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 179 institutions that hold shares in the stock, with a total of 18.5 Million shares, which have been reported (via 13F filing form) to have a value of $471 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
199,583
shares
|
$5.09 Million
0.0% of portfolio
|
Q3 2025
Added 2.95%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
173,421
shares
|
$4.42 Million
0.8% of portfolio
|
Q3 2024
Added 0.34%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
167,668
shares
|
$4.28 Million
0.0% of portfolio
|
Q3 2025
Reduced 30.06%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
167,004
shares
|
$4.26 Million
0.22% of portfolio
|
Q3 2025
Added 70.69%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
151,385
shares
|
$3.86 Million
0.08% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
133,015
shares
|
$3.39 Million
0.0% of portfolio
|
Q3 2025
Reduced 84.18%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
129,646
shares
|
$3.31 Million
0.64% of portfolio
|
Q3 2025
Added 48.67%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
124,435
shares
|
$3.17 Million
0.03% of portfolio
|
Q3 2025
Added 430.32%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
120,555
shares
|
$3.07 Million
0.03% of portfolio
|
Q3 2025
Added 4.8%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
119,536
shares
|
$3.05 Million
0.7% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
119,179
shares
|
$3.04 Million
0.02% of portfolio
|
Q3 2025
Added 11.17%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
102,895
shares
|
$2.62 Million
0.18% of portfolio
|
Q3 2025
Reduced 8.45%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
99,849
shares
|
$2.55 Million
0.11% of portfolio
|
Q3 2025
Added 97.96%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
96,764
shares
|
$2.47 Million
0.14% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
96,079
shares
|
$2.45 Million
0.03% of portfolio
|
Q3 2025
Added 14.44%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
95,469
shares
|
$2.43 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.61%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
92,956
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
|
$2.32 Million
0.03% of portfolio
|
Q3 2025
Reduced 8.09%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
89,452
shares
|
$2.28 Million
0.03% of portfolio
|
Q3 2025
Added 9.31%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
85,231
shares
|
$2.17 Million
0.15% of portfolio
|
Q3 2025
Reduced 11.15%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
82,149
shares
|
$2.09 Million
0.13% of portfolio
|
Q1 2025
Added 41.58%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
68,631
shares
|
$1.75 Million
0.0% of portfolio
|
Q3 2025
Added 9.57%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
62,586
shares
|
$1.6 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
62,492
shares
|
$1.59 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%
|
|