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 |
|---|---|---|---|---|---|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
40,583
shares
|
$1.03 Million
0.0% of portfolio
|
Q3 2025
Added 29.92%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
37,038
shares
|
$939,283
0.14% of portfolio
|
Q3 2025
Added 20.5%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
36,318
shares
|
$921,024
0.01% of portfolio
|
Q3 2025
Reduced 8.79%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
35,819
shares
|
$908,369
0.03% of portfolio
|
Q3 2025
Added 14.24%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
35,176
shares
|
$892,063
0.21% of portfolio
|
Q3 2025
Added 14.32%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
35,126
shares
|
$890,795
0.2% of portfolio
|
Q3 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
35,000
shares
|
$887,600
0.0% of portfolio
|
Q3 2025
Added 250.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
33,683
shares
|
$854,200
0.0% of portfolio
|
Q3 2025
Reduced 63.46%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
32,615
shares
|
$827,116
0.02% of portfolio
|
Q3 2025
Reduced 6.52%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
32,407
shares
|
$821,841
0.01% of portfolio
|
Q2 2023
Added 305.09%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
32,300
shares
|
$819,128
0.48% of portfolio
|
Q3 2025
Added 16.4%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
32,288
shares
|
$818,823
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
32,224
shares
|
$817,200
0.2% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
31,531
shares
|
$799,626
0.01% of portfolio
|
Q3 2025
Added 66.75%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
31,458
shares
|
$797,774
0.0% of portfolio
|
Q3 2025
Added 0.95%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
31,000
shares
|
$786,160
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Wj Wealth Management, LLC
|
Nov 25, 2025 Q3 2025 |
30,158
shares
|
$764,806
0.5% of portfolio
|
Q3 2025
Reduced 42.92%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
30,018
shares
|
$761,256
0.01% of portfolio
|
Q2 2024
Reduced 14.1%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
30,006
shares
|
$760,952
0.0% of portfolio
|
Q3 2025
Added 6.91%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
29,496
shares
|
$748,018
0.01% of portfolio
|
Q3 2025
Reduced 1.93%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
29,128
shares
|
$738,686
0.37% of portfolio
|
Q4 2024
Added 67.66%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
28,282
shares
|
$717,231
0.11% of portfolio
|
Q3 2025
Added 3.77%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
27,285
shares
|
$691,947
0.37% of portfolio
|
Q3 2025
Reduced 5.18%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
25,887
shares
|
$656,494
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
25,727
shares
|
$652,436
0.0% of portfolio
|
Q4 2024
Reduced 10.04%
|
|