Institutional Ownership Ishares Tr Ibonds 2028 Term Hi (IBHH)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2028 Term Hi (IBHH). We have compiled data on the 42 institutions that hold shares in the stock, with a total of 3.06 Million shares, which have been reported (via 13F filing form) to have a value of $72.2 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
871,104
shares
|
$20.6 Million
1.15% of portfolio
|
Q3 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
548,152
shares
|
$12.9 Million
0.09% of portfolio
|
Q3 2024
Added 5.92%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
250,802
shares
|
$5.92 Million
0.47% of portfolio
|
Q3 2024
Added 105.46%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
169,893
shares
|
$4.01 Million
0.01% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
129,393
shares
|
$3.05 Million
1.15% of portfolio
|
Q3 2024
Added 335.34%
|
|
|
Gamma Investing LLC
Foster City, CA |
Oct 04, 2024 Q3 2024 |
119,522
shares
|
$2.82 Million
0.28% of portfolio
|
Q3 2024
Added 229.49%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
100,383
shares
|
$2.37 Million
0.0% of portfolio
|
Q3 2024
Added 201.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
93,031
shares
|
$2.2 Million
0.0% of portfolio
|
Q3 2024
Added 27.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
77,845
shares
|
$1.84 Million
0.0% of portfolio
|
Q3 2024
Added 23.83%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
60,081
shares
|
$1.42 Million
0.06% of portfolio
|
Q2 2024
Added 13.74%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
56,642
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.93%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
52,138
shares
|
$1.23 Million
0.05% of portfolio
|
Q3 2024
Added 24.82%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
43,623
shares
|
$1.03 Million
0.27% of portfolio
|
Q3 2024
Added 16.46%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
41,344
shares
|
$976,131
0.47% of portfolio
|
Q3 2024
Added 6.89%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
40,312
shares
|
$951,766
0.01% of portfolio
|
Q3 2024
Added 2.26%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
30,346
shares
|
$716,469
0.0% of portfolio
|
Q3 2024
Added 105.39%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
29,498
shares
|
$696,447
0.0% of portfolio
|
Q3 2024
Added 15.76%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,163
shares
|
$641,318
0.0% of portfolio
|
Q3 2024
Added 45.58%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Nov 08, 2024 Q3 2024 |
27,000
shares
|
$637,470
0.07% of portfolio
|
Q1 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
25,535
shares
|
$602,881
0.0% of portfolio
|
Q3 2024
Added 76.71%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
25,295
shares
|
$597,214
0.0% of portfolio
|
Q3 2024
Added 20.31%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
22,602
shares
|
$533,633
0.01% of portfolio
|
Q3 2024
Added 13.3%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Nov 14, 2024 Q3 2024 |
20,926
shares
|
$494,062
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
18,621
shares
|
$439,641
0.0% of portfolio
|
Q3 2024
Added 47.46%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
17,918
shares
|
$423,043
0.01% of portfolio
|
Q3 2024
Reduced 35.01%
|