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 |
|---|---|---|---|---|---|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Apr 28, 2025 Q1 2025 |
8,536
shares
|
$215,704
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
8,057
shares
|
$203,600
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Apr 23, 2025 Q1 2025 |
8,000
shares
|
$202,160
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
7,993
shares
|
$201,983
0.0% of portfolio
|
Q1 2025
Reduced 92.75%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
7,956
shares
|
$201,048
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
5,930
shares
|
$149,851
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
5,889
shares
|
$148,815
0.0% of portfolio
|
Q1 2025
Reduced 35.98%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
4,770
shares
|
$120,537
0.03% of portfolio
|
Q1 2024
Reduced 27.95%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,971
shares
|
$100,347
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
2,725
shares
|
$68,860
0.01% of portfolio
|
Q4 2023
Reduced 45.87%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,628
shares
|
$66,409
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
2,217
shares
|
$56,023
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
2,004
shares
|
$50,641
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,000
shares
|
$50,540
0.0% of portfolio
|
Q2 2024
Reduced 68.96%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
828
shares
|
$20,923
0.01% of portfolio
|
Q1 2025
Reduced 13.3%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
813
shares
|
$20,544
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
775
shares
|
$19,584
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
650
shares
|
$16,425
0.0% of portfolio
|
Q2 2022
Added 44.44%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
402
shares
|
$10,158
0.01% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
313
shares
|
$7,909
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
294
shares
|
$7,429
0.0% of portfolio
|
Q1 2025
Reduced 86.34%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
148
shares
|
$3,739
0.0% of portfolio
|
Q1 2025
Added 640.0%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
147
shares
|
$3,714
0.0% of portfolio
|
Q2 2024
Added 2.08%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
135
shares
|
$3,411
0.0% of portfolio
|
Q2 2023
Reduced 99.28%
|
|
|
Addison Advisors LLC
|
May 12, 2025 Q1 2025 |
95
shares
|
$2,400
0.0% of portfolio
|
Q4 2024
New holding
|