Institutional Ownership Ishares Tr Ibonds 2029 Term Hi (IBHI)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2029 Term Hi (IBHI). We have compiled data on the 60 institutions that hold shares in the stock, with a total of 3.92 Million shares, which have been reported (via 13F filing form) to have a value of $92.1 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
511,879
shares
|
$12 Million
0.88% of portfolio
|
Q2 2025
Added 10.5%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
431,319
shares
|
$10.1 Million
0.0% of portfolio
|
Q2 2025
Added 30.91%
|
|
|
Keeler T Homas Management LLC
|
Jul 31, 2025 Q2 2025 |
392,029
shares
|
$9.22 Million
4.2% of portfolio
|
Q2 2025
Added 10.14%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
323,834
shares
|
$7.62 Million
0.01% of portfolio
|
Q2 2025
Added 4.31%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
306,234
shares
|
$7.21 Million
1.4% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
296,464
shares
|
$6.98 Million
0.0% of portfolio
|
Q2 2025
Added 2.76%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jul 15, 2025 Q2 2025 |
208,841
shares
|
$4.91 Million
3.82% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Aug 06, 2025 Q2 2025 |
145,374
shares
|
$3.42 Million
2.12% of portfolio
|
Q2 2025
Added 21.1%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
88,737
shares
|
$2.09 Million
0.1% of portfolio
|
Q2 2025
Added 497.03%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
81,772
shares
|
$1.92 Million
1.58% of portfolio
|
Q2 2025
Added 10.19%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
77,274
shares
|
$1.82 Million
1.55% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
76,370
shares
|
$1.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 29.74%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
75,084
shares
|
$1.77 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.82%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
69,142
shares
|
$1.63 Million
0.02% of portfolio
|
Q2 2025
Added 33.03%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
61,063
shares
|
$1.44 Million
0.55% of portfolio
|
Q2 2025
Added 17.82%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
59,623
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2025
Added 64.49%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
54,782
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Added 118.17%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
54,584
shares
|
$1.28 Million
0.32% of portfolio
|
Q2 2025
Added 0.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
50,551
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Added 18.12%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
49,053
shares
|
$1.15 Million
0.29% of portfolio
|
Q2 2025
Added 2.77%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
43,189
shares
|
$1.02 Million
0.03% of portfolio
|
Q2 2025
Reduced 21.06%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
37,894
shares
|
$891,645
0.01% of portfolio
|
Q2 2025
Reduced 0.99%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
35,740
shares
|
$840,962
0.03% of portfolio
|
Q2 2025
Added 19.82%
|
|
|
Cyr Financial Inc.
Hennepin, IL |
Jul 17, 2025 Q2 2025 |
32,712
shares
|
$769,713
0.6% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,274
shares
|
$759,407
0.0% of portfolio
|
Q3 2024
Reduced 1.1%
|