Institutional Ownership Ishares Tr Ibonds 2026 Term Hi (IBHF)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2026 Term Hi (IBHF). We have compiled data on the 89 institutions that hold shares in the stock, with a total of 12.8 Million shares, which have been reported (via 13F filing form) to have a value of $298 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
125,936
shares
|
$2.93 Million
0.01% of portfolio
|
Q3 2024
Added 41.48%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
111,026
shares
|
$2.58 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.15%
|
|
|
Absolute Capital Management, LLC
|
Nov 08, 2024 Q3 2024 |
106,174
shares
|
$2.47 Million
1.51% of portfolio
|
Q3 2024
Reduced 2.17%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
85,675
shares
|
$1.99 Million
0.0% of portfolio
|
Q3 2024
Added 36.71%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
74,275
shares
|
$1.73 Million
0.06% of portfolio
|
Q3 2024
Added 698.66%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
73,413
shares
|
$1.71 Million
0.83% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
72,085
shares
|
$1.68 Million
0.0% of portfolio
|
Q3 2024
Added 40.64%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
70,499
shares
|
$1.64 Million
0.07% of portfolio
|
Q2 2024
Added 12.94%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
61,025
shares
|
$1.42 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.16%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
53,756
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2024
Added 24.61%
|
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
51,956
shares
|
$1.21 Million
0.26% of portfolio
|
Q3 2024
Added 31.42%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
51,691
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 90.47%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
51,525
shares
|
$1.2 Million
0.02% of portfolio
|
Q3 2024
Added 23.9%
|
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
48,376
shares
|
$1.13 Million
0.63% of portfolio
|
Q3 2024
Added 51.06%
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Oct 18, 2024 Q3 2024 |
46,638
shares
|
$1.09 Million
0.26% of portfolio
|
Q2 2024
Added 61.38%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
44,276
shares
|
$1.03 Million
0.27% of portfolio
|
Q3 2024
Added 16.28%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
43,544
shares
|
$1.01 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
42,645
shares
|
$992,349
0.04% of portfolio
|
Q3 2024
Reduced 9.12%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
41,056
shares
|
$955,373
0.19% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
40,887
shares
|
$951,440
0.01% of portfolio
|
Q3 2024
Reduced 2.95%
|
|
|
Nwam LLC
Mercer Island, WA |
Nov 12, 2024 Q3 2024 |
37,607
shares
|
$875,114
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Wealthgarden F.S. LLC
El Segundo, CA |
Nov 12, 2024 Q3 2024 |
37,607
shares
|
$875,114
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
32,332
shares
|
$752,365
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
30,854
shares
|
$717,972
0.01% of portfolio
|
Q3 2024
Added 21.4%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
29,728
shares
|
$691,770
0.02% of portfolio
|
Q3 2024
Reduced 0.03%
|