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 176 institutions that hold shares in the stock, with a total of 18.1 Million shares, which have been reported (via 13F filing form) to have a value of $462 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
58,988
shares
|
$1.5 Million
0.11% of portfolio
|
Q3 2024
Added 9.45%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
58,838
shares
|
$1.5 Million
0.03% of portfolio
|
Q2 2024
Added 18.09%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
58,608
shares
|
$1.49 Million
0.62% of portfolio
|
Q3 2024
Reduced 3.46%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
57,490
shares
|
$1.47 Million
0.01% of portfolio
|
Q3 2024
Added 72.87%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
57,311
shares
|
$1.46 Million
0.06% of portfolio
|
Q1 2021
Reduced 95.19%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
55,977
shares
|
$1.43 Million
0.03% of portfolio
|
Q4 2024
Added 24.01%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
55,951
shares
|
$1.43 Million
0.0% of portfolio
|
Q3 2024
Added 178.24%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
54,961
shares
|
$1.4 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.9%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
52,885
shares
|
$1.35 Million
0.16% of portfolio
|
Q3 2024
Added 3.83%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
51,932
shares
|
$1.32 Million
0.02% of portfolio
|
Q3 2024
Added 13.81%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
51,074
shares
|
$1.3 Million
0.39% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
50,311
shares
|
$1.28 Million
0.03% of portfolio
|
Q3 2024
Added 8.2%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
49,025
shares
|
$1.25 Million
0.02% of portfolio
|
Q3 2024
Reduced 8.18%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
48,658
shares
|
$1.24 Million
0.1% of portfolio
|
Q3 2024
Reduced 1.77%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
48,122
shares
|
$1.23 Million
0.05% of portfolio
|
Q3 2024
Added 17.29%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
47,988
shares
|
$1.22 Million
0.43% of portfolio
|
Q3 2024
Added 6.65%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 21, 2025 Q4 2024 |
46,623
shares
|
$1.19 Million
0.61% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
46,189
shares
|
$1.18 Million
0.37% of portfolio
|
Q3 2024
Reduced 31.64%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
45,753
shares
|
$1.17 Million
0.64% of portfolio
|
Q4 2024
Added 74.08%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
44,239
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2024
Added 15.14%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
42,658
shares
|
$1.09 Million
0.68% of portfolio
|
Q3 2024
Reduced 1.1%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
42,382
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 111.75%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
42,312
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
Added 4802.9%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
39,699
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 29.33%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
39,355
shares
|
$1 Million
0.28% of portfolio
|
Q4 2024
Added 28.56%
|