Institutional Ownership Ishares Tr Ibonds December 202 (IBMO)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMO). We have compiled data on the 201 institutions that hold shares in the stock, with a total of 18.5 Million shares, which have been reported (via 13F filing form) to have a value of $473 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,002,881
shares
|
$51.3 Million
0.0% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
1,069,676
shares
|
$27.4 Million
0.05% of portfolio
|
Q3 2025
Added 12.91%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
724,213
shares
|
$18.5 Million
0.52% of portfolio
|
Q1 2024
Added 3.95%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
721,210
shares
|
$18.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
645,225
shares
|
$16.5 Million
0.08% of portfolio
|
Q3 2025
Added 4.89%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
477,579
shares
|
$12.2 Million
0.17% of portfolio
|
Q3 2025
Reduced 45.86%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
473,772
shares
|
$12.1 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.05%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
464,080
shares
|
$11.9 Million
0.78% of portfolio
|
Q3 2025
Added 12.66%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
441,038
shares
|
$11.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 1.44%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
428,727
shares
|
$11 Million
0.0% of portfolio
|
Q3 2025
Reduced 14.78%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
395,421
shares
|
$10.1 Million
0.0% of portfolio
|
Q3 2025
Added 1.74%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
382,935
shares
|
$9.81 Million
0.1% of portfolio
|
Q3 2025
Added 13.77%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
382,065
shares
|
$9.78 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.3%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
376,215
shares
|
$9.63 Million
0.03% of portfolio
|
Q3 2025
Added 17.9%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
337,087
shares
|
$8.63 Million
0.0% of portfolio
|
Q3 2025
Reduced 51.02%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
310,304
shares
|
$7.95 Million
0.01% of portfolio
|
Q3 2025
Reduced 5.96%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 12, 2025 Q3 2025 |
309,830
shares
|
$7.93 Million
1.04% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
286,104
shares
|
$7.33 Million
0.01% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
285,963
shares
|
$7.32 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.49%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
266,087
shares
|
$6.81 Million
0.3% of portfolio
|
Q3 2025
Reduced 1.81%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
234,296
shares
|
$6 Million
1.26% of portfolio
|
Q3 2025
Reduced 1.21%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
198,861
shares
|
$5.09 Million
0.98% of portfolio
|
Q3 2025
Added 27.08%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
195,066
shares
|
$5 Million
0.08% of portfolio
|
Q2 2022
New holding
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
192,756
shares
|
$4.94 Million
0.19% of portfolio
|
Q3 2025
Added 2.09%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
190,853
shares
|
$4.89 Million
0.0% of portfolio
|
Q3 2025
Reduced 6.9%
|
|