Institutional Ownership Ishares Tr Ibonds 2029 Term Hi (IBHI)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2029 Term Hi (IBHI). We have compiled data on the 45 institutions that hold shares in the stock, with a total of 1.99 Million shares, which have been reported (via 13F filing form) to have a value of $47.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
298,704
shares
|
$7.1 Million
0.01% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
287,115
shares
|
$6.82 Million
0.53% of portfolio
|
Q4 2024
Added 141.66%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
226,635
shares
|
$5.38 Million
0.0% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
202,195
shares
|
$4.8 Million
0.0% of portfolio
|
Q4 2024
Added 386.98%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
201,185
shares
|
$4.78 Million
0.02% of portfolio
|
Q4 2024
Added 2278.64%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
104,305
shares
|
$2.48 Million
0.01% of portfolio
|
Q4 2024
Added 66.0%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
83,589
shares
|
$1.99 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
57,483
shares
|
$1.37 Million
0.05% of portfolio
|
Q4 2024
Added 4506.01%
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
46,688
shares
|
$1.11 Million
0.48% of portfolio
|
Q4 2024
Added 17.22%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
45,871
shares
|
$1.09 Million
0.28% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
42,532
shares
|
$1.01 Million
0.01% of portfolio
|
Q4 2024
Added 16.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
40,087
shares
|
$952,467
0.0% of portfolio
|
Q4 2024
Added 21.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
38,359
shares
|
$911,409
0.0% of portfolio
|
Q4 2024
Added 12.22%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
36,247
shares
|
$861,228
0.0% of portfolio
|
Q4 2024
Added 94.41%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,274
shares
|
$766,830
0.0% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
27,609
shares
|
$655,989
0.01% of portfolio
|
Q4 2024
Added 22.53%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
26,281
shares
|
$624,436
0.02% of portfolio
|
Q4 2024
Added 127.66%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
25,500
shares
|
$605,880
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
23,978
shares
|
$569,717
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
16,400
shares
|
$389,664
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
14,744
shares
|
$350,317
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jan 30, 2025 Q4 2024 |
12,558
shares
|
$298,378
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
10,600
shares
|
$251,856
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
10,291
shares
|
$244,514
0.01% of portfolio
|
Q4 2024
Added 11.58%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
9,849
shares
|
$234,012
0.05% of portfolio
|
Q4 2024
New holding
|