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 |
|---|---|---|---|---|---|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
17,965
shares
|
$453,795
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
17,027
shares
|
$430,102
0.0% of portfolio
|
Q1 2024
Added 13.05%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
16,762
shares
|
$423,408
0.13% of portfolio
|
Q4 2024
Reduced 13.96%
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
16,194
shares
|
$409,060
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
16,179
shares
|
$408,681
0.24% of portfolio
|
Q4 2024
Reduced 2.79%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
16,155
shares
|
$408,075
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
16,051
shares
|
$405,448
0.07% of portfolio
|
Q4 2024
Reduced 0.96%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
15,101
shares
|
$381,451
0.1% of portfolio
|
Q4 2024
Reduced 0.47%
|
|
|
James Investment Research Inc
|
Jan 30, 2025 Q4 2024 |
14,714
shares
|
$371,675
0.05% of portfolio
|
Q4 2024
Reduced 42.39%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Feb 14, 2025 Q4 2024 |
13,351
shares
|
$337,246
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
13,248
shares
|
$334,644
0.01% of portfolio
|
Q4 2024
Reduced 7.85%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
13,062
shares
|
$329,946
0.09% of portfolio
|
Q4 2024
Added 12.77%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Feb 13, 2025 Q4 2024 |
12,984
shares
|
$327,975
0.01% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Feb 12, 2025 Q4 2024 |
12,475
shares
|
$315,118
0.0% of portfolio
|
Q3 2024
Reduced 6.72%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
12,351
shares
|
$311,986
1.38% of portfolio
|
Q1 2022
New holding
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
12,054
shares
|
$304,484
0.24% of portfolio
|
Q4 2024
Reduced 37.82%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
12,044
shares
|
$304,231
0.05% of portfolio
|
Q3 2024
Reduced 29.81%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
12,000
shares
|
$303,120
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
11,859
shares
|
$299,558
0.0% of portfolio
|
Q4 2024
Added 5.87%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
11,648
shares
|
$294,228
0.06% of portfolio
|
Q3 2024
Added 10.6%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
10,943
shares
|
$276,420
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Advisory Services Network, LLC
|
Feb 13, 2025 Q4 2024 |
10,000
shares
|
$252,600
0.0% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$252,600
0.0% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
10,000
shares
|
$252,600
0.1% of portfolio
|
Q2 2022
Reduced 16.67%
|
|
|
Sightline Wealth Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
9,984
shares
|
$252,195
0.14% of portfolio
|
Q4 2024
Added 0.8%
|