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 183 institutions that hold shares in the stock, with a total of 18.8 Million shares, which have been reported (via 13F filing form) to have a value of $480 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
42,755
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.67%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
42,382
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 111.75%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
42,312
shares
|
$1.08 Million
0.02% of portfolio
|
Q3 2024
Added 4802.9%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
39,699
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2024
Added 29.33%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
39,355
shares
|
$1 Million
0.28% of portfolio
|
Q4 2024
Added 28.56%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
38,971
shares
|
$994,929
0.02% of portfolio
|
Q2 2024
Reduced 5.52%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
35,665
shares
|
$910,527
0.27% of portfolio
|
Q2 2022
Reduced 4.88%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
35,162
shares
|
$897,685
0.23% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
34,025
shares
|
$868,658
0.06% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
33,529
shares
|
$855,995
0.44% of portfolio
|
Q4 2024
Added 40.56%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
33,515
shares
|
$855,637
0.03% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
33,409
shares
|
$852,931
0.01% of portfolio
|
Q3 2023
Added 3.09%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
32,911
shares
|
$840,217
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
32,264
shares
|
$823,699
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
31,700
shares
|
$809,301
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
31,176
shares
|
$795,923
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
30,641
shares
|
$782,264
0.14% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
30,335
shares
|
$774,452
0.02% of portfolio
|
Q3 2024
Reduced 25.3%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
30,288
shares
|
$773,252
0.07% of portfolio
|
Q4 2024
Reduced 8.34%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
27,805
shares
|
$709,861
0.0% of portfolio
|
Q3 2024
Added 52.09%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
25,237
shares
|
$644,300
0.04% of portfolio
|
Q3 2024
Added 20.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
24,616
shares
|
$628,446
0.0% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
23,207
shares
|
$592,474
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
21,172
shares
|
$540,521
0.31% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
20,000
shares
|
$510,600
0.01% of portfolio
|
Q4 2024
Reduced 16.67%
|