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 170 institutions that hold shares in the stock, with a total of 18.3 Million shares, which have been reported (via 13F filing form) to have a value of $468 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
$4.75 Million
0.02% of portfolio
|
Q2 2025
Added 10.01%
|
|
|
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%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
173,421
shares
|
$4.44 Million
0.8% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
151,130
shares
|
$3.87 Million
0.09% of portfolio
|
Q2 2025
Added 0.76%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
129,646
shares
|
$3.32 Million
0.64% of portfolio
|
Q3 2025
Added 48.67%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
119,536
shares
|
$3.06 Million
0.7% 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%
|
|
|
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 |
Oct 10, 2025 Q3 2025 |
96,764
shares
|
$2.48 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
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%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
90,909
shares
|
$2.33 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.09%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
89,452
shares
|
$2.29 Million
0.03% of portfolio
|
Q3 2025
Added 9.31%
|
|
|
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.
|
Oct 08, 2025 Q3 2025 |
82,149
shares
|
$2.1 Million
0.13% of portfolio
|
Q1 2025
Added 41.58%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
68,631
shares
|
$1.76 Million
0.0% of portfolio
|
Q3 2025
Added 9.57%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
63,186
shares
|
$1.62 Million
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
62,492
shares
|
$1.6 Million
0.02% of portfolio
|
Q3 2025
Added 4.78%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
61,833
shares
|
$1.58 Million
0.07% of portfolio
|
Q1 2025
Added 15.14%
|