7 stock could take off as a result.
Robots aren't coming to America in 2025. They are already here. Oxford Economics says, "The Robotics Rev...
Weiss Ratings | Sponsored
Elon’s BIGGEST warning yet?
Tesla's About to Prove Everyone Wrong... Again Back in 2018, when Jeff Brown told everyone to buy Tesla… ...
Brownstone Research | Sponsored