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 142 institutions that hold shares in the stock, with a total of 15.7 Million shares, which have been reported (via 13F filing form) to have a value of $397 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
2,271
shares
|
$57,342
0.0% of portfolio
|
Q4 2024
Added 505.6%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
2,217
shares
|
$55,979
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
2,152
shares
|
$54,338
0.0% of portfolio
|
Q4 2024
Added 0.65%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
2,004
shares
|
$50,601
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,000
shares
|
$50,500
0.0% of portfolio
|
Q2 2024
Reduced 68.96%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Feb 12, 2025 Q4 2024 |
1,987
shares
|
$50,171
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
955
shares
|
$24,113
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
813
shares
|
$20,528
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
650
shares
|
$16,412
0.0% of portfolio
|
Q2 2022
Added 44.44%
|
|
|
Collier Financial
Denver, CO |
Jan 29, 2025 Q4 2024 |
400
shares
|
$10,100
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 24, 2025 Q4 2024 |
313
shares
|
$7,903
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
147
shares
|
$3,711
0.0% of portfolio
|
Q2 2024
Added 2.08%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
135
shares
|
$3,408
0.0% of portfolio
|
Q2 2023
Reduced 99.28%
|
|
|
Addison Advisors LLC
|
Feb 04, 2025 Q4 2024 |
95
shares
|
$2,398
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
75
shares
|
$1,893
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
20
shares
|
$505
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Feb 13, 2025 Q4 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q4 2024
New holding
|