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 167 institutions that hold shares in the stock, with a total of 16.9 Million shares, which have been reported (via 13F filing form) to have a value of $432 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,070,507
shares
|
$52.9 Million
0.0% of portfolio
|
Q2 2025
Added 7.45%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
891,719
shares
|
$22.8 Million
0.33% of portfolio
|
Q2 2025
Added 3.39%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
856,888
shares
|
$21.9 Million
0.05% of portfolio
|
Q2 2025
Added 13.85%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
841,032
shares
|
$21.5 Million
0.01% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
753,826
shares
|
$19.3 Million
0.54% of portfolio
|
Q1 2024
Added 6.03%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
734,646
shares
|
$18.8 Million
0.02% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
653,576
shares
|
$16.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.72%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
454,319
shares
|
$11.6 Million
0.0% of portfolio
|
Q2 2025
Added 4.82%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
434,996
shares
|
$11.1 Million
0.06% of portfolio
|
Q2 2025
Added 2.27%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
386,615
shares
|
$9.88 Million
0.92% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
382,180
shares
|
$9.77 Million
0.64% of portfolio
|
Q2 2025
Added 15.54%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
375,752
shares
|
$9.6 Million
0.69% of portfolio
|
Q2 2025
Added 17.16%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
338,675
shares
|
$8.66 Million
0.36% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
335,095
shares
|
$8.57 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.03%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
319,129
shares
|
$8.16 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Aug 12, 2025 Q2 2025 |
308,365
shares
|
$7.88 Million
1.12% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
301,088
shares
|
$7.7 Million
0.62% of portfolio
|
Q2 2025
Reduced 45.68%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
265,242
shares
|
$6.78 Million
0.0% of portfolio
|
Q2 2025
Added 2.44%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
263,703
shares
|
$6.74 Million
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
252,883
shares
|
$6.46 Million
0.71% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Praetorian Wealth Management, Inc.
|
Jul 09, 2025 Q2 2025 |
242,261
shares
|
$6.19 Million
1.45% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
239,730
shares
|
$6.13 Million
0.0% of portfolio
|
Q2 2025
Reduced 35.92%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
193,861
shares
|
$4.96 Million
0.0% of portfolio
|
Q2 2025
Added 80.61%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
192,905
shares
|
$4.93 Million
0.0% of portfolio
|
Q2 2025
Added 5.83%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
185,542
shares
|
$4.74 Million
0.02% of portfolio
|
Q2 2025
Added 10.01%
|