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 179 institutions that hold shares in the stock, with a total of 18.5 Million shares, which have been reported (via 13F filing form) to have a value of $471 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 17, 2025 Q3 2025 |
13,000
shares
|
$331,500
0.14% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
12,942
shares
|
$330,021
0.08% of portfolio
|
Q3 2025
Added 1.65%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
12,459
shares
|
$317,704
0.01% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Atwater Malick LLC
|
Oct 23, 2025 Q3 2025 |
11,899
shares
|
$303,424
0.09% of portfolio
|
Q3 2025
Added 8.96%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
11,784
shares
|
$300,492
0.0% of portfolio
|
Q4 2024
Reduced 19.8%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
11,666
shares
|
$297,483
0.0% of portfolio
|
Q2 2025
Added 33.51%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
11,495
shares
|
$293,122
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
10,933
shares
|
$278,791
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
10,524
shares
|
$268,362
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
10,274
shares
|
$261,987
0.05% of portfolio
|
Q3 2025
Reduced 0.9%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Oct 23, 2025 Q3 2025 |
10,030
shares
|
$255,765
0.23% of portfolio
|
Q3 2025
Reduced 24.16%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
9,915
shares
|
$252,832
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
9,819
shares
|
$250,384
0.0% of portfolio
|
Q3 2025
Added 0.44%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
9,750
shares
|
$248,625
0.02% of portfolio
|
Q3 2025
Added 21.88%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
9,552
shares
|
$243,576
0.0% of portfolio
|
Q3 2025
Added 18.94%
|
|
|
Segment Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
9,500
shares
|
$242,250
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
9,448
shares
|
$240,924
0.03% of portfolio
|
Q1 2024
Added 0.67%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
9,193
shares
|
$234,421
0.0% of portfolio
|
Q3 2025
Reduced 19.25%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
9,109
shares
|
$232,279
0.0% of portfolio
|
Q3 2025
Reduced 52.26%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
9,086
shares
|
$231,693
0.01% of portfolio
|
Q3 2025
Added 14.2%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
8,820
shares
|
$224,910
0.07% of portfolio
|
Q3 2025
Added 9.63%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
8,809
shares
|
$224,629
0.02% of portfolio
|
Q3 2025
Reduced 0.83%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
8,562
shares
|
$218,331
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
8,456
shares
|
$215,628
0.0% of portfolio
|
Q2 2025
Reduced 26.21%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
8,393
shares
|
$214,021
0.01% of portfolio
|
Q3 2025
Reduced 13.19%
|
|