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 |
|---|---|---|---|---|---|
|
Tpg Advisors LLC
Northfield, IL |
Jan 21, 2026 Q4 2025 |
9,116
shares
|
$231,181
0.14% of portfolio
|
Q3 2025
Reduced 24.37%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jan 20, 2026 Q4 2025 |
8,825
shares
|
$223,802
0.07% of portfolio
|
Q3 2025
Added 9.76%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
8,824
shares
|
$223,776
0.01% of portfolio
|
Q3 2025
Added 6.07%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 22, 2025 Q3 2025 |
8,814
shares
|
$223,523
0.15% of portfolio
|
Q3 2025
Reduced 0.27%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 23, 2025 Q3 2025 |
8,633
shares
|
$218,932
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
8,544
shares
|
$216,675
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
8,544
shares
|
$216,675
0.08% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
8,477
shares
|
$214,976
0.0% of portfolio
|
Q3 2025
Reduced 84.1%
|
|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
8,450
shares
|
$214,292
0.04% of portfolio
|
Q4 2025
Added 113.92%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
8,357
shares
|
$211,933
0.07% of portfolio
|
Q3 2025
Added 1.27%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jan 20, 2026 Q4 2025 |
8,134
shares
|
$206,278
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Oct 21, 2025 Q3 2025 |
8,000
shares
|
$202,880
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
7,812
shares
|
$198,112
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
7,594
shares
|
$192,583
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
7,550
shares
|
$191,468
0.03% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Valley National Advisers Inc
|
Jan 23, 2026 Q4 2025 |
7,024
shares
|
$178,128
0.02% of portfolio
|
Q4 2025
Added 0.83%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
6,553
shares
|
$166,184
0.01% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
5,000
shares
|
$126,800
0.0% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Coastline Trust CO
|
Jan 05, 2026 Q4 2025 |
4,716
shares
|
$119,597
0.01% of portfolio
|
Q1 2025
Added 459.43%
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
4,394
shares
|
$111,431
0.0% of portfolio
|
Q4 2025
Reduced 95.26%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,979
shares
|
$100,907
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
2,725
shares
|
$69,106
0.01% of portfolio
|
Q4 2023
Reduced 45.87%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
2,691
shares
|
$68,243
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,639
shares
|
$66,925
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,366
shares
|
$60,001
0.0% of portfolio
|
Q3 2025
Added 0.38%
|
|