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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
38,971
shares
|
$993,370
0.02% of portfolio
|
Q2 2024
Reduced 5.52%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
37,597
shares
|
$958,347
0.04% of portfolio
|
Q2 2024
Reduced 2.41%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
36,953
shares
|
$941,931
0.44% of portfolio
|
Q3 2024
Added 1.61%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
35,665
shares
|
$909,100
0.27% of portfolio
|
Q2 2022
Reduced 4.88%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
35,162
shares
|
$896,279
0.23% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
33,529
shares
|
$854,654
0.44% of portfolio
|
Q4 2024
Added 40.56%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
33,409
shares
|
$851,595
0.01% of portfolio
|
Q3 2023
Added 3.09%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
32,911
shares
|
$838,901
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
32,264
shares
|
$822,409
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
31,700
shares
|
$808,033
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Strid Group, LLC
|
Oct 16, 2024 Q3 2024 |
31,176
shares
|
$794,676
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
30,966
shares
|
$789,323
0.05% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
30,335
shares
|
$773,239
0.02% of portfolio
|
Q3 2024
Reduced 25.3%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
30,288
shares
|
$772,041
0.07% of portfolio
|
Q4 2024
Reduced 8.34%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
29,674
shares
|
$756,390
0.13% of portfolio
|
Q3 2024
Added 26.67%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
27,805
shares
|
$708,749
0.0% of portfolio
|
Q3 2024
Added 52.09%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
27,195
shares
|
$693,200
0.01% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
25,237
shares
|
$643,291
0.04% of portfolio
|
Q3 2024
Added 20.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
24,616
shares
|
$627,461
0.0% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
24,387
shares
|
$621,624
0.0% of portfolio
|
Q3 2024
Reduced 17.86%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
24,000
shares
|
$611,760
0.02% of portfolio
|
Q1 2024
Reduced 0.05%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
23,441
shares
|
$597,511
0.04% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
23,207
shares
|
$591,546
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
20,652
shares
|
$526,419
0.31% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
20,185
shares
|
$514,515
0.4% of portfolio
|
Q2 2024
New holding
|