Institutional Ownership Ishares Tr Ibonds Dec 2024 Ter (IBMM)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2024 Ter (IBMM). We have compiled data on the 76 institutions that hold shares in the stock, with a total of 7.54 Million shares, which have been reported (via 13F filing form) to have a value of $196 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,558,961
shares
|
$40.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 7.39%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
530,450
shares
|
$13.8 Million
0.09% of portfolio
|
Q3 2024
Added 2.06%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
390,022
shares
|
$10.2 Million
0.0% of portfolio
|
Q3 2024
Reduced 22.32%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
362,871
shares
|
$9.45 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.58%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
362,804
shares
|
$9.45 Million
0.02% of portfolio
|
Q3 2024
Reduced 5.34%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
356,212
shares
|
$9.28 Million
0.14% of portfolio
|
Q3 2023
Reduced 89.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
347,490
shares
|
$9.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.23%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
249,555
shares
|
$6.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 21.36%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 13, 2024 Q3 2024 |
237,262
shares
|
$6.18 Million
0.93% of portfolio
|
Q2 2024
Reduced 5.73%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
222,301
shares
|
$5.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 3.85%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
215,660
shares
|
$5.62 Million
0.01% of portfolio
|
Q3 2024
Added 5.14%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
190,186
shares
|
$4.95 Million
0.06% of portfolio
|
Q3 2024
Reduced 0.93%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
178,625
shares
|
$4.65 Million
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
175,145
shares
|
$4.56 Million
0.03% of portfolio
|
Q3 2024
Reduced 3.96%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
143,355
shares
|
$3.73 Million
0.01% of portfolio
|
Q3 2024
Reduced 22.57%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
138,544
shares
|
$3.61 Million
0.01% of portfolio
|
Q4 2024
Reduced 25.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,881
shares
|
$3.04 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.42%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
100,845
shares
|
$2.63 Million
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
97,560
shares
|
$2.54 Million
0.01% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
92,428
shares
|
$2.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
92,061
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
84,658
shares
|
$2.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
72,556
shares
|
$1.89 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.46%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
71,054
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.96%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
68,484
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2024
Reduced 85.1%
|