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 |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
126,025
shares
|
$3.18 Million
0.08% of portfolio
|
Q3 2024
Added 16.18%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
118,606
shares
|
$2.99 Million
1.33% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
99,925
shares
|
$2.52 Million
0.0% of portfolio
|
Q3 2024
Added 1.16%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
94,700
shares
|
$2.39 Million
0.0% of portfolio
|
Q3 2024
Added 163.8%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
83,972
shares
|
$2.12 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.13%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
80,981
shares
|
$2.04 Million
0.17% of portfolio
|
Q3 2024
Added 5.02%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
73,616
shares
|
$1.86 Million
0.14% of portfolio
|
Q3 2024
Added 35.08%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
73,572
shares
|
$1.86 Million
0.46% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
68,495
shares
|
$1.73 Million
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
60,322
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Added 11.89%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
59,370
shares
|
$1.5 Million
0.0% of portfolio
|
Q3 2024
Added 43.48%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
57,051
shares
|
$1.44 Million
0.46% of portfolio
|
Q3 2024
Reduced 27.32%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
50,063
shares
|
$1.26 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.37%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
49,311
shares
|
$1.25 Million
0.25% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
48,663
shares
|
$1.23 Million
0.09% of portfolio
|
Q4 2023
Reduced 41.48%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
46,684
shares
|
$1.18 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
45,976
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
45,672
shares
|
$1.15 Million
0.48% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
43,726
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2024
Added 4.68%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
39,366
shares
|
$993,991
0.17% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
38,861
shares
|
$981,240
0.02% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
37,678
shares
|
$951,369
0.01% of portfolio
|
Q3 2024
Added 42.0%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
37,061
shares
|
$935,790
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
36,637
shares
|
$925,084
0.44% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
36,400
shares
|
$919,100
0.02% of portfolio
|
Q2 2024
Added 11.95%
|