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 38 institutions that hold shares in the stock, with a total of 1.43 Million shares, which have been reported (via 13F filing form) to have a value of $33.2 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
553,186
shares
|
$12.8 Million
0.12% of portfolio
|
Q1 2024
Added 19.56%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
170,457
shares
|
$3.94 Million
0.01% of portfolio
|
Q1 2024
Added 13.82%
|
|
Lbmc Investment Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
76,718
shares
|
$1.77 Million
0.16% of portfolio
|
Q1 2024
New holding
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
58,451
shares
|
$1.35 Million
0.01% of portfolio
|
Q1 2024
Added 102.48%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
45,126
shares
|
$1.04 Million
0.05% of portfolio
|
Q4 2023
Added 1393.25%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
41,983
shares
|
$971,066
0.0% of portfolio
|
Q1 2024
New holding
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
36,941
shares
|
$854,445
0.0% of portfolio
|
Q1 2024
New holding
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
36,440
shares
|
$842,857
0.0% of portfolio
|
Q1 2024
Reduced 5.44%
|
|
Gamma Investing LLC
Foster City, CA |
Jul 02, 2024 Q2 2024 |
36,275
shares
|
$839,040
0.11% of portfolio
|
Q2 2024
Added 52.63%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
35,434
shares
|
$819,588
0.01% of portfolio
|
Q1 2024
Added 240.71%
|
|
Straight Path Wealth Management
|
Apr 30, 2024 Q1 2024 |
33,929
shares
|
$784,777
0.46% of portfolio
|
Q1 2024
Added 27.88%
|
|
Wrapmanager Inc
|
May 09, 2024 Q1 2024 |
33,132
shares
|
$766,343
0.22% of portfolio
|
Q1 2024
Added 26.72%
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
May 09, 2024 Q1 2024 |
27,000
shares
|
$624,510
0.07% of portfolio
|
Q1 2024
New holding
|
|
Mutual Advisors, LLC
Casper, WY |
May 02, 2024 Q1 2024 |
26,879
shares
|
$621,711
0.02% of portfolio
|
Q1 2024
Added 27.85%
|
|
Roman Butler Fullerton & CO
|
Apr 29, 2024 Q1 2024 |
24,744
shares
|
$572,328
0.21% of portfolio
|
Q1 2024
Added 7.54%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
May 03, 2024 Q1 2024 |
21,562
shares
|
$498,729
0.02% of portfolio
|
Q1 2024
Added 8.11%
|
|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
20,995
shares
|
$485,614
0.0% of portfolio
|
Q1 2024
Added 4.34%
|
|
Old Mission Capital LLC
|
May 14, 2024 Q1 2024 |
19,929
shares
|
$460,957
0.01% of portfolio
|
Q1 2024
Added 16.72%
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 23, 2024 Q1 2024 |
15,433
shares
|
$356,965
0.03% of portfolio
|
Q1 2024
New holding
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
13,586
shares
|
$314,244
0.0% of portfolio
|
Q1 2024
New holding
|
|
Austin Private Wealth, LLC
|
Apr 12, 2024 Q1 2024 |
12,698
shares
|
$293,704
0.03% of portfolio
|
Q1 2024
New holding
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
12,456
shares
|
$288,107
0.0% of portfolio
|
Q1 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
12,218
shares
|
$282,602
0.0% of portfolio
|
Q1 2024
Reduced 41.92%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
11,581
shares
|
$267,868
0.0% of portfolio
|
Q1 2024
Added 243.04%
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 14, 2024 Q1 2024 |
10,971
shares
|
$253,759
0.06% of portfolio
|
Q4 2023
New holding
|