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 124 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $318 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,025,894
shares
|
$26 Million
0.0% of portfolio
|
Q2 2024
Added 8.53%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
800,302
shares
|
$20.3 Million
0.01% of portfolio
|
Q2 2024
Added 3.18%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
799,571
shares
|
$20.2 Million
0.35% of portfolio
|
Q2 2024
New holding
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
782,580
shares
|
$19.8 Million
0.05% of portfolio
|
Q2 2024
Added 11.39%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
753,826
shares
|
$19.1 Million
0.54% of portfolio
|
Q1 2024
Added 6.03%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
636,531
shares
|
$16.1 Million
0.02% of portfolio
|
Q3 2024
Added 9.78%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
634,290
shares
|
$16.1 Million
1.6% of portfolio
|
Q3 2024
Reduced 8.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
633,162
shares
|
$16 Million
0.0% of portfolio
|
Q2 2024
Reduced 8.19%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
404,054
shares
|
$10.2 Million
0.02% of portfolio
|
Q2 2024
Added 11.21%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
399,319
shares
|
$10.1 Million
0.97% of portfolio
|
Q3 2024
Added 3.96%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
365,951
shares
|
$9.27 Million
0.0% of portfolio
|
Q2 2024
Added 16.0%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
329,765
shares
|
$8.35 Million
0.01% of portfolio
|
Q2 2024
Reduced 4.98%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
319,129
shares
|
$8.08 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.02%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
296,489
shares
|
$7.51 Million
0.6% of portfolio
|
Q3 2024
Added 6.7%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
263,703
shares
|
$6.68 Million
0.1% of portfolio
|
Q2 2022
New holding
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
233,253
shares
|
$5.91 Million
0.67% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 02, 2024 Q3 2024 |
230,399
shares
|
$5.83 Million
1.48% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
216,165
shares
|
$5.47 Million
0.44% of portfolio
|
Q3 2024
Added 49.23%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
208,577
shares
|
$5.28 Million
0.0% of portfolio
|
Q2 2024
Added 4.01%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Aug 14, 2024 Q2 2024 |
172,828
shares
|
$4.38 Million
0.82% of portfolio
|
Q2 2024
Reduced 8.03%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
162,805
shares
|
$4.12 Million
0.0% of portfolio
|
Q2 2024
Added 0.56%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Jul 30, 2024 Q2 2024 |
136,542
shares
|
$3.46 Million
2.61% of portfolio
|
Q2 2024
Added 8.13%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
127,261
shares
|
$3.22 Million
0.08% of portfolio
|
Q3 2024
Added 18.85%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
126,025
shares
|
$3.19 Million
0.08% of portfolio
|
Q3 2024
Added 16.18%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 26, 2024 Q2 2024 |
117,918
shares
|
$2.99 Million
1.55% of portfolio
|
Q2 2024
Added 0.59%
|