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 |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
115,853
shares
|
$2.93 Million
0.0% of portfolio
|
Q2 2024
Added 30.85%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
98,781
shares
|
$2.5 Million
0.0% of portfolio
|
Q2 2024
Added 29.7%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
85,797
shares
|
$2.17 Million
0.02% of portfolio
|
Q2 2024
Reduced 5.86%
|
|
|
Crumly & Associates Inc.
|
Aug 02, 2024 Q2 2024 |
78,491
shares
|
$1.99 Million
0.62% of portfolio
|
Q2 2024
Reduced 67.32%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
77,108
shares
|
$1.95 Million
0.2% of portfolio
|
Q2 2024
Reduced 0.85%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
73,616
shares
|
$1.86 Million
0.14% of portfolio
|
Q3 2024
Added 35.08%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
73,572
shares
|
$1.86 Million
0.46% of portfolio
|
Q3 2024
Added 5.61%
|
|
|
Howland Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
70,650
shares
|
$1.79 Million
0.09% of portfolio
|
Q2 2024
Added 73.63%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
60,624
shares
|
$1.53 Million
0.0% of portfolio
|
Q2 2024
Reduced 48.28%
|
|
|
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%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
50,248
shares
|
$1.27 Million
0.0% of portfolio
|
Q2 2024
Reduced 13.98%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
49,311
shares
|
$1.25 Million
0.25% of portfolio
|
Q3 2024
Added 0.58%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
48,663
shares
|
$1.23 Million
0.09% of portfolio
|
Q4 2023
Reduced 41.48%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
46,684
shares
|
$1.18 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
45,976
shares
|
$1.16 Million
0.05% of portfolio
|
Q3 2024
Added 8.33%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
45,672
shares
|
$1.16 Million
0.48% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
41,771
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2024
Added 75.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
41,379
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2024
Added 235.05%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
38,861
shares
|
$983,960
0.02% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
37,061
shares
|
$938,384
0.35% of portfolio
|
Q3 2024
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 15, 2024 Q2 2024 |
36,676
shares
|
$928,636
0.24% of portfolio
|
Q4 2023
Added 266.61%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
36,637
shares
|
$927,648
0.44% of portfolio
|
Q3 2024
Reduced 1.84%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2024 Q2 2024 |
36,400
shares
|
$921,648
0.02% of portfolio
|
Q2 2024
Added 11.95%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
35,898
shares
|
$908,937
0.0% of portfolio
|
Q2 2024
Added 63.04%
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
33,636
shares
|
$851,663
0.01% of portfolio
|
Q3 2024
Added 204.26%
|