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 |
|---|---|---|---|---|---|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
60,322
shares
|
$1.54 Million
0.0% of portfolio
|
Q3 2024
Added 11.89%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
59,431
shares
|
$1.52 Million
0.03% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
54,599
shares
|
$1.4 Million
0.59% of portfolio
|
Q3 2025
Added 32.98%
|
|
|
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 |
Oct 21, 2025 Q3 2025 |
51,533
shares
|
$1.32 Million
0.23% of portfolio
|
Q3 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%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
49,154
shares
|
$1.26 Million
0.09% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
48,256
shares
|
$1.23 Million
0.27% of portfolio
|
Q1 2025
Added 22.58%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
47,520
shares
|
$1.22 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 |
Oct 24, 2025 Q3 2025 |
45,095
shares
|
$1.15 Million
0.47% of portfolio
|
Q3 2025
Added 2.93%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
39,200
shares
|
$1 Million
0.37% of portfolio
|
Q2 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
37,782
shares
|
$966,463
0.14% of portfolio
|
Q3 2025
Added 20.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
36,609
shares
|
$936,458
0.0% of portfolio
|
Q2 2025
Added 50.77%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
36,400
shares
|
$931,111
0.02% of portfolio
|
Q2 2024
Added 11.95%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
34,929
shares
|
$893,483
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
34,609
shares
|
$885,298
0.0% of portfolio
|
Q3 2025
Reduced 12.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
34,100
shares
|
$872,278
0.0% of portfolio
|
Q2 2025
Added 42.15%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
33,085
shares
|
$846,314
0.01% of portfolio
|
Q3 2023
Added 1.71%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
31,789
shares
|
$813,162
0.2% of portfolio
|
Q2 2025
Added 0.14%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
31,217
shares
|
$798,530
0.06% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
31,000
shares
|
$792,980
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
30,559
shares
|
$781,699
0.02% of portfolio
|
Q2 2025
Added 14.36%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
30,265
shares
|
$774,178
0.0% of portfolio
|
Q2 2025
Added 275.64%
|