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 29 institutions that hold shares in the stock, with a total of 1.1 Million shares, which have been reported (via 13F filing form) to have a value of $25.9 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
|
$6.99 Million
0.01% of portfolio
|
Q3 2024
Added 123.87%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
206,255
shares
|
$4.87 Million
0.0% of portfolio
|
Q2 2024
Added 1034.64%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
118,810
shares
|
$2.8 Million
0.23% of portfolio
|
Q3 2024
Added 46.89%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
82,792
shares
|
$1.95 Million
0.05% of portfolio
|
Q2 2024
Reduced 3.97%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
55,425
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2024
Reduced 58.48%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
43,426
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2024
Added 96.19%
|
|
|
Wrapmanager Inc
|
Aug 08, 2024 Q2 2024 |
37,588
shares
|
$887,076
0.24% of portfolio
|
Q2 2024
Added 10.89%
|
|
|
Straight Path Wealth Management
|
Aug 15, 2024 Q2 2024 |
36,457
shares
|
$860,385
0.44% of portfolio
|
Q2 2024
Added 21.35%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
35,757
shares
|
$843,865
0.0% of portfolio
|
Q2 2024
Added 29.07%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,274
shares
|
$761,666
0.0% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
32,085
shares
|
$757,206
0.01% of portfolio
|
Q2 2024
Added 93.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
27,790
shares
|
$655,844
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
24,575
shares
|
$579,970
0.0% of portfolio
|
Q1 2024
Reduced 8.82%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
11,544
shares
|
$272,438
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
9,223
shares
|
$217,662
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
8,754
shares
|
$206,594
0.02% of portfolio
|
Q3 2024
Added 72.97%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
8,665
shares
|
$204,494
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
8,558
shares
|
$201,968
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
8,458
shares
|
$199,608
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
6,116
shares
|
$144,337
0.0% of portfolio
|
Q3 2024
Added 51.91%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
5,619
shares
|
$132,608
0.0% of portfolio
|
Q2 2024
Added 62.73%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
2,716
shares
|
$64,097
0.0% of portfolio
|
Q2 2024
Added 596.41%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
2,200
shares
|
$51,920
0.04% of portfolio
|
Q2 2024
Reduced 12.32%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,228
shares
|
$28,980
0.0% of portfolio
|
Q2 2024
Added 1.74%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
902
shares
|
$21,287
0.0% of portfolio
|
Q1 2023
New holding
|