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 |
|---|---|---|---|---|---|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
21,509
shares
|
$543,102
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
20,716
shares
|
$523,079
0.0% of portfolio
|
Q4 2024
Added 73.07%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
19,920
shares
|
$502,980
0.2% of portfolio
|
Q4 2023
Reduced 9.09%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
18,359
shares
|
$463,564
0.01% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
18,297
shares
|
$461,999
0.02% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
18,200
shares
|
$459,550
0.09% of portfolio
|
Q4 2024
Added 28.17%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
16,599
shares
|
$419,124
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
16,584
shares
|
$418,746
0.07% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jan 15, 2025 Q4 2024 |
16,334
shares
|
$412,433
0.28% of portfolio
|
Q4 2024
Added 13.45%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
16,041
shares
|
$405,035
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
15,300
shares
|
$386,325
0.01% of portfolio
|
Q4 2024
Added 1.69%
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
15,160
shares
|
$382,790
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
15,009
shares
|
$378,977
0.1% of portfolio
|
Q4 2024
Reduced 0.21%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
14,800
shares
|
$373,700
0.05% of portfolio
|
Q4 2024
Added 34.55%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
14,536
shares
|
$367,034
0.0% of portfolio
|
Q3 2024
Added 79.7%
|
|
|
First National Trust CO
|
Feb 10, 2025 Q4 2024 |
13,840
shares
|
$349,460
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
13,743
shares
|
$347,010
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
13,414
shares
|
$338,703
0.0% of portfolio
|
Q4 2024
Reduced 7.49%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Feb 10, 2025 Q4 2024 |
13,291
shares
|
$335,597
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
13,000
shares
|
$328,250
0.14% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
12,701
shares
|
$320,700
0.0% of portfolio
|
Q4 2024
Added 0.32%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
12,474
shares
|
$314,968
0.05% of portfolio
|
Q3 2024
Reduced 29.15%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
11,836
shares
|
$298,859
0.0% of portfolio
|
Q4 2024
Added 6.2%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
11,802
shares
|
$298,000
0.08% of portfolio
|
Q4 2024
Added 11.21%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,784
shares
|
$297,546
0.0% of portfolio
|
Q4 2024
Reduced 19.8%
|