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 |
|---|---|---|---|---|---|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
2,258
shares
|
$57,262
0.0% of portfolio
|
Q1 2025
Reduced 88.85%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
2,231
shares
|
$56,578
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,170
shares
|
$55,031
0.0% of portfolio
|
Q1 2023
Added 10.71%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
1,981
shares
|
$50,238
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 07, 2026 Q4 2025 |
1,115
shares
|
$28,276
0.0% of portfolio
|
Q2 2025
Reduced 55.82%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
962
shares
|
$24,396
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
910
shares
|
$23,077
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
837
shares
|
$21,226
0.0% of portfolio
|
Q3 2025
Reduced 58.46%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
812
shares
|
$20,592
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jan 13, 2026 Q4 2025 |
314
shares
|
$7,963
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Oct 27, 2025 Q3 2025 |
173
shares
|
$4,387
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
147
shares
|
$3,727
0.0% of portfolio
|
Q2 2024
Added 2.08%
|
|
|
Sound Income Strategies, LLC
|
Jan 21, 2026 Q4 2025 |
44
shares
|
$1,115
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Caldwell Trust CO
Venice, FL |
Oct 23, 2025 Q3 2025 |
44
shares
|
$1,115
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Evolution Wealth Management Inc.
Fort Myers, FL |
Oct 23, 2025 Q3 2025 |
38
shares
|
$963
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|