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 142 institutions that hold shares in the stock, with a total of 15.7 Million shares, which have been reported (via 13F filing form) to have a value of $397 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
46,684
shares
|
$1.18 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
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%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
40,794
shares
|
$1.03 Million
0.48% of portfolio
|
Q4 2024
Added 11.35%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
39,366
shares
|
$993,991
0.26% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
36,400
shares
|
$919,100
0.02% of portfolio
|
Q2 2024
Added 11.95%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
34,233
shares
|
$864,383
0.01% of portfolio
|
Q4 2024
Added 21.37%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
33,255
shares
|
$839,688
0.01% of portfolio
|
Q4 2024
Reduced 1.13%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
33,085
shares
|
$835,396
0.01% of portfolio
|
Q3 2023
Added 1.71%
|
|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
31,715
shares
|
$800,803
0.21% of portfolio
|
Q4 2024
Added 0.18%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 21, 2025 Q4 2024 |
31,023
shares
|
$783,330
0.4% of portfolio
|
Q4 2024
Reduced 4.79%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
31,000
shares
|
$782,750
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
30,734
shares
|
$776,033
0.14% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
30,380
shares
|
$767,095
0.01% of portfolio
|
Q4 2024
Added 15.74%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
30,123
shares
|
$760,605
0.0% of portfolio
|
Q4 2024
Added 24.21%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
29,897
shares
|
$754,899
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
29,455
shares
|
$743,738
0.0% of portfolio
|
Q4 2024
Added 93.41%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
29,388
shares
|
$742,047
0.0% of portfolio
|
Q4 2024
Reduced 50.5%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
29,270
shares
|
$739,067
0.03% of portfolio
|
Q4 2024
Added 7.95%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
28,935
shares
|
$730,608
0.07% of portfolio
|
Q4 2024
Reduced 7.55%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Jan 14, 2025 Q4 2024 |
27,759
shares
|
$700,914
0.48% of portfolio
|
Q4 2024
Added 1.95%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
26,111
shares
|
$659,302
0.03% of portfolio
|
Q4 2024
Added 26.41%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
23,280
shares
|
$587,820
0.05% of portfolio
|
Q2 2024
Added 34.5%
|
|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
23,031
shares
|
$581,532
0.0% of portfolio
|
Q4 2024
Added 46.15%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
22,269
shares
|
$562,292
0.03% of portfolio
|
Q4 2024
Reduced 8.21%
|