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 $67.1 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
28,269
shares
|
$633,508
0.0% of portfolio
|
Q2 2024
Added 16.96%
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 09, 2024 Q2 2024 |
28,000
shares
|
$627,480
0.07% of portfolio
|
Q2 2024
Added 133.33%
|
|
Ironwood Financial, LLC
|
Jul 19, 2024 Q2 2024 |
26,665
shares
|
$597,562
0.13% of portfolio
|
Q2 2024
Added 13.06%
|
|
Kestra Private Wealth Services, LLC
|
Aug 12, 2024 Q2 2024 |
24,021
shares
|
$538,310
0.01% of portfolio
|
Q2 2024
New holding
|
|
Sightline Wealth Advisors, LLC
|
Aug 02, 2024 Q2 2024 |
23,798
shares
|
$533,313
0.33% of portfolio
|
Q2 2024
Added 56.95%
|
|
Austin Private Wealth, LLC
|
Jul 16, 2024 Q2 2024 |
17,159
shares
|
$384,533
0.04% of portfolio
|
Q2 2024
Added 29.37%
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
16,725
shares
|
$374,807
0.01% of portfolio
|
Q2 2024
Added 14.7%
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
16,257
shares
|
$364,319
0.0% of portfolio
|
Q2 2024
New holding
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 31, 2024 Q2 2024 |
15,153
shares
|
$339,578
0.08% of portfolio
|
Q2 2024
Added 19.71%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
14,664
shares
|
$328,620
0.01% of portfolio
|
Q2 2024
Added 14.71%
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 16, 2024 Q2 2024 |
10,471
shares
|
$234,655
0.0% of portfolio
|
Q4 2023
New holding
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
9,864
shares
|
$221,052
0.0% of portfolio
|
Q2 2024
New holding
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Jul 15, 2024 Q2 2024 |
9,831
shares
|
$220,312
0.08% of portfolio
|
Q2 2024
Reduced 4.78%
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
9,630
shares
|
$215,808
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
2,653
shares
|
$59,453
0.0% of portfolio
|
Q4 2023
Added 44.18%
|
|
Newbridge Financial Services Group, Inc.
|
Sep 11, 2024 Q2 2024 |
1,580
shares
|
$35,407
0.01% of portfolio
|
Q1 2024
New holding
|
|
Principal Securities, Inc.
Des Moines, IA |
Jul 31, 2024 Q2 2024 |
902
shares
|
$20,213
0.0% of portfolio
|
Q4 2023
New holding
|
|
Moisand Fitzgerald Tamayo, LLC
|
Jul 31, 2024 Q2 2024 |
800
shares
|
$17,928
0.0% of portfolio
|
Q2 2022
New holding
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 30, 2024 Q2 2024 |
705
shares
|
$15,799
0.0% of portfolio
|
Q2 2024
New holding
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
280
shares
|
$6,274
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 06, 2024 Q2 2024 |
225
shares
|
$5,042
0.0% of portfolio
|
Q1 2024
New holding
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Jul 23, 2024 Q2 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q2 2024
New holding
|