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 |
|---|---|---|---|---|---|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
21,114
shares
|
$540,096
0.0% of portfolio
|
Q4 2024
Reduced 62.26%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
20,931
shares
|
$535,414
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
20,000
shares
|
$511,599
0.01% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
19,770
shares
|
$505,716
0.01% of portfolio
|
Q4 2024
Added 1.31%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
19,229
shares
|
$491,877
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
19,204
shares
|
$491,238
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
18,656
shares
|
$477,220
0.28% of portfolio
|
Q4 2024
Reduced 2.82%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
17,150
shares
|
$438,696
0.09% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
17,038
shares
|
$435,832
0.13% of portfolio
|
Q4 2024
Reduced 11.89%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
16,913
shares
|
$432,634
0.03% of portfolio
|
Q4 2024
Reduced 27.85%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
16,459
shares
|
$421,021
0.07% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
16,338
shares
|
$417,926
0.0% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
15,815
shares
|
$404,547
0.06% of portfolio
|
Q3 2024
Reduced 24.17%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
15,736
shares
|
$402,526
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
15,158
shares
|
$387,741
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
15,046
shares
|
$384,876
0.08% of portfolio
|
Q3 2024
Added 7.93%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
14,975
shares
|
$383,060
0.1% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
14,358
shares
|
$367,277
0.1% of portfolio
|
Q4 2024
Added 11.41%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Feb 14, 2025 Q4 2024 |
14,335
shares
|
$366,689
0.26% of portfolio
|
Q4 2024
Reduced 28.18%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
13,639
shares
|
$348,885
1.54% of portfolio
|
Q1 2023
Reduced 1.64%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
13,246
shares
|
$338,832
0.01% of portfolio
|
Q4 2024
Reduced 22.71%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
12,656
shares
|
$323,740
0.0% of portfolio
|
Q4 2024
Reduced 5.7%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
12,500
shares
|
$319,750
0.15% of portfolio
|
Q4 2023
Added 6.84%
|
|
|
Sigma Investment Counselors Inc
|
Feb 03, 2025 Q4 2024 |
12,400
shares
|
$317,192
0.02% of portfolio
|
Q4 2024
Reduced 3.66%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
12,100
shares
|
$309,518
0.24% of portfolio
|
Q4 2024
Reduced 40.05%
|