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 124 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $318 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wrapmanager Inc
|
Aug 08, 2024 Q2 2024 |
15,504
shares
|
$392,561
0.11% of portfolio
|
Q2 2024
Reduced 0.82%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
15,229
shares
|
$385,598
0.0% of portfolio
|
Q3 2024
Reduced 11.22%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 09, 2024 Q2 2024 |
14,857
shares
|
$376,179
0.01% of portfolio
|
Q2 2024
Reduced 44.77%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Oct 24, 2024 Q3 2024 |
14,397
shares
|
$364,532
0.24% of portfolio
|
Q3 2024
Added 29.28%
|
|
|
Private Portfolio Partners LLC
|
Aug 14, 2024 Q2 2024 |
14,200
shares
|
$359,544
0.29% of portfolio
|
Q3 2023
New holding
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2024 Q2 2024 |
13,500
shares
|
$341,820
0.03% of portfolio
|
Q2 2024
Reduced 40.5%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
13,195
shares
|
$334,097
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Exchange Capital Management, Inc.
|
Jul 23, 2024 Q2 2024 |
13,129
shares
|
$332,426
0.05% of portfolio
|
Q2 2024
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 14, 2024 Q2 2024 |
12,983
shares
|
$328,729
0.0% of portfolio
|
Q2 2024
Reduced 9.8%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
12,912
shares
|
$326,931
0.01% of portfolio
|
Q2 2024
Added 32.89%
|
|
|
Old Mission Capital LLC
|
Aug 14, 2024 Q2 2024 |
12,786
shares
|
$323,741
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 12, 2024 Q2 2024 |
12,631
shares
|
$319,816
0.0% of portfolio
|
Q2 2024
Added 0.24%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
12,474
shares
|
$315,841
0.05% of portfolio
|
Q3 2024
Reduced 29.15%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 15, 2024 Q2 2024 |
12,000
shares
|
$303,840
0.13% of portfolio
|
Q1 2021
Reduced 14.29%
|
|
|
Regions Financial Corp
|
Jul 31, 2024 Q2 2024 |
11,856
shares
|
$300,193
0.0% of portfolio
|
Q2 2024
Added 36.89%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
11,576
shares
|
$293,104
0.06% of portfolio
|
Q3 2024
Added 10.64%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
11,000
shares
|
$278,520
0.03% of portfolio
|
Q1 2024
Added 10.0%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
10,933
shares
|
$276,823
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
10,664
shares
|
$270,012
0.0% of portfolio
|
Q3 2023
Added 6.64%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
10,612
shares
|
$268,695
0.08% of portfolio
|
Q3 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
10,163
shares
|
$257,327
0.0% of portfolio
|
Q4 2023
Added 566.43%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 07, 2024 Q2 2024 |
9,937
shares
|
$251,604
0.19% of portfolio
|
Q2 2024
New holding
|
|
|
Arrow Financial Corp
|
Jul 30, 2024 Q2 2024 |
9,448
shares
|
$239,223
0.02% of portfolio
|
Q1 2024
Added 0.67%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 14, 2024 Q2 2024 |
8,959
shares
|
$226,841
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 13, 2024 Q2 2024 |
8,916
shares
|
$225,753
0.0% of portfolio
|
Q2 2024
Reduced 28.37%
|