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 |
---|---|---|---|---|---|
Peloton Wealth Strategists
Indianapolis, IN |
May 14, 2024 Q1 2024 |
105,829
shares
|
$2.46 Million
1.02% of portfolio
|
Q1 2024
Added 2.0%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
85,348
shares
|
$1.98 Million
0.03% of portfolio
|
Q1 2024
Reduced 11.88%
|
|
Krilogy Financial LLC
|
Apr 24, 2024 Q1 2024 |
84,586
shares
|
$1.97 Million
0.16% of portfolio
|
Q1 2024
Reduced 4.95%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
82,266
shares
|
$1.91 Million
0.02% of portfolio
|
Q1 2024
Reduced 5.65%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
75,816
shares
|
$1.76 Million
0.0% of portfolio
|
Q1 2024
Added 125.64%
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 14, 2024 Q1 2024 |
74,678
shares
|
$1.74 Million
0.41% of portfolio
|
Q4 2023
Added 31.17%
|
|
Kestra Private Wealth Services, LLC
|
May 02, 2024 Q1 2024 |
73,891
shares
|
$1.72 Million
0.04% of portfolio
|
Q1 2024
Added 21.92%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
72,057
shares
|
$1.67 Million
0.0% of portfolio
|
Q1 2024
New holding
|
|
Lbmc Investment Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
71,419
shares
|
$1.66 Million
0.14% of portfolio
|
Q1 2024
Added 74.26%
|
|
Tyler Stone Wealth Management
Beachwood, OH |
May 15, 2024 Q1 2024 |
70,526
shares
|
$1.64 Million
0.74% of portfolio
|
Q1 2024
Reduced 19.26%
|
|
Phillips Financial Management, LLC
|
Apr 23, 2024 Q1 2024 |
65,431
shares
|
$1.52 Million
0.13% of portfolio
|
Q1 2024
Added 0.66%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
62,010
shares
|
$1.44 Million
0.02% of portfolio
|
Q1 2024
Added 344.23%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
60,717
shares
|
$1.41 Million
0.07% of portfolio
|
Q4 2023
Added 0.14%
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 08, 2024 Q1 2024 |
58,202
shares
|
$1.35 Million
1.12% of portfolio
|
Q1 2024
Added 94.64%
|
|
Straight Path Wealth Management
|
Apr 30, 2024 Q1 2024 |
52,000
shares
|
$1.21 Million
0.7% of portfolio
|
Q1 2024
Added 9.06%
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Apr 18, 2024 Q1 2024 |
51,657
shares
|
$1.2 Million
0.07% of portfolio
|
Q4 2023
New holding
|
|
Great Lakes Retirement, Inc.
Sandusky, OH |
May 09, 2024 Q1 2024 |
44,795
shares
|
$1.04 Million
0.15% of portfolio
|
Q1 2024
Reduced 5.66%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
43,722
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2024
Added 240.17%
|
|
Exchange Capital Management, Inc.
|
Apr 18, 2024 Q1 2024 |
43,620
shares
|
$1.01 Million
0.17% of portfolio
|
Q4 2023
New holding
|
|
Ironwood Financial, LLC
|
Apr 17, 2024 Q1 2024 |
42,527
shares
|
$988,327
0.23% of portfolio
|
Q1 2024
Reduced 5.12%
|
|
Snowden Capital Advisors LLC
New York, NY |
May 15, 2024 Q1 2024 |
36,531
shares
|
$848,980
0.03% of portfolio
|
Q3 2023
Added 70.18%
|
|
Wrapmanager Inc
|
May 09, 2024 Q1 2024 |
35,834
shares
|
$832,782
0.23% of portfolio
|
Q1 2024
Added 26.42%
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
May 14, 2024 Q1 2024 |
35,468
shares
|
$824,276
0.02% of portfolio
|
Q1 2024
Reduced 46.57%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
35,098
shares
|
$815,677
0.0% of portfolio
|
Q1 2024
Added 153.63%
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
32,881
shares
|
$764,154
0.0% of portfolio
|
Q1 2024
Reduced 30.77%
|