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 |
|---|---|---|---|---|---|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
65,953
shares
|
$1.67 Million
0.37% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
65,400
shares
|
$1.66 Million
0.02% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
65,286
shares
|
$1.66 Million
0.09% of portfolio
|
Q3 2025
Added 11.22%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2026 Q4 2025 |
64,848
shares
|
$1.64 Million
0.03% of portfolio
|
Q4 2025
Added 0.93%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 12, 2026 Q4 2025 |
59,009
shares
|
$1.5 Million
0.25% of portfolio
|
Q4 2025
Added 0.81%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
58,779
shares
|
$1.49 Million
0.63% of portfolio
|
Q3 2025
Added 30.08%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
56,799
shares
|
$1.44 Million
0.1% of portfolio
|
Q2 2025
Added 20.9%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
56,387
shares
|
$1.43 Million
0.37% of portfolio
|
Q3 2025
Added 8.07%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
55,100
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2025
Added 35.85%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
51,092
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2025
Added 21.5%
|
|
|
Signature Wealth Management Group
|
Jan 15, 2026 Q4 2025 |
51,062
shares
|
$1.29 Million
0.55% of portfolio
|
Q4 2025
Reduced 2.45%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
50,995
shares
|
$1.29 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
49,985
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jan 21, 2026 Q4 2025 |
49,119
shares
|
$1.25 Million
0.08% of portfolio
|
Q4 2025
Reduced 18.32%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
49,050
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Added 148.1%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 20, 2026 Q4 2025 |
46,209
shares
|
$1.17 Million
0.55% of portfolio
|
Q4 2025
Added 4.29%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
45,616
shares
|
$1.16 Million
0.05% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
45,421
shares
|
$1.15 Million
0.47% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
44,762
shares
|
$1.14 Million
0.01% of portfolio
|
Q4 2025
Added 2.82%
|
|
|
Prism Advisors, Inc.
|
Jan 23, 2026 Q4 2025 |
44,715
shares
|
$1.13 Million
0.38% of portfolio
|
Q2 2021
Added 2.54%
|
|
|
Helen Stephens Group, LLC
|
Jan 05, 2026 Q4 2025 |
43,209
shares
|
$1.1 Million
0.24% of portfolio
|
Q4 2025
Added 23.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
42,648
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
42,050
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.2%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
41,436
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2025
Added 1.35%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
40,684
shares
|
$1.03 Million
0.01% of portfolio
|
Q4 2025
Added 29.03%
|
|