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 19.3 Million shares, which have been reported (via 13F filing form) to have a value of $495 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,963,364
shares
|
$50.3 Million
0.0% of portfolio
|
Q2 2025
Added 4.07%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
947,342
shares
|
$24.3 Million
0.05% of portfolio
|
Q2 2025
Added 10.28%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
882,174
shares
|
$22.6 Million
0.33% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
878,008
shares
|
$22.5 Million
0.01% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
734,542
shares
|
$18.8 Million
0.02% of portfolio
|
Q2 2025
Added 6.75%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
724,213
shares
|
$18.6 Million
0.52% of portfolio
|
Q1 2024
Added 3.95%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
688,174
shares
|
$17.6 Million
0.0% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
615,172
shares
|
$15.8 Million
0.09% of portfolio
|
Q2 2025
Added 8.01%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
503,073
shares
|
$12.9 Million
0.0% of portfolio
|
Q2 2025
Added 2.03%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
474,005
shares
|
$12.1 Million
0.99% of portfolio
|
Q2 2025
Reduced 10.29%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
447,469
shares
|
$11.5 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.57%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
411,927
shares
|
$10.6 Million
0.77% of portfolio
|
Q2 2025
Added 12.4%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
388,657
shares
|
$9.96 Million
0.0% of portfolio
|
Q2 2025
Added 0.19%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
383,212
shares
|
$9.82 Million
0.65% of portfolio
|
Q2 2025
Added 17.75%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
336,583
shares
|
$8.63 Million
0.09% of portfolio
|
Q2 2025
Added 3.47%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
329,979
shares
|
$8.46 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.25%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
319,096
shares
|
$8.18 Million
0.03% of portfolio
|
Q2 2025
Added 13.02%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Aug 12, 2025 Q2 2025 |
306,590
shares
|
$7.86 Million
1.12% of portfolio
|
Q2 2025
Added 1.76%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
287,385
shares
|
$7.37 Million
0.01% of portfolio
|
Q2 2025
Added 6.92%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
286,104
shares
|
$7.33 Million
0.01% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
270,987
shares
|
$6.95 Million
0.32% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Praetorian Wealth Management, Inc.
|
Jul 09, 2025 Q2 2025 |
237,175
shares
|
$6.08 Million
1.43% of portfolio
|
Q2 2025
Added 0.12%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
205,621
shares
|
$5.27 Million
0.39% of portfolio
|
Q2 2025
Added 30.66%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
204,997
shares
|
$5.25 Million
0.0% of portfolio
|
Q2 2025
Reduced 28.16%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
195,066
shares
|
$5 Million
0.08% of portfolio
|
Q2 2022
New holding
|