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 |
|---|---|---|---|---|---|
|
Atwater Malick LLC
|
Oct 10, 2024 Q3 2024 |
8,409
shares
|
$212,915
0.07% of portfolio
|
Q2 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
8,330
shares
|
$210,915
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 13, 2024 Q2 2024 |
8,089
shares
|
$204,813
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Aug 13, 2024 Q2 2024 |
8,000
shares
|
$202,560
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
7,977
shares
|
$201,977
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
7,956
shares
|
$201,445
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Comerica Bank
|
Aug 15, 2024 Q2 2024 |
5,353
shares
|
$135,537
0.0% of portfolio
|
Q1 2024
Added 6.7%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
4,770
shares
|
$120,776
0.03% of portfolio
|
Q1 2024
Reduced 27.95%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,971
shares
|
$100,545
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2024 Q2 2024 |
2,725
shares
|
$68,997
0.01% of portfolio
|
Q4 2023
Reduced 45.87%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,628
shares
|
$66,540
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 30, 2024 Q3 2024 |
2,217
shares
|
$56,134
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 26, 2024 Q2 2024 |
2,127
shares
|
$53,855
0.0% of portfolio
|
Q2 2024
Added 0.52%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
2,004
shares
|
$50,741
0.0% of portfolio
|
Q2 2021
New holding
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
2,000
shares
|
$50,640
0.0% of portfolio
|
Q2 2024
Reduced 68.96%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
1,987
shares
|
$50,310
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
813
shares
|
$20,585
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
650
shares
|
$16,458
0.0% of portfolio
|
Q2 2022
Added 44.44%
|
|
|
Assetmark, Inc
|
Aug 13, 2024 Q2 2024 |
375
shares
|
$9,495
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Trust CO Na
|
Jul 23, 2024 Q2 2024 |
337
shares
|
$8,532
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
313
shares
|
$7,925
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 14, 2024 Q2 2024 |
150
shares
|
$3,798
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
147
shares
|
$3,722
0.0% of portfolio
|
Q2 2024
Added 2.08%
|
|
|
Massmutual Trust CO Fsb
|
Oct 02, 2024 Q3 2024 |
135
shares
|
$3,418
0.0% of portfolio
|
Q2 2023
Reduced 99.28%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|