ISHARES TR

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IBHI·46436E379·US·etf·Unknown - Unknown

IBONDS 29 TR HI

IBHI (ISHARES TR) is held by 26 institutional investors as of Q1 2026. Largest holders: MORGAN STANLEY ($32.6M), NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO ($25.4M), COMMONWEALTH EQUITY SERVICES, LLC ($12.5M). Net institutional sentiment: Bullish.

26

Holders

Avg rating(5 Elite)

$110.8M

Total Value

77% (27)

Fund Consensus

20 buying - 6 selling

Smart Money Verdict

View all

52Mixed MomentumSingle Source

Institutional (13F)52

Insider (Form 4)

No data

Activist (13D/13G)

No data

Congressional (STOCK Act)

No data

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See how IBHI's score breaks down across 4 SEC sources

Holder Quality

5

★★★★★

Elite

11

★★★★

Strong

8

★★★

Solid

3

★★

Below

0

★

Weak

Held by 26 funds

5 elite

No recent insider, activist, or congressional trades found for this stock

13F: Mar 31, 2026Insider & Congress: Updated regularly

Positions (26)History

AllNewIncreasedHeldDecreasedExited

Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
MORGAN STANLEY	Increased	1.4M(+7.3%)	$32.6M	0.0%	+2.10%	31
NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	Increased	1.1M(+2.0%)	$25.4M	0.0%	+0.38%	29
COMMONWEALTH EQUITY SERVICES, LLC	Decreased	534,862(-7.3%)	$12.5M	0.0%	+4.41%	0
BANK OF AMERICA CORP /DE/	Decreased	414,007(-5.1%)	$9.6M	0.0%	+4.30%	0
LPL Financial LLC	Increased	369,594(+35.3%)	$8.6M	0.0%	+1.16%	36
RAYMOND JAMES FINANCIAL INC	Increased	144,293(+57.2%)	$3.4M	0.0%	+3.22%	38
WELLS FARGO & COMPANY/MN	Increased	126,548(+39.6%)	$2.9M	0.0%	-0.02%	35
MGMERCER GLOBAL ADVISORS INC /ADV	Increased	108,461(+306.3%)	$2.5M	0.0%	+0.28%	42
IWIntegrated Wealth Concepts LLC	Increased	100,777(+15.4%)	$2.3M	0.0%	+5.71%	30
Lido Advisors, LLC	Decreased	67,870(-9.4%)	$1.6M	0.0%	+9.84%	0
BlackRock, Inc.	Increased	67,554(+33.3%)	$1.6M	0.0%	+2.96%	22
Beacon Pointe Advisors, LLC	Increased	57,105(+17.5%)	$1.3M	0.0%	+4.46%	30
ENVESTNET ASSET MANAGEMENT INC	Increased	43,272(+49.5%)	$1M	0.0%	-0.75%	35
UBS Group AG	Decreased	39,156(-51.0%)	$911,669	0.0%	+0.61%	0
Cetera Investment Advisers	Increased	39,016(+8.9%)	$908,408	0.0%	+3.60%	27
ROYAL BANK OF CANADA	Increased	37,493(+0.5%)	$873,000	0.0%	+5.59%	25
CITADEL ADVISORS LLC	New	29,519	$687,291	0.0%	-0.21%	34
Private Advisor Group, LLC	New	17,598	$409,730	0.0%	-0.21%	33
STIFEL FINANCIAL CORP	New	17,097	$398,070	0.0%	-0.21%	33
CAPTRUST FINANCIAL ADVISORS	Increased	16,539(+1.9%)	$385,078	0.0%	+4.75%	24

Showing 1-20 of 27

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High Conviction Moves-Signal Convergence-Fund Consensus-Double-Down Signals

Data sourced from four SEC data sources: 13F, Form 4, 13D/13G, and STOCK Act. Not financial advice. Full disclaimer