Institutional Ownership Ishares Tr Ibonds December 202 (IBMO)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMO). We have compiled data on the 201 institutions that hold shares in the stock, with a total of 18.5 Million shares, which have been reported (via 13F filing form) to have a value of $473 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
183,737
shares
|
$4.71 Million
0.07% of portfolio
|
Q3 2025
Added 1.19%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
168,784
shares
|
$4.32 Million
0.3% of portfolio
|
Q3 2025
Reduced 17.91%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
165,348
shares
|
$4.23 Million
0.09% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
160,695
shares
|
$4.12 Million
0.49% of portfolio
|
Q3 2022
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
156,447
shares
|
$4.01 Million
0.01% of portfolio
|
Q3 2025
Added 4.49%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
139,163
shares
|
$3.56 Million
0.0% of portfolio
|
Q3 2025
Added 6.05%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
139,114
shares
|
$3.56 Million
0.03% of portfolio
|
Q3 2025
Added 184.73%
|
|
|
Paradiem, LLC
|
Oct 17, 2025 Q3 2025 |
135,772
shares
|
$3.48 Million
0.93% of portfolio
|
Q1 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
133,752
shares
|
$3.43 Million
0.2% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
133,577
shares
|
$3.42 Million
0.0% of portfolio
|
Q3 2025
Reduced 84.79%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
120,230
shares
|
$3.08 Million
0.02% of portfolio
|
Q3 2025
Added 11.12%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
118,698
shares
|
$3.04 Million
0.04% of portfolio
|
Q3 2025
Added 5.0%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
110,093
shares
|
$2.82 Million
0.51% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
108,757
shares
|
$2.79 Million
0.0% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
106,042
shares
|
$2.72 Million
0.02% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
104,008
shares
|
$2.66 Million
0.01% of portfolio
|
Q3 2025
Added 50.62%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
103,274
shares
|
$2.64 Million
0.69% of portfolio
|
Q3 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
98,950
shares
|
$2.53 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.91%
|
|
|
Atwater Malick LLC
|
Oct 23, 2025 Q3 2025 |
98,810
shares
|
$2.53 Million
0.74% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
96,059
shares
|
$2.46 Million
0.54% of portfolio
|
Q3 2025
Reduced 9.33%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
95,677
shares
|
$2.45 Million
0.91% of portfolio
|
Q3 2025
Added 0.41%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
93,496
shares
|
$2.39 Million
0.0% of portfolio
|
Q3 2025
Added 12.89%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
92,639
shares
|
$2.37 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
90,025
shares
|
$2.31 Million
0.0% of portfolio
|
Q3 2025
Reduced 37.46%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
84,830
shares
|
$2.17 Million
0.03% of portfolio
|
Q2 2023
Reduced 4.39%
|
|