Institutional Ownership Ishares Tr Ibonds December 202 (IBMP)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMP). We have compiled data on the 191 institutions that hold shares in the stock, with a total of 20.1 Million shares, which have been reported (via 13F filing form) to have a value of $510 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
190,896
shares
|
$4.84 Million
0.0% of portfolio
|
Q3 2025
Reduced 28.36%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
189,591
shares
|
$4.81 Million
0.21% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 12, 2026 Q4 2025 |
185,933
shares
|
$4.72 Million
0.71% of portfolio
|
Q4 2025
Reduced 0.91%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Jan 08, 2026 Q4 2025 |
183,054
shares
|
$4.64 Million
0.32% of portfolio
|
Q4 2025
Added 25.62%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
165,304
shares
|
$4.19 Million
0.01% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
Paradiem, LLC
|
Jan 06, 2026 Q4 2025 |
160,410
shares
|
$4.07 Million
1.11% of portfolio
|
Q1 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
155,250
shares
|
$3.94 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
153,995
shares
|
$3.91 Million
0.46% of portfolio
|
Q3 2022
New holding
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
142,928
shares
|
$3.62 Million
0.0% of portfolio
|
Q3 2025
Reduced 83.5%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 07, 2026 Q4 2025 |
137,330
shares
|
$3.48 Million
0.2% of portfolio
|
Q4 2025
Added 17.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
134,360
shares
|
$3.41 Million
0.0% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
132,009
shares
|
$3.35 Million
0.6% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
126,182
shares
|
$3.2 Million
0.03% of portfolio
|
Q3 2025
Added 314.94%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
121,401
shares
|
$3.08 Million
0.02% of portfolio
|
Q3 2025
Added 10.64%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
115,227
shares
|
$2.92 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
105,513
shares
|
$2.68 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
105,078
shares
|
$2.66 Million
0.01% of portfolio
|
Q3 2025
Added 50.41%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
99,878
shares
|
$2.53 Million
0.94% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jan 16, 2026 Q4 2025 |
96,609
shares
|
$2.45 Million
1.07% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
96,604
shares
|
$2.45 Million
0.03% of portfolio
|
Q3 2025
Added 11.7%
|
|
|
Atwater Malick LLC
|
Jan 23, 2026 Q4 2025 |
93,331
shares
|
$2.37 Million
0.68% of portfolio
|
Q4 2025
Added 13.67%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
83,324
shares
|
$2.11 Million
0.03% of portfolio
|
Q4 2024
Added 12.72%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
76,500
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2024
Added 9.01%
|
|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
72,938
shares
|
$1.85 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Jan 23, 2026 Q4 2025 |
70,951
shares
|
$1.8 Million
0.0% of portfolio
|
Q4 2025
Added 62.72%
|
|