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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
$23.16 0.00 (0.00%)
As of 05/29/2026
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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)
13
Total
Institutional Inflows
(last 12 months)
$4.70M
Number of
Institutional Sellers
(last 12 months)
11
Total
Institutional Outflows
(last 12 months)
$11.50M
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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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/2/2025 IFP Advisors Inc46,829$1.09M0.0%-12.6%0.197%
11/19/2025 Sunbelt Securities Inc.13,750$319K0.0%-29.2%0.058%
11/13/2025 Parallel Advisors LLC32,795$762K0.0%+7.0%0.138%
11/12/2025 10Elms LLP26,318$611K0.5%-7.1%0.111%
11/12/2025 Landing Point Financial Group LLC45,341$1.05M0.5%-7.9%0.191%
11/12/2025 Hurley Capital LLC23,433$544K0.3%-91.2%0.098%
11/10/2025 Heartland Bank & Trust Co23,481$545K0.2%+23.4%0.099%
11/4/2025 High Note Wealth LLC30,486$708K0.1%+20.1%0.128%
10/28/2025 NBT Bank N A NY1,590$37K0.0%N/A0.007%
10/23/2025 Strategic Blueprint LLC8,615$200K0.0%-21.2%0.036%
10/21/2025 Arrow Financial Corp669,534$15.55M1.6%-22.9%2.813%
10/20/2025 Klaas Financial Asset Advisors LLC27,459$638K0.1%-8.7%0.115%
10/16/2025 Rebalance LLC46,528$1.08M0.1%+7.2%0.195%
10/14/2025 Farther Finance Advisors LLC3,045$71K0.0%+99.7%0.013%
10/7/2025 Lbmc Investment Advisors LLC296,042$6.87M0.4%+17.2%1.244%
8/15/2025 SkyView Investment Advisors LLC970,073$22.55M3.2%+7.4%4.076%
8/15/2025 Captrust Financial Advisors11,522$268K0.0%N/A0.048%
8/14/2025 NewEdge Advisors LLC32,219$749K0.0%-27.2%0.135%
8/14/2025 Hurley Capital LLC266,508$6.20M4.3%+3.2%1.120%
8/13/2025 Flow Traders U.S. LLC12,016$279K0.0%-54.0%0.050%
8/13/2025 Baird Financial Group Inc.26,931$626K0.0%-5.6%0.113%
7/30/2025 Strategic Blueprint LLC10,929$254K0.0%+4.6%0.046%
7/25/2025 Heartland Bank & Trust Co19,026$442K0.2%+59.3%0.080%
7/25/2025 LRI Investments LLC13,209$307K0.0%+139.4%0.056%
7/23/2025 High Note Wealth LLC25,382$590K0.1%N/A0.107%
7/21/2025 Ameriflex Group Inc.9,976$232K0.1%+18.4%0.042%
7/10/2025 Klaas Financial Asset Advisors LLC30,082$700K0.1%-6.9%0.126%
7/9/2025 Lbmc Investment Advisors LLC252,539$5.87M0.4%+2.0%1.061%
7/8/2025 Parallel Advisors LLC30,645$713K0.0%+29.6%0.129%
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%
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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%
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%
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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%


IBHE Institutional Ownership - Frequently Asked Questions

During the previous two years, 36 institutional investors and hedge funds held shares of iShares iBonds 2025 Term High Yield and Income ETF. The most heavily invested institutionals were SkyView Investment Advisors LLC ($22.55M), Arrow Financial Corp ($15.55M), Ashton Thomas Private Wealth LLC ($14.89M), Scissortail Wealth Management LLC ($8.78M), Lbmc Investment Advisors LLC ($6.87M), 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.

Of the 33 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 ($833.25K), Hurley Capital LLC ($266.51K), Lbmc Investment Advisors LLC ($184.43K), SkyView Investment Advisors LLC ($66.76K), Integrated Wealth Concepts LLC ($58.73K), Landing Point Financial Group LLC ($52.51K), and Scissortail Wealth Management LLC ($48.73K).

Institutional investors have bought a total of 202,128 shares in the last 24 months. This purchase volume represents approximately $4.70M in transactions.

Of the 11 institutional investors that sold iShares iBonds 2025 Term High Yield and Income ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Hurley Capital LLC ($243.08K), Arrow Financial Corp ($199.14K), Flow Traders U.S. LLC ($14.11K), NewEdge Advisors LLC ($12.03K), IFP Advisors Inc ($6.76K), Sunbelt Securities Inc. ($5.68K), and Klaas Financial Asset Advisors LLC ($4.87K).

Institutional investors have sold a total of 495,448 shares in the last 24 months. This volume of shares sold represents approximately $11.50M in transactions.


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This page (BATS:IBHE) was last updated on 5/31/2026 by MarketBeat.com Staff.
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