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 26 institutions that hold shares in the stock, with a total of 876,327 shares, which have been reported (via 13F filing form) to have a value of $20.8 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
206,255
shares
|
$4.88 Million
0.0% of portfolio
|
Q2 2024
Added 1034.64%
|
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
132,257
shares
|
$3.13 Million
0.0% of portfolio
|
Q2 2024
Added 24.84%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
82,792
shares
|
$1.96 Million
0.05% of portfolio
|
Q2 2024
Reduced 3.97%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 11, 2024 Q2 2024 |
80,885
shares
|
$1.92 Million
0.16% of portfolio
|
Q2 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
55,425
shares
|
$1.31 Million
0.0% of portfolio
|
Q2 2024
Reduced 58.48%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
43,426
shares
|
$1.03 Million
0.01% of portfolio
|
Q2 2024
Added 96.19%
|
|
|
Wrapmanager Inc
|
Aug 08, 2024 Q2 2024 |
37,588
shares
|
$890,083
0.24% of portfolio
|
Q2 2024
Added 10.89%
|
|
|
Straight Path Wealth Management
|
Aug 15, 2024 Q2 2024 |
36,457
shares
|
$863,301
0.44% of portfolio
|
Q2 2024
Added 21.35%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
35,757
shares
|
$846,725
0.0% of portfolio
|
Q1 2024
Added 53.31%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
32,633
shares
|
$772,749
0.0% of portfolio
|
Q2 2024
Added 65.57%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
32,085
shares
|
$759,772
0.01% of portfolio
|
Q2 2024
Added 93.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
27,790
shares
|
$658,067
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
24,575
shares
|
$581,936
0.0% of portfolio
|
Q2 2024
Added 9.68%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
9,223
shares
|
$218,400
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
8,665
shares
|
$205,187
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Bsw Wealth Partners
Boulder, CO |
Jul 16, 2024 Q2 2024 |
8,647
shares
|
$204,760
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
5,619
shares
|
$133,057
0.0% of portfolio
|
Q2 2024
Added 62.73%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jul 02, 2024 Q2 2024 |
5,061
shares
|
$119,844
0.02% of portfolio
|
Q2 2024
Added 1532.58%
|
|
|
Global Retirement Partners, LLC
|
Jul 23, 2024 Q2 2024 |
4,026
shares
|
$95,335
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
2,716
shares
|
$64,314
0.0% of portfolio
|
Q2 2024
Added 596.41%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Jul 31, 2024 Q2 2024 |
2,200
shares
|
$52,096
0.04% of portfolio
|
Q2 2024
Reduced 12.32%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
1,228
shares
|
$29,079
0.0% of portfolio
|
Q2 2024
Added 1.74%
|
|
|
Cwm, LLC
|
Jul 09, 2024 Q2 2024 |
902
shares
|
$21,359
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 05, 2024 Q2 2024 |
100
shares
|
$2,368
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
15
shares
|
$355
0.0% of portfolio
|
Q1 2024
New holding
|