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 151 institutions that hold shares in the stock, with a total of 16 Million shares, which have been reported (via 13F filing form) to have a value of $405 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
46,684
shares
|
$1.18 Million
0.05% of portfolio
|
Q3 2022
New holding
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
46,606
shares
|
$1.18 Million
0.48% of portfolio
|
Q1 2025
Reduced 1.41%
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 12, 2025 Q1 2025 |
45,464
shares
|
$1.15 Million
0.37% of portfolio
|
Q1 2025
New holding
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
45,314
shares
|
$1.15 Million
0.61% of portfolio
|
Q1 2025
Added 6.1%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
43,237
shares
|
$1.09 Million
0.51% of portfolio
|
Q1 2025
Added 5.99%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
41,112
shares
|
$1.04 Million
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
36,400
shares
|
$919,828
0.02% of portfolio
|
Q2 2024
Added 11.95%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
34,255
shares
|
$865,623
0.01% of portfolio
|
Q1 2025
Added 0.06%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
34,149
shares
|
$862,945
0.0% of portfolio
|
Q1 2025
Reduced 88.65%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
33,096
shares
|
$836,335
0.0% of portfolio
|
Q1 2025
Added 12.36%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
33,085
shares
|
$836,057
0.01% of portfolio
|
Q3 2023
Added 1.71%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
32,937
shares
|
$832,317
0.01% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
32,659
shares
|
$825,292
0.01% of portfolio
|
Q1 2025
Added 7.5%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
31,870
shares
|
$805,354
0.15% of portfolio
|
Q1 2025
Added 3.7%
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
31,745
shares
|
$802,196
0.22% of portfolio
|
Q1 2025
Added 0.09%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
31,530
shares
|
$796,763
0.0% of portfolio
|
Q4 2024
Added 6.02%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
31,482
shares
|
$795,550
0.14% of portfolio
|
Q1 2025
Added 5.3%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
31,000
shares
|
$783,370
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Blue Square Asset Management, LLC
New York, NY |
May 01, 2025 Q1 2025 |
30,076
shares
|
$760,020
0.42% of portfolio
|
Q1 2025
Reduced 3.05%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
27,414
shares
|
$692,751
0.49% of portfolio
|
Q1 2025
Reduced 1.24%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
26,721
shares
|
$675,239
0.02% of portfolio
|
Q1 2025
Reduced 8.71%
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
26,246
shares
|
$663,236
0.22% of portfolio
|
Q1 2025
Reduced 51.98%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
26,111
shares
|
$659,824
0.03% of portfolio
|
Q4 2024
Added 26.41%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
24,386
shares
|
$616,234
0.05% of portfolio
|
Q1 2025
Reduced 15.72%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
23,988
shares
|
$606,176
0.0% of portfolio
|
Q1 2025
Added 44.51%
|