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 112 institutions that hold shares in the stock, with a total of 7.85 Million shares, which have been reported (via 13F filing form) to have a value of $183 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
|
$29.9 Million
18.83% of portfolio
|
Q3 2024
Added 2.96%
|
|
|
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%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
326,654
shares
|
$7.59 Million
0.52% of portfolio
|
Q3 2024
Reduced 31.62%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
282,165
shares
|
$6.56 Million
0.0% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
273,675
shares
|
$6.36 Million
3.71% of portfolio
|
Q3 2024
Added 3.2%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
269,313
shares
|
$6.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 66.1%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Nov 14, 2024 Q3 2024 |
228,305
shares
|
$5.31 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%
|
|
|
Carr Financial Group Corp
Worcester, MA |
Nov 01, 2024 Q3 2024 |
144,518
shares
|
$3.36 Million
0.99% of portfolio
|
Q3 2024
Reduced 45.19%
|
|
|
Tyler Stone Wealth Management
Beachwood, OH |
Nov 04, 2024 Q3 2024 |
128,506
shares
|
$2.99 Million
0.59% of portfolio
|
Q3 2024
Added 92.35%
|
|
|
Tempus Wealth Planning, LLC
|
Oct 22, 2024 Q3 2024 |
126,350
shares
|
$2.94 Million
1.15% of portfolio
|
Q3 2024
New holding
|
|
|
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%
|
|
|
Aprio Wealth Management, LLC
|
Oct 07, 2024 Q3 2024 |
120,020
shares
|
$2.79 Million
0.48% of portfolio
|
Q3 2024
New holding
|
|
|
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%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
105,956
shares
|
$2.46 Million
0.05% of portfolio
|
Q3 2024
Added 11.07%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
103,548
shares
|
$2.41 Million
0.04% of portfolio
|
Q3 2024
Added 2.67%
|
|
|
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
|
$2.33 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
|
$2.12 Million
0.08% of portfolio
|
Q3 2024
Reduced 17.52%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
80,974
shares
|
$1.88 Million
0.15% of portfolio
|
Q3 2024
Added 0.61%
|