ISHARES TR

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IBHG·46436E478·US·etf·Unknown - Unknown

IBONDS 2027 TERM

IBHG (ISHARES TR) is held by 37 institutional investors as of Q1 2026. Largest holders: LPL Financial LLC ($25.3M), Federation des caisses Desjardins du Quebec ($19.8M), WELLS FARGO & COMPANY/MN ($17.7M). Net institutional sentiment: Mixed.

37

Holders

Avg rating(9 Elite)

$129.3M

Total Value

63% (39)

Fund Consensus

22 buying - 13 selling

Smart Money Verdict

View all

50Mixed MomentumSingle Source

Institutional (13F)50

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how IBHG's score breaks down across 4 SEC sources

Holder Quality

9

★★★★★

Elite

17

★★★★

Strong

10

★★★

Solid

3

★★

Below

0

★

Weak

Held by 37 funds

9 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (37)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
LPL Financial LLC	Increased	1.1M(+25.1%)	$25.3M	0.0%	+2.49%	35
Federation des caisses Desjardins du Quebec	Decreased	893,063(-3.1%)	$19.8M	0.1%	-0.55%	0
WELLS FARGO & COMPANY/MN	Decreased	799,691(-2.7%)	$17.7M	0.0%	+3.08%	0
Bank of New York Mellon Corp	New	400,710	$8.9M	0.0%	-0.23%	38
HighTower Advisors, LLC	Increased	397,414(+3.3%)	$8.8M	0.0%	+8.44%	28
UBS Group AG	Increased	334,890(+59.1%)	$7.4M	0.0%	0.00%	39
RAYMOND JAMES FINANCIAL INC	Increased	325,363(+17.6%)	$7.2M	0.0%	+3.25%	32
Cetera Investment Advisers	Increased	263,300(+1.1%)	$5.8M	0.0%	+2.35%	27
BANK OF AMERICA CORP /DE/	Decreased	248,889(-0.2%)	$5.5M	0.0%	+5.42%	0
MORGAN STANLEY	Increased	217,172(+12.9%)	$4.8M	0.0%	+6.27%	30
ROYAL BANK OF CANADA	Decreased	92,068(-63.4%)	$2M	0.0%	+0.78%	0
Lido Advisors, LLC	Decreased	83,009(-10.9%)	$1.8M	0.0%	+10.37%	0
IWIntegrated Wealth Concepts LLC	Increased	73,137(+1.4%)	$1.6M	0.0%	+10.21%	26
BlackRock, Inc.	Increased	70,995(+33.3%)	$1.6M	0.0%	+2.51%	22
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Decreased	49,748(-21.0%)	$1.1M	0.0%	+7.11%	0
EP Wealth Advisors, LLC	Increased	45,390(+15.4%)	$1M	0.0%	+0.12%	29
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	42,429(-44.5%)	$938,957	0.0%	+16.37%	0
AE Wealth Management LLC	Decreased	41,078(-6.7%)	$909,045	0.0%	+6.41%	0
Private Advisor Group, LLC	Increased	34,489(+7.2%)	$763,243	0.0%	+2.55%	27
JANE STREET GROUP, LLC	New	32,666	$722,899	0.0%	-0.23%	34

Showing 1-20 of 39

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer