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 |
|---|---|---|---|---|---|
|
Summit Financial, LLC
Parsippany, NJ |
Nov 14, 2025 Q3 2025 |
72,938
shares
|
$1.85 Million
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Newman Dignan & Sheerar, Inc.
|
Oct 09, 2025 Q3 2025 |
65,953
shares
|
$1.67 Million
0.37% of portfolio
|
Q3 2025
Reduced 4.41%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
65,400
shares
|
$1.66 Million
0.02% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
65,286
shares
|
$1.66 Million
0.09% of portfolio
|
Q3 2025
Added 11.22%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
64,248
shares
|
$1.63 Million
0.03% of portfolio
|
Q3 2025
Added 3.5%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
60,136
shares
|
$1.53 Million
0.1% of portfolio
|
Q3 2025
Reduced 22.5%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
58,779
shares
|
$1.49 Million
0.63% of portfolio
|
Q3 2025
Added 30.08%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
58,533
shares
|
$1.48 Million
0.26% of portfolio
|
Q3 2025
Added 0.75%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
56,799
shares
|
$1.44 Million
0.1% of portfolio
|
Q2 2025
Added 20.9%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
56,387
shares
|
$1.43 Million
0.37% of portfolio
|
Q3 2025
Added 8.07%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
55,100
shares
|
$1.4 Million
0.01% of portfolio
|
Q3 2025
Added 35.85%
|
|
|
Signature Wealth Management Group
|
Oct 29, 2025 Q3 2025 |
52,345
shares
|
$1.33 Million
0.55% of portfolio
|
Q3 2025
Added 0.83%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
51,092
shares
|
$1.3 Million
0.02% of portfolio
|
Q3 2025
Added 21.5%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
50,995
shares
|
$1.29 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
49,985
shares
|
$1.27 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
49,050
shares
|
$1.24 Million
0.0% of portfolio
|
Q2 2025
Added 148.1%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
45,616
shares
|
$1.16 Million
0.05% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
45,421
shares
|
$1.15 Million
0.47% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Prism Advisors, Inc.
|
Oct 14, 2025 Q3 2025 |
44,715
shares
|
$1.13 Million
0.34% of portfolio
|
Q2 2021
Added 2.54%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
44,307
shares
|
$1.12 Million
0.51% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
43,602
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
Added 107.98%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
43,533
shares
|
$1.1 Million
0.01% of portfolio
|
Q3 2025
Added 13.87%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
42,648
shares
|
$1.08 Million
0.01% of portfolio
|
Q3 2025
Added 0.0%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
42,050
shares
|
$1.07 Million
0.0% of portfolio
|
Q3 2025
Reduced 10.2%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
41,436
shares
|
$1.05 Million
0.02% of portfolio
|
Q3 2025
Added 1.35%
|
|