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 |
|---|---|---|---|---|---|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
10,509
shares
|
$267,874
0.04% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
10,200
shares
|
$259,997
0.11% of portfolio
|
Q2 2022
Reduced 22.73%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,131
shares
|
$258,239
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
10,036
shares
|
$255,817
0.22% of portfolio
|
Q3 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$254,899
0.0% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 12, 2024 Q3 2024 |
10,000
shares
|
$254,899
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
9,784
shares
|
$249,394
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Patten Group, Inc.
|
Oct 08, 2024 Q3 2024 |
9,689
shares
|
$246,972
0.06% of portfolio
|
Q4 2023
New holding
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
9,595
shares
|
$244,576
0.01% of portfolio
|
Q3 2024
Reduced 0.45%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
9,468
shares
|
$241,339
0.0% of portfolio
|
Q3 2024
Reduced 22.2%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
9,453
shares
|
$240,956
0.0% of portfolio
|
Q2 2024
Added 5.12%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
9,451
shares
|
$240,905
0.02% of portfolio
|
Q1 2024
Added 0.67%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
9,343
shares
|
$238,153
0.02% of portfolio
|
Q3 2024
Reduced 26.39%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
9,282
shares
|
$236,598
0.02% of portfolio
|
Q3 2024
Reduced 8.88%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
9,279
shares
|
$236,521
0.04% of portfolio
|
Q3 2024
Added 0.14%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,137
shares
|
$232,902
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
8,988
shares
|
$229,104
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
8,742
shares
|
$222,833
0.21% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
8,474
shares
|
$216,002
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
8,412
shares
|
$214,421
0.0% of portfolio
|
Q3 2024
Reduced 26.48%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
8,357
shares
|
$213,019
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
8,179
shares
|
$208,482
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
8,030
shares
|
$204,684
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
8,019
shares
|
$204,404
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
7,921
shares
|
$201,906
0.14% of portfolio
|
Q2 2024
New holding
|