Institutional Ownership Ishares Tr Ibonds 2029 Term Hi (IBHI)
This table provides information about the institutional ownership of Ishares Tr Ibonds 2029 Term Hi (IBHI). We have compiled data on the 56 institutions that hold shares in the stock, with a total of 3.67 Million shares, which have been reported (via 13F filing form) to have a value of $84.7 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
463,248
shares
|
$10.7 Million
0.85% of portfolio
|
Q1 2025
Added 61.35%
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
355,929
shares
|
$8.22 Million
4.38% of portfolio
|
Q1 2025
New holding
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
329,484
shares
|
$7.61 Million
0.0% of portfolio
|
Q1 2025
Added 62.95%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
310,446
shares
|
$7.17 Million
0.01% of portfolio
|
Q1 2025
Added 3.93%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
305,633
shares
|
$7.06 Million
1.45% of portfolio
|
Q1 2025
Added 3003.19%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
288,514
shares
|
$6.66 Million
0.0% of portfolio
|
Q1 2025
Added 27.3%
|
|
|
Gamma Investing LLC
Foster City, CA |
Apr 07, 2025 Q1 2025 |
202,386
shares
|
$4.67 Million
0.05% of portfolio
|
Q1 2025
Reduced 95.69%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Apr 11, 2025 Q1 2025 |
200,815
shares
|
$4.64 Million
3.68% of portfolio
|
Q1 2025
Added 1499.1%
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
May 01, 2025 Q1 2025 |
120,041
shares
|
$2.77 Million
1.92% of portfolio
|
Q1 2025
Added 5356.41%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
108,701
shares
|
$2.51 Million
0.0% of portfolio
|
Q1 2025
Added 30.04%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
78,069
shares
|
$1.8 Million
0.01% of portfolio
|
Q1 2025
Reduced 25.15%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
May 13, 2025 Q1 2025 |
74,210
shares
|
$1.71 Million
1.52% of portfolio
|
Q1 2025
New holding
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
55,666
shares
|
$1.29 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
54,710
shares
|
$1.26 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.82%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
54,132
shares
|
$1.25 Million
0.33% of portfolio
|
Q1 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
51,975
shares
|
$1.2 Million
0.02% of portfolio
|
Q1 2025
Added 22.2%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
51,965
shares
|
$1.2 Million
0.0% of portfolio
|
Q1 2025
Added 390.24%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
51,827
shares
|
$1.2 Million
0.55% of portfolio
|
Q1 2025
Added 11.01%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
47,729
shares
|
$1.1 Million
0.3% of portfolio
|
Q1 2025
Added 4.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
42,798
shares
|
$988,205
0.0% of portfolio
|
Q1 2025
Added 11.57%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
39,764
shares
|
$918,150
0.0% of portfolio
|
Q1 2025
Reduced 0.81%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
38,274
shares
|
$883,746
0.01% of portfolio
|
Q1 2025
Added 38.63%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
36,247
shares
|
$836,943
0.0% of portfolio
|
Q4 2024
Added 94.41%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,274
shares
|
$745,206
0.0% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
29,829
shares
|
$688,751
0.02% of portfolio
|
Q1 2025
Added 13.5%
|