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 54 institutions that hold shares in the stock, with a total of 4.43 Million shares, which have been reported (via 13F filing form) to have a value of $105 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
922,666
shares
|
$21.8 Million
1.17% of portfolio
|
Q4 2024
Added 5.92%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
557,636
shares
|
$13.2 Million
0.08% of portfolio
|
Q4 2024
Added 1.73%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
428,185
shares
|
$10.1 Million
0.79% of portfolio
|
Q4 2024
Added 70.73%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
315,858
shares
|
$7.47 Million
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
193,567
shares
|
$4.58 Million
0.0% of portfolio
|
Q4 2024
Added 556.2%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
184,225
shares
|
$4.36 Million
0.01% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
174,212
shares
|
$4.12 Million
0.0% of portfolio
|
Q4 2024
Added 87.26%
|
|
|
Gamma Investing LLC
Foster City, CA |
Jan 02, 2025 Q4 2024 |
163,463
shares
|
$3.86 Million
0.33% of portfolio
|
Q4 2024
Added 36.76%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
138,028
shares
|
$3.26 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Monumental Financial Group Inc.
|
Oct 21, 2024 Q3 2024 |
129,393
shares
|
$3.06 Million
1.15% of portfolio
|
Q3 2024
Added 335.34%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
112,260
shares
|
$2.65 Million
0.0% of portfolio
|
Q4 2024
Added 313.28%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
105,467
shares
|
$2.49 Million
0.0% of portfolio
|
Q4 2024
Added 5.06%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jan 27, 2025 Q4 2024 |
88,225
shares
|
$2.09 Million
0.08% of portfolio
|
Q4 2024
Added 69.21%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
80,813
shares
|
$1.91 Million
0.0% of portfolio
|
Q4 2024
Added 333.99%
|
|
|
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
|
Feb 04, 2025 Q4 2024 |
63,593
shares
|
$1.5 Million
0.05% of portfolio
|
Q4 2024
Added 0.64%
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
63,235
shares
|
$1.49 Million
0.65% of portfolio
|
Q4 2024
Added 52.95%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
56,642
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 10.93%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
56,080
shares
|
$1.33 Million
0.0% of portfolio
|
Q4 2024
Added 2570.48%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
45,890
shares
|
$1.08 Million
0.28% of portfolio
|
Q4 2024
Added 5.2%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
45,527
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Added 12.94%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
41,666
shares
|
$984,984
0.0% of portfolio
|
Q4 2024
Added 37.3%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
41,442
shares
|
$979,688
0.0% of portfolio
|
Q4 2024
Added 62.29%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
27,695
shares
|
$654,709
0.01% of portfolio
|
Q4 2024
Added 22.53%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
27,000
shares
|
$638,280
0.07% of portfolio
|
Q1 2024
New holding
|