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 133 institutions that hold shares in the stock, with a total of 13.6 Million shares, which have been reported (via 13F filing form) to have a value of $343 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
10,933
shares
|
$275,402
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
10,612
shares
|
$267,316
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
10,163
shares
|
$256,005
0.0% of portfolio
|
Q4 2023
Added 566.43%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$251,900
0.0% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
9,937
shares
|
$250,313
0.17% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
9,778
shares
|
$246,307
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
9,500
shares
|
$239,305
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
9,448
shares
|
$237,995
0.02% of portfolio
|
Q1 2024
Added 0.67%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
9,253
shares
|
$233,083
0.01% of portfolio
|
Q3 2024
Reduced 37.72%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
9,198
shares
|
$231,697
0.0% of portfolio
|
Q3 2024
Added 71.83%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
8,363
shares
|
$210,663
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
8,145
shares
|
$205,172
0.0% of portfolio
|
Q3 2024
Reduced 9.09%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Nov 12, 2024 Q3 2024 |
8,000
shares
|
$201,520
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
7,977
shares
|
$200,940
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
7,956
shares
|
$200,411
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
4,770
shares
|
$120,156
0.03% of portfolio
|
Q1 2024
Reduced 27.95%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,971
shares
|
$100,029
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 12, 2024 Q3 2024 |
3,958
shares
|
$99,702
0.0% of portfolio
|
Q3 2024
Added 2538.67%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
2,725
shares
|
$68,642
0.01% of portfolio
|
Q4 2023
Reduced 45.87%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,628
shares
|
$66,199
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
2,217
shares
|
$55,846
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,138
shares
|
$53,856
0.0% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
2,004
shares
|
$50,480
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,000
shares
|
$50,380
0.0% of portfolio
|
Q2 2024
Reduced 68.96%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,987
shares
|
$50,052
0.01% of portfolio
|
Q2 2024
New holding
|