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 |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
33,085
shares
|
$843,667
0.01% of portfolio
|
Q3 2023
Added 1.71%
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
31,833
shares
|
$811,741
0.2% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
31,000
shares
|
$790,500
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
30,232
shares
|
$770,916
0.0% of portfolio
|
Q3 2025
Reduced 0.11%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
29,300
shares
|
$747,150
0.44% of portfolio
|
Q3 2025
Added 13.79%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
28,386
shares
|
$723,843
0.33% of portfolio
|
Q3 2025
Reduced 2.71%
|
|
|
Wj Wealth Management, LLC
|
Nov 25, 2025 Q3 2025 |
28,107
shares
|
$716,728
0.47% of portfolio
|
Q3 2025
Reduced 41.82%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
26,536
shares
|
$676,668
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
26,085
shares
|
$665,167
0.1% of portfolio
|
Q3 2025
Reduced 4.29%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
25,070
shares
|
$639,285
0.02% of portfolio
|
Q3 2025
Reduced 17.96%
|
|
|
Gryphon Financial Partners LLC
|
Nov 12, 2025 Q3 2025 |
24,940
shares
|
$635,970
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
24,252
shares
|
$618,426
0.0% of portfolio
|
Q3 2025
Added 66.84%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
23,854
shares
|
$608,277
0.01% of portfolio
|
Q3 2025
Added 111.25%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
23,654
shares
|
$603,177
0.05% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
22,554
shares
|
$575,127
0.39% of portfolio
|
Q3 2025
Reduced 1.54%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
22,318
shares
|
$569,109
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
21,107
shares
|
$538,228
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Nov 13, 2025 Q3 2025 |
20,875
shares
|
$532,312
0.26% of portfolio
|
Q3 2025
Reduced 2.04%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
20,360
shares
|
$519,180
0.47% of portfolio
|
Q3 2025
Added 6.26%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
20,199
shares
|
$515,074
0.01% of portfolio
|
Q3 2025
Added 24.08%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Oct 17, 2025 Q3 2025 |
19,920
shares
|
$507,960
0.17% of portfolio
|
Q4 2023
Reduced 9.09%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
19,186
shares
|
$489,243
0.0% of portfolio
|
Q3 2025
Added 5.68%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
18,750
shares
|
$478,125
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
18,200
shares
|
$464,100
0.09% of portfolio
|
Q4 2024
Added 28.17%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
18,118
shares
|
$462,009
0.0% of portfolio
|
Q3 2025
Reduced 8.7%
|
|