Institutional Ownership Ishares Tr Ibonds 2027 Term Hi (IBHG)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2027 Term Hi (IBHG). We have compiled data on the 74 institutions that hold shares in the stock, with a total of 5.02 Million shares, which have been reported (via 13F filing form) to have a value of $113 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
718,842
shares
|
$16.1 Million
0.01% of portfolio
|
Q4 2024
Added 241.34%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
540,414
shares
|
$12.1 Million
0.95% of portfolio
|
Q4 2024
Added 55.67%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
381,279
shares
|
$8.55 Million
0.01% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
347,132
shares
|
$7.79 Million
0.01% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
345,347
shares
|
$7.75 Million
1.51% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
264,948
shares
|
$5.94 Million
0.18% of portfolio
|
Q4 2024
Added 2676.07%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
215,491
shares
|
$4.83 Million
0.0% of portfolio
|
Q4 2024
Reduced 30.84%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
188,311
shares
|
$4.22 Million
0.0% of portfolio
|
Q4 2024
Added 31.05%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
183,996
shares
|
$4.13 Million
0.35% of portfolio
|
Q4 2024
Added 44.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
158,121
shares
|
$3.55 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
145,329
shares
|
$3.26 Million
0.0% of portfolio
|
Q4 2024
Added 6.14%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
130,896
shares
|
$2.94 Million
0.01% of portfolio
|
Q4 2024
Added 47.03%
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
74,739
shares
|
$1.68 Million
0.73% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
70,525
shares
|
$1.58 Million
0.0% of portfolio
|
Q4 2024
Added 47.71%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
69,965
shares
|
$1.57 Million
0.05% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
57,199
shares
|
$1.28 Million
0.01% of portfolio
|
Q4 2024
Added 2.78%
|
|
|
Avantax Advisory Services, Inc.
|
Feb 07, 2025 Q4 2024 |
54,357
shares
|
$1.22 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
50,203
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Added 17.45%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
49,983
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Added 25.63%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
48,844
shares
|
$1.1 Million
0.0% of portfolio
|
Q4 2024
Added 36.5%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
48,269
shares
|
$1.08 Million
0.28% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
48,010
shares
|
$1.08 Million
0.22% of portfolio
|
Q4 2024
Added 17.32%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
46,706
shares
|
$1.05 Million
0.56% of portfolio
|
Q4 2024
Added 12.37%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
46,538
shares
|
$1.04 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.1%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
45,663
shares
|
$1.02 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.55%
|