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 170 institutions that hold shares in the stock, with a total of 18.3 Million shares, which have been reported (via 13F filing form) to have a value of $468 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
11,593
shares
|
$296,548
0.33% of portfolio
|
Q1 2025
Reduced 46.1%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
11,385
shares
|
$291,228
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
10,933
shares
|
$279,666
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
10,274
shares
|
$262,808
0.05% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Oct 23, 2025 Q3 2025 |
10,030
shares
|
$256,567
0.23% of portfolio
|
Q3 2025
Reduced 24.16%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
10,000
shares
|
$255,799
0.0% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
9,776
shares
|
$250,070
0.0% of portfolio
|
Q2 2025
Added 22.31%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
9,750
shares
|
$249,404
0.02% of portfolio
|
Q3 2025
Added 21.88%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
9,668
shares
|
$247,307
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
9,500
shares
|
$243,009
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
9,448
shares
|
$241,679
0.03% of portfolio
|
Q1 2024
Added 0.67%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
9,143
shares
|
$233,877
0.17% of portfolio
|
Q4 2024
Reduced 44.69%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
8,809
shares
|
$225,334
0.02% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
8,726
shares
|
$223,211
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
8,562
shares
|
$219,015
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
8,456
shares
|
$216,304
0.0% of portfolio
|
Q2 2025
Reduced 26.21%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
8,274
shares
|
$211,648
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
8,045
shares
|
$205,791
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
8,031
shares
|
$205,432
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
7,956
shares
|
$203,514
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
5,930
shares
|
$151,689
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
5,889
shares
|
$150,640
0.0% of portfolio
|
Q1 2025
Reduced 35.98%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
4,770
shares
|
$122,016
0.03% of portfolio
|
Q1 2024
Reduced 27.95%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,971
shares
|
$101,578
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
3,967
shares
|
$101,475
0.02% of portfolio
|
Q3 2025
Added 0.61%
|