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 161 institutions that hold shares in the stock, with a total of 16.4 Million shares, which have been reported (via 13F filing form) to have a value of $418 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,926,881
shares
|
$49.2 Million
0.0% of portfolio
|
Q1 2025
Added 9.79%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
862,458
shares
|
$22 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
841,032
shares
|
$21.5 Million
0.01% of portfolio
|
Q2 2025
Added 4.56%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
753,826
shares
|
$19.3 Million
0.54% of portfolio
|
Q1 2024
Added 6.03%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
752,659
shares
|
$19.2 Million
0.04% of portfolio
|
Q1 2025
Added 9.11%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
734,646
shares
|
$18.8 Million
0.02% of portfolio
|
Q2 2025
Added 7.39%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
700,645
shares
|
$17.9 Million
0.02% of portfolio
|
Q1 2025
Added 5.64%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
433,430
shares
|
$11.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 29.66%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
425,352
shares
|
$10.9 Million
0.07% of portfolio
|
Q1 2025
Added 14.92%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
386,615
shares
|
$9.88 Million
0.92% of portfolio
|
Q2 2025
Added 3.24%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
382,180
shares
|
$9.76 Million
0.64% of portfolio
|
Q2 2025
Added 15.54%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
375,752
shares
|
$9.6 Million
0.69% of portfolio
|
Q2 2025
Added 17.16%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
374,105
shares
|
$9.56 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.61%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
364,344
shares
|
$9.31 Million
0.0% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
332,915
shares
|
$8.51 Million
0.38% of portfolio
|
Q1 2025
Added 11.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
319,129
shares
|
$8.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
301,088
shares
|
$7.69 Million
0.62% of portfolio
|
Q2 2025
Reduced 45.68%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
May 12, 2025 Q1 2025 |
282,115
shares
|
$7.21 Million
1.11% of portfolio
|
Q4 2024
Reduced 14.95%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
263,703
shares
|
$6.74 Million
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
258,931
shares
|
$6.62 Million
0.0% of portfolio
|
Q1 2025
Added 19.91%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
252,883
shares
|
$6.46 Million
0.71% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Praetorian Wealth Management, Inc.
|
Jul 09, 2025 Q2 2025 |
242,261
shares
|
$6.19 Million
1.45% of portfolio
|
Q2 2025
Added 1.3%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
182,277
shares
|
$4.66 Million
0.0% of portfolio
|
Q1 2025
Reduced 48.94%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
181,110
shares
|
$4.63 Million
0.08% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
173,421
shares
|
$4.43 Million
0.8% of portfolio
|
Q3 2024
Added 0.34%
|