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 141 institutions that hold shares in the stock, with a total of 15.7 Million shares, which have been reported (via 13F filing form) to have a value of $397 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
164,039
shares
|
$4.15 Million
0.0% of portfolio
|
Q4 2024
Added 18.39%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
163,039
shares
|
$4.13 Million
0.08% of portfolio
|
Q4 2024
Added 28.11%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
147,133
shares
|
$3.72 Million
0.09% of portfolio
|
Q4 2024
Added 16.75%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
119,536
shares
|
$3.03 Million
1.04% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
106,716
shares
|
$2.7 Million
0.0% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
97,826
shares
|
$2.48 Million
0.0% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Feb 13, 2025 Q4 2024 |
94,202
shares
|
$2.38 Million
1.23% of portfolio
|
Q4 2024
Reduced 30.18%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
90,139
shares
|
$2.28 Million
0.02% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
88,370
shares
|
$2.24 Million
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
83,637
shares
|
$2.12 Million
0.0% of portfolio
|
Q4 2024
Added 67.06%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
80,919
shares
|
$2.05 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
77,909
shares
|
$1.97 Million
0.15% of portfolio
|
Q4 2024
Added 5.83%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
77,853
shares
|
$1.97 Million
0.4% of portfolio
|
Q4 2024
Added 5.82%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
73,805
shares
|
$1.87 Million
0.04% of portfolio
|
Q4 2024
Added 68.79%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
63,593
shares
|
$1.61 Million
0.02% of portfolio
|
Q4 2024
Added 68.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
60,322
shares
|
$1.53 Million
0.0% of portfolio
|
Q3 2024
Added 11.89%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
58,023
shares
|
$1.47 Million
0.1% of portfolio
|
Q4 2024
Added 19.23%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
54,661
shares
|
$1.38 Million
0.43% of portfolio
|
Q4 2024
Reduced 4.19%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
53,998
shares
|
$1.37 Million
0.02% of portfolio
|
Q4 2024
Added 208.45%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
53,702
shares
|
$1.36 Million
0.06% of portfolio
|
Q4 2024
Added 16.8%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
50,699
shares
|
$1.28 Million
0.24% of portfolio
|
Q4 2024
Added 2.81%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
49,609
shares
|
$1.26 Million
0.01% of portfolio
|
Q4 2024
Added 85.63%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
49,129
shares
|
$1.24 Million
0.03% of portfolio
|
Q4 2024
Added 26.42%
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
47,274
shares
|
$1.2 Million
0.5% of portfolio
|
Q4 2024
Added 3.51%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
46,684
shares
|
$1.18 Million
0.05% of portfolio
|
Q3 2022
New holding
|