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 |
|---|---|---|---|---|---|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
8,379
shares
|
$213,664
0.07% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 28, 2025 Q3 2025 |
8,030
shares
|
$204,765
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7,819
shares
|
$199,384
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
7,637
shares
|
$194,743
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
6,735
shares
|
$171,742
0.0% of portfolio
|
Q3 2025
Added 14.37%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
5,930
shares
|
$151,215
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
4,770
shares
|
$121,635
0.03% of portfolio
|
Q1 2024
Reduced 27.95%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,971
shares
|
$101,260
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
3,967
shares
|
$101,158
0.02% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
2,725
shares
|
$69,487
0.01% of portfolio
|
Q4 2023
Reduced 45.87%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,688
shares
|
$68,544
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,628
shares
|
$67,014
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
2,217
shares
|
$56,533
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,000
shares
|
$51,000
0.0% of portfolio
|
Q2 2024
Reduced 68.96%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
1,794
shares
|
$45,747
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,301
shares
|
$33,175
0.0% of portfolio
|
Q3 2025
Added 342.52%
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
995
shares
|
$25,372
0.01% of portfolio
|
Q2 2025
Added 947.37%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
828
shares
|
$21,114
0.01% of portfolio
|
Q1 2025
Reduced 13.3%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
813
shares
|
$20,731
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
803
shares
|
$20,476
0.0% of portfolio
|
Q3 2025
Reduced 59.93%
|
|
|
Yankcom Partnership
Yankton, SD |
Apr 29, 2025 Q1 2025 |
775
shares
|
$19,762
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
650
shares
|
$16,575
0.0% of portfolio
|
Q2 2022
Added 44.44%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
313
shares
|
$7,981
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
258
shares
|
$6,579
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
147
shares
|
$3,748
0.0% of portfolio
|
Q2 2024
Added 2.08%
|
|