Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in iShares Trust - iShares iBonds 2027 Term High Yield and Income ETF include Summit Investment Advisory Services, LLC, Orion Portfolio Solutions, LLC, Penobscot Investment Management Company, Inc., Envestnet Asset Management Inc, TFR Capital, LLC., Mercer Global Advisors Inc /adv, Tempus Wealth Planning, LLC, Tableaux Llc, High Note Wealth, LLC, Mid-American Wealth Advisory Group, Inc., Steward Partners Investment Advisory, Llc, Tower Research Capital LLC (TRC), 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 (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-08 | 13F | Wrapmanager Inc | 50,879 | 1.53 | 1,147 | 2.50 | ||||
| 2025-07-28 | 13F | Mutual Advisors, LLC | 299,434 | 1.72 | 6,733 | 2.61 | ||||
| 2025-08-13 | 13F | Northwestern Mutual Wealth Management Co | 778,916 | 1.06 | 17,557 | 2.03 | ||||
| 2025-07-29 | 13F | Stratos Wealth Partners, LTD. | 24,690 | 1.53 | 557 | 2.58 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 90,923 | 14.38 | 2,049 | 15.50 | ||||
| 2025-08-14 | 13F | Integrated Wealth Concepts LLC | 56,381 | 1.85 | 1,271 | 2.83 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 12,242 | 29.72 | 276 | 30.95 | ||||
| 2025-07-22 | 13F | Penobscot Investment Management Company, Inc. | 39,150 | 882 | ||||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 23,347 | 29.52 | 526 | 30.85 | ||||
| 2025-08-14 | 13F | Wells Fargo & Company/mn | 491,462 | 0.44 | 11,078 | 1.41 | ||||
| 2025-07-31 | 13F | Keeler THomas Management LLC | 429,332 | 15.53 | 9,677 | 16.65 | ||||
| 2025-08-11 | 13F | Private Advisor Group, LLC | 19,173 | 38.76 | 432 | 40.26 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 570 | 2.15 | 13 | 0.00 | ||||
| 2025-08-12 | 13F | Tableaux Llc | 3,185 | 426 | ||||||
| 2025-08-14 | 13F | Old Mission Capital Llc | 17,050 | 9.52 | 384 | 10.66 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 45,317 | 1.36 | 1,021 | 2.30 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 219,592 | 1.05 | 4,950 | 2.02 | ||||
| 2025-08-06 | 13F | Summit Investment Advisors, Inc. | 97,610 | 8.05 | 2,185 | 8.87 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 370 | ||||||
| 2025-05-15 | 13F/A | Orion Portfolio Solutions, LLC | 51,253 | 1,144 | ||||||
| 2025-08-05 | 13F | Sigma Planning Corp | 35,007 | 5.92 | 789 | 7.06 | ||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 78,384 | 0.20 | 1,763 | 0.97 | ||||
| 2025-08-14 | 13F | Hurley Capital, LLC | 27,990 | 261.58 | 631 | 266.28 | ||||
| 2025-06-23 | NP | LDRH - iShares iBonds 1-5 Year High Yield and Income Ladder ETF | 35,697 | 14.29 | 796 | 13.25 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 840 | 1.69 | 19 | 0.00 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 35 | 1 | ||||||
| 2025-07-17 | 13F | Tempus Wealth Planning, LLC | 8,948 | 202 | ||||||
| 2025-08-12 | 13F | Steward Partners Investment Advisory, Llc | 888 | 20 | ||||||
| 2025-08-27 | 13F/A | Brinker Capital Investments, LLC | 54,572 | 6.48 | 1,230 | 7.52 | ||||
| 2025-07-25 | 13F | Heartland Bank & Trust Co | 24,753 | 69.66 | 558 | 71.38 | ||||
| 2025-08-06 | 13F | AE Wealth Management LLC | 37,928 | 5.55 | 855 | 6.48 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 2,750 | 62 | ||||||
| 2025-08-12 | 13F | LPL Financial LLC | 406,036 | 44.73 | 9,152 | 46.13 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 11,086 | 250 | ||||||
| 2025-07-25 | 13F | Commonwealth Financial Services, LLC | 342,134 | 0.09 | 7,712 | 1.06 | ||||
| 2025-09-04 | 13F/A | Advisor Group Holdings, Inc. | 799,946 | 908.53 | 18,031 | 918.13 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 50,503 | 5.92 | 1,138 | 6.95 | ||||
| 2025-08-12 | 13F | Global Retirement Partners, LLC | 21,557 | 0.99 | 486 | 2.32 | ||||
| 2025-07-15 | 13F | Sightline Wealth Advisors, LLC | 69,284 | 2.37 | 1,562 | 3.38 | ||||
| 2025-08-08 | 13F | Avantax Advisory Services, Inc. | 104,281 | 14.37 | 2,351 | 15.48 | ||||
| 2025-08-14 | 13F | Mercer Global Advisors Inc /adv | 10,662 | 240 | ||||||
| 2025-07-09 | 13F | Lbmc Investment Advisors, Llc | 1,165,621 | 35.99 | 26,273 | 37.30 | ||||
| 2025-07-31 | 13F | Cambridge Investment Research Advisors, Inc. | 62,926 | 6.56 | 1 | 0.00 | ||||
| 2025-08-14 | 13F | Fmr Llc | 65 | 1 | ||||||
| 2025-08-06 | 13F | Rialto Wealth Management, LLC | 9,038 | 12.72 | 204 | 13.41 | ||||
| 2025-07-08 | 13F | Parallel Advisors, LLC | 15,000 | 3.45 | 338 | 4.64 | ||||
| 2025-07-30 | 13F | Mid-American Wealth Advisory Group, Inc. | 1,120 | 25 | ||||||
| 2025-07-31 | 13F | Orion Capital Management LLC | 11,000 | 48.65 | 248 | 49.70 | ||||
| 2025-08-01 | 13F | Envestnet Asset Management Inc | 13,016 | 293 | ||||||
| 2025-08-07 | 13F | Kestra Private Wealth Services, Llc | 87,051 | 9.05 | 1,962 | 10.10 | ||||
| 2025-08-14 | 13F | Raymond James Financial Inc | 199,177 | 17.03 | 4,489 | 18.16 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 21,796 | 8.65 | 491 | 9.84 | ||||
| 2025-08-15 | 13F | Morgan Stanley | 239,382 | 56.17 | 5,396 | 57.66 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 1,794 | 40 | ||||||
| 2025-08-05 | 13F | Summit Investment Advisory Services, LLC | 93,176 | 2,100 | ||||||
| 2025-08-12 | 13F | J.w. Cole Advisors, Inc. | 187,694 | 4,231 |
