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 48 institutions that hold shares in the stock, with a total of 3.24 Million shares, which have been reported (via 13F filing form) to have a value of $72.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
366,431
shares
|
$8.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.37%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
347,150
shares
|
$7.78 Million
0.62% of portfolio
|
Q3 2024
Added 77.93%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
340,110
shares
|
$7.62 Million
1.51% of portfolio
|
Q3 2024
Added 4.92%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
331,608
shares
|
$7.43 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
259,468
shares
|
$5.81 Million
0.0% of portfolio
|
Q2 2024
Added 136.55%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
162,015
shares
|
$3.63 Million
0.0% of portfolio
|
Q2 2024
Added 690.16%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
127,128
shares
|
$2.85 Million
0.28% of portfolio
|
Q3 2024
Added 284.8%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
117,845
shares
|
$2.64 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.59%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
107,326
shares
|
$2.4 Million
0.0% of portfolio
|
Q2 2024
Added 17.27%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
78,254
shares
|
$1.75 Million
0.01% of portfolio
|
Q2 2024
Added 44.26%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
76,306
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2024
Added 143.92%
|
|
|
Straight Path Wealth Management
|
Aug 15, 2024 Q2 2024 |
65,554
shares
|
$1.47 Million
0.76% of portfolio
|
Q2 2024
Added 15.29%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
63,927
shares
|
$1.43 Million
0.06% of portfolio
|
Q2 2024
Added 12.48%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
59,350
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2024
Reduced 27.52%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
52,218
shares
|
$1.17 Million
0.06% of portfolio
|
Q2 2024
Reduced 33.02%
|
|
|
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%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
45,603
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2024
Added 9.18%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
44,109
shares
|
$988,041
0.06% of portfolio
|
Q2 2024
Added 4.75%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
42,745
shares
|
$957,487
0.0% of portfolio
|
Q3 2024
Added 51.21%
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
41,565
shares
|
$931,055
0.52% of portfolio
|
Q3 2024
Added 74.66%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
40,922
shares
|
$916,652
0.19% of portfolio
|
Q3 2024
Added 53.47%
|
|
|
Wrapmanager Inc
|
Aug 08, 2024 Q2 2024 |
39,320
shares
|
$880,768
0.24% of portfolio
|
Q2 2024
Added 11.15%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
38,550
shares
|
$863,520
0.0% of portfolio
|
Q2 2024
Added 44.25%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
37,095
shares
|
$830,928
0.0% of portfolio
|
Q2 2024
Added 38.27%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
33,270
shares
|
$745,248
0.55% of portfolio
|
Q3 2024
Added 14.91%
|