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 |
|---|---|---|---|---|---|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
13,529
shares
|
$341,877
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Postrock Partners LLC
Overland Park, OR |
May 02, 2025 Q1 2025 |
13,291
shares
|
$335,863
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
13,085
shares
|
$330,657
0.0% of portfolio
|
Q1 2025
Reduced 43.19%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
May 16, 2025 Q1 2025 |
13,000
shares
|
$328,510
0.14% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
12,474
shares
|
$315,217
0.05% of portfolio
|
Q3 2024
Reduced 29.15%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
12,460
shares
|
$314,864
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
12,052
shares
|
$304,554
0.09% of portfolio
|
Q1 2025
Added 2.12%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,784
shares
|
$297,781
0.0% of portfolio
|
Q4 2024
Reduced 19.8%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
11,649
shares
|
$294,370
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
11,593
shares
|
$292,955
0.33% of portfolio
|
Q1 2025
Reduced 46.1%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
11,459
shares
|
$289,568
0.0% of portfolio
|
Q1 2025
Reduced 3.19%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
11,250
shares
|
$284,287
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
10,933
shares
|
$276,276
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
10,683
shares
|
$269,959
0.09% of portfolio
|
Q4 2024
Reduced 45.01%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
10,626
shares
|
$268,519
0.06% of portfolio
|
Q1 2025
Reduced 8.21%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
10,000
shares
|
$252,700
0.0% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
9,937
shares
|
$251,107
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
9,788
shares
|
$247,342
0.02% of portfolio
|
Q1 2025
Added 4.16%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
9,728
shares
|
$245,826
0.0% of portfolio
|
Q1 2025
Added 328.36%
|
|
|
Segment Wealth Management, LLC
|
Apr 21, 2025 Q1 2025 |
9,500
shares
|
$240,065
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
9,448
shares
|
$238,750
0.03% of portfolio
|
Q1 2024
Added 0.67%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
9,260
shares
|
$234,000
0.0% of portfolio
|
Q1 2025
Added 10.73%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
9,187
shares
|
$232,155
0.02% of portfolio
|
Q1 2025
Added 15.59%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Apr 24, 2025 Q1 2025 |
9,143
shares
|
$231,043
0.18% of portfolio
|
Q4 2024
Reduced 44.69%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
8,738
shares
|
$220,809
0.0% of portfolio
|
Q1 2025
Reduced 11.67%
|