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 37 institutions that hold shares in the stock, with a total of 1.63 Million shares, which have been reported (via 13F filing form) to have a value of $38.3 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
517,491
shares
|
$12.2 Million
0.09% of portfolio
|
Q2 2024
Reduced 6.45%
|
|
Commonwealth Equity Services, LLC
|
Jul 31, 2024 Q2 2024 |
168,558
shares
|
$3.97 Million
0.01% of portfolio
|
Q2 2024
Reduced 1.11%
|
|
Lbmc Investment Advisors, LLC
|
Jul 11, 2024 Q2 2024 |
122,067
shares
|
$2.88 Million
0.24% of portfolio
|
Q2 2024
Added 59.11%
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
72,726
shares
|
$1.71 Million
0.0% of portfolio
|
Q2 2024
Added 96.87%
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
63,594
shares
|
$1.5 Million
0.01% of portfolio
|
Q2 2024
Added 8.8%
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
62,866
shares
|
$1.48 Million
0.0% of portfolio
|
Q2 2024
Added 49.74%
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
60,081
shares
|
$1.42 Million
0.06% of portfolio
|
Q2 2024
Added 13.74%
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
41,769
shares
|
$984,077
0.05% of portfolio
|
Q2 2024
New holding
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
39,421
shares
|
$928,758
0.01% of portfolio
|
Q2 2024
Added 11.25%
|
|
Straight Path Wealth Management
|
Aug 15, 2024 Q2 2024 |
38,679
shares
|
$911,277
0.47% of portfolio
|
Q2 2024
Added 14.0%
|
|
Wrapmanager Inc
|
Aug 08, 2024 Q2 2024 |
37,456
shares
|
$882,463
0.24% of portfolio
|
Q2 2024
Added 13.05%
|
|
Gamma Investing LLC
Foster City, CA |
Jul 02, 2024 Q2 2024 |
36,275
shares
|
$854,639
0.11% of portfolio
|
Q2 2024
Added 52.63%
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
33,304
shares
|
$784,642
0.0% of portfolio
|
Q2 2024
Reduced 8.61%
|
|
Monumental Financial Group Inc.
|
Aug 05, 2024 Q2 2024 |
29,722
shares
|
$700,250
0.3% of portfolio
|
Q2 2024
New holding
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 30, 2024 Q2 2024 |
27,572
shares
|
$649,596
0.02% of portfolio
|
Q2 2024
Added 2.58%
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Aug 09, 2024 Q2 2024 |
27,000
shares
|
$636,120
0.08% of portfolio
|
Q1 2024
New holding
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
25,483
shares
|
$600,379
0.0% of portfolio
|
Q2 2024
Added 642.3%
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Aug 13, 2024 Q2 2024 |
22,916
shares
|
$539,900
0.03% of portfolio
|
Q2 2024
Added 6.28%
|
|
Raymond James & Associates
St Petersburg, FL |
Jul 19, 2024 Q2 2024 |
21,024
shares
|
$495,325
0.0% of portfolio
|
Q2 2024
Added 0.14%
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
20,304
shares
|
$478,362
0.01% of portfolio
|
Q2 2024
Added 1.88%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
19,948
shares
|
$469,974
0.01% of portfolio
|
Q2 2024
Added 46.83%
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
18,658
shares
|
$439,582
0.0% of portfolio
|
Q2 2024
New holding
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 26, 2024 Q2 2024 |
14,775
shares
|
$348,099
0.0% of portfolio
|
Q2 2024
Added 20.93%
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
14,450
shares
|
$340,442
0.0% of portfolio
|
Q2 2024
Added 16.01%
|
|
Austin Private Wealth, LLC
|
Jul 16, 2024 Q2 2024 |
14,327
shares
|
$337,544
0.04% of portfolio
|
Q2 2024
Added 12.83%
|