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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
185,252
shares
|
$4.74 Million
0.0% of portfolio
|
Q2 2025
Added 12.72%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
181,110
shares
|
$4.63 Million
0.08% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
173,421
shares
|
$4.43 Million
0.8% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
151,130
shares
|
$3.86 Million
0.09% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
119,536
shares
|
$3.06 Million
0.84% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
117,601
shares
|
$3.01 Million
0.0% of portfolio
|
Q2 2025
Added 91.66%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
115,028
shares
|
$2.94 Million
0.03% of portfolio
|
Q2 2025
Added 3.23%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
113,132
shares
|
$2.89 Million
0.0% of portfolio
|
Q2 2025
Added 3.51%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
112,390
shares
|
$2.87 Million
0.21% of portfolio
|
Q2 2025
Added 26.63%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
107,202
shares
|
$2.74 Million
0.02% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
98,908
shares
|
$2.53 Million
0.04% of portfolio
|
Q2 2025
Added 200.29%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
97,842
shares
|
$2.5 Million
0.14% of portfolio
|
Q2 2025
Added 137.99%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
97,284
shares
|
$2.49 Million
0.15% of portfolio
|
Q2 2025
Reduced 9.73%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
95,929
shares
|
$2.45 Million
0.16% of portfolio
|
Q2 2025
Added 17.12%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
92,733
shares
|
$2.37 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.27%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
87,204
shares
|
$2.23 Million
0.48% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
84,482
shares
|
$2.16 Million
1.0% of portfolio
|
Q2 2025
Reduced 6.02%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
83,958
shares
|
$2.15 Million
0.04% of portfolio
|
Q2 2025
Added 2.41%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
82,149
shares
|
$2.1 Million
0.14% of portfolio
|
Q1 2025
Added 41.58%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
81,830
shares
|
$2.09 Million
0.03% of portfolio
|
Q2 2025
Added 150.56%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
63,186
shares
|
$1.62 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
62,636
shares
|
$1.6 Million
0.0% of portfolio
|
Q2 2025
Added 3.26%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
61,833
shares
|
$1.58 Million
0.07% of portfolio
|
Q1 2025
Added 15.14%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
60,322
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Added 11.89%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
59,642
shares
|
$1.52 Million
0.02% of portfolio
|
Q2 2025
Added 11.45%
|