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 |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
58,555
shares
|
$1.5 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
54,020
shares
|
$1.38 Million
0.08% of portfolio
|
Q2 2025
Added 13.48%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
51,221
shares
|
$1.31 Million
0.24% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
50,439
shares
|
$1.29 Million
0.06% of portfolio
|
Q2 2025
Added 93.17%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Aug 13, 2025 Q2 2025 |
49,569
shares
|
$1.27 Million
0.37% of portfolio
|
Q2 2025
Added 9.03%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
48,256
shares
|
$1.23 Million
0.29% of portfolio
|
Q1 2025
Added 22.58%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
48,020
shares
|
$1.23 Million
0.09% of portfolio
|
Q2 2025
Added 106.27%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
47,520
shares
|
$1.21 Million
0.5% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
46,684
shares
|
$1.19 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
43,810
shares
|
$1.12 Million
0.47% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
41,059
shares
|
$1.05 Million
0.49% of portfolio
|
Q2 2025
Reduced 9.39%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
39,362
shares
|
$1.01 Million
0.0% of portfolio
|
Q2 2025
Added 18.93%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
39,200
shares
|
$1 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
36,400
shares
|
$930,384
0.02% of portfolio
|
Q2 2024
Added 11.95%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
34,100
shares
|
$871,596
0.0% of portfolio
|
Q2 2025
Added 42.15%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
33,085
shares
|
$845,652
0.01% of portfolio
|
Q3 2023
Added 1.71%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
31,789
shares
|
$812,526
0.2% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
31,482
shares
|
$804,679
0.13% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
31,217
shares
|
$797,906
0.06% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
31,000
shares
|
$792,360
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
30,559
shares
|
$781,088
0.02% of portfolio
|
Q2 2025
Added 14.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
30,265
shares
|
$773,573
0.0% of portfolio
|
Q2 2025
Added 275.64%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jul 22, 2025 Q2 2025 |
29,176
shares
|
$745,738
0.36% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
28,281
shares
|
$722,862
0.01% of portfolio
|
Q2 2025
Reduced 17.44%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
27,255
shares
|
$696,637
0.11% of portfolio
|
Q2 2025
New holding
|