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 42 institutions that hold shares in the stock, with a total of 1.67 Million shares, which have been reported (via 13F filing form) to have a value of $39.4 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
298,704
shares
|
$7.04 Million
0.01% of portfolio
|
Q4 2024
Added 0.89%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
287,115
shares
|
$6.76 Million
0.53% of portfolio
|
Q4 2024
Added 141.66%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
222,816
shares
|
$5.25 Million
0.0% of portfolio
|
Q3 2024
Added 8.03%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
83,589
shares
|
$1.97 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
81,419
shares
|
$1.92 Million
0.05% of portfolio
|
Q3 2024
Reduced 1.66%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
69,878
shares
|
$1.65 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
62,834
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2024
Added 44.69%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
57,483
shares
|
$1.35 Million
0.05% of portfolio
|
Q4 2024
Added 4506.01%
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
46,688
shares
|
$1.1 Million
0.48% of portfolio
|
Q4 2024
Added 17.22%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
45,871
shares
|
$1.08 Million
0.28% of portfolio
|
Q4 2024
Added 4.84%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
41,520
shares
|
$978,211
0.0% of portfolio
|
Q3 2024
Added 16.12%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
36,461
shares
|
$859,021
0.01% of portfolio
|
Q3 2024
Added 13.64%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
34,181
shares
|
$805,304
0.0% of portfolio
|
Q3 2024
Added 23.0%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
32,905
shares
|
$775,241
0.0% of portfolio
|
Q3 2024
Added 33.9%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
32,274
shares
|
$760,375
0.0% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
27,999
shares
|
$659,656
0.0% of portfolio
|
Q3 2024
Reduced 49.48%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
26,281
shares
|
$619,180
0.02% of portfolio
|
Q4 2024
Added 127.66%
|
|
|
Marble Harbor Investment Counsel, LLC
Boston, MA |
Feb 07, 2025 Q4 2024 |
25,500
shares
|
$600,780
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
22,532
shares
|
$530,853
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
18,645
shares
|
$439,276
0.0% of portfolio
|
Q3 2024
Added 231.82%
|
|
|
Littlejohn Financial Services, Inc.
Roseburg, OR |
Jan 30, 2025 Q4 2024 |
12,558
shares
|
$295,866
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
10,975
shares
|
$258,571
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
10,291
shares
|
$242,455
0.01% of portfolio
|
Q4 2024
Added 11.58%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
9,849
shares
|
$232,042
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
9,309
shares
|
$219,320
0.0% of portfolio
|
Q4 2024
Added 0.08%
|