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 |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
45,349
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
44,564
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Added 438.8%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
44,508
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
43,956
shares
|
$1.13 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.77%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
43,869
shares
|
$1.12 Million
0.05% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
43,605
shares
|
$1.12 Million
0.27% of portfolio
|
Q3 2025
Added 7.75%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
43,175
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
42,901
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
42,259
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
41,021
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
39,588
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Added 15.24%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
38,971
shares
|
$998,047
0.02% of portfolio
|
Q2 2024
Reduced 5.52%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
38,486
shares
|
$985,626
0.52% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
37,281
shares
|
$954,766
0.14% of portfolio
|
Q3 2025
Added 20.34%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
37,218
shares
|
$953,152
0.0% of portfolio
|
Q3 2025
Added 9.58%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Oct 27, 2025 Q3 2025 |
37,098
shares
|
$950,079
0.42% of portfolio
|
Q3 2025
Reduced 3.43%
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
35,665
shares
|
$913,380
0.27% of portfolio
|
Q2 2022
Reduced 4.88%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
35,527
shares
|
$909,846
0.03% of portfolio
|
Q3 2025
Added 14.18%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
35,204
shares
|
$901,574
0.0% of portfolio
|
Q3 2025
Added 252.04%
|
|
|
Strid Group, LLC
|
Oct 15, 2025 Q3 2025 |
35,064
shares
|
$897,989
0.12% of portfolio
|
Q3 2025
Added 161.59%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
34,830
shares
|
$891,996
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
34,773
shares
|
$890,536
0.06% of portfolio
|
Q3 2025
Reduced 46.78%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
34,399
shares
|
$880,958
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
33,529
shares
|
$858,677
0.44% of portfolio
|
Q4 2024
Added 40.56%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
33,409
shares
|
$855,604
0.01% of portfolio
|
Q3 2023
Added 3.09%
|
|