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 |
|---|---|---|---|---|---|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
27,089
shares
|
$692,394
0.0% of portfolio
|
Q2 2025
Added 24.18%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
27,000
shares
|
$690,120
0.0% of portfolio
|
Q2 2025
Added 27.92%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
25,750
shares
|
$658,170
0.41% of portfolio
|
Q2 2025
Added 128.89%
|
|
|
Gryphon Financial Partners LLC
|
Aug 07, 2025 Q2 2025 |
24,940
shares
|
$637,466
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
24,308
shares
|
$621,312
0.05% of portfolio
|
Q2 2025
Reduced 0.32%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
24,281
shares
|
$620,622
0.0% of portfolio
|
Q2 2025
Reduced 22.99%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
23,464
shares
|
$599,739
0.01% of portfolio
|
Q2 2025
Added 0.32%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
22,906
shares
|
$585,477
0.4% of portfolio
|
Q2 2025
Reduced 16.44%
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
Jul 08, 2025 Q2 2025 |
21,309
shares
|
$544,658
0.28% of portfolio
|
Q2 2025
Added 3.66%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
21,107
shares
|
$539,494
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
20,448
shares
|
$522,650
0.0% of portfolio
|
Q2 2025
Added 110.2%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
19,920
shares
|
$509,155
0.19% of portfolio
|
Q4 2023
Reduced 9.09%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
19,844
shares
|
$507,212
0.0% of portfolio
|
Q2 2025
Reduced 2.53%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
19,660
shares
|
$502,509
0.01% of portfolio
|
Q2 2025
Added 14462.96%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
19,160
shares
|
$489,729
0.46% of portfolio
|
Q1 2025
Added 26.39%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
19,081
shares
|
$487,710
0.0% of portfolio
|
Q2 2025
Added 45.82%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
18,200
shares
|
$465,192
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
|
$464,016
0.0% of portfolio
|
Q2 2025
Added 8.56%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
18,088
shares
|
$462,329
0.03% of portfolio
|
Q2 2025
Reduced 11.47%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
18,062
shares
|
$461,664
0.02% of portfolio
|
Q2 2025
Added 0.03%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jul 15, 2025 Q2 2025 |
16,841
shares
|
$430,455
0.2% of portfolio
|
Q2 2025
Added 26.71%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
16,279
shares
|
$416,091
0.01% of portfolio
|
Q2 2025
Added 7.67%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
15,929
shares
|
$407,145
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
15,443
shares
|
$394,723
0.12% of portfolio
|
Q2 2025
Added 10.77%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
14,809
shares
|
$378,518
0.0% of portfolio
|
Q2 2025
Reduced 7.68%
|