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 |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
32,407
shares
|
$818,600
0.01% of portfolio
|
Q2 2023
Added 305.09%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
32,388
shares
|
$818,120
0.0% of portfolio
|
Q4 2024
Reduced 52.29%
|
|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
32,092
shares
|
$810,643
0.21% of portfolio
|
Q4 2024
Added 0.2%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
31,724
shares
|
$801,348
0.01% of portfolio
|
Q4 2024
Added 4.91%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
31,000
shares
|
$783,060
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
30,875
shares
|
$779,902
0.14% of portfolio
|
Q4 2024
Added 3.25%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
30,854
shares
|
$779,372
0.48% of portfolio
|
Q4 2024
Added 4.38%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
30,018
shares
|
$758,254
0.01% of portfolio
|
Q2 2024
Reduced 14.1%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
29,153
shares
|
$736,404
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
29,128
shares
|
$735,773
0.37% of portfolio
|
Q4 2024
Added 67.66%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
29,102
shares
|
$735,116
0.02% of portfolio
|
Q4 2024
Added 48.62%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
29,001
shares
|
$732,565
0.07% of portfolio
|
Q4 2024
Reduced 7.91%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
27,207
shares
|
$687,248
0.19% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
25,887
shares
|
$653,905
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
25,727
shares
|
$649,864
0.0% of portfolio
|
Q4 2024
Reduced 10.04%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
24,283
shares
|
$613,388
0.0% of portfolio
|
Q4 2024
Reduced 5.85%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
24,044
shares
|
$607,351
0.0% of portfolio
|
Q4 2024
Added 64.7%
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
23,845
shares
|
$602,324
0.04% of portfolio
|
Q4 2024
Added 6.1%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
22,794
shares
|
$575,776
0.04% of portfolio
|
Q4 2024
Reduced 6.14%
|
|
|
Members Wealth LLC
Media, PA |
Mar 17, 2025 Q4 2024 |
21,804
shares
|
$550,769
0.41% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
21,773
shares
|
$549,985
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Feb 04, 2025 Q4 2024 |
21,558
shares
|
$544,555
0.62% of portfolio
|
Q4 2024
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
20,690
shares
|
$522,629
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
19,880
shares
|
$502,168
0.0% of portfolio
|
Q4 2024
Added 25.02%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
19,094
shares
|
$482,314
0.0% of portfolio
|
Q4 2024
Added 137.07%
|