Institutional Ownership Ishares Ibonds 2024 Term High (IBHD)
This table provides information about the institutional ownership of Ishares Ibonds 2024 Term High (IBHD). We have compiled data on the 126 institutions that hold shares in the stock, with a total of 10.8 Million shares, which have been reported (via 13F filing form) to have a value of $253 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 10, 2024 Q2 2024 |
1,250,766
shares
|
$29.1 Million
18.56% of portfolio
|
Q2 2024
Reduced 2.84%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
794,420
shares
|
$18.5 Million
0.0% of portfolio
|
Q2 2024
Reduced 14.25%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
675,596
shares
|
$15.7 Million
0.01% of portfolio
|
Q2 2024
Added 75.13%
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
663,728
shares
|
$15.5 Million
0.92% of portfolio
|
Q2 2024
Added 6.91%
|
|
Asset Dedication, LLC
|
Aug 06, 2024 Q2 2024 |
477,709
shares
|
$11.1 Million
0.78% of portfolio
|
Q2 2024
Added 0.72%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
461,122
shares
|
$10.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 22.33%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
460,853
shares
|
$10.7 Million
0.02% of portfolio
|
Q2 2024
Added 5.41%
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
437,592
shares
|
$10.2 Million
0.04% of portfolio
|
Q2 2024
Reduced 6.22%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
306,982
shares
|
$7.15 Million
0.0% of portfolio
|
Q1 2024
Reduced 28.58%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
270,755
shares
|
$6.31 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
Pfg Private Wealth Management, LLC
|
Jul 15, 2024 Q2 2024 |
265,186
shares
|
$6.18 Million
3.74% of portfolio
|
Q2 2024
Added 5.79%
|
|
Carr Financial Group Corp
Worcester, MA |
Jul 12, 2024 Q2 2024 |
263,657
shares
|
$6.14 Million
1.95% of portfolio
|
Q2 2024
Added 72.82%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
206,468
shares
|
$4.81 Million
0.0% of portfolio
|
Q2 2024
Added 6.44%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
204,453
shares
|
$4.76 Million
0.0% of portfolio
|
Q2 2024
Added 12.93%
|
|
Arrow Financial Corp
|
Jul 30, 2024 Q2 2024 |
203,595
shares
|
$4.74 Million
0.47% of portfolio
|
Q2 2024
Reduced 78.96%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
202,128
shares
|
$4.71 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.34%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
190,011
shares
|
$4.43 Million
0.01% of portfolio
|
Q2 2024
Reduced 50.35%
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Aug 08, 2024 Q2 2024 |
169,900
shares
|
$3.96 Million
0.19% of portfolio
|
Q3 2023
New holding
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
133,011
shares
|
$3.1 Million
0.0% of portfolio
|
Q2 2024
Reduced 1.38%
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
122,563
shares
|
$2.85 Million
0.09% of portfolio
|
Q2 2024
Added 9.29%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
113,155
shares
|
$2.64 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2024 Q2 2024 |
110,326
shares
|
$2.57 Million
0.1% of portfolio
|
Q2 2024
Reduced 3.52%
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 15, 2024 Q2 2024 |
105,329
shares
|
$2.45 Million
1.02% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
104,767
shares
|
$2.44 Million
0.03% of portfolio
|
Q2 2024
Reduced 83.28%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
100,852
shares
|
$2.35 Million
0.04% of portfolio
|
Q2 2024
Added 62.64%
|