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 |
|---|---|---|---|---|---|
|
Blue Square Asset Management, LLC
New York, NY |
Jul 22, 2025 Q2 2025 |
29,176
shares
|
$746,322
0.36% of portfolio
|
Q2 2025
Reduced 2.99%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
28,281
shares
|
$723,427
0.01% of portfolio
|
Q2 2025
Reduced 17.44%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
27,089
shares
|
$692,936
0.0% of portfolio
|
Q2 2025
Added 24.18%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
27,000
shares
|
$690,660
0.01% of portfolio
|
Q2 2025
Added 27.92%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
26,085
shares
|
$667,254
0.1% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
25,750
shares
|
$658,685
0.41% of portfolio
|
Q2 2025
Added 128.89%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
24,940
shares
|
$637,965
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
24,308
shares
|
$621,798
0.05% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
23,854
shares
|
$610,185
0.01% of portfolio
|
Q3 2025
Added 111.25%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
23,464
shares
|
$600,209
0.01% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
22,554
shares
|
$576,931
0.39% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
21,309
shares
|
$545,084
0.28% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
21,107
shares
|
$539,917
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
20,448
shares
|
$523,059
0.0% of portfolio
|
Q2 2025
Added 110.2%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
19,920
shares
|
$509,553
0.17% of portfolio
|
Q4 2023
Reduced 9.09%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
19,844
shares
|
$507,609
0.0% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
19,160
shares
|
$490,112
0.46% of portfolio
|
Q1 2025
Added 26.39%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
19,081
shares
|
$488,091
0.0% of portfolio
|
Q2 2025
Added 45.82%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
18,750
shares
|
$479,624
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
18,200
shares
|
$465,555
0.09% of portfolio
|
Q4 2024
Added 28.17%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
18,154
shares
|
$464,379
0.0% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
18,088
shares
|
$462,691
0.03% of portfolio
|
Q2 2025
Reduced 11.47%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
18,062
shares
|
$462,025
0.02% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
17,077
shares
|
$436,829
0.01% of portfolio
|
Q3 2025
Reduced 13.14%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jul 15, 2025 Q2 2025 |
16,841
shares
|
$430,792
0.2% of portfolio
|
Q2 2025
Added 26.71%
|