IBHI Institutional Ownership
iShares iBonds 2029 Term High Yield and Income ETF
1W: -0.7%
1M: -2.3%
3M: -2.7%
YTD: -2.8%
1Y: -2.8%
3Y: +22.3%
$22.70
+0.01 (+0.02%)
Weekly Expected Move ±0.5%
$22
$23
$23
$23
$23
Overview
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Holdings
Changes
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Institutional Ownership — IBHI
102
Institutional Holders
+4 vs prior quarter
0.0%
Ownership
+0.00pp
320M
Total Invested
11
New Positions
51
Increased
22
Reduced
7
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (109 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LBMC INVESTMENT ADVISORS, LLC | 1,709,445 | 39M | +241,669 | +16.5% | 9Q | SEC ↗ |
| 2 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 1,687,300 | 38M | +594,472 | +54.4% | 10Q | SEC ↗ |
| 3 | MORGAN STANLEY | 1,556,885 | 35M | +154,765 | +11.0% | 13Q | SEC ↗ |
| 4 | HighTower Advisors, LLC NEW | 964,286 | 22M | — | +0.0% | 1Q | SEC ↗ |
| 5 | NewEdge Advisors, LLC | 907,747 | 21M | +52,477 | +6.1% | 10Q | SEC ↗ |
| 6 | Baltimore-Washington Financial Advisor | 710,128 | 16M | +57,814 | +8.9% | 6Q | SEC ↗ |
| 7 | COMMONWEALTH EQUITY SERVICES, LLC | 515,401 | 12M | -19,461 | -3.6% | 11Q | SEC ↗ |
| 8 | Scissortail Wealth Management, LLC | 494,248 | 11M | +8,877 | +1.8% | 6Q | SEC ↗ |
| 9 | LPL Financial LLC | 488,748 | 11M | +119,154 | +32.2% | 9Q | SEC ↗ |
| 10 | BANK OF AMERICA CORP /DE | 442,891 | 10M | +28,884 | +7.0% | 13Q | SEC ↗ |
| 11 | Mutual Advisors, LLC | 292,785 | 7M | +275,592 | +1602.9% | 9Q | SEC ↗ |
| 12 | LITTLEJOHN FINANCIAL SERVICES, INC. | 285,227 | 6M | +33,269 | +13.2% | 7Q | SEC ↗ |
| 13 | Delta Wealth Advisors LLC | 232,059 | 5M | +13,651 | +6.3% | 3Q | SEC ↗ |
| 14 | Ironwood Financial, llc | 222,822 | 5M | +118,877 | +114.4% | 4Q | SEC ↗ |
| 15 | Stratos Wealth Partners, LTD. | 220,854 | 5M | +10,458 | +5.0% | 4Q | SEC ↗ |
| 16 | Marathon Mission, Inc. NEW | 220,063 | 5M | — | +0.0% | 1Q | SEC ↗ |
| 17 | BlackRock, Inc. | 185,493 | 4M | +117,939 | +174.6% | 7Q | SEC ↗ |
| 18 | RAYMOND JAMES FINANCIAL INC | 152,594 | 3M | +8,301 | +5.8% | 7Q | SEC ↗ |
| 19 | ENVESTNET ASSET MANAGEMENT INC | 146,393 | 3M | +103,121 | +238.3% | 3Q | SEC ↗ |
| 20 | Bradley & Co. Private Wealth Managemen | 144,942 | 3M | — | +0.0% | 7Q | SEC ↗ |
| 21 | Cambridge Investment Research Advisors | 140,866 | 3M | +74,372 | +111.8% | 8Q | SEC ↗ |
| 22 | WELLS FARGO & COMPANY/MN | 132,704 | 3M | +6,156 | +4.9% | 6Q | SEC ↗ |
| 23 | Straight Path Wealth Management | 128,362 | 3M | +11,814 | +10.1% | 12Q | SEC ↗ |
| 24 | Integrated Wealth Concepts LLC | 123,525 | 3M | +22,748 | +22.6% | 10Q | SEC ↗ |
| 25 | MERCER GLOBAL ADVISORS INC /ADV | 120,176 | 3M | +11,715 | +10.8% | 5Q | SEC ↗ |
| 26 | Commonwealth Financial Services, LLC | 99,393 | 2M | -252,583 | -71.8% | 7Q | SEC ↗ |
| 27 | Sigma Planning Corp | 82,373 | 2M | +5,016 | +6.5% | 8Q | SEC ↗ |
| 28 | Penobscot Investment Management Compan | 77,785 | 2M | +5,450 | +7.5% | 3Q | SEC ↗ |
| 29 | First Western Trust Bank | 71,612 | 2M | +50,674 | +242.0% | 2Q | SEC ↗ |
| 30 | Beacon Pointe Advisors, LLC | 69,368 | 2M | +12,263 | +21.5% | 8Q | SEC ↗ |
| 31 | JANE STREET GROUP, LLC NEW | 59,886 | 1M | — | +0.0% | 1Q | SEC ↗ |
| 32 | Keeler Thomas Management LLC | 56,038 | 1M | -62,206 | -52.6% | 6Q | SEC ↗ |
| 33 | Robertson Stephens Wealth Management, | 54,010 | 1M | +17,497 | +47.9% | 2Q | SEC ↗ |
| 34 | Lido Advisors, LLC | 44,828 | 1M | -23,042 | -34.0% | 11Q | SEC ↗ |
| 35 | UBS Group AG | 43,551 | 989K | +4,395 | +11.2% | 7Q | SEC ↗ |
| 36 | FOCUSED ALPHA, LLC | 39,247 | 891K | +332 | +0.9% | 3Q | SEC ↗ |
| 37 | ROYAL BANK OF CANADA | 36,954 | 839K | -539 | -1.4% | 14Q | SEC ↗ |
| 38 | Bullock Wealth Management Group | 35,995 | 817K | +7,011 | +24.2% | 3Q | SEC ↗ |
| 39 | Cyr Financial Inc. | 35,657 | 810K | +489 | +1.4% | 5Q | SEC ↗ |
| 40 | High Note Wealth, LLC | 35,547 | 807K | +17,362 | +95.5% | 3Q | SEC ↗ |
| 41 | Aspen Wealth Management LLC | 33,329 | 757K | +15,976 | +92.1% | 4Q | SEC ↗ |
| 42 | Cetera Investment Advisers | 31,776 | 721K | -7,240 | -18.6% | 7Q | SEC ↗ |
| 43 | WRAPMANAGER INC | 31,383 | 713K | -3,664 | -10.5% | 15Q | SEC ↗ |
| 44 | INSIGNEO ADVISORY SERVICES, LLC | 31,369 | 712K | — | +0.0% | 5Q | SEC ↗ |
| 45 | Heartland Bank & Trust Co | 30,962 | 703K | +5,981 | +23.9% | 2Q | SEC ↗ |
| 46 | KESTRA PRIVATE WEALTH SERVICES, LLC | 29,718 | 675K | +3,163 | +11.9% | 8Q | SEC ↗ |
| 47 | Quad-Cities Investment Group, LLC NEW | 23,065 | 524K | — | +0.0% | 1Q | SEC ↗ |
| 48 | Thrivent Financial for Lutherans | 22,550 | 512K | +6,089 | +37.0% | 3Q | SEC ↗ |
| 49 | OSAIC HOLDINGS, INC. | 21,123 | 480K | +11,646 | +122.9% | 11Q | SEC ↗ |
| 50 | Guidance Point Advisors, LLC NEW | 20,925 | 475K | — | +0.0% | 1Q | SEC ↗ |
Recent Activity
New Positions (11)
| Holder | Shares | Value |
|---|---|---|
| HighTower Advisors, LLC | 964,286 | 22M |
| Marathon Mission, Inc. | 220,063 | 5M |
| JANE STREET GROUP, LLC | 59,886 | 1M |
| Quad-Cities Investment Group, LLC | 23,065 | 524K |
| Guidance Point Advisors, LLC | 20,925 | 475K |
| Belpointe Asset Management LLC | 12,730 | 289K |
| Windsor Capital Management, LLC | 11,330 | 257K |
| Global Retirement Partners, LLC | 6,586 | 150K |
| FIDUCIARY FINANCIAL ADVISORS | 2,751 | 62K |
| Parallel Advisors, LLC | 1,350 | 31K |
| Basepoint Wealth LLC | 50 | 1K |
Sold Out (12)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| THREADGILL FINANCIAL, LLC | 486,139 | 11M |
| BridgePort Financial Solutions, LLC | 16,441 | 373K |
| Hobbs Group Advisors, LLC | 16,202 | 368K |
| Spire Wealth Management | 12,548 | 285K |
| Ameraudi Asset Management, Inc. | 9,609 | 218K |
| M3 Advisory Group, LLC | 8,558 | 194K |
| Reliant Wealth Planning | 8,431 | 191K |
| Advisory Services Network, LLC | 5,382 | 122K |
| BANK OF MONTREAL /CAN | 2,086 | 47K |
| FMR LLC | 941 | 21K |
| HAZLETT, BURT & WATSON, INC. | 765 | 17K |
| Ascentis Independent Advisors | 750 | 17K |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| NORTHWESTERN MUTUAL WEALTH MANAGEME | +594,472 | +54.4% | 1,687,300 |
| Mutual Advisors, LLC | +275,592 | +1602.9% | 292,785 |
| LBMC INVESTMENT ADVISORS, LLC | +241,669 | +16.5% | 1,709,445 |
| MORGAN STANLEY | +154,765 | +11.0% | 1,556,885 |
| LPL Financial LLC | +119,154 | +32.2% | 488,748 |
| Ironwood Financial, llc | +118,877 | +114.4% | 222,822 |
| BlackRock, Inc. | +117,939 | +174.6% | 185,493 |
| ENVESTNET ASSET MANAGEMENT INC | +103,121 | +238.3% | 146,393 |
| Cambridge Investment Research Advis | +74,372 | +111.8% | 140,866 |
| Baltimore-Washington Financial Advi | +57,814 | +8.9% | 710,128 |
| NewEdge Advisors, LLC | +52,477 | +6.1% | 907,747 |
| First Western Trust Bank | +50,674 | +242.0% | 71,612 |
| LITTLEJOHN FINANCIAL SERVICES, INC. | +33,269 | +13.2% | 285,227 |
| BANK OF AMERICA CORP /DE | +28,884 | +7.0% | 442,891 |
| Integrated Wealth Concepts LLC | +22,748 | +22.6% | 123,525 |
| Robertson Stephens Wealth Managemen | +17,497 | +47.9% | 54,010 |
| High Note Wealth, LLC | +17,362 | +95.5% | 35,547 |
| Aspen Wealth Management LLC | +15,976 | +92.1% | 33,329 |
| Delta Wealth Advisors LLC | +13,651 | +6.3% | 232,059 |
| Beacon Pointe Advisors, LLC | +12,263 | +21.5% | 69,368 |
Biggest Decreases (15)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Commonwealth Financial Services, LL | -252,583 | -71.8% | 99,393 |
| Keeler Thomas Management LLC | -62,206 | -52.6% | 56,038 |
| Lido Advisors, LLC | -23,042 | -34.0% | 44,828 |
| COMMONWEALTH EQUITY SERVICES, LLC | -19,461 | -3.6% | 515,401 |
| CITADEL ADVISORS LLC | -18,433 | -62.4% | 11,086 |
| Cetera Investment Advisers | -7,240 | -18.6% | 31,776 |
| HEADINVEST, LLC | -4,725 | -33.7% | 9,303 |
| Freestone Capital Holdings, LLC | -3,742 | -25.0% | 11,245 |
| WRAPMANAGER INC | -3,664 | -10.5% | 31,383 |
| Private Advisor Group, LLC | -2,685 | -15.3% | 14,913 |
| TABLEAUX LLC | -1,025 | -10.0% | 9,224 |
| IFP Advisors, Inc | -621 | -4.0% | 15,046 |
| SUMMITRY LLC | -550 | -5.8% | 8,865 |
| ROYAL BANK OF CANADA | -539 | -1.4% | 36,954 |
| RIVER'S EDGE WEALTH MANAGEMENT, LLC | -474 | -3.0% | 15,228 |