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 |
|---|---|---|---|---|---|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
24,864
shares
|
$630,551
0.05% of portfolio
|
Q3 2025
Added 1.93%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 14, 2025 Q3 2025 |
23,448
shares
|
$594,641
0.25% of portfolio
|
Q3 2025
Reduced 63.55%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
22,588
shares
|
$572,831
0.36% of portfolio
|
Q3 2025
Added 3.6%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
22,392
shares
|
$567,861
0.0% of portfolio
|
Q3 2025
Added 53.38%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
21,994
shares
|
$557,767
0.5% of portfolio
|
Q3 2025
Added 3.05%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
21,910
shares
|
$555,637
0.1% of portfolio
|
Q3 2025
Added 5.64%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
21,773
shares
|
$552,163
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
21,764
shares
|
$551,935
0.0% of portfolio
|
Q3 2025
Added 13.47%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
19,645
shares
|
$498,197
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Jan 23, 2026 Q4 2025 |
18,973
shares
|
$481,155
0.04% of portfolio
|
Q4 2025
Added 2.51%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
18,531
shares
|
$469,946
0.0% of portfolio
|
Q3 2025
Added 1.09%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
18,286
shares
|
$463,732
0.23% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
17,613
shares
|
$446,665
0.02% of portfolio
|
Q3 2025
Added 0.7%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
16,341
shares
|
$414,407
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 14, 2025 Q3 2025 |
16,208
shares
|
$411,034
0.01% of portfolio
|
Q3 2025
Added 8.92%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Nov 03, 2025 Q3 2025 |
16,094
shares
|
$408,143
0.23% of portfolio
|
Q3 2025
Added 0.63%
|
|
|
Hengehold Capital Management LLC
|
Jan 15, 2026 Q4 2025 |
16,059
shares
|
$407,256
0.04% of portfolio
|
Q4 2025
Reduced 96.02%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
15,252
shares
|
$386,790
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Jan 21, 2026 Q4 2025 |
15,160
shares
|
$384,457
0.09% of portfolio
|
Q4 2025
Added 5.29%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
15,089
shares
|
$382,657
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
14,897
shares
|
$377,787
0.0% of portfolio
|
Q3 2025
Reduced 39.56%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
14,816
shares
|
$375,733
0.0% of portfolio
|
Q3 2025
Added 6.39%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
14,714
shares
|
$373,147
0.04% of portfolio
|
Q4 2024
Reduced 42.39%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
13,951
shares
|
$353,797
0.06% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
13,914
shares
|
$352,859
0.02% of portfolio
|
Q1 2025
Added 39.83%
|
|