Institutional Ownership Ishares Ibonds 2024 Term High (IBHD)
This table provides information about the institutional ownership of Ishares Ibonds 2024 Term High (IBHD). We have compiled data on the 86 institutions that hold shares in the stock, with a total of 5.47 Million shares, which have been reported (via 13F filing form) to have a value of $127 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
20,491
shares
|
$475,801
0.12% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
20,112
shares
|
$467,000
0.0% of portfolio
|
Q3 2024
Reduced 39.82%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
20,055
shares
|
$465,677
0.0% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
19,902
shares
|
$462,124
0.0% of portfolio
|
Q3 2024
Reduced 68.27%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
19,811
shares
|
$460,011
0.21% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
18,064
shares
|
$419,446
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
16,567
shares
|
$384,685
0.09% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
15,792
shares
|
$366,690
0.11% of portfolio
|
Q1 2024
Reduced 9.42%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
14,114
shares
|
$327,727
0.03% of portfolio
|
Q4 2023
Added 3.15%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
13,882
shares
|
$322,340
0.25% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,739
shares
|
$319,019
0.0% of portfolio
|
Q3 2024
Reduced 92.77%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
13,625
shares
|
$316,372
0.03% of portfolio
|
Q3 2024
Reduced 18.05%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
11,880
shares
|
$275,853
0.05% of portfolio
|
Q3 2024
Reduced 72.06%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
10,532
shares
|
$244,553
0.0% of portfolio
|
Q3 2024
Reduced 90.69%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
10,324
shares
|
$239,723
0.09% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
10,141
shares
|
$235,474
0.01% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
10,080
shares
|
$234,057
0.01% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
10,061
shares
|
$233,616
0.0% of portfolio
|
Q2 2024
Reduced 16.82%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,031
shares
|
$232,919
0.01% of portfolio
|
Q3 2024
Reduced 57.94%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
9,202
shares
|
$213,670
0.04% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
9,055
shares
|
$210,257
0.03% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
8,774
shares
|
$203,732
0.02% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
8,655
shares
|
$200,969
0.1% of portfolio
|
Q3 2024
Added 181.46%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
7,249
shares
|
$168,321
0.0% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
6,477
shares
|
$150,395
0.0% of portfolio
|
Q4 2023
New holding
|