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 |
|---|---|---|---|---|---|
|
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%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
59,614
shares
|
$1.52 Million
0.09% of portfolio
|
Q3 2025
Added 10.36%
|
|
|
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
|
$1.39 Million
0.59% of portfolio
|
Q3 2025
Added 32.98%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
54,028
shares
|
$1.38 Million
0.36% of portfolio
|
Q3 2025
Added 9.0%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
51,533
shares
|
$1.31 Million
0.23% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
49,154
shares
|
$1.25 Million
0.09% of portfolio
|
Q3 2025
Added 2.36%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
48,854
shares
|
$1.25 Million
0.01% of portfolio
|
Q3 2025
Added 80.94%
|
|
|
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
|
Oct 29, 2025 Q3 2025 |
46,985
shares
|
$1.2 Million
0.5% of portfolio
|
Q3 2025
Reduced 1.13%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
46,684
shares
|
$1.19 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
46,487
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2025
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%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
43,652
shares
|
$1.11 Million
0.47% of portfolio
|
Q3 2025
Reduced 48.33%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
41,605
shares
|
$1.06 Million
0.0% of portfolio
|
Q3 2025
Added 103.47%
|
|
|
Quantinno Capital Management LP
New York, NY |
Nov 14, 2025 Q3 2025 |
40,048
shares
|
$1.02 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
37,782
shares
|
$963,441
0.14% of portfolio
|
Q3 2025
Added 20.01%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
36,664
shares
|
$934,932
0.0% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
36,400
shares
|
$928,200
0.02% of portfolio
|
Q2 2024
Added 11.95%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
35,638
shares
|
$908,769
0.03% of portfolio
|
Q3 2025
Added 14.16%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
35,224
shares
|
$898,212
0.0% of portfolio
|
Q3 2025
Added 252.24%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
34,929
shares
|
$890,689
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
34,609
shares
|
$882,529
0.0% of portfolio
|
Q3 2025
Reduced 12.08%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
34,339
shares
|
$875,644
0.0% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
33,883
shares
|
$864,016
0.01% of portfolio
|
Q3 2025
Added 19.81%
|
|