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 151 institutions that hold shares in the stock, with a total of 16 Million shares, which have been reported (via 13F filing form) to have a value of $405 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
23,389
shares
|
$591,040
0.01% of portfolio
|
Q1 2025
Added 27.4%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
23,280
shares
|
$588,285
0.05% of portfolio
|
Q2 2024
Added 34.5%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
22,219
shares
|
$561,474
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
21,815
shares
|
$551,265
0.0% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
May 14, 2025 Q1 2025 |
21,801
shares
|
$550,911
0.59% of portfolio
|
Q1 2025
Reduced 53.83%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
21,107
shares
|
$533,373
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Ff Advisors,Llc
Manhattan Beach, CA |
May 12, 2025 Q1 2025 |
20,557
shares
|
$519,475
0.3% of portfolio
|
Q1 2025
Added 25.85%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
20,432
shares
|
$516,316
0.03% of portfolio
|
Q1 2025
Reduced 8.25%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
20,360
shares
|
$514,497
0.0% of portfolio
|
Q1 2025
Added 51.78%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
19,920
shares
|
$503,378
0.2% of portfolio
|
Q4 2023
Reduced 9.09%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
19,160
shares
|
$484,173
0.49% of portfolio
|
Q1 2025
Added 26.39%
|
|
|
Private Portfolio Partners LLC
|
Feb 12, 2025 Q4 2024 |
18,200
shares
|
$459,914
0.09% of portfolio
|
Q4 2024
Added 28.17%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
18,056
shares
|
$456,275
0.02% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
16,722
shares
|
$422,564
0.0% of portfolio
|
Q1 2025
Added 31.66%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
16,041
shares
|
$405,356
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
15,519
shares
|
$392,165
0.07% of portfolio
|
Q1 2025
Reduced 6.42%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
15,119
shares
|
$382,057
0.01% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
14,800
shares
|
$373,996
0.05% of portfolio
|
Q4 2024
Added 34.55%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
14,549
shares
|
$367,653
0.1% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
14,536
shares
|
$367,324
0.0% of portfolio
|
Q3 2024
Added 79.7%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
May 02, 2025 Q1 2025 |
13,941
shares
|
$352,289
0.12% of portfolio
|
Q1 2025
Added 25.01%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
13,840
shares
|
$349,736
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
13,803
shares
|
$348,801
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
13,743
shares
|
$347,285
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
13,728
shares
|
$346,906
0.04% of portfolio
|
Q1 2025
Added 40.4%
|