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 148 institutions that hold shares in the stock, with a total of 15.8 Million shares, which have been reported (via 13F filing form) to have a value of $398 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
172,701
shares
|
$4.34 Million
0.08% of portfolio
|
Q1 2025
Added 5.93%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
164,039
shares
|
$4.13 Million
0.0% of portfolio
|
Q4 2024
Added 18.39%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
149,983
shares
|
$3.77 Million
0.1% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Apr 16, 2025 Q1 2025 |
119,536
shares
|
$3.01 Million
1.1% of portfolio
|
Q4 2024
Added 0.78%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
107,767
shares
|
$2.71 Million
0.19% of portfolio
|
Q1 2025
Added 21.95%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
106,716
shares
|
$2.68 Million
0.0% of portfolio
|
Q4 2024
Added 6.8%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
97,826
shares
|
$2.46 Million
0.0% of portfolio
|
Q4 2024
Added 3.3%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Feb 13, 2025 Q4 2024 |
94,202
shares
|
$2.37 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
|
$2.27 Million
0.02% of portfolio
|
Q4 2024
Added 7.34%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
83,637
shares
|
$2.1 Million
0.0% of portfolio
|
Q4 2024
Added 67.06%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
82,960
shares
|
$2.09 Million
0.5% of portfolio
|
Q1 2025
Added 6.56%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
82,149
shares
|
$2.07 Million
0.15% of portfolio
|
Q1 2025
Added 41.58%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
81,909
shares
|
$2.06 Million
0.15% of portfolio
|
Q1 2025
Added 5.13%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
80,919
shares
|
$2.04 Million
0.17% of portfolio
|
Q4 2024
Reduced 0.08%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
73,805
shares
|
$1.86 Million
0.04% of portfolio
|
Q4 2024
Added 68.79%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
63,593
shares
|
$1.6 Million
0.02% of portfolio
|
Q4 2024
Added 68.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
60,322
shares
|
$1.52 Million
0.0% of portfolio
|
Q3 2024
Added 11.89%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
53,702
shares
|
$1.35 Million
0.06% of portfolio
|
Q4 2024
Added 16.8%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
53,513
shares
|
$1.35 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.9%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
51,750
shares
|
$1.3 Million
0.03% of portfolio
|
Q1 2025
Added 5.33%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
50,910
shares
|
$1.28 Million
0.24% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
49,609
shares
|
$1.25 Million
0.01% of portfolio
|
Q4 2024
Added 85.63%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
47,605
shares
|
$1.2 Million
0.08% of portfolio
|
Q1 2025
Added 10.08%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Mar 21, 2025 Q4 2024 |
47,218
shares
|
$1.19 Million
1.21% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
46,684
shares
|
$1.17 Million
0.05% of portfolio
|
Q3 2022
New holding
|