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 |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,681
shares
|
$642,752
0.02% of portfolio
|
Q3 2024
Reduced 24.23%
|
|
|
Timber Creek Capital Management LLC
|
Nov 14, 2024 Q3 2024 |
27,624
shares
|
$641,429
0.19% of portfolio
|
Q3 2024
Added 20.25%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
26,074
shares
|
$605,438
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
26,074
shares
|
$605,438
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 01, 2024 Q3 2024 |
23,449
shares
|
$544,485
0.02% of portfolio
|
Q3 2024
Added 3.12%
|
|
|
Cornerstone Wealth Management, LLC
|
Oct 16, 2024 Q3 2024 |
22,305
shares
|
$517,922
0.04% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
21,782
shares
|
$505,778
0.04% of portfolio
|
Q2 2024
New holding
|
|
|
Northstar Group, Inc.
|
Oct 08, 2024 Q3 2024 |
20,993
shares
|
$487,457
0.09% of portfolio
|
Q1 2022
Added 39.03%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 04, 2024 Q3 2024 |
20,604
shares
|
$478,424
0.02% of portfolio
|
Q3 2024
Reduced 33.17%
|
|
|
Blue Barn Wealth, LLC
|
Oct 17, 2024 Q3 2024 |
20,517
shares
|
$476,404
0.26% of portfolio
|
Q1 2024
Added 18.95%
|
|
|
M Holdings Securities, Inc.
Portland, OR |
Nov 12, 2024 Q3 2024 |
20,491
shares
|
$475,801
0.12% of portfolio
|
Q3 2024
Reduced 3.44%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
20,112
shares
|
$467,000
0.0% of portfolio
|
Q3 2024
Reduced 39.82%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
20,055
shares
|
$465,677
0.0% of portfolio
|
Q3 2024
Added 1.54%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
19,902
shares
|
$462,124
0.0% of portfolio
|
Q3 2024
Reduced 68.27%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
19,811
shares
|
$460,011
0.21% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
19,558
shares
|
$454,136
0.04% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Quad Cities Investment Group, LLC
Davenport, IA |
Oct 16, 2024 Q3 2024 |
18,941
shares
|
$439,810
0.23% of portfolio
|
Q3 2024
Added 1.43%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
18,064
shares
|
$419,446
0.09% of portfolio
|
Q4 2023
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
17,277
shares
|
$401,171
0.06% of portfolio
|
Q3 2024
Added 15.15%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
16,567
shares
|
$384,685
0.09% of portfolio
|
Q3 2024
Added 4.18%
|
|
|
Fairhaven Wealth Management, LLC
|
Nov 12, 2024 Q3 2024 |
15,792
shares
|
$366,690
0.11% of portfolio
|
Q1 2024
Reduced 9.42%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Oct 23, 2024 Q3 2024 |
15,353
shares
|
$356,496
0.06% of portfolio
|
Q3 2024
Reduced 24.56%
|
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
14,114
shares
|
$327,727
0.03% of portfolio
|
Q4 2023
Added 3.15%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Oct 18, 2024 Q3 2024 |
13,882
shares
|
$322,340
0.25% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
13,739
shares
|
$319,019
0.0% of portfolio
|
Q3 2024
Reduced 92.77%
|