IBHL Institutional Ownership
iShares Trust - iShares iBonds 2032 Term High Yield and Income ETF
1W: -1.3%
1M: -3.6%
YTD: -3.9%
$24.30
-0.03 (-0.13%)
Weekly Expected Move ±0.6%
$24
$24
$24
$24
$25
Overview
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Institutional Ownership — IBHL
15
Institutional Holders
+0 vs prior quarter
0.0%
Ownership
+0.00pp
11M
Total Invested
3
New Positions
6
Increased
2
Reduced
1
Closed
0.00
Put/Call Ratio
Ownership Trends
Top Institutional Holders (17 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | LBMC INVESTMENT ADVISORS, LLC | 164,572 | 4M | +23,221 | +16.4% | 4Q | SEC ↗ |
| 2 | First Western Trust Bank | 66,035 | 2M | +46,696 | +241.5% | 2Q | SEC ↗ |
| 3 | Straight Path Wealth Management | 49,163 | 1M | +1,224 | +2.6% | 4Q | SEC ↗ |
| 4 | BANK OF AMERICA CORP /DE NEW | 39,462 | 959K | — | +0.0% | 1Q | SEC ↗ |
| 5 | Integrated Wealth Concepts LLC NEW | 35,490 | 862K | — | +0.0% | 1Q | SEC ↗ |
| 6 | MCF Advisors LLC | 20,934 | 509K | — | +0.0% | 2Q | SEC ↗ |
| 7 | Bullock Wealth Management Group | 19,265 | 468K | +6,041 | +45.7% | 3Q | SEC ↗ |
| 8 | MORGAN STANLEY | 12,211 | 297K | +981 | +8.7% | 4Q | SEC ↗ |
| 9 | NORTHWESTERN MUTUAL WEALTH MANAGEMENT | 3,900 | 95K | — | +0.0% | 3Q | SEC ↗ |
| 10 | CNB Bank | 2,563 | 62K | +121 | +5.0% | 3Q | SEC ↗ |
| 11 | MERCER GLOBAL ADVISORS INC /ADV NEW | 1,562 | 38K | — | +0.0% | 1Q | SEC ↗ |
| 12 | WELLS FARGO & COMPANY/MN | 664 | 16K | -13 | -1.9% | 2Q | SEC ↗ |
| 13 | Bogart Wealth, LLC | 581 | 14K | — | +0.0% | 3Q | SEC ↗ |
| 14 | AE Wealth Management LLC | 431 | 10K | — | +0.0% | 2Q | SEC ↗ |
| 15 | Kestra Advisory Services, LLC | 0 | 0K | -2,153 | -100.0% | 1Q | SEC ↗ |
| 16 | BlackRock, Inc. | 0 | 0K | -20,000 | -100.0% | 4Q | SEC ↗ |
| 17 | JANE STREET GROUP, LLC | 0 | 0K | -19,784 | -100.0% | 5Q | SEC ↗ |
Recent Activity
New Positions (3)
| Holder | Shares | Value |
|---|---|---|
| BANK OF AMERICA CORP /DE | 39,462 | 959K |
| Integrated Wealth Concepts LLC | 35,490 | 862K |
| MERCER GLOBAL ADVISORS INC /ADV | 1,562 | 38K |
Sold Out (3)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| BlackRock, Inc. | 20,000 | 486K |
| JANE STREET GROUP, LLC | 19,784 | 481K |
| Kestra Advisory Services, LLC | 2,153 | 52K |
Biggest Increases (6)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| First Western Trust Bank | +46,696 | +241.5% | 66,035 |
| LBMC INVESTMENT ADVISORS, LLC | +23,221 | +16.4% | 164,572 |
| Bullock Wealth Management Group | +6,041 | +45.7% | 19,265 |
| Straight Path Wealth Management | +1,224 | +2.6% | 49,163 |
| MORGAN STANLEY | +981 | +8.7% | 12,211 |
| CNB Bank | +121 | +5.0% | 2,563 |
Biggest Decreases (1)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| WELLS FARGO & COMPANY/MN | -13 | -1.9% | 664 |