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 151 institutions that hold shares in the stock, with a total of 16 Million shares, which have been reported (via 13F filing form) to have a value of $405 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
168,660
shares
|
$4.26 Million
0.02% of portfolio
|
Q1 2025
Added 239.98%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
164,348
shares
|
$4.15 Million
0.0% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
149,983
shares
|
$3.79 Million
0.1% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Apr 16, 2025 Q1 2025 |
119,536
shares
|
$3.02 Million
1.1% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
111,429
shares
|
$2.82 Million
0.04% of portfolio
|
Q1 2025
Added 75.22%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
109,291
shares
|
$2.76 Million
0.0% of portfolio
|
Q1 2025
Added 2.41%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
107,767
shares
|
$2.72 Million
0.19% of portfolio
|
Q1 2025
Added 21.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
107,335
shares
|
$2.71 Million
0.0% of portfolio
|
Q1 2025
Added 9.72%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
107,136
shares
|
$2.71 Million
0.02% of portfolio
|
Q1 2025
Added 18.86%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
93,927
shares
|
$2.37 Million
0.0% of portfolio
|
Q1 2025
Added 12.3%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
89,897
shares
|
$2.27 Million
1.16% of portfolio
|
Q1 2025
Reduced 4.57%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
88,754
shares
|
$2.24 Million
0.19% of portfolio
|
Q1 2025
Added 9.68%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
82,960
shares
|
$2.1 Million
0.5% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
82,149
shares
|
$2.08 Million
0.15% of portfolio
|
Q1 2025
Added 41.58%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
81,985
shares
|
$2.07 Million
0.04% of portfolio
|
Q1 2025
Added 11.08%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
81,909
shares
|
$2.07 Million
0.15% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
61,833
shares
|
$1.56 Million
0.07% of portfolio
|
Q1 2025
Added 15.14%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
61,358
shares
|
$1.55 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
60,659
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2025
Added 101.37%
|
|
|
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%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
53,513
shares
|
$1.35 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
51,750
shares
|
$1.31 Million
0.03% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
50,910
shares
|
$1.29 Million
0.24% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
48,256
shares
|
$1.22 Million
0.34% of portfolio
|
Q1 2025
Added 22.58%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
47,605
shares
|
$1.2 Million
0.08% of portfolio
|
Q1 2025
Added 10.08%
|