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 47 institutions that hold shares in the stock, with a total of 2.52 Million shares, which have been reported (via 13F filing form) to have a value of $58.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
463,248
shares
|
$10.7 Million
0.85% of portfolio
|
Q1 2025
Added 61.35%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
298,704
shares
|
$6.9 Million
0.01% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
226,635
shares
|
$5.23 Million
0.0% of portfolio
|
Q4 2024
Added 1.71%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
202,386
shares
|
$4.67 Million
0.05% of portfolio
|
Q1 2025
Reduced 95.69%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
202,195
shares
|
$4.67 Million
0.0% of portfolio
|
Q4 2024
Added 386.98%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Apr 11, 2025 Q1 2025 |
200,815
shares
|
$4.64 Million
3.68% of portfolio
|
Q1 2025
Added 1499.1%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
120,041
shares
|
$2.77 Million
1.92% of portfolio
|
Q1 2025
Added 5356.41%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
104,305
shares
|
$2.41 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
|
$1.93 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
54,710
shares
|
$1.26 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
51,827
shares
|
$1.2 Million
0.55% of portfolio
|
Q1 2025
Added 11.01%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
47,729
shares
|
$1.1 Million
0.3% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
42,798
shares
|
$988,205
0.0% of portfolio
|
Q1 2025
Added 11.57%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
42,532
shares
|
$982,063
0.01% of portfolio
|
Q4 2024
Added 16.65%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
40,087
shares
|
$925,608
0.0% of portfolio
|
Q4 2024
Added 21.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
36,247
shares
|
$836,943
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
|
$745,206
0.0% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
29,829
shares
|
$688,751
0.02% of portfolio
|
Q1 2025
Added 13.5%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
27,609
shares
|
$637,491
0.01% of portfolio
|
Q4 2024
Added 22.53%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
25,500
shares
|
$588,795
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
25,110
shares
|
$579,789
0.0% of portfolio
|
Q1 2025
Reduced 87.52%
|
|
|
Headinvest, LLC
Portland, ME |
Feb 18, 2025 Q4 2024 |
23,978
shares
|
$553,652
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
19,730
shares
|
$455,565
0.0% of portfolio
|
Q1 2025
Added 20.3%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
14,744
shares
|
$340,438
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
10,806
shares
|
$249,510
0.11% of portfolio
|
Q4 2024
New holding
|