IBHK Institutional Ownership
iShares iBonds 2031 Term High Y
1W: -0.7%
YTD: -2.9%
$24.57
+0.01 (+0.05%)
Overview
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Institutional Ownership — IBHK
39
Institutional Holders
+5 vs prior quarter
0.0%
Ownership
+0.00pp
36M
Total Invested
5
New Positions
15
Increased
9
Reduced
6
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (39 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LBMC INVESTMENT ADVISORS, LLC | 665,633 | $16M | +180,024 | +37.1% | 6Q | SEC ↗ |
| 2 | BlackRock, Inc. NEW | 168,374 | $4M | — | +0.0% | 1Q | SEC ↗ |
| 3 | Integrated Wealth Concepts LLC | 80,270 | $2M | +26,305 | +48.7% | 7Q | SEC ↗ |
| 4 | LPL Financial LLC | 75,368 | $2M | +16,912 | +28.9% | 4Q | SEC ↗ |
| 5 | First Western Trust Bank | 65,429 | $2M | +46,286 | +241.8% | 2Q | SEC ↗ |
| 6 | Straight Path Wealth Management | 65,230 | $2M | +479 | +0.7% | 7Q | SEC ↗ |
| 7 | BANK OF AMERICA CORP /DE | 40,799 | $1M | +3,460 | +9.3% | 6Q | SEC ↗ |
| 8 | WRAPMANAGER INC | 28,510 | $700K | -3,352 | -10.5% | 7Q | SEC ↗ |
| 9 | Bullock Wealth Management Group | 26,773 | $658K | +5,873 | +28.1% | 3Q | SEC ↗ |
| 10 | MORGAN STANLEY | 21,260 | $522K | -1,061 | -4.8% | 4Q | SEC ↗ |
| 11 | FOCUSED ALPHA, LLC | 17,780 | $437K | +306 | +1.8% | 3Q | SEC ↗ |
| 12 | Lido Advisors, LLC NEW | 16,780 | $412K | — | +0.0% | 1Q | SEC ↗ |
| 13 | KESTRA PRIVATE WEALTH SERVICES, LLC | 16,778 | $412K | +4,017 | +31.5% | 4Q | SEC ↗ |
| 14 | Keeler Thomas Management LLC | 13,335 | $328K | -24,968 | -65.2% | 6Q | SEC ↗ |
| 15 | CAPTRUST FINANCIAL ADVISORS | 12,030 | $296K | — | +0.0% | 5Q | SEC ↗ |
| 16 | RAYMOND JAMES FINANCIAL INC | 11,810 | $290K | +2,400 | +25.5% | 5Q | SEC ↗ |
| 17 | Aspen Wealth Management LLC | 11,586 | $285K | — | +0.0% | 4Q | SEC ↗ |
| 18 | Segment Wealth Management, LLC | 10,340 | $254K | +1,190 | +13.0% | 2Q | SEC ↗ |
| 19 | Ellis Investment Partners, LLC | 10,214 | $251K | +521 | +5.4% | 3Q | SEC ↗ |
| 20 | Reliant Wealth Planning | 10,067 | $247K | — | +0.0% | 4Q | SEC ↗ |
| 21 | ROYAL BANK OF CANADA | 5,307 | $130K | — | +0.0% | 8Q | SEC ↗ |
| 22 | OSAIC HOLDINGS, INC. | 3,674 | $90K | +325 | +9.7% | 3Q | SEC ↗ |
| 23 | CNB Bank | 3,400 | $84K | +160 | +4.9% | 3Q | SEC ↗ |
| 24 | Orion Capital Management LLC | 3,000 | $74K | — | +0.0% | 4Q | SEC ↗ |
| 25 | WELLS FARGO & COMPANY/MN | 2,638 | $65K | — | +0.0% | 2Q | SEC ↗ |
| 26 | BARRETT & COMPANY, INC. | 2,474 | $61K | — | +0.0% | 5Q | SEC ↗ |
| 27 | IFP Advisors, Inc | 1,599 | $39K | — | +0.0% | 2Q | SEC ↗ |
| 28 | MERCER GLOBAL ADVISORS INC /ADV NEW | 1,551 | $38K | — | +0.0% | 1Q | SEC ↗ |
| 29 | BROWN, LISLE/CUMMINGS, INC. NEW | 1,160 | $28K | — | +0.0% | 1Q | SEC ↗ |
| 30 | NewEdge Advisors, LLC NEW | 777 | $19K | — | +0.0% | 1Q | SEC ↗ |
| 31 | AE Wealth Management LLC | 737 | $18K | +309 | +72.2% | 2Q | SEC ↗ |
| 32 | Bogart Wealth, LLC | 578 | $14K | — | +0.0% | 3Q | SEC ↗ |
| 33 | HARBOUR INVESTMENTS, INC. | 62 | $2K | — | +0.0% | 7Q | SEC ↗ |
| 34 | JANE STREET GROUP, LLC | 0 | $0K | -28,734 | -100.0% | 3Q | SEC ↗ |
| 35 | HAZLETT, BURT & WATSON, INC. | 0 | $0K | -157 | -100.0% | 3Q | SEC ↗ |
| 36 | UBS Group AG | 0 | $0K | -103 | -100.0% | 1Q | SEC ↗ |
| 37 | Ascentis Independent Advisors | 0 | $0K | -2,550 | -100.0% | 1Q | SEC ↗ |
| 38 | Sound Income Strategies, LLC | 0 | $0K | -270 | -100.0% | 2Q | SEC ↗ |
| 39 | Freestone Capital Holdings, LLC | 0 | $0K | -10,390 | -100.0% | 3Q | SEC ↗ |
Recent Activity
New Positions (5)
| Holder | Shares | Value |
|---|---|---|
| BlackRock, Inc. | 168,374 | $4M |
| Lido Advisors, LLC | 16,780 | $412K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,551 | $38K |
| BROWN, LISLE/CUMMINGS, INC. | 1,160 | $28K |
| NewEdge Advisors, LLC | 777 | $19K |
Sold Out (6)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| JANE STREET GROUP, LLC | 28,734 | $706K |
| Freestone Capital Holdings, LLC | 10,390 | $255K |
| Ascentis Independent Advisors | 2,550 | $63K |
| Sound Income Strategies, LLC | 270 | $7K |
| HAZLETT, BURT & WATSON, INC. | 157 | $4K |
| UBS Group AG | 103 | $3K |
Biggest Increases (15)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| LBMC INVESTMENT ADVISORS, LLC | +180,024 | +37.1% | 665,633 |
| First Western Trust Bank | +46,286 | +241.8% | 65,429 |
| Integrated Wealth Concepts LLC | +26,305 | +48.7% | 80,270 |
| LPL Financial LLC | +16,912 | +28.9% | 75,368 |
| Bullock Wealth Management Group | +5,873 | +28.1% | 26,773 |
| KESTRA PRIVATE WEALTH SERVICES, LLC | +4,017 | +31.5% | 16,778 |
| BANK OF AMERICA CORP /DE | +3,460 | +9.3% | 40,799 |
| RAYMOND JAMES FINANCIAL INC | +2,400 | +25.5% | 11,810 |
| Segment Wealth Management, LLC | +1,190 | +13.0% | 10,340 |
| Ellis Investment Partners, LLC | +521 | +5.4% | 10,214 |
| Straight Path Wealth Management | +479 | +0.7% | 65,230 |
| OSAIC HOLDINGS, INC. | +325 | +9.7% | 3,674 |
| AE Wealth Management LLC | +309 | +72.2% | 737 |
| FOCUSED ALPHA, LLC | +306 | +1.8% | 17,780 |
| CNB Bank | +160 | +4.9% | 3,400 |
Biggest Decreases (3)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| Keeler Thomas Management LLC | -24,968 | -65.2% | 13,335 |
| WRAPMANAGER INC | -3,352 | -10.5% | 28,510 |
| MORGAN STANLEY | -1,061 | -4.8% | 21,260 |