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 178 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 |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,115,244
shares
|
$53.9 Million
0.0% of portfolio
|
Q3 2025
Added 2.16%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
1,144,685
shares
|
$29.2 Million
6.63% of portfolio
|
Q3 2025
Added 7086.17%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
913,028
shares
|
$23.3 Million
0.32% of portfolio
|
Q3 2025
Added 2.39%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
900,305
shares
|
$23 Million
0.04% of portfolio
|
Q3 2025
Added 5.07%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
753,826
shares
|
$19.2 Million
0.54% of portfolio
|
Q1 2024
Added 6.03%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
752,846
shares
|
$19.2 Million
0.02% of portfolio
|
Q3 2025
Added 2.48%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
663,349
shares
|
$16.9 Million
0.02% of portfolio
|
Q3 2025
Added 1.5%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
533,968
shares
|
$13.6 Million
0.0% of portfolio
|
Q3 2025
Added 17.53%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
452,997
shares
|
$11.6 Million
0.06% of portfolio
|
Q3 2025
Added 4.14%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
438,507
shares
|
$11.2 Million
0.74% of portfolio
|
Q3 2025
Added 16.7%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
393,232
shares
|
$10 Million
0.88% of portfolio
|
Q3 2025
Added 1.71%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
384,643
shares
|
$9.81 Million
0.61% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
371,681
shares
|
$9.48 Million
0.0% of portfolio
|
Q3 2025
Added 92.68%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
360,520
shares
|
$9.19 Million
0.36% of portfolio
|
Q3 2025
Added 6.45%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
347,341
shares
|
$8.86 Million
0.0% of portfolio
|
Q3 2025
Added 3.65%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
319,129
shares
|
$8.14 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 12, 2025 Q3 2025 |
312,670
shares
|
$7.97 Million
1.05% of portfolio
|
Q3 2025
Added 1.4%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
309,280
shares
|
$7.89 Million
0.59% of portfolio
|
Q3 2025
Added 2.72%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
289,818
shares
|
$7.39 Million
0.01% of portfolio
|
Q3 2025
Added 56.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
277,002
shares
|
$7.06 Million
0.0% of portfolio
|
Q3 2025
Added 4.43%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
263,703
shares
|
$6.72 Million
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
258,906
shares
|
$6.6 Million
0.65% of portfolio
|
Q3 2025
Added 2.38%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
241,939
shares
|
$6.17 Million
1.3% of portfolio
|
Q3 2025
Reduced 0.13%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
229,069
shares
|
$5.84 Million
0.09% of portfolio
|
Q3 2025
Added 26.48%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
204,122
shares
|
$5.21 Million
0.02% of portfolio
|
Q3 2025
Added 10.01%
|