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 72 institutions that hold shares in the stock, with a total of 4.96 Million shares, which have been reported (via 13F filing form) to have a value of $115 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
485,443
shares
|
$11.3 Million
0.01% of portfolio
|
Q3 2024
Reduced 28.15%
|
|
|
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 |
Nov 13, 2024 Q3 2024 |
463,737
shares
|
$10.8 Million
0.0% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
282,165
shares
|
$6.55 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
273,675
shares
|
$6.35 Million
3.71% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
269,313
shares
|
$6.25 Million
0.0% of portfolio
|
Q3 2024
Reduced 66.1%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
228,305
shares
|
$5.3 Million
0.05% of portfolio
|
Q3 2024
Reduced 15.68%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
159,653
shares
|
$3.71 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.91%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
128,506
shares
|
$2.98 Million
0.59% of portfolio
|
Q3 2024
Added 92.35%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
124,461
shares
|
$2.89 Million
0.27% of portfolio
|
Q3 2024
Reduced 38.87%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
120,121
shares
|
$2.79 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.99%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
107,465
shares
|
$2.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 75.44%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
102,854
shares
|
$2.39 Million
0.97% of portfolio
|
Q3 2024
Reduced 2.35%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
101,486
shares
|
$2.36 Million
0.0% of portfolio
|
Q3 2024
Reduced 49.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
100,076
shares
|
$2.32 Million
0.01% of portfolio
|
Q3 2024
Added 4.55%
|
|
|
Avantax Advisory Services, Inc.
|
Nov 13, 2024 Q3 2024 |
96,488
shares
|
$2.24 Million
0.02% of portfolio
|
Q3 2024
Added 1.47%
|
|
|
Evergreen Capital Management LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
91,002
shares
|
$2.11 Million
0.08% of portfolio
|
Q3 2024
Reduced 17.52%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
68,417
shares
|
$1.59 Million
0.07% of portfolio
|
Q2 2024
Added 11.6%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
68,034
shares
|
$1.58 Million
0.01% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
67,960
shares
|
$1.58 Million
0.02% of portfolio
|
Q3 2024
Reduced 35.13%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
62,873
shares
|
$1.46 Million
0.0% of portfolio
|
Q3 2024
Reduced 69.55%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
62,533
shares
|
$1.45 Million
0.02% of portfolio
|
Q3 2024
Reduced 13.25%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2024 Q3 2024 |
60,670
shares
|
$1.41 Million
1.03% of portfolio
|
Q3 2024
Added 2.04%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
50,710
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
50,431
shares
|
$1.17 Million
0.09% of portfolio
|
Q2 2024
Reduced 22.92%
|