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 |
|---|---|---|---|---|---|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
33,636
shares
|
$849,309
0.01% of portfolio
|
Q4 2023
Reduced 63.76%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
33,085
shares
|
$835,396
0.01% of portfolio
|
Q3 2023
Added 1.71%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
32,583
shares
|
$822,720
0.45% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
31,659
shares
|
$799,389
0.21% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
31,298
shares
|
$790,274
0.07% of portfolio
|
Q3 2024
Reduced 6.33%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
31,000
shares
|
$782,750
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
29,768
shares
|
$751,642
0.13% of portfolio
|
Q3 2024
Added 26.85%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
28,634
shares
|
$723,008
0.03% of portfolio
|
Q2 2024
Added 0.72%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
28,205
shares
|
$712,176
0.01% of portfolio
|
Q3 2024
Reduced 17.48%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
27,228
shares
|
$687,507
0.46% of portfolio
|
Q3 2024
Reduced 11.82%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
26,725
shares
|
$674,806
0.0% of portfolio
|
Q3 2024
Added 105.85%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
26,249
shares
|
$662,787
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
24,262
shares
|
$612,615
0.04% of portfolio
|
Q3 2024
Reduced 14.3%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
24,251
shares
|
$612,337
0.0% of portfolio
|
Q3 2024
Reduced 41.6%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
23,280
shares
|
$587,820
0.05% of portfolio
|
Q2 2024
Added 34.5%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
20,656
shares
|
$521,564
0.03% of portfolio
|
Q3 2024
Added 147.97%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
19,920
shares
|
$502,980
0.22% of portfolio
|
Q4 2023
Reduced 9.09%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
19,427
shares
|
$490,531
0.14% of portfolio
|
Q2 2024
Reduced 44.48%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
19,150
shares
|
$483,537
0.03% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
18,489
shares
|
$466,847
0.02% of portfolio
|
Q3 2024
Reduced 9.51%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
18,328
shares
|
$462,782
0.32% of portfolio
|
Q3 2024
Reduced 12.49%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
17,506
shares
|
$442,026
0.01% of portfolio
|
Q3 2024
Reduced 11.55%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
17,303
shares
|
$436,900
0.01% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
16,839
shares
|
$425,184
0.0% of portfolio
|
Q3 2024
Reduced 72.22%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
16,739
shares
|
$422,659
0.07% of portfolio
|
Q3 2024
Added 27.5%
|