Institutional Ownership Ishares Tr Ibonds December 202 (IBMO)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMO). We have compiled data on the 192 institutions that hold shares in the stock, with a total of 18.7 Million shares, which have been reported (via 13F filing form) to have a value of $477 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,886,518
shares
|
$48.2 Million
0.0% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
873,501
shares
|
$22.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 7.96%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
859,031
shares
|
$22 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.85%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
855,421
shares
|
$21.9 Million
0.35% of portfolio
|
Q1 2025
Reduced 0.91%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
724,213
shares
|
$18.5 Million
0.52% of portfolio
|
Q1 2024
Added 3.95%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
688,099
shares
|
$17.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.27%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
687,559
shares
|
$17.6 Million
0.0% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
569,568
shares
|
$14.6 Million
0.09% of portfolio
|
Q1 2025
Added 1.81%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
528,357
shares
|
$13.5 Million
1.21% of portfolio
|
Q1 2025
Reduced 15.18%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
493,053
shares
|
$12.6 Million
0.0% of portfolio
|
Q1 2025
Added 1.27%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
468,920
shares
|
$12 Million
0.0% of portfolio
|
Q1 2025
Reduced 28.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
387,913
shares
|
$9.92 Million
0.0% of portfolio
|
Q1 2025
Added 14.73%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
366,493
shares
|
$9.37 Million
0.74% of portfolio
|
Q1 2025
Added 11.13%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
344,628
shares
|
$8.81 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
325,445
shares
|
$8.32 Million
0.61% of portfolio
|
Q1 2025
Added 0.44%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
325,296
shares
|
$8.32 Million
0.1% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
May 12, 2025 Q1 2025 |
301,290
shares
|
$7.7 Million
1.21% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
286,104
shares
|
$7.32 Million
0.01% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
285,347
shares
|
$7.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.72%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
282,329
shares
|
$7.22 Million
0.03% of portfolio
|
Q1 2025
Added 91.75%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
268,783
shares
|
$6.87 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
266,114
shares
|
$6.8 Million
0.34% of portfolio
|
Q1 2025
Added 3.5%
|
|
|
Praetorian Wealth Management, Inc.
|
Apr 16, 2025 Q1 2025 |
236,902
shares
|
$6.06 Million
1.5% of portfolio
|
Q1 2025
Added 1.26%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
195,066
shares
|
$4.99 Million
0.08% of portfolio
|
Q2 2022
New holding
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
181,686
shares
|
$4.65 Million
0.21% of portfolio
|
Q1 2025
Added 9.88%
|