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 151 institutions that hold shares in the stock, with a total of 16 Million shares, which have been reported (via 13F filing form) to have a value of $405 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,926,881
shares
|
$48.7 Million
0.0% of portfolio
|
Q1 2025
Added 9.79%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
862,458
shares
|
$21.8 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
804,339
shares
|
$20.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.81%
|
|
|
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%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
752,659
shares
|
$19 Million
0.04% of portfolio
|
Q1 2025
Added 9.11%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
700,645
shares
|
$17.7 Million
0.02% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
684,065
shares
|
$17.3 Million
0.02% of portfolio
|
Q1 2025
Reduced 2.8%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
554,311
shares
|
$14 Million
1.26% of portfolio
|
Q1 2025
Reduced 11.56%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
433,430
shares
|
$11 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
425,352
shares
|
$10.7 Million
0.07% of portfolio
|
Q1 2025
Added 14.92%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
374,477
shares
|
$9.46 Million
0.91% of portfolio
|
Q1 2025
Reduced 5.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
374,105
shares
|
$9.45 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
364,344
shares
|
$9.21 Million
0.0% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
332,915
shares
|
$8.41 Million
0.38% of portfolio
|
Q1 2025
Added 11.19%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
330,765
shares
|
$8.36 Million
0.62% of portfolio
|
Q1 2025
Added 0.6%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
320,704
shares
|
$8.1 Million
0.64% of portfolio
|
Q1 2025
Added 36.43%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
319,129
shares
|
$8.06 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
May 12, 2025 Q1 2025 |
282,115
shares
|
$7.13 Million
1.11% of portfolio
|
Q4 2024
Reduced 14.95%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
263,703
shares
|
$6.66 Million
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
258,931
shares
|
$6.54 Million
0.0% of portfolio
|
Q1 2025
Added 19.91%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
252,745
shares
|
$6.39 Million
0.77% of portfolio
|
Q1 2025
Added 7.51%
|
|
|
Praetorian Wealth Management, Inc.
|
Apr 16, 2025 Q1 2025 |
239,142
shares
|
$6.04 Million
1.5% of portfolio
|
Q1 2025
Added 0.26%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
182,277
shares
|
$4.61 Million
0.0% of portfolio
|
Q1 2025
Reduced 48.94%
|
|
|
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%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
172,701
shares
|
$4.36 Million
0.08% of portfolio
|
Q1 2025
Added 5.93%
|