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 $182 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 18, 2024 Q3 2024 |
13,625
shares
|
$316,645
0.03% of portfolio
|
Q3 2024
Reduced 18.05%
|
|
|
Mc Lean Asset Management Corp
|
Oct 07, 2024 Q3 2024 |
12,789
shares
|
$297,216
0.09% of portfolio
|
Q1 2024
Added 3.84%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
12,381
shares
|
$287,734
0.02% of portfolio
|
Q3 2024
Reduced 27.28%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
11,880
shares
|
$276,091
0.05% of portfolio
|
Q3 2024
Reduced 72.06%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
10,710
shares
|
$248,900
0.11% of portfolio
|
Q1 2024
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
10,532
shares
|
$244,763
0.0% of portfolio
|
Q3 2024
Reduced 90.69%
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
10,324
shares
|
$239,929
0.09% of portfolio
|
Q3 2024
Added 0.04%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
10,141
shares
|
$235,676
0.01% of portfolio
|
Q3 2024
Reduced 5.14%
|
|
|
J.W. Cole Advisors, Inc.
|
Oct 24, 2024 Q3 2024 |
10,080
shares
|
$234,259
0.01% of portfolio
|
Q3 2024
Added 7.15%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
10,061
shares
|
$233,817
0.0% of portfolio
|
Q2 2024
Reduced 16.82%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,031
shares
|
$233,120
0.01% of portfolio
|
Q3 2024
Reduced 57.94%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 30, 2024 Q3 2024 |
9,312
shares
|
$216,410
0.2% of portfolio
|
Q2 2024
Reduced 0.74%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 07, 2024 Q3 2024 |
9,202
shares
|
$213,854
0.04% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Heritage Wealth Management, Inc./Texas
Houston, TX |
Oct 30, 2024 Q3 2024 |
9,130
shares
|
$212,181
0.12% of portfolio
|
Q3 2024
Added 0.37%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
9,055
shares
|
$210,438
0.03% of portfolio
|
Q3 2024
Added 1.52%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
8,883
shares
|
$206,440
0.0% of portfolio
|
Q3 2024
Added 0.54%
|
|
|
Advisor Os, LLC
|
Nov 04, 2024 Q3 2024 |
8,774
shares
|
$203,907
0.02% of portfolio
|
Q3 2024
Reduced 2.68%
|
|
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
Oct 29, 2024 Q3 2024 |
8,655
shares
|
$201,142
0.1% of portfolio
|
Q3 2024
Added 181.46%
|
|
|
Forthright Family Wealth Advisory LLC
Houston, TX |
Aug 12, 2024 Q2 2024 |
8,640
shares
|
$200,793
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
7,249
shares
|
$168,466
0.0% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
6,477
shares
|
$150,525
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Oct 16, 2024 Q3 2024 |
6,130
shares
|
$142,461
0.03% of portfolio
|
Q4 2022
New holding
|
|
|
Element Wealth, LLC
|
Oct 23, 2024 Q3 2024 |
5,299
shares
|
$123,148
0.07% of portfolio
|
Q1 2023
Added 25.9%
|
|
|
Valley National Advisers Inc
|
Oct 24, 2024 Q3 2024 |
4,260
shares
|
$99,002
0.02% of portfolio
|
Q3 2024
Reduced 64.07%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
2,052
shares
|
$47,688
0.0% of portfolio
|
Q4 2023
New holding
|