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 192 institutions that hold shares in the stock, with a total of 19.3 Million shares, which have been reported (via 13F filing form) to have a value of $495 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
67,828
shares
|
$1.74 Million
0.33% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
67,063
shares
|
$1.72 Million
0.28% of portfolio
|
Q4 2024
Added 295.33%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
65,729
shares
|
$1.68 Million
0.12% of portfolio
|
Q4 2024
Added 11.43%
|
|
|
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
|
$1.65 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%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
61,241
shares
|
$1.57 Million
0.02% of portfolio
|
Q4 2024
Added 24.92%
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
59,152
shares
|
$1.51 Million
0.64% of portfolio
|
Q4 2024
Added 0.93%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
58,838
shares
|
$1.51 Million
0.03% of portfolio
|
Q2 2024
Added 18.09%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
58,755
shares
|
$1.5 Million
0.18% of portfolio
|
Q4 2024
Added 11.1%
|
|
|
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%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
56,602
shares
|
$1.45 Million
0.02% of portfolio
|
Q4 2024
Added 2.99%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
55,977
shares
|
$1.43 Million
0.03% of portfolio
|
Q4 2024
Added 24.01%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
51,074
shares
|
$1.31 Million
0.39% of portfolio
|
Q4 2024
Reduced 5.37%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
49,533
shares
|
$1.27 Million
0.1% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
47,955
shares
|
$1.23 Million
0.01% of portfolio
|
Q4 2024
Added 96.64%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Feb 14, 2025 Q4 2024 |
47,436
shares
|
$1.21 Million
0.41% of portfolio
|
Q4 2024
Reduced 1.15%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 21, 2025 Q4 2024 |
46,623
shares
|
$1.19 Million
0.61% of portfolio
|
Q4 2024
Reduced 3.26%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
45,753
shares
|
$1.17 Million
0.64% of portfolio
|
Q4 2024
Added 74.08%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
44,895
shares
|
$1.15 Million
0.02% of portfolio
|
Q4 2024
Added 65.09%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
44,795
shares
|
$1.15 Million
0.02% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
44,294
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
44,283
shares
|
$1.13 Million
0.02% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
44,188
shares
|
$1.13 Million
0.7% of portfolio
|
Q4 2024
Added 3.59%
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
44,135
shares
|
$1.13 Million
0.35% of portfolio
|
Q4 2024
Reduced 4.45%
|