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 179 institutions that hold shares in the stock, with a total of 18.3 Million shares, which have been reported (via 13F filing form) to have a value of $466 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
172,982
shares
|
$4.42 Million
0.31% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
169,707
shares
|
$4.33 Million
0.11% of portfolio
|
Q4 2024
Added 29.11%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
165,355
shares
|
$4.22 Million
0.19% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
160,695
shares
|
$4.1 Million
0.49% of portfolio
|
Q3 2022
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
141,144
shares
|
$3.6 Million
0.3% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
137,799
shares
|
$3.52 Million
0.01% of portfolio
|
Q3 2024
Added 23.56%
|
|
|
Paradiem, LLC
|
Jan 17, 2025 Q4 2024 |
135,772
shares
|
$3.47 Million
0.93% of portfolio
|
Q1 2024
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
132,106
shares
|
$3.37 Million
0.69% of portfolio
|
Q4 2024
Added 1.05%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
129,313
shares
|
$3.3 Million
0.01% of portfolio
|
Q3 2024
Added 27.32%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
118,734
shares
|
$3.03 Million
0.78% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
116,763
shares
|
$2.98 Million
0.06% of portfolio
|
Q4 2024
Added 15.31%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
110,093
shares
|
$2.81 Million
0.51% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
108,757
shares
|
$2.78 Million
0.0% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
106,042
shares
|
$2.71 Million
0.02% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
95,287
shares
|
$2.43 Million
1.0% of portfolio
|
Q4 2024
Added 24.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
90,529
shares
|
$2.31 Million
0.0% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
85,061
shares
|
$2.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
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%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
82,968
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
75,478
shares
|
$1.93 Million
0.03% of portfolio
|
Q4 2024
Added 1.59%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
70,457
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
67,828
shares
|
$1.73 Million
0.33% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
64,523
shares
|
$1.65 Million
0.61% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Atwater Malick LLC
|
Jan 15, 2025 Q4 2024 |
64,394
shares
|
$1.64 Million
0.55% of portfolio
|
Q4 2024
Reduced 2.96%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
61,929
shares
|
$1.58 Million
0.63% of portfolio
|
Q4 2024
Added 37.84%
|