Institutional Ownership Ishares Tr Ibonds 2028 Term Hi (IBHH)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2028 Term Hi (IBHH). We have compiled data on the 49 institutions that hold shares in the stock, with a total of 4.13 Million shares, which have been reported (via 13F filing form) to have a value of $97.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
18,621
shares
|
$439,083
0.0% of portfolio
|
Q3 2024
Added 47.46%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
17,779
shares
|
$419,228
0.08% of portfolio
|
Q4 2024
Added 20.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
17,327
shares
|
$408,570
0.0% of portfolio
|
Q3 2024
Added 281.9%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
16,100
shares
|
$379,638
0.01% of portfolio
|
Q4 2024
Reduced 10.15%
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
15,295
shares
|
$360,656
0.03% of portfolio
|
Q4 2024
Added 6.47%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
15,083
shares
|
$355,657
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
14,520
shares
|
$342,381
0.02% of portfolio
|
Q4 2024
Added 2.07%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
12,883
shares
|
$303,781
0.0% of portfolio
|
Q4 2024
Reduced 8.11%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
12,559
shares
|
$296,141
0.01% of portfolio
|
Q4 2024
Added 16.27%
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
11,629
shares
|
$274,211
0.14% of portfolio
|
Q3 2024
Reduced 1.82%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jan 21, 2025 Q4 2024 |
11,138
shares
|
$262,634
0.19% of portfolio
|
Q4 2024
Added 30.15%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jan 30, 2025 Q4 2024 |
10,695
shares
|
$252,188
0.22% of portfolio
|
Q4 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
9,509
shares
|
$224,222
0.01% of portfolio
|
Q4 2024
Added 41.99%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
5,928
shares
|
$139,782
0.03% of portfolio
|
Q4 2024
Added 3.71%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
4,300
shares
|
$101,393
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Feb 12, 2025 Q4 2024 |
3,350
shares
|
$78,993
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,100
shares
|
$49,518
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
943
shares
|
$22,235
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
871
shares
|
$20,538
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
775
shares
|
$18,274
0.0% of portfolio
|
Q4 2024
Added 2.24%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
670
shares
|
$15,798
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
529
shares
|
$12,473
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Whittier Trust CO
|
Feb 11, 2025 Q4 2024 |
87
shares
|
$2,051
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|