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 |
---|---|---|---|---|---|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
18,064
shares
|
$419,807
0.09% of portfolio
|
Q4 2023
New holding
|
|
Austin Private Wealth, LLC
|
Apr 12, 2024 Q1 2024 |
17,846
shares
|
$414,741
0.05% of portfolio
|
Q1 2024
Added 32.63%
|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 15, 2024 Q1 2024 |
17,489
shares
|
$406,444
0.05% of portfolio
|
Q1 2024
Reduced 2.31%
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Apr 25, 2024 Q1 2024 |
17,203
shares
|
$399,797
0.08% of portfolio
|
Q1 2024
Reduced 4.77%
|
|
Valley National Advisers Inc
|
Apr 19, 2024 Q1 2024 |
16,120
shares
|
$374,628
0.06% of portfolio
|
Q1 2024
Reduced 37.74%
|
|
Fairhaven Wealth Management, LLC
|
May 01, 2024 Q1 2024 |
15,792
shares
|
$367,006
0.13% of portfolio
|
Q1 2024
Reduced 9.42%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
15,164
shares
|
$352,411
0.01% of portfolio
|
Q1 2024
Reduced 14.48%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
15,048
shares
|
$349,715
0.0% of portfolio
|
Q1 2024
Reduced 6.9%
|
|
Johnson Bixby & Associates, LLC
|
Apr 22, 2024 Q1 2024 |
14,844
shares
|
$344,974
0.06% of portfolio
|
Q1 2024
Added 0.84%
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 30, 2024 Q1 2024 |
14,520
shares
|
$337,444
0.09% of portfolio
|
Q1 2024
Added 6.15%
|
|
Pfg Investments, LLC
Woodbury, NY |
Apr 22, 2024 Q1 2024 |
14,520
shares
|
$337,444
0.02% of portfolio
|
Q1 2024
New holding
|
|
Dfpg Investments, LLC
|
Jan 09, 2024 Q4 2023 |
14,114
shares
|
$328,009
0.03% of portfolio
|
Q4 2023
Added 3.15%
|
|
Hyperion Partners, LLC
Berwyn, PA |
Apr 11, 2024 Q1 2024 |
13,000
shares
|
$302,120
0.22% of portfolio
|
Q3 2023
New holding
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2024 Q1 2024 |
12,863
shares
|
$298,936
0.0% of portfolio
|
Q1 2024
Reduced 38.9%
|
|
Mc Lean Asset Management Corp
|
Apr 10, 2024 Q1 2024 |
12,789
shares
|
$297,216
0.1% of portfolio
|
Q1 2024
Added 3.84%
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 15, 2024 Q1 2024 |
12,096
shares
|
$281,111
0.0% of portfolio
|
Q1 2024
Reduced 0.65%
|
|
Headinvest, LLC
Portland, ME |
Feb 12, 2024 Q4 2023 |
11,225
shares
|
$260,868
0.06% of portfolio
|
Q4 2023
Added 8.72%
|
|
Parallel Advisors, LLC
|
May 06, 2024 Q1 2024 |
11,191
shares
|
$260,078
0.01% of portfolio
|
Q1 2023
Reduced 12.06%
|
|
Kesler, Norman & Wride, LLC
|
Apr 19, 2024 Q1 2024 |
10,991
shares
|
$255,430
0.06% of portfolio
|
Q1 2024
Reduced 0.07%
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2024 Q1 2024 |
10,983
shares
|
$255,244
0.0% of portfolio
|
Q1 2024
New holding
|
|
Bcs Wealth Management
|
Apr 10, 2024 Q1 2024 |
10,710
shares
|
$248,900
0.08% of portfolio
|
Q1 2024
New holding
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
May 03, 2024 Q1 2024 |
10,317
shares
|
$239,767
0.09% of portfolio
|
Q1 2024
Added 0.03%
|
|
J.W. Cole Advisors, Inc.
|
Apr 30, 2024 Q1 2024 |
9,621
shares
|
$223,592
0.01% of portfolio
|
Q1 2024
Reduced 89.27%
|
|
Alterna Wealth Management, Inc
Houston, TX |
May 03, 2024 Q1 2024 |
9,381
shares
|
$218,014
0.21% of portfolio
|
Q1 2024
New holding
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Apr 25, 2024 Q1 2024 |
9,059
shares
|
$210,531
0.14% of portfolio
|
Q1 2024
Added 0.27%
|