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 |
|---|---|---|---|---|---|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 13, 2024 Q2 2024 |
33,413
shares
|
$846,017
0.07% of portfolio
|
Q2 2024
Reduced 28.2%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
33,085
shares
|
$837,712
0.01% of portfolio
|
Q3 2023
Added 1.71%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
32,583
shares
|
$825,001
0.45% of portfolio
|
Q3 2024
Reduced 3.41%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
31,659
shares
|
$801,605
0.21% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
31,000
shares
|
$784,920
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
28,634
shares
|
$725,012
0.03% of portfolio
|
Q2 2024
Added 0.72%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2024 Q2 2024 |
28,309
shares
|
$716,783
0.05% of portfolio
|
Q2 2024
Reduced 52.56%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
28,205
shares
|
$714,150
0.01% of portfolio
|
Q3 2024
Reduced 17.48%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
27,447
shares
|
$694,958
0.0% of portfolio
|
Q2 2024
Added 22.58%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
27,228
shares
|
$689,412
0.46% of portfolio
|
Q3 2024
Reduced 11.82%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
26,533
shares
|
$671,815
0.01% of portfolio
|
Q2 2024
Added 0.14%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
24,251
shares
|
$614,035
0.0% of portfolio
|
Q3 2024
Reduced 41.6%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 31, 2024 Q2 2024 |
23,468
shares
|
$594,209
0.12% of portfolio
|
Q2 2024
Added 7.22%
|
|
|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
23,280
shares
|
$589,449
0.05% of portfolio
|
Q2 2024
Added 34.5%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Aug 14, 2024 Q2 2024 |
20,943
shares
|
$530,276
0.37% of portfolio
|
Q2 2024
Added 16.8%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 13, 2024 Q2 2024 |
20,433
shares
|
$517,363
0.02% of portfolio
|
Q2 2024
Added 0.03%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Aug 08, 2024 Q2 2024 |
19,920
shares
|
$504,374
0.22% of portfolio
|
Q4 2023
Reduced 9.09%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Aug 13, 2024 Q2 2024 |
19,427
shares
|
$491,891
0.17% of portfolio
|
Q2 2024
Reduced 44.48%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
19,150
shares
|
$484,878
0.03% of portfolio
|
Q3 2024
Added 5.22%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
17,506
shares
|
$443,251
0.01% of portfolio
|
Q3 2024
Reduced 11.55%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
17,261
shares
|
$437,048
0.01% of portfolio
|
Q2 2024
Reduced 1.33%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
16,739
shares
|
$423,831
0.07% of portfolio
|
Q3 2024
Added 27.5%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
16,531
shares
|
$418,564
0.33% of portfolio
|
Q3 2024
Reduced 10.46%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
16,041
shares
|
$406,158
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2024 Q2 2024 |
15,770
shares
|
$399,296
0.0% of portfolio
|
Q2 2024
Added 22.31%
|