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 |
|---|---|---|---|---|---|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
5,231
shares
|
$117,122
0.0% of portfolio
|
Q3 2024
Reduced 67.82%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
2,653
shares
|
$59,400
0.0% of portfolio
|
Q4 2023
Added 44.18%
|
|
|
Newbridge Financial Services Group, Inc.
|
Jan 28, 2025 Q4 2024 |
1,580
shares
|
$35,376
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
902
shares
|
$20,195
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 30, 2025 Q4 2024 |
817
shares
|
$18,292
0.0% of portfolio
|
Q4 2024
Added 2.25%
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Feb 04, 2025 Q4 2024 |
800
shares
|
$17,912
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
280
shares
|
$6,269
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
225
shares
|
$5,037
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|