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 |
|---|---|---|---|---|---|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
82,858
shares
|
$2.12 Million
0.67% of portfolio
|
Q3 2025
Added 48.15%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
73,305
shares
|
$1.88 Million
0.26% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
71,865
shares
|
$1.84 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
69,684
shares
|
$1.78 Million
0.0% of portfolio
|
Q3 2025
Added 88.62%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
68,631
shares
|
$1.76 Million
0.3% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
68,585
shares
|
$1.76 Million
0.08% of portfolio
|
Q3 2025
Added 45.14%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
68,076
shares
|
$1.74 Million
0.03% of portfolio
|
Q3 2025
Reduced 6.55%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
65,749
shares
|
$1.68 Million
0.03% of portfolio
|
Q3 2025
Added 3.16%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
64,995
shares
|
$1.66 Million
0.02% of portfolio
|
Q3 2025
Added 7.03%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
64,331
shares
|
$1.65 Million
0.02% of portfolio
|
Q3 2025
Added 1.54%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
59,696
shares
|
$1.53 Million
0.39% of portfolio
|
Q3 2025
Added 7.9%
|
|
|
Signature Wealth Management Group
|
Oct 29, 2025 Q3 2025 |
59,362
shares
|
$1.52 Million
0.63% of portfolio
|
Q3 2025
Reduced 0.19%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
59,355
shares
|
$1.52 Million
0.17% of portfolio
|
Q3 2025
Added 1.02%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
59,217
shares
|
$1.52 Million
0.11% of portfolio
|
Q2 2025
Added 19.55%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
58,852
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2025
Added 33.05%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
58,310
shares
|
$1.49 Million
0.63% of portfolio
|
Q3 2025
Added 30.15%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
57,854
shares
|
$1.48 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
57,311
shares
|
$1.47 Million
0.06% of portfolio
|
Q1 2021
Reduced 95.19%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
50,693
shares
|
$1.3 Million
0.07% of portfolio
|
Q3 2025
Added 6.27%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
50,445
shares
|
$1.29 Million
0.0% of portfolio
|
Q3 2025
Reduced 8.6%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
50,373
shares
|
$1.29 Million
0.29% of portfolio
|
Q3 2025
Reduced 8.69%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
49,029
shares
|
$1.26 Million
0.02% of portfolio
|
Q3 2025
Added 2.67%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
46,139
shares
|
$1.18 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.98%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
45,767
shares
|
$1.17 Million
0.48% of portfolio
|
Q3 2025
Added 2.64%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
45,728
shares
|
$1.17 Million
0.02% of portfolio
|
Q3 2025
Added 1.52%
|
|