Institutional Ownership Ishares Ibonds 2024 Term High (IBHD)
This table provides information about the institutional ownership of Ishares Ibonds 2024 Term High (IBHD). We have compiled data on the 126 institutions that hold shares in the stock, with a total of 12.4 Million shares, which have been reported (via 13F filing form) to have a value of $289 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Apr 08, 2024 Q1 2024 |
1,287,284
shares
|
$29.9 Million
20.25% of portfolio
|
Q1 2024
Added 11.79%
|
|
|
Arrow Financial Corp
|
May 21, 2024 Q1 2024 |
967,495
shares
|
$22.5 Million
2.27% of portfolio
|
Q1 2024
Reduced 23.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
926,406
shares
|
$21.5 Million
0.0% of portfolio
|
Q1 2024
Added 2.8%
|
|
|
Ae Wealth Management LLC
|
May 15, 2024 Q1 2024 |
626,447
shares
|
$14.6 Million
0.18% of portfolio
|
Q1 2024
Reduced 77.16%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 08, 2024 Q1 2024 |
620,819
shares
|
$14.4 Million
0.92% of portfolio
|
Q1 2024
Added 63.65%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
593,672
shares
|
$13.8 Million
0.0% of portfolio
|
Q1 2024
Reduced 1.78%
|
|
|
Asset Dedication, LLC
|
Apr 16, 2024 Q1 2024 |
474,289
shares
|
$11 Million
0.82% of portfolio
|
Q1 2024
Added 30.21%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
466,636
shares
|
$10.8 Million
0.04% of portfolio
|
Q1 2024
Added 6.91%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
437,199
shares
|
$10.2 Million
0.02% of portfolio
|
Q1 2024
Reduced 1.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
385,769
shares
|
$8.97 Million
0.0% of portfolio
|
Q1 2024
Reduced 9.37%
|
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
382,691
shares
|
$8.89 Million
0.01% of portfolio
|
Q1 2024
Added 241.04%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
331,318
shares
|
$7.7 Million
0.0% of portfolio
|
Q1 2024
Reduced 28.58%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
320,974
shares
|
$7.46 Million
0.01% of portfolio
|
Q1 2024
Reduced 29.47%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
May 14, 2024 Q1 2024 |
272,435
shares
|
$6.33 Million
0.08% of portfolio
|
Q1 2024
Reduced 6.85%
|
|
|
Pfg Private Wealth Management, LLC
|
Apr 23, 2024 Q1 2024 |
250,663
shares
|
$5.83 Million
3.69% of portfolio
|
Q1 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
215,806
shares
|
$5.02 Million
0.0% of portfolio
|
Q1 2024
Reduced 12.01%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
194,232
shares
|
$4.51 Million
0.0% of portfolio
|
Q1 2024
Added 437.28%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
193,984
shares
|
$4.51 Million
0.0% of portfolio
|
Q1 2024
Added 28.65%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
181,052
shares
|
$4.21 Million
0.0% of portfolio
|
Q1 2024
Reduced 89.02%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Apr 30, 2024 Q1 2024 |
169,900
shares
|
$3.95 Million
0.19% of portfolio
|
Q3 2023
New holding
|
|
|
Carr Financial Group Corp
Worcester, MA |
Apr 25, 2024 Q1 2024 |
152,561
shares
|
$3.55 Million
1.18% of portfolio
|
Q1 2024
Added 42.02%
|
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
134,871
shares
|
$3.13 Million
0.01% of portfolio
|
Q1 2024
Added 4.47%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
May 15, 2024 Q1 2024 |
114,351
shares
|
$2.66 Million
0.11% of portfolio
|
Q1 2024
Added 1.22%
|
|
|
Avantax Planning Partners, Inc.
|
May 02, 2024 Q1 2024 |
112,143
shares
|
$2.61 Million
0.09% of portfolio
|
Q1 2024
New holding
|
|
|
Werba Rubin Papier Wealth Management
San Jose, CA |
Apr 30, 2024 Q1 2024 |
106,421
shares
|
$2.47 Million
0.72% of portfolio
|
Q1 2024
Reduced 5.4%
|
|