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 120 institutions that hold shares in the stock, with a total of 10 Million shares, which have been reported (via 13F filing form) to have a value of $233 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Oct 02, 2024 Q3 2024 |
1,287,816
shares
|
$29.8 Million
18.83% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
794,420
shares
|
$18.4 Million
0.0% of portfolio
|
Q2 2024
Reduced 14.25%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
675,596
shares
|
$15.7 Million
0.01% of portfolio
|
Q2 2024
Added 75.13%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jul 30, 2024 Q2 2024 |
663,728
shares
|
$15.4 Million
0.92% of portfolio
|
Q2 2024
Added 6.91%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
469,021
shares
|
$10.9 Million
0.01% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
461,122
shares
|
$10.7 Million
0.0% of portfolio
|
Q2 2024
Reduced 22.33%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
326,654
shares
|
$7.57 Million
0.52% of portfolio
|
Q3 2024
Reduced 31.62%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
306,982
shares
|
$7.11 Million
0.0% of portfolio
|
Q2 2024
Reduced 7.35%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
270,755
shares
|
$6.27 Million
0.07% of portfolio
|
Q2 2024
Reduced 0.62%
|
|
|
Pfg Private Wealth Management, LLC
|
Jul 15, 2024 Q2 2024 |
265,186
shares
|
$6.14 Million
3.74% of portfolio
|
Q2 2024
Added 5.79%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
204,453
shares
|
$4.74 Million
0.0% of portfolio
|
Q2 2024
Added 12.93%
|
|
|
Arrow Financial Corp
|
Jul 30, 2024 Q2 2024 |
203,595
shares
|
$4.72 Million
0.47% of portfolio
|
Q2 2024
Reduced 78.96%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
202,128
shares
|
$4.68 Million
0.0% of portfolio
|
Q2 2024
Reduced 6.34%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
190,011
shares
|
$4.4 Million
0.01% of portfolio
|
Q2 2024
Reduced 50.35%
|
|
|
Wright Fund Management, LLC
Santa Monica, CA |
Aug 08, 2024 Q2 2024 |
169,900
shares
|
$3.94 Million
0.19% of portfolio
|
Q3 2023
New holding
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
144,518
shares
|
$3.35 Million
0.99% of portfolio
|
Q3 2024
Reduced 45.19%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
126,350
shares
|
$2.93 Million
1.15% of portfolio
|
Q3 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
122,563
shares
|
$2.84 Million
0.09% of portfolio
|
Q2 2024
Added 9.29%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
120,020
shares
|
$2.78 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Aug 12, 2024 Q2 2024 |
113,155
shares
|
$2.62 Million
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Aug 14, 2024 Q2 2024 |
110,326
shares
|
$2.56 Million
0.1% of portfolio
|
Q2 2024
Reduced 3.52%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
107,465
shares
|
$2.49 Million
0.01% of portfolio
|
Q3 2024
Reduced 75.44%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 15, 2024 Q2 2024 |
105,329
shares
|
$2.44 Million
1.02% of portfolio
|
Q2 2024
Reduced 0.47%
|
|
|
Ae Wealth Management LLC
|
Aug 12, 2024 Q2 2024 |
104,767
shares
|
$2.43 Million
0.03% of portfolio
|
Q2 2024
Reduced 83.28%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
103,548
shares
|
$2.4 Million
0.04% of portfolio
|
Q3 2024
Added 2.67%
|