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iShares iBonds 2023 Term High Yield and Income ETF (IBHC) Institutional Ownership

iShares iBonds 2023 Term High Yield and Income ETF logo
$23.62 0.00 (0.00%)
(As of 12/15/2023)

Institutional Ownership Changes (13F Filings) for iShares iBonds 2023 Term High Yield and Income ETF (BATS:IBHC)

Number of
Institutional Buyers
(last 12 months)
0
Number of
Institutional Sellers
(last 12 months)
1
Total
Institutional Outflows
(last 12 months)
$19.50K
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IBHC Institutional Buying and Selling by Quarter

iShares iBonds 2023 Term High Yield and Income ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
12/11/2023 Sunbelt Securities Inc.7,325$173K0.0%-10.1%0.090%
11/15/2023 Integrated Wealth Concepts LLC76,750$1.81M0.0%-6.8%0.948%
11/14/2023 Peloton Wealth Strategists153,325$3.63M1.7%-2.4%1.893%
11/13/2023 Asset Dedication LLC282,925$6.68M0.6%-0.9%3.493%
11/13/2023 Cary Street Partners Investment Advisory LLC1,060$25K0.0%N/A0.013%
11/8/2023 Janney Montgomery Scott LLC58,224$1.38M0.0%-30.2%0.719%
10/16/2023 Leavell Investment Management Inc.9,945$235K0.0%-46.9%0.123%
9/12/2023 Farther Finance Advisors LLC3,210$76K0.0%+17.2%0.040%
8/22/2023 Asset Dedication LLC285,518$6.74M0.6%+11.7%3.525%
8/10/2023 Peloton Wealth Strategists157,075$3.71M1.6%+1.7%1.939%
8/9/2023 Arrow Financial Corp5,380$127K0.0%-79.6%0.066%
8/9/2023 Flow Traders U.S. LLC53,759$1.27M0.1%+26.1%0.664%
7/26/2023 Janney Montgomery Scott LLC83,445$1.97M0.0%-52.8%1.030%
7/19/2023 Leavell Investment Management Inc.18,712$442K0.0%-12.6%0.231%
7/13/2023 Cambridge Investment Research Advisors Inc.14,069$332K0.0%-6.3%0.174%
5/3/2023 Integrated Wealth Concepts LLC123,305$2.91M0.1%+38.2%1.417%
4/28/2023 Janney Montgomery Scott LLC176,867$4.18M0.0%+7.0%2.033%
4/25/2023 Parallel Advisors LLC9,016$213K0.0%+350.8%0.104%
4/24/2023 Asset Dedication LLC255,636$6.03M0.6%+40.6%2.938%
4/6/2023 Timber Creek Capital Management LLC2,676$63K0.0%-56.3%0.032%
3/6/2023 OLD Mission Capital LLC6,671$157K0.0%N/A0.000%
2/14/2023 Headinvest LLC9,850$231K0.1%-10.1%0.000%
2/13/2023 Integrated Wealth Concepts LLC89,237$2.09M0.1%-6.0%0.000%
2/13/2023 Peloton Wealth Strategists134,525$3.16M1.5%+24.8%0.000%
2/6/2023 Parallel Advisors LLC2,000$47K0.0%N/A0.000%
2/2/2023 Arrow Financial Corp26,417$620K0.1%-8.1%0.000%
2/1/2023 Janney Montgomery Scott LLC165,267$3.88M0.0%+102.1%0.000%
1/23/2023 Timber Creek Capital Management LLC6,121$144K0.1%-74.8%0.000%
1/19/2023 Asset Dedication LLC181,845$4.26M0.4%+4.2%0.000%
1/17/2023 Leavell Investment Management Inc.21,285$500K0.0%+7.8%0.000%
1/10/2023 Lbmc Investment Advisors LLC20,437$480K0.1%N/A0.000%
12/28/2022 Headinvest LLC10,955$256K0.1%-24.8%0.000%
(Data available from 1/1/2016 forward)

IBHC Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBHC shares?

During the previous two years, 16 institutional investors and hedge funds held shares of iShares iBonds 2023 Term High Yield and Income ETF. The most heavily invested institutionals were Asset Dedication LLC ($6.68M), Peloton Wealth Strategists ($3.63M), Integrated Wealth Concepts LLC ($1.81M), Janney Montgomery Scott LLC ($1.38M), Flow Traders U.S. LLC ($1.27M), Lbmc Investment Advisors LLC ($480K), and Cambridge Investment Research Advisors Inc. ($332K).Learn more on IBHC's institutional investors.

Which institutional investors have been buying iShares iBonds 2023 Term High Yield and Income ETF stock?

Of the 11 institutional investors that purchased iShares iBonds 2023 Term High Yield and Income ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Asset Dedication LLC ($110.94K), Janney Montgomery Scott LLC ($95.11K), Integrated Wealth Concepts LLC ($34.07K), Peloton Wealth Strategists ($29.38K), Lbmc Investment Advisors LLC ($20.44K), Flow Traders U.S. LLC ($11.14K), and Parallel Advisors LLC ($9.02K).

How much institutional buying is happening at iShares iBonds 2023 Term High Yield and Income ETF?

Institutional investors have bought a total of 319,811 shares in the last 24 months. This purchase volume represents approximately $7.53M in transactions.

Which iShares iBonds 2023 Term High Yield and Income ETF major shareholders have been selling company stock?

Of the 10 institutional investors that sold iShares iBonds 2023 Term High Yield and Income ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Janney Montgomery Scott LLC ($118.64K), Arrow Financial Corp ($23.38K), Timber Creek Capital Management LLC ($21.58K), Leavell Investment Management Inc. ($11.47K), Integrated Wealth Concepts LLC ($11.26K), Headinvest LLC ($4.73K), and Peloton Wealth Strategists ($3.75K).

How much institutional selling is happening at iShares iBonds 2023 Term High Yield and Income ETF?

Institutional investors have sold a total of 199,161 shares in the last 24 months. This volume of shares sold represents approximately $4.70M in transactions.



This page (BATS:IBHC) was last updated on 11/21/2024 by MarketBeat.com Staff
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