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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Feb 14, 2025 Q4 2024 |
11,796
shares
|
$301,741
0.0% of portfolio
|
Q4 2024
Added 24.79%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
11,781
shares
|
$301,357
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
11,741
shares
|
$300,334
0.0% of portfolio
|
Q4 2024
Added 5.91%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
11,652
shares
|
$298,058
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
11,489
shares
|
$293,888
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
11,000
shares
|
$281,380
0.12% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
10,893
shares
|
$278,642
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
10,853
shares
|
$277,619
0.24% of portfolio
|
Q1 2024
Reduced 3.28%
|
|
|
Buffington Mohr Mc Neal
|
Jan 22, 2025 Q4 2024 |
10,509
shares
|
$268,820
0.04% of portfolio
|
Q4 2024
Added 6.64%
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
10,131
shares
|
$259,150
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Feb 14, 2025 Q4 2024 |
10,111
shares
|
$258,639
0.2% of portfolio
|
Q4 2024
Added 0.75%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
10,003
shares
|
$255,876
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Cooper/Haims Advisors, LLC
|
Feb 13, 2025 Q4 2024 |
10,000
shares
|
$255,799
0.15% of portfolio
|
Q4 2023
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$255,799
0.0% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Shufro Rose & CO LLC
|
Feb 25, 2025 Q4 2024 |
9,964
shares
|
$254,879
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
9,784
shares
|
$250,274
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
9,595
shares
|
$245,440
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
9,468
shares
|
$242,191
0.0% of portfolio
|
Q3 2024
Reduced 22.2%
|
|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
9,451
shares
|
$241,756
0.02% of portfolio
|
Q1 2024
Added 0.67%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
9,282
shares
|
$237,433
0.02% of portfolio
|
Q3 2024
Reduced 8.88%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,137
shares
|
$233,724
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
9,111
shares
|
$233,059
0.05% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
8,988
shares
|
$229,913
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
8,918
shares
|
$228,122
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
8,829
shares
|
$225,845
0.04% of portfolio
|
Q4 2024
Reduced 4.85%
|