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 |
|---|---|---|---|---|---|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
2,725
shares
|
$69,651
0.01% of portfolio
|
Q4 2023
Reduced 45.87%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,628
shares
|
$67,171
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
2,217
shares
|
$56,666
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
2,004
shares
|
$51,222
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,000
shares
|
$51,120
0.0% of portfolio
|
Q2 2024
Reduced 68.96%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jul 21, 2025 Q2 2025 |
1,794
shares
|
$45,854
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
995
shares
|
$25,432
0.01% of portfolio
|
Q2 2025
Added 947.37%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
828
shares
|
$21,163
0.01% of portfolio
|
Q1 2025
Reduced 13.3%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
813
shares
|
$20,780
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
775
shares
|
$19,809
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
650
shares
|
$16,614
0.0% of portfolio
|
Q2 2022
Added 44.44%
|
|
|
Collier Financial
Denver, CO |
Apr 15, 2025 Q1 2025 |
402
shares
|
$10,275
0.01% of portfolio
|
Q1 2025
Added 0.5%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
313
shares
|
$8,000
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
294
shares
|
$7,514
0.0% of portfolio
|
Q1 2025
Reduced 86.34%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
147
shares
|
$3,757
0.0% of portfolio
|
Q2 2024
Added 2.08%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
20
shares
|
$511
0.0% of portfolio
|
Q2 2025
Reduced 86.49%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|