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 32 institutions that hold shares in the stock, with a total of 1.28 Million shares, which have been reported (via 13F filing form) to have a value of $29.9 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
296,081
shares
|
$6.95 Million
0.01% of portfolio
|
Q3 2024
Added 123.87%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
222,816
shares
|
$5.23 Million
0.0% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
118,810
shares
|
$2.79 Million
0.23% of portfolio
|
Q3 2024
Added 46.89%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
81,419
shares
|
$1.91 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
69,878
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
62,834
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2024
Added 44.69%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
43,752
shares
|
$1.03 Million
0.27% of portfolio
|
Q3 2024
Added 16.4%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
41,520
shares
|
$974,889
0.0% of portfolio
|
Q3 2024
Added 16.12%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
39,830
shares
|
$935,208
0.46% of portfolio
|
Q3 2024
Added 9.25%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
36,461
shares
|
$856,104
0.01% of portfolio
|
Q3 2024
Added 13.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
34,181
shares
|
$802,569
0.0% of portfolio
|
Q3 2024
Added 23.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
32,905
shares
|
$772,609
0.0% of portfolio
|
Q3 2024
Added 33.9%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,274
shares
|
$757,793
0.0% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,999
shares
|
$657,416
0.0% of portfolio
|
Q3 2024
Reduced 49.48%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
22,532
shares
|
$529,051
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
18,645
shares
|
$437,784
0.0% of portfolio
|
Q3 2024
Added 231.82%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
11,544
shares
|
$271,053
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,975
shares
|
$257,693
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
9,302
shares
|
$218,410
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
9,223
shares
|
$216,556
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
8,754
shares
|
$205,543
0.02% of portfolio
|
Q3 2024
Added 72.97%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
8,665
shares
|
$203,454
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
8,558
shares
|
$200,941
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
8,458
shares
|
$198,593
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
6,116
shares
|
$143,603
0.0% of portfolio
|
Q3 2024
Added 51.91%
|