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 142 institutions that hold shares in the stock, with a total of 15.7 Million shares, which have been reported (via 13F filing form) to have a value of $397 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
11,576
shares
|
$292,294
0.06% of portfolio
|
Q3 2024
Added 10.64%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
11,152
shares
|
$281,588
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
10,933
shares
|
$276,058
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
10,683
shares
|
$269,745
0.08% of portfolio
|
Q4 2024
Reduced 45.01%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Feb 14, 2025 Q4 2024 |
10,411
shares
|
$262,877
0.18% of portfolio
|
Q4 2024
Reduced 43.2%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
10,040
shares
|
$253,510
0.0% of portfolio
|
Q4 2024
Added 23.27%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$252,500
0.0% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
9,937
shares
|
$250,909
0.18% of portfolio
|
Q2 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
9,893
shares
|
$249,798
0.0% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
9,778
shares
|
$246,894
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Segment Wealth Management, LLC
|
Jan 16, 2025 Q4 2024 |
9,500
shares
|
$239,875
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
9,448
shares
|
$238,562
0.02% of portfolio
|
Q1 2024
Added 0.67%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
9,397
shares
|
$237,274
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
9,198
shares
|
$232,249
0.0% of portfolio
|
Q3 2024
Added 71.83%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
9,143
shares
|
$230,860
0.18% of portfolio
|
Q4 2024
Reduced 44.69%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Feb 14, 2025 Q4 2024 |
8,750
shares
|
$220,937
0.02% of portfolio
|
Q4 2024
Reduced 33.71%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
8,363
shares
|
$211,165
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Feb 11, 2025 Q4 2024 |
8,000
shares
|
$202,000
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
7,956
shares
|
$200,889
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
7,948
shares
|
$200,687
0.02% of portfolio
|
Q4 2024
Added 2258.46%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
6,719
shares
|
$169,654
0.0% of portfolio
|
Q4 2024
Added 69.76%
|
|
|
Bank Of New Hampshire
|
Jan 07, 2025 Q4 2024 |
4,770
shares
|
$120,442
0.03% of portfolio
|
Q1 2024
Reduced 27.95%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,971
shares
|
$100,267
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
2,725
shares
|
$68,806
0.01% of portfolio
|
Q4 2023
Reduced 45.87%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,628
shares
|
$66,357
0.01% of portfolio
|
Q2 2023
New holding
|