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 |
|---|---|---|---|---|---|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Nov 04, 2025 Q3 2025 |
10,435
shares
|
$267,240
0.08% of portfolio
|
Q3 2025
Reduced 10.92%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Nov 10, 2025 Q3 2025 |
10,245
shares
|
$262,374
0.01% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
10,000
shares
|
$256,100
0.01% of portfolio
|
Q1 2025
Reduced 19.35%
|
|
|
Cooper/Haims Advisors, LLC
|
Nov 04, 2025 Q3 2025 |
10,000
shares
|
$256,100
0.12% of portfolio
|
Q4 2023
New holding
|
|
|
Shufro Rose & CO LLC
|
Nov 12, 2025 Q3 2025 |
9,964
shares
|
$255,178
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
9,827
shares
|
$251,669
0.02% of portfolio
|
Q3 2025
Added 0.9%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
9,451
shares
|
$242,040
0.03% of portfolio
|
Q1 2024
Added 0.67%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
9,400
shares
|
$240,734
0.06% of portfolio
|
Q3 2025
Added 17.5%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
9,373
shares
|
$240,042
0.01% of portfolio
|
Q3 2025
Added 9.57%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
9,312
shares
|
$238,480
0.0% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,137
shares
|
$233,998
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
9,094
shares
|
$232,897
0.15% of portfolio
|
Q1 2025
Reduced 24.84%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
8,988
shares
|
$230,182
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
8,918
shares
|
$228,389
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
8,715
shares
|
$223,191
0.07% of portfolio
|
Q3 2025
Added 9.83%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 28, 2025 Q3 2025 |
8,520
shares
|
$218,197
0.11% of portfolio
|
Q3 2025
Added 2.4%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
8,474
shares
|
$217,019
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
8,453
shares
|
$216,481
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
8,453
shares
|
$216,481
0.08% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
8,399
shares
|
$215,098
0.0% of portfolio
|
Q3 2025
Reduced 70.33%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
8,381
shares
|
$214,637
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
8,296
shares
|
$212,460
0.07% of portfolio
|
Q3 2025
Added 1.22%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
8,173
shares
|
$209,310
0.01% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
8,133
shares
|
$208,286
0.01% of portfolio
|
Q3 2025
Reduced 12.38%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
7,870
shares
|
$201,550
0.01% of portfolio
|
Q4 2024
Reduced 65.12%
|
|