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 |
|---|---|---|---|---|---|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
18,117
shares
|
$461,983
0.04% of portfolio
|
Q3 2025
Added 27.92%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
18,069
shares
|
$460,759
0.01% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
17,962
shares
|
$458,031
0.0% of portfolio
|
Q3 2025
Added 105.84%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
17,887
shares
|
$456,118
0.05% of portfolio
|
Q3 2025
Added 28.8%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
17,635
shares
|
$449,692
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Massmutual Trust CO Fsb
|
Oct 22, 2025 Q3 2025 |
17,077
shares
|
$435,463
0.01% of portfolio
|
Q3 2025
Reduced 13.14%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Oct 27, 2025 Q3 2025 |
16,841
shares
|
$429,445
0.19% of portfolio
|
Q2 2025
Added 26.71%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
16,655
shares
|
$424,702
0.02% of portfolio
|
Q3 2025
Added 15.4%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
16,404
shares
|
$418,302
0.02% of portfolio
|
Q3 2025
Reduced 9.31%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
16,025
shares
|
$408,637
0.15% of portfolio
|
Q3 2025
New holding
|
|
|
Meridian Wealth Management, LLC
|
Nov 04, 2025 Q3 2025 |
14,801
shares
|
$377,425
0.01% of portfolio
|
Q3 2025
Added 14.26%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
14,709
shares
|
$375,079
0.0% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
14,693
shares
|
$374,671
0.02% of portfolio
|
Q3 2025
Added 10.97%
|
|
|
Wealthcare Advisory Partners LLC
West Chester, PA |
Nov 07, 2025 Q3 2025 |
14,559
shares
|
$371,254
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
14,484
shares
|
$369,342
0.06% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Nov 04, 2025 Q3 2025 |
14,202
shares
|
$362,151
0.11% of portfolio
|
Q3 2025
Reduced 8.04%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
13,967
shares
|
$356,158
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
Nov 12, 2025 Q3 2025 |
13,803
shares
|
$351,976
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
13,800
shares
|
$351,900
0.04% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
13,743
shares
|
$350,446
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
13,728
shares
|
$350,064
0.04% of portfolio
|
Q1 2025
Added 40.4%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
13,695
shares
|
$349,222
0.2% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
13,086
shares
|
$333,693
0.16% of portfolio
|
Q3 2025
Added 0.04%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
13,065
shares
|
$333,157
0.04% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
13,049
shares
|
$332,749
0.22% of portfolio
|
Q3 2025
Added 42.72%
|
|