Institutional Ownership Ishares Tr Ibonds 2027 Term Hi (IBHG)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2027 Term Hi (IBHG). We have compiled data on the 59 institutions that hold shares in the stock, with a total of 4.26 Million shares, which have been reported (via 13F filing form) to have a value of $95.3 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
540,414
shares
|
$12.1 Million
0.95% of portfolio
|
Q4 2024
Added 55.67%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
366,431
shares
|
$8.2 Million
0.01% of portfolio
|
Q3 2024
Reduced 14.37%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
347,132
shares
|
$7.77 Million
0.01% of portfolio
|
Q4 2024
Added 4.06%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
345,347
shares
|
$7.73 Million
1.51% of portfolio
|
Q4 2024
Added 1.54%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
311,589
shares
|
$6.98 Million
0.0% of portfolio
|
Q3 2024
Added 20.09%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
264,948
shares
|
$5.93 Million
0.18% of portfolio
|
Q4 2024
Added 2676.07%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
210,593
shares
|
$4.72 Million
0.0% of portfolio
|
Q3 2024
Added 29.98%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
183,996
shares
|
$4.12 Million
0.35% of portfolio
|
Q4 2024
Added 44.73%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
158,121
shares
|
$3.54 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
143,695
shares
|
$3.22 Million
0.0% of portfolio
|
Q3 2024
Added 21.94%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
136,922
shares
|
$3.07 Million
0.0% of portfolio
|
Q3 2024
Added 27.58%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
89,029
shares
|
$1.99 Million
0.01% of portfolio
|
Q3 2024
Added 13.77%
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
74,739
shares
|
$1.67 Million
0.73% of portfolio
|
Q4 2024
Added 7.86%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
69,965
shares
|
$1.57 Million
0.05% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
55,652
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
52,347
shares
|
$1.17 Million
0.0% of portfolio
|
Q3 2024
Added 60.63%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
49,983
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Added 25.63%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
48,269
shares
|
$1.08 Million
0.28% of portfolio
|
Q4 2024
Added 5.55%
|
|
|
Ironwood Financial, LLC
|
Jan 16, 2025 Q4 2024 |
48,010
shares
|
$1.07 Million
0.22% of portfolio
|
Q4 2024
Added 17.32%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
47,746
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2024
Added 47.1%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
46,857
shares
|
$1.05 Million
0.01% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
46,706
shares
|
$1.05 Million
0.56% of portfolio
|
Q4 2024
Added 12.37%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
43,903
shares
|
$982,988
0.02% of portfolio
|
Q4 2024
Added 32.22%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
42,745
shares
|
$957,060
0.0% of portfolio
|
Q3 2024
Added 51.21%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
42,610
shares
|
$954,037
0.03% of portfolio
|
Q4 2024
Reduced 5.12%
|