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 141 institutions that hold shares in the stock, with a total of 15.6 Million shares, which have been reported (via 13F filing form) to have a value of $393 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,755,061
shares
|
$44.3 Million
0.0% of portfolio
|
Q4 2024
Added 56.83%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
878,265
shares
|
$22.2 Million
0.34% of portfolio
|
Q4 2024
Added 7.32%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
836,187
shares
|
$21.1 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.35%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
753,826
shares
|
$19 Million
0.54% of portfolio
|
Q1 2024
Added 6.03%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
703,803
shares
|
$17.8 Million
0.02% of portfolio
|
Q4 2024
Added 10.57%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
689,819
shares
|
$17.4 Million
0.04% of portfolio
|
Q4 2024
Reduced 16.08%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
663,225
shares
|
$16.7 Million
0.02% of portfolio
|
Q4 2024
Reduced 0.82%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
626,748
shares
|
$15.8 Million
1.48% of portfolio
|
Q4 2024
Reduced 1.19%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
616,226
shares
|
$15.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.86%
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
397,149
shares
|
$10 Million
0.95% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
388,111
shares
|
$9.8 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
370,144
shares
|
$9.34 Million
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
356,971
shares
|
$9.01 Million
0.0% of portfolio
|
Q4 2024
Added 128.95%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
356,853
shares
|
$9.01 Million
0.0% of portfolio
|
Q4 2024
Reduced 3.89%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
328,783
shares
|
$8.3 Million
0.65% of portfolio
|
Q4 2024
Added 10.89%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
319,129
shares
|
$8.05 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
300,819
shares
|
$7.59 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.23%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
299,415
shares
|
$7.56 Million
0.34% of portfolio
|
Q4 2024
Added 75.7%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
263,703
shares
|
$6.66 Million
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Feb 12, 2025 Q4 2024 |
239,925
shares
|
$6.06 Million
0.53% of portfolio
|
Q4 2024
New holding
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
238,511
shares
|
$6.02 Million
1.48% of portfolio
|
Q4 2024
Added 3.52%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
235,088
shares
|
$5.93 Million
0.67% of portfolio
|
Q4 2024
Added 0.79%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
235,060
shares
|
$5.93 Million
0.47% of portfolio
|
Q4 2024
Added 8.74%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
215,939
shares
|
$5.45 Million
0.0% of portfolio
|
Q4 2024
Reduced 4.53%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
173,421
shares
|
$4.38 Million
0.8% of portfolio
|
Q3 2024
Added 0.34%
|