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 128 institutions that hold shares in the stock, with a total of 13.4 Million shares, which have been reported (via 13F filing form) to have a value of $336 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,119,061
shares
|
$28.1 Million
0.0% of portfolio
|
Q3 2024
Added 9.08%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
865,211
shares
|
$21.8 Million
0.01% of portfolio
|
Q3 2024
Added 8.11%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
821,989
shares
|
$20.7 Million
0.05% of portfolio
|
Q3 2024
Added 5.04%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
818,371
shares
|
$20.6 Million
0.33% of portfolio
|
Q3 2024
Added 2.35%
|
|
|
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%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
668,732
shares
|
$16.8 Million
0.03% of portfolio
|
Q3 2024
Added 65.51%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
654,566
shares
|
$16.5 Million
0.0% of portfolio
|
Q3 2024
Added 3.38%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
636,531
shares
|
$16 Million
0.02% of portfolio
|
Q3 2024
Added 9.78%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
634,290
shares
|
$16 Million
1.6% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
399,319
shares
|
$10 Million
0.97% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
371,302
shares
|
$9.34 Million
0.0% of portfolio
|
Q3 2024
Added 1.46%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
319,129
shares
|
$8.03 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
317,404
shares
|
$7.98 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
296,489
shares
|
$7.46 Million
0.6% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
263,703
shares
|
$6.63 Million
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
233,253
shares
|
$5.87 Million
0.67% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 02, 2024 Q3 2024 |
230,399
shares
|
$5.79 Million
1.48% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
226,180
shares
|
$5.69 Million
0.0% of portfolio
|
Q3 2024
Added 8.44%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
216,165
shares
|
$5.44 Million
0.44% of portfolio
|
Q3 2024
Added 49.23%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
173,421
shares
|
$4.36 Million
0.8% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
170,415
shares
|
$4.29 Million
0.19% of portfolio
|
Q3 2024
Added 141.21%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
155,914
shares
|
$3.92 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
138,561
shares
|
$3.48 Million
0.0% of portfolio
|
Q3 2024
Added 19.6%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
134,912
shares
|
$3.39 Million
1.82% of portfolio
|
Q3 2024
Reduced 1.19%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
127,261
shares
|
$3.2 Million
0.08% of portfolio
|
Q3 2024
Added 18.85%
|