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 |
|---|---|---|---|---|---|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7,703
shares
|
$197,273
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
6,686
shares
|
$171,228
0.03% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
6,461
shares
|
$165,466
0.01% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
6,225
shares
|
$159,422
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
3,767
shares
|
$96,472
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
3,656
shares
|
$93,630
0.01% of portfolio
|
Q1 2025
Added 15.7%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
3,520
shares
|
$90,147
0.01% of portfolio
|
Q2 2023
Added 3.83%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
3,225
shares
|
$82,592
0.01% of portfolio
|
Q4 2023
Reduced 54.26%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,632
shares
|
$67,405
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
2,221
shares
|
$56,879
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
2,141
shares
|
$54,831
0.0% of portfolio
|
Q1 2025
Reduced 96.66%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
1,948
shares
|
$49,888
0.0% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
1,943
shares
|
$49,760
0.0% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
1,918
shares
|
$49,119
0.01% of portfolio
|
Q1 2025
Added 128.33%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
1,905
shares
|
$48,787
0.01% of portfolio
|
Q3 2025
Reduced 34.42%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
965
shares
|
$24,713
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
895
shares
|
$22,920
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
802
shares
|
$20,539
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
716
shares
|
$18,336
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 15, 2025 Q3 2025 |
313
shares
|
$8,015
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
180
shares
|
$4,609
0.0% of portfolio
|
Q3 2024
Reduced 91.7%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
144
shares
|
$3,687
0.0% of portfolio
|
Q2 2024
Added 0.7%
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
29
shares
|
$742
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
19
shares
|
$486
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
1
shares
|
$25
0.0% of portfolio
|
Q4 2021
New holding
|
|