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 |
|---|---|---|---|---|---|
|
Trust CO
|
Jan 15, 2026 Q4 2025 |
13,789
shares
|
$349,689
0.03% of portfolio
|
Q4 2025
Added 0.01%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Nov 04, 2025 Q3 2025 |
13,454
shares
|
$341,193
0.1% of portfolio
|
Q3 2025
Reduced 5.69%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
13,221
shares
|
$335,284
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jan 21, 2026 Q4 2025 |
13,178
shares
|
$334,194
0.0% of portfolio
|
Q4 2025
Added 1.0%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
13,043
shares
|
$330,770
0.01% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
12,351
shares
|
$313,221
1.38% of portfolio
|
Q1 2022
New holding
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
11,983
shares
|
$303,888
0.03% of portfolio
|
Q3 2025
Reduced 10.52%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
11,713
shares
|
$297,041
0.0% of portfolio
|
Q3 2025
Added 10.18%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Jan 23, 2026 Q4 2025 |
11,590
shares
|
$293,922
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
11,553
shares
|
$292,984
0.0% of portfolio
|
Q3 2025
Added 27.93%
|
|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
11,070
shares
|
$280,735
0.04% of portfolio
|
Q4 2025
Reduced 8.07%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Nov 07, 2025 Q3 2025 |
11,000
shares
|
$278,960
0.12% of portfolio
|
Q3 2025
Reduced 8.33%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
10,943
shares
|
$277,514
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Jan 15, 2026 Q4 2025 |
10,559
shares
|
$267,776
0.13% of portfolio
|
Q4 2025
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
10,158
shares
|
$257,606
0.04% of portfolio
|
Q3 2025
Reduced 0.91%
|
|
|
Sightline Wealth Advisors, LLC
|
Nov 03, 2025 Q3 2025 |
10,149
shares
|
$257,378
0.12% of portfolio
|
Q3 2025
Added 0.62%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
10,000
shares
|
$253,600
0.0% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 17, 2025 Q3 2025 |
10,000
shares
|
$253,600
0.1% of portfolio
|
Q2 2022
Reduced 16.67%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 12, 2026 Q4 2025 |
9,960
shares
|
$252,585
0.08% of portfolio
|
Q4 2023
Reduced 16.69%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
9,871
shares
|
$250,328
0.0% of portfolio
|
Q3 2025
Reduced 95.54%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
9,849
shares
|
$249,770
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
9,517
shares
|
$241,351
0.03% of portfolio
|
Q1 2024
Added 0.67%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2025 Q3 2025 |
9,481
shares
|
$240,438
0.01% of portfolio
|
Q3 2025
Added 9.53%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2026 Q4 2025 |
9,395
shares
|
$238,257
0.01% of portfolio
|
Q1 2025
Reduced 60.6%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,176
shares
|
$232,703
0.02% of portfolio
|
Q2 2022
New holding
|
|