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 158 institutions that hold shares in the stock, with a total of 19.4 Million shares, which have been reported (via 13F filing form) to have a value of $491 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
174,215
shares
|
$4.4 Million
0.05% of portfolio
|
Q4 2024
Added 55.89%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
165,662
shares
|
$4.18 Million
0.21% of portfolio
|
Q4 2024
Added 186.06%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
164,864
shares
|
$4.16 Million
0.19% of portfolio
|
Q4 2024
Added 2.77%
|
|
|
Paradiem, LLC
|
Jan 17, 2025 Q4 2024 |
160,410
shares
|
$4.05 Million
1.09% of portfolio
|
Q1 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
155,546
shares
|
$3.93 Million
0.1% of portfolio
|
Q4 2024
Added 17.63%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
153,995
shares
|
$3.89 Million
0.46% of portfolio
|
Q3 2022
New holding
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
142,076
shares
|
$3.59 Million
0.02% of portfolio
|
Q4 2024
Added 182.27%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
140,083
shares
|
$3.54 Million
0.25% of portfolio
|
Q4 2024
Added 7.88%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
133,112
shares
|
$3.36 Million
0.06% of portfolio
|
Q4 2024
Added 30.67%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
132,009
shares
|
$3.33 Million
0.6% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
131,372
shares
|
$3.32 Million
0.68% of portfolio
|
Q4 2024
Added 3.73%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
128,491
shares
|
$3.25 Million
0.1% of portfolio
|
Q4 2024
Added 2.08%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
120,565
shares
|
$3.05 Million
0.0% of portfolio
|
Q4 2024
Added 35.67%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
118,583
shares
|
$3 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.73%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
108,224
shares
|
$2.73 Million
0.22% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
101,515
shares
|
$2.56 Million
0.0% of portfolio
|
Q4 2024
Added 4.0%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
92,781
shares
|
$2.34 Million
0.02% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
92,603
shares
|
$2.34 Million
0.96% of portfolio
|
Q4 2024
Added 1075.16%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Feb 10, 2025 Q4 2024 |
89,081
shares
|
$2.25 Million
1.09% of portfolio
|
Q4 2024
New holding
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
83,324
shares
|
$2.1 Million
0.04% of portfolio
|
Q4 2024
Added 12.72%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
78,859
shares
|
$1.99 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.48%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
77,283
shares
|
$1.95 Million
0.04% of portfolio
|
Q4 2024
Added 61.43%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
76,500
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2024
Added 9.01%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Feb 13, 2025 Q4 2024 |
73,197
shares
|
$1.85 Million
0.95% of portfolio
|
Q4 2024
Added 1.97%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
71,315
shares
|
$1.8 Million
0.13% of portfolio
|
Q4 2024
Added 6.59%
|