Institutional Ownership Ishares Tr Ibonds Dec 2028 Ter (IBMQ)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2028 Ter (IBMQ). We have compiled data on the 136 institutions that hold shares in the stock, with a total of 13.8 Million shares, which have been reported (via 13F filing form) to have a value of $349 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
134,912
shares
|
$3.41 Million
1.82% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
119,536
shares
|
$3.02 Million
1.04% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
99,925
shares
|
$2.53 Million
0.0% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
94,700
shares
|
$2.39 Million
0.0% of portfolio
|
Q3 2024
Added 163.8%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
88,370
shares
|
$2.23 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
83,972
shares
|
$2.12 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
80,981
shares
|
$2.05 Million
0.17% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
77,853
shares
|
$1.97 Million
0.4% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
73,616
shares
|
$1.86 Million
0.14% of portfolio
|
Q3 2024
Added 35.08%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
68,495
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
60,322
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Added 11.89%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
59,370
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Added 43.48%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
58,023
shares
|
$1.47 Million
0.1% of portfolio
|
Q4 2024
Added 19.23%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
57,051
shares
|
$1.44 Million
0.46% of portfolio
|
Q3 2024
Reduced 27.32%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
53,998
shares
|
$1.37 Million
0.02% of portfolio
|
Q4 2024
Added 208.45%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
50,699
shares
|
$1.28 Million
0.24% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
50,063
shares
|
$1.27 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
49,129
shares
|
$1.24 Million
0.03% of portfolio
|
Q4 2024
Added 26.42%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
46,684
shares
|
$1.18 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
45,976
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
45,672
shares
|
$1.15 Million
0.48% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
43,726
shares
|
$1.11 Million
0.02% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
43,245
shares
|
$1.09 Million
0.07% of portfolio
|
Q4 2024
Added 125.82%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
42,710
shares
|
$1.08 Million
0.59% of portfolio
|
Q4 2024
Added 223.68%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
39,366
shares
|
$995,172
0.26% of portfolio
|
Q3 2024
Added 7.33%
|