Institutional Ownership Ishares Tr Ibonds December 202 (IBMP)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMP). We have compiled data on the 190 institutions that hold shares in the stock, with a total of 20.5 Million shares, which have been reported (via 13F filing form) to have a value of $519 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
193,961
shares
|
$4.92 Million
0.08% of portfolio
|
Q3 2025
Reduced 3.99%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
190,896
shares
|
$4.84 Million
0.0% of portfolio
|
Q3 2025
Reduced 28.36%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
189,591
shares
|
$4.81 Million
0.21% of portfolio
|
Q3 2025
Added 6.43%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 07, 2025 Q3 2025 |
187,639
shares
|
$4.76 Million
0.91% of portfolio
|
Q3 2025
Added 31.75%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
165,304
shares
|
$4.19 Million
0.01% of portfolio
|
Q3 2025
Added 5.37%
|
|
|
Paradiem, LLC
|
Oct 17, 2025 Q3 2025 |
160,410
shares
|
$4.07 Million
1.1% of portfolio
|
Q1 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
155,250
shares
|
$3.94 Million
0.09% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
153,995
shares
|
$3.91 Million
0.46% of portfolio
|
Q3 2022
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
145,721
shares
|
$3.7 Million
0.26% of portfolio
|
Q3 2025
Reduced 5.9%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
142,928
shares
|
$3.62 Million
0.0% of portfolio
|
Q3 2025
Reduced 83.5%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
134,360
shares
|
$3.41 Million
0.0% of portfolio
|
Q3 2025
Added 2.28%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
132,009
shares
|
$3.35 Million
0.6% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
126,182
shares
|
$3.2 Million
0.03% of portfolio
|
Q3 2025
Added 314.94%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
121,401
shares
|
$3.08 Million
0.02% of portfolio
|
Q3 2025
Added 10.64%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
116,695
shares
|
$2.96 Million
0.17% of portfolio
|
Q3 2025
Reduced 0.6%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
115,227
shares
|
$2.92 Million
0.0% of portfolio
|
Q3 2025
Reduced 4.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
105,513
shares
|
$2.68 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
105,078
shares
|
$2.66 Million
0.01% of portfolio
|
Q3 2025
Added 50.41%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
99,878
shares
|
$2.53 Million
0.94% of portfolio
|
Q3 2025
Added 7.86%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Oct 27, 2025 Q3 2025 |
96,609
shares
|
$2.45 Million
1.09% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
96,604
shares
|
$2.45 Million
0.03% of portfolio
|
Q3 2025
Added 11.7%
|
|
|
Spire Wealth Management
|
Oct 23, 2025 Q3 2025 |
92,625
shares
|
$2.35 Million
0.09% of portfolio
|
Q3 2025
Reduced 1.83%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
83,324
shares
|
$2.11 Million
0.03% of portfolio
|
Q4 2024
Added 12.72%
|
|
|
Atwater Malick LLC
|
Oct 23, 2025 Q3 2025 |
82,104
shares
|
$2.08 Million
0.61% of portfolio
|
Q3 2025
Added 2.52%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
76,500
shares
|
$1.94 Million
0.0% of portfolio
|
Q3 2024
Added 9.01%
|
|