Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in iShares Trust - iShares iBonds 2026 Term High Yield and Income ETF include Sterling Financial Group, Inc., Summit Investment Advisory Services, LLC, High Note Wealth, LLC, Orion Portfolio Solutions, LLC, PFG Advisors, Koshinski Asset Management, Inc., Creative Planning, Avidian Wealth Solutions, LLC, Mercer Global Advisors Inc /adv, Captrust Financial Advisors, Prospera Financial Services Inc, Creative Financial Designs Inc /adv, North Star Investment Management Corp., Tableaux Llc, Us Bancorp \de\, Strategic Wealth Designers, GPS Wealth Strategies Group, LLC, and Boreal Capital Management LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 138,721 | 66.83 | 3,223 | 66.94 | ||||
| 2025-07-08 | 13F | FF Advisors,LLC | 177,871 | 3.56 | 4,132 | 4.32 | ||||
| 2025-08-08 | 13F | Wrapmanager Inc | 49,204 | 1.68 | 1,143 | 1.78 | ||||
| 2025-08-11 | 13F | Arrow Financial Corp | 724,261 | 116.28 | 16,825 | 116.39 | ||||
| 2025-07-15 | 13F | North Star Investment Management Corp. | 2,000 | 46 | ||||||
| 2025-08-15 | 13F | High Falls Advisors, Inc | 12,551 | 16.49 | 292 | 16.40 | ||||
| 2025-08-08 | 13F | Creative Planning | 12,580 | 292 | ||||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 869 | 62.13 | 20 | 66.67 | ||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 143,670 | 5.82 | 3 | 0.00 | ||||
| 2025-08-05 | 13F | GPS Wealth Strategies Group, LLC | 15 | 0 | ||||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 1,309 | 0.46 | 30 | 0.00 | ||||
| 2025-08-14 | 13F | Eight 31 Financial Llc | 79,140 | 0.62 | 1,838 | 0.66 | ||||
| 2025-08-04 | 13F | Cottage Street Advisors LLC | 69,930 | 9.74 | 1,624 | 9.80 | ||||
| 2025-08-14 | 13F | GWM Advisors LLC | 202,776 | 0.66 | 4,710 | 0.71 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 10,930 | 1.64 | 254 | 2.02 | ||||
| 2025-07-10 | 13F | Sterling Financial Group, Inc. | 1,210,761 | 28,126 | ||||||
| 2025-08-15 | 13F | Captrust Financial Advisors | 10,913 | 254 | ||||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 5,822 | 39.82 | 135 | 40.63 | ||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 80,035 | 2.27 | 1,859 | 2.31 | ||||
| 2025-07-30 | 13F | Strategic Blueprint, LLC | 49,319 | 460.44 | 1,146 | 461.27 | ||||
| 2025-08-14 | 13F | Evergreen Capital Management Llc | 231,997 | 12.39 | 5,389 | 12.43 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 33,020 | 1.60 | 767 | 1.72 | ||||
| 2025-08-14 | 13F | Sentinus, LLC | 26,056 | 0.03 | 605 | 0.17 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 25,850 | 12.67 | 600 | 12.78 | ||||
| 2025-08-12 | 13F | Cowa, Llc | 685,592 | 25.98 | 15,912 | 25.92 | ||||
| 2025-08-14 | 13F | UBS Group AG | 262,625 | 1.79 | 6,101 | 1.82 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 202,734 | 44.27 | 4,710 | 44.32 | ||||
| 2025-07-16 | 13F | Littlejohn Financial Services, Inc. | 517,294 | 66.17 | 12,017 | 66.24 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 18 | 0 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 67,198 | 12.33 | 1,561 | 12.38 | ||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 144,299 | 10.97 | 3,352 | 11.03 | ||||
| 2025-07-17 | 13F | Johnson Bixby & Associates, LLC | 14,719 | 2.06 | 342 | 2.10 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 598,347 | 36.55 | 13,900 | 36.61 | ||||
| 2025-08-12 | 13F | BlackRock, Inc. | 34,441 | 0.33 | 800 | 0.38 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 1,064,628 | 23.99 | 24,731 | 24.04 | ||||
| 2025-07-29 | 13F | International Assets Investment Management, Llc | 55,710 | 14.50 | 1,294 | 14.61 | ||||
| 2025-07-30 | 13F | Avidian Wealth Solutions, LLC | 12,435 | 289 | ||||||
| 2025-08-12 | 13F | Bedel Financial Consulting, Inc. | 31,575 | 37.55 | 733 | 38.56 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 99,793 | 12.11 | 2,318 | 12.20 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 316,269 | 8.25 | 7,347 | 8.28 | ||||
| 2025-08-07 | 13F | PFG Advisors | 69,235 | 1,608 | ||||||
| 2025-08-12 | 13F | Cornerstone Wealth Management, LLC | 60,020 | 7.53 | 1,394 | 7.56 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 126,076 | 25.35 | 2,929 | 25.40 | ||||
| 2025-07-25 | 13F | M3 Advisory Group, LLC | 9,313 | 0.22 | 216 | 0.47 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 15,309 | 30.89 | 356 | 31.00 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 415,775 | 15.57 | 9,658 | 15.62 | ||||
| 2025-07-15 | 13F | MCF Advisors LLC | 29,845 | 41.77 | 693 | 42.01 | ||||
| 2025-07-29 | 13F | Private Trust Co Na | 2,345 | 9.07 | 54 | 10.20 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 12,006 | 279 | ||||||
| 2025-08-12 | 13F | Tableaux Llc | 1,363 | 248 | ||||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 1,117,099 | 9.50 | 25,950 | 9.55 | ||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 373,758 | 2,046.31 | 8,682 | 2,049.01 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 209,350 | 1.44 | 4,864 | 1.48 | ||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 9,067 | 211 | ||||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 304,244 | 4.38 | 7,043 | 4.84 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 2,146,582 | 2.46 | 49,865 | 2.50 | ||||
| 2025-07-11 | 13F | Quad-Cities Investment Group, LLC | 37,902 | 57.09 | 880 | 57.14 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 228 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 78,255 | 1,817 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 209,534 | 11.40 | 4,867 | 11.45 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 249,860 | 15.78 | 5,804 | 15.85 | ||||
| 2025-06-23 | NP | LDRH - iShares iBonds 1-5 Year High Yield and Income Ladder ETF | 34,327 | 14.29 | 794 | 13.12 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 43,540 | 1.38 | 1,011 | 1.40 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 20,379 | 23.66 | 473 | 23.82 | ||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 14,285 | 6.60 | 332 | 6.43 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 271,980 | 3.15 | 6,325 | 3.49 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 93,990 | 2.56 | 2,183 | 2.63 | ||||
| 2025-08-12 | 13F | Landing Point Financial Group, LLC | 53,070 | 15.60 | 1,233 | 15.68 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 328,597 | 33.01 | 7,633 | 33.07 | ||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 20,321 | 50.06 | 472 | 50.32 | ||||
| 2025-08-12 | 13F | BWM Planning, LLC | 20,566 | 1.70 | 478 | 1.71 | ||||
| 2025-08-12 | 13F | LPL Financial LLC | 733,946 | 35.34 | 17,050 | 35.40 | ||||
| 2025-07-25 | 13F | Atria Wealth Solutions, Inc. | 136,632 | 1.61 | 3,174 | 1.63 | ||||
| 2025-08-15 | 13F | Kestra Advisory Services, LLC | 13,223 | 12.05 | 307 | 12.04 | ||||
| 2025-07-29 | 13F | Koshinski Asset Management, Inc. | 22,128 | 514 | ||||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 69,536 | 0.08 | 1,615 | 0.12 | ||||
| 2025-07-21 | 13F | Ameriflex Group, Inc. | 6,734 | 19.46 | 156 | 20.00 | ||||
| 2025-08-04 | 13F | Creative Financial Designs Inc /adv | 5,574 | 129 | ||||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 3,151 | 0.45 | 73 | 1.39 | ||||
| 2025-07-14 | 13F | Golden State Equity Partners | 37,325 | 0.47 | 867 | 0.58 | ||||
| 2025-08-14 | 13F | Straightline Group Llc | 766,062 | 4.25 | 17,796 | 4.30 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 150,167 | 3,488 | ||||||
| 2025-08-11 | 13F | HighTower Advisors, LLC | 349,866 | 2.54 | 8,127 | 2.59 | ||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 854,318 | 13.11 | 19,846 | 13.15 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 1,167,957 | 6.99 | 27 | 8.00 | ||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 297,431 | 6,909 | ||||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,959 | 46 | ||||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 400 | 9 | ||||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 32,650 | 27.29 | 758 | 27.39 | ||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 11,000 | 52.35 | 256 | 52.69 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 568,962 | 25.49 | 13,217 | 25.54 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 21,649 | 8.39 | 503 | 8.42 | ||||
| 2025-07-24 | 13F | Robertson Stephens Wealth Management, LLC | 21,610 | 40.35 | 502 | 40.62 | ||||
| 2025-08-12 | 13F | Timber Creek Capital Management LLC | 38,802 | 12.52 | 899 | 12.25 | ||||
| 2025-07-29 | 13F | Alaska Permanent Capital Management | 10,089 | 0.56 | 234 | 0.43 | ||||
| 2025-08-07 | 13F | New England Private Wealth Advisors LLC | 9,494 | 2.27 | 221 | 2.33 | ||||
| 2025-07-15 | 13F | Carr Financial Group Corp | 83,323 | 17.66 | 1,936 | 17.70 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 798,372 | 0.87 | 18,546 | 0.92 |
