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 |
|---|---|---|---|---|---|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
10,933
shares
|
$279,447
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Atwater Malick LLC
|
Jul 21, 2025 Q2 2025 |
10,921
shares
|
$279,140
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
10,392
shares
|
$265,619
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
10,367
shares
|
$264,980
0.05% of portfolio
|
Q2 2025
Reduced 2.44%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
10,000
shares
|
$255,600
0.0% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
9,776
shares
|
$249,874
0.0% of portfolio
|
Q2 2025
Added 22.31%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
9,668
shares
|
$247,114
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Segment Wealth Management, LLC
|
Jul 21, 2025 Q2 2025 |
9,500
shares
|
$242,820
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
9,448
shares
|
$241,490
0.03% of portfolio
|
Q1 2024
Added 0.67%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
9,143
shares
|
$233,695
0.17% of portfolio
|
Q4 2024
Reduced 44.69%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
9,066
shares
|
$231,726
0.02% of portfolio
|
Q2 2025
Reduced 7.38%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
8,883
shares
|
$227,049
0.02% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
8,726
shares
|
$223,036
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
8,562
shares
|
$218,844
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
8,456
shares
|
$216,135
0.0% of portfolio
|
Q2 2025
Reduced 26.21%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
8,274
shares
|
$211,483
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
8,045
shares
|
$205,630
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
8,031
shares
|
$205,272
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
8,000
shares
|
$204,480
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
7,956
shares
|
$203,355
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
5,930
shares
|
$151,570
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
5,889
shares
|
$150,522
0.0% of portfolio
|
Q1 2025
Reduced 35.98%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
4,770
shares
|
$121,921
0.03% of portfolio
|
Q1 2024
Reduced 27.95%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,971
shares
|
$101,498
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
3,943
shares
|
$100,783
0.02% of portfolio
|
Q2 2025
New holding
|