Institutional Ownership Ishares Tr Ibonds 2027 Term Hi (IBHG)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2027 Term Hi (IBHG). We have compiled data on the 49 institutions that hold shares in the stock, with a total of 3.41 Million shares, which have been reported (via 13F filing form) to have a value of $76.5 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Oct 17, 2024 Q3 2024 |
33,270
shares
|
$745,248
0.55% of portfolio
|
Q3 2024
Added 14.91%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
33,205
shares
|
$743,792
0.01% of portfolio
|
Q3 2024
Added 38.23%
|
|
|
Headinvest, LLC
Portland, ME |
Nov 15, 2024 Q3 2024 |
28,100
shares
|
$629,440
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
28,000
shares
|
$627,200
0.07% of portfolio
|
Q2 2024
Added 133.33%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
22,585
shares
|
$505,903
0.01% of portfolio
|
Q3 2024
Added 134.53%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
19,636
shares
|
$439,846
0.01% of portfolio
|
Q3 2024
Added 17.41%
|
|
|
Austin Private Wealth, LLC
|
Oct 30, 2024 Q3 2024 |
18,254
shares
|
$408,889
0.04% of portfolio
|
Q3 2024
Added 6.38%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Oct 23, 2024 Q3 2024 |
16,352
shares
|
$366,284
0.08% of portfolio
|
Q3 2024
Added 7.91%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
14,922
shares
|
$334,252
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
12,000
shares
|
$268,800
0.0% of portfolio
|
Q3 2024
Reduced 84.27%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
10,471
shares
|
$234,550
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 28, 2024 Q3 2024 |
9,968
shares
|
$223,283
0.04% of portfolio
|
Q3 2024
New holding
|
|
|
Bbjs Financial Advisors, LLC
Seattle, WA |
Oct 15, 2024 Q3 2024 |
9,837
shares
|
$220,348
0.08% of portfolio
|
Q3 2024
Added 0.06%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
9,544
shares
|
$213,785
0.01% of portfolio
|
Q3 2024
Reduced 34.92%
|
|
|
Windsor Capital Management, LLC
|
Oct 23, 2024 Q3 2024 |
9,433
shares
|
$211,299
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
9,359
shares
|
$209,641
0.0% of portfolio
|
Q3 2024
Reduced 5.12%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
5,231
shares
|
$117,174
0.0% of portfolio
|
Q3 2024
Reduced 67.82%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
2,653
shares
|
$59,427
0.0% of portfolio
|
Q4 2023
Added 44.18%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 12, 2024 Q3 2024 |
1,580
shares
|
$35,392
0.01% of portfolio
|
Q1 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
902
shares
|
$20,204
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Moisand Fitzgerald Tamayo, LLC
|
Oct 09, 2024 Q3 2024 |
800
shares
|
$17,920
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
280
shares
|
$6,272
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Nov 12, 2024 Q3 2024 |
225
shares
|
$5,040
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|