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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
15,122
shares
|
$387,274
0.0% of portfolio
|
Q3 2025
Reduced 60.76%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
15,007
shares
|
$384,329
0.0% of portfolio
|
Q3 2025
Added 6.24%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
14,899
shares
|
$381,563
0.06% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 14, 2025 Q3 2025 |
14,601
shares
|
$373,931
0.0% of portfolio
|
Q3 2025
Reduced 37.62%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
14,390
shares
|
$368,527
0.0% of portfolio
|
Q3 2025
Added 24.52%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Oct 16, 2025 Q3 2025 |
14,000
shares
|
$358,540
0.01% of portfolio
|
Q2 2025
Reduced 30.0%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
13,990
shares
|
$358,283
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Trust CO
|
Oct 06, 2025 Q3 2025 |
13,708
shares
|
$351,061
0.04% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
13,639
shares
|
$349,294
1.54% of portfolio
|
Q1 2023
Reduced 1.64%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
13,562
shares
|
$347,322
0.06% of portfolio
|
Q3 2025
Reduced 0.68%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
13,229
shares
|
$338,794
0.01% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Nov 07, 2025 Q3 2025 |
12,500
shares
|
$320,125
0.14% of portfolio
|
Q4 2023
Added 6.84%
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
12,048
shares
|
$308,549
0.04% of portfolio
|
Q3 2025
Reduced 44.61%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
12,036
shares
|
$308,241
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
11,736
shares
|
$300,558
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
11,652
shares
|
$298,407
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
11,634
shares
|
$297,946
0.0% of portfolio
|
Q3 2025
Added 11.83%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
11,490
shares
|
$294,258
0.06% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
11,490
shares
|
$294,258
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
11,486
shares
|
$294,156
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
11,127
shares
|
$284,962
0.25% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 17, 2025 Q3 2025 |
11,000
shares
|
$281,710
0.11% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Klingman & Associates, LLC
|
Oct 27, 2025 Q3 2025 |
10,994
shares
|
$281,556
0.01% of portfolio
|
Q3 2025
Reduced 6.57%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
10,893
shares
|
$278,969
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
10,450
shares
|
$267,624
0.01% of portfolio
|
Q3 2025
Added 5.04%
|
|