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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
14,536
shares
|
$371,540
0.0% of portfolio
|
Q3 2024
Added 79.7%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
14,484
shares
|
$370,211
0.06% of portfolio
|
Q2 2025
Reduced 6.67%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
14,433
shares
|
$368,907
0.01% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
14,163
shares
|
$362,006
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
13,905
shares
|
$355,411
0.09% of portfolio
|
Q2 2025
Reduced 4.43%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
13,887
shares
|
$354,951
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Passive Capital Management, Llc.
Baltimore, MD |
May 07, 2025 Q1 2025 |
13,803
shares
|
$352,804
0.11% of portfolio
|
Q1 2025
New holding
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
13,800
shares
|
$352,728
0.04% of portfolio
|
Q2 2025
Reduced 6.76%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
13,743
shares
|
$351,271
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
13,728
shares
|
$350,887
0.04% of portfolio
|
Q1 2025
Added 40.4%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
13,612
shares
|
$347,922
0.24% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
13,241
shares
|
$338,439
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Jul 28, 2025 Q2 2025 |
13,225
shares
|
$338,031
0.32% of portfolio
|
Q2 2025
Reduced 39.34%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
13,065
shares
|
$333,941
0.05% of portfolio
|
Q2 2025
Added 4.74%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 13, 2025 Q2 2025 |
13,000
shares
|
$332,280
0.14% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Meridian Wealth Management, LLC
|
Aug 08, 2025 Q2 2025 |
12,954
shares
|
$331,104
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
12,732
shares
|
$325,429
0.08% of portfolio
|
Q2 2025
Added 5.64%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
12,459
shares
|
$318,452
0.01% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,784
shares
|
$301,199
0.0% of portfolio
|
Q4 2024
Reduced 19.8%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
11,666
shares
|
$298,182
0.0% of portfolio
|
Q2 2025
Added 33.51%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
11,656
shares
|
$297,927
0.0% of portfolio
|
Q2 2025
Reduced 65.87%
|
|
|
Pfg Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
11,649
shares
|
$297,748
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
11,593
shares
|
$296,317
0.33% of portfolio
|
Q1 2025
Reduced 46.1%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
11,385
shares
|
$291,000
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
11,292
shares
|
$288,623
0.0% of portfolio
|
Q2 2025
Added 21.94%
|