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 47 institutions that hold shares in the stock, with a total of 2.99 Million shares, which have been reported (via 13F filing form) to have a value of $66.9 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
427,910
shares
|
$9.56 Million
0.01% of portfolio
|
Q2 2024
Reduced 0.58%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
331,608
shares
|
$7.41 Million
0.01% of portfolio
|
Q2 2024
New holding
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Aug 13, 2024 Q2 2024 |
324,153
shares
|
$7.24 Million
1.47% of portfolio
|
Q2 2024
Added 11.53%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
259,468
shares
|
$5.8 Million
0.0% of portfolio
|
Q2 2024
Added 136.55%
|
|
Lbmc Investment Advisors, LLC
|
Jul 11, 2024 Q2 2024 |
195,106
shares
|
$4.36 Million
0.37% of portfolio
|
Q2 2024
Added 78.74%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
162,015
shares
|
$3.62 Million
0.0% of portfolio
|
Q2 2024
Added 690.16%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
117,845
shares
|
$2.63 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.59%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
107,326
shares
|
$2.4 Million
0.0% of portfolio
|
Q1 2024
Added 115.12%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
78,254
shares
|
$1.75 Million
0.01% of portfolio
|
Q2 2024
Added 44.26%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
76,306
shares
|
$1.7 Million
0.0% of portfolio
|
Q2 2024
Added 143.92%
|
|
Straight Path Wealth Management
|
Aug 15, 2024 Q2 2024 |
65,554
shares
|
$1.46 Million
0.76% of portfolio
|
Q2 2024
Added 15.29%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
63,927
shares
|
$1.43 Million
0.06% of portfolio
|
Q2 2024
Added 12.48%
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
59,350
shares
|
$1.33 Million
0.01% of portfolio
|
Q2 2024
Reduced 27.52%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
52,218
shares
|
$1.17 Million
0.06% of portfolio
|
Q2 2024
Reduced 33.02%
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
45,603
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2024
Added 9.18%
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2024 Q2 2024 |
44,109
shares
|
$985,395
0.06% of portfolio
|
Q2 2024
Added 4.75%
|
|
Krilogy Financial LLC
|
Jul 22, 2024 Q2 2024 |
42,914
shares
|
$958,698
0.07% of portfolio
|
Q2 2024
New holding
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
39,785
shares
|
$888,796
0.0% of portfolio
|
Q2 2024
Added 9.9%
|
|
Wrapmanager Inc
|
Aug 08, 2024 Q2 2024 |
39,320
shares
|
$878,408
0.24% of portfolio
|
Q2 2024
Added 11.15%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
38,550
shares
|
$861,207
0.0% of portfolio
|
Q2 2024
Added 44.25%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
37,095
shares
|
$828,702
0.0% of portfolio
|
Q2 2024
Added 38.27%
|
|
Gamma Investing LLC
Foster City, CA |
Jul 02, 2024 Q2 2024 |
33,037
shares
|
$738,046
0.1% of portfolio
|
Q2 2024
Added 33.25%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
32,588
shares
|
$728,015
0.0% of portfolio
|
Q2 2024
Added 26.58%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
32,459
shares
|
$725,134
0.0% of portfolio
|
Q2 2024
Added 32.92%
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 19, 2024 Q2 2024 |
28,953
shares
|
$646,810
0.53% of portfolio
|
Q2 2024
Added 2.15%
|