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 111 institutions that hold shares in the stock, with a total of 7.84 Million shares, which have been reported (via 13F filing form) to have a value of $182 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
69,424
shares
|
$1.61 Million
0.12% of portfolio
|
Q3 2024
Reduced 0.41%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
68,417
shares
|
$1.59 Million
0.07% of portfolio
|
Q2 2024
Added 11.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
68,034
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
67,960
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2024
Reduced 35.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
62,873
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 69.55%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
62,533
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.25%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
60,670
shares
|
$1.41 Million
1.03% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
57,325
shares
|
$1.33 Million
0.26% of portfolio
|
Q3 2024
Reduced 14.25%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
51,657
shares
|
$1.2 Million
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
50,710
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
50,431
shares
|
$1.17 Million
0.09% of portfolio
|
Q2 2024
Reduced 22.92%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
49,135
shares
|
$1.14 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
48,949
shares
|
$1.14 Million
0.55% of portfolio
|
Q3 2024
Reduced 0.52%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
48,041
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Added 4.33%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
44,391
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.56%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
43,771
shares
|
$1.02 Million
0.27% of portfolio
|
Q3 2024
Added 15.33%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
43,209
shares
|
$1 Million
0.24% of portfolio
|
Q3 2024
Reduced 40.29%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 06, 2024 Q3 2024 |
36,592
shares
|
$849,666
0.02% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
36,454
shares
|
$846,461
0.0% of portfolio
|
Q3 2024
Reduced 72.59%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
34,204
shares
|
$794,216
0.0% of portfolio
|
Q3 2024
Added 1.21%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
33,283
shares
|
$772,831
0.0% of portfolio
|
Q3 2024
Reduced 16.57%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
31,979
shares
|
$742,552
0.01% of portfolio
|
Q3 2024
Reduced 0.15%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
31,791
shares
|
$738,187
0.05% of portfolio
|
Q4 2023
Added 43.0%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Oct 24, 2024 Q3 2024 |
31,509
shares
|
$731,638
0.04% of portfolio
|
Q3 2024
Reduced 15.76%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
31,080
shares
|
$721,677
0.0% of portfolio
|
Q3 2024
Added 5.2%
|