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 87 institutions that hold shares in the stock, with a total of 11.6 Million shares, which have been reported (via 13F filing form) to have a value of $271 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
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
|
Aug 09, 2024 Q2 2024 |
108,529
shares
|
$2.53 Million
1.51% of portfolio
|
Q2 2024
Added 10.69%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
89,013
shares
|
$2.07 Million
0.01% of portfolio
|
Q2 2024
Added 51.58%
|
|
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%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
80,967
shares
|
$1.88 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
80,031
shares
|
$1.86 Million
0.02% of portfolio
|
Q2 2024
New holding
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
70,499
shares
|
$1.64 Million
0.07% of portfolio
|
Q2 2024
Added 12.94%
|
|
Straight Path Wealth Management
|
Aug 15, 2024 Q2 2024 |
70,031
shares
|
$1.63 Million
0.84% of portfolio
|
Q2 2024
Added 12.91%
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
63,674
shares
|
$1.48 Million
0.1% of portfolio
|
Q2 2024
Added 4.01%
|
|
Ironwood Financial, LLC
|
Oct 16, 2024 Q3 2024 |
51,956
shares
|
$1.21 Million
0.26% of portfolio
|
Q3 2024
Added 31.42%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
51,255
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2024
Added 18.27%
|
|
Sightline Wealth Advisors, LLC
|
Oct 21, 2024 Q3 2024 |
48,376
shares
|
$1.13 Million
0.63% of portfolio
|
Q3 2024
Added 51.06%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
46,922
shares
|
$1.09 Million
0.06% of portfolio
|
Q2 2024
Reduced 59.89%
|
|
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%
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
43,544
shares
|
$1.01 Million
0.4% of portfolio
|
Q3 2024
New holding
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
43,141
shares
|
$1 Million
0.02% of portfolio
|
Q2 2024
Added 30.64%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
42,130
shares
|
$980,365
0.01% of portfolio
|
Q2 2024
Added 23.75%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
41,585
shares
|
$967,682
0.01% of portfolio
|
Q2 2024
Added 17.55%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
41,559
shares
|
$967,077
0.0% of portfolio
|
Q2 2024
New holding
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Sep 11, 2024 Q2 2024 |
41,056
shares
|
$955,373
0.2% of portfolio
|
Q2 2024
Reduced 3.09%
|
|
Wrapmanager Inc
|
Aug 08, 2024 Q2 2024 |
38,077
shares
|
$886,051
0.24% of portfolio
|
Q2 2024
Added 6.86%
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
29,738
shares
|
$692,003
0.02% of portfolio
|
Q2 2024
Reduced 4.85%
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 09, 2024 Q2 2024 |
27,000
shares
|
$628,290
0.07% of portfolio
|
Q1 2024
New holding
|
|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
25,436
shares
|
$591,895
0.05% of portfolio
|
Q1 2024
Added 1.74%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
25,415
shares
|
$591,407
0.01% of portfolio
|
Q2 2024
Reduced 36.93%
|