Institutional Ownership Ishares Ibonds 2025 Term High (IBHE)
This table provides information about the institutional ownership of Ishares Ibonds 2025 Term High (IBHE). We have compiled data on the 112 institutions that hold shares in the stock, with a total of 14.5 Million shares, which have been reported (via 13F filing form) to have a value of $338 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Arrow Financial Corp
|
Jul 30, 2024 Q2 2024 |
1,275,020
shares
|
$29.7 Million
2.93% of portfolio
|
Q2 2024
Added 163.48%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,220,257
shares
|
$28.4 Million
0.0% of portfolio
|
Q2 2024
Added 13.21%
|
|
Richard P Slaughter Associates Inc
|
Jul 10, 2024 Q2 2024 |
1,198,523
shares
|
$27.9 Million
7.42% of portfolio
|
Q2 2024
Added 1.21%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
973,196
shares
|
$22.7 Million
0.03% of portfolio
|
Q2 2024
Added 7.69%
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
691,707
shares
|
$16.1 Million
0.0% of portfolio
|
Q2 2024
Added 2.98%
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
672,183
shares
|
$15.7 Million
0.02% of portfolio
|
Q2 2024
Added 5.93%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
639,825
shares
|
$14.9 Million
0.81% of portfolio
|
Q2 2024
Reduced 4.85%
|
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
Jul 10, 2024 Q2 2024 |
630,032
shares
|
$14.7 Million
9.36% of portfolio
|
Q2 2024
Added 0.17%
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Aug 13, 2024 Q2 2024 |
521,765
shares
|
$12.2 Million
2.48% of portfolio
|
Q2 2024
Added 1.28%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
383,395
shares
|
$8.93 Million
0.0% of portfolio
|
Q2 2024
Added 90.08%
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
330,197
shares
|
$7.69 Million
0.01% of portfolio
|
Q2 2024
Added 8.19%
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
328,921
shares
|
$7.66 Million
0.0% of portfolio
|
Q1 2024
Added 18.35%
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2024 Q2 2024 |
285,394
shares
|
$6.65 Million
1.68% of portfolio
|
Q2 2024
Added 2.58%
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 19, 2024 Q2 2024 |
269,020
shares
|
$6.27 Million
0.07% of portfolio
|
Q2 2024
Added 5.24%
|
|
Pfg Private Wealth Management, LLC
|
Jul 15, 2024 Q2 2024 |
263,644
shares
|
$6.14 Million
3.73% of portfolio
|
Q2 2024
Added 4.95%
|
|
Vista Private Wealth Partners. LLC
|
Aug 05, 2024 Q2 2024 |
248,607
shares
|
$5.79 Million
2.33% of portfolio
|
Q2 2024
New holding
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
247,894
shares
|
$5.78 Million
0.01% of portfolio
|
Q2 2024
Added 0.48%
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
242,198
shares
|
$5.64 Million
0.17% of portfolio
|
Q2 2024
Added 9.81%
|
|
Michael S. Ryan, Inc.
Albany, NY |
Jul 01, 2024 Q2 2024 |
224,301
shares
|
$5.23 Million
3.96% of portfolio
|
Q2 2024
Added 2.72%
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
203,915
shares
|
$4.75 Million
0.0% of portfolio
|
Q2 2024
Added 15.48%
|
|
Stratos Wealth Partners, Ltd.
|
Jul 24, 2024 Q2 2024 |
203,609
shares
|
$4.74 Million
0.08% of portfolio
|
Q2 2024
Added 1674.22%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
186,809
shares
|
$4.35 Million
0.01% of portfolio
|
Q2 2024
Added 30.48%
|
|
Private Advisor Group, LLC
|
Aug 05, 2024 Q2 2024 |
159,939
shares
|
$3.73 Million
0.03% of portfolio
|
Q2 2024
Added 5.46%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
158,297
shares
|
$3.69 Million
0.01% of portfolio
|
Q2 2024
Added 16.14%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
156,260
shares
|
$3.64 Million
0.0% of portfolio
|
Q2 2024
Added 112.3%
|