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 |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
37,678
shares
|
$952,499
0.01% of portfolio
|
Q3 2024
Added 42.0%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
36,637
shares
|
$926,183
0.44% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
36,400
shares
|
$920,192
0.02% of portfolio
|
Q2 2024
Added 11.95%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
34,233
shares
|
$865,410
0.01% of portfolio
|
Q4 2024
Added 21.37%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
33,255
shares
|
$840,686
0.01% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
33,085
shares
|
$836,388
0.01% of portfolio
|
Q3 2023
Added 1.71%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
31,659
shares
|
$800,339
0.21% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 21, 2025 Q4 2024 |
31,023
shares
|
$784,261
0.4% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
31,000
shares
|
$783,680
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
29,897
shares
|
$755,796
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
29,768
shares
|
$752,535
0.13% of portfolio
|
Q3 2024
Added 26.85%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
28,935
shares
|
$731,476
0.07% of portfolio
|
Q4 2024
Reduced 7.55%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
28,634
shares
|
$723,867
0.03% of portfolio
|
Q2 2024
Added 0.72%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
27,759
shares
|
$701,747
0.48% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
26,725
shares
|
$675,608
0.0% of portfolio
|
Q3 2024
Added 105.85%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
26,249
shares
|
$663,574
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
26,111
shares
|
$660,086
0.03% of portfolio
|
Q4 2024
Added 26.41%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
24,251
shares
|
$613,065
0.0% of portfolio
|
Q3 2024
Reduced 41.6%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
23,280
shares
|
$588,518
0.05% of portfolio
|
Q2 2024
Added 34.5%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
22,269
shares
|
$562,960
0.03% of portfolio
|
Q4 2024
Reduced 8.21%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
19,920
shares
|
$503,577
0.2% of portfolio
|
Q4 2023
Reduced 9.09%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
19,427
shares
|
$491,114
0.14% of portfolio
|
Q2 2024
Reduced 44.48%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
18,489
shares
|
$467,401
0.02% of portfolio
|
Q3 2024
Reduced 9.51%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
18,328
shares
|
$463,331
0.32% of portfolio
|
Q3 2024
Reduced 12.49%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
17,303
shares
|
$437,419
0.01% of portfolio
|
Q3 2024
Added 0.24%
|