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 196 institutions that hold shares in the stock, with a total of 19.1 Million shares, which have been reported (via 13F filing form) to have a value of $490 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
|
$48.4 Million
0.0% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
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%
|
|
|
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%
|
|
|
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 |
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%
|
|
|
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%
|
|
|
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
|
May 13, 2025 Q1 2025 |
468,920
shares
|
$12 Million
0.0% of portfolio
|
Q1 2025
Reduced 28.27%
|
|
|
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 |
May 07, 2025 Q1 2025 |
387,913
shares
|
$9.94 Million
0.0% of portfolio
|
Q1 2025
Added 14.73%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
383,212
shares
|
$9.82 Million
0.65% of portfolio
|
Q2 2025
Added 17.75%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
344,628
shares
|
$8.83 Million
0.01% of portfolio
|
Q1 2025
Reduced 1.84%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
325,296
shares
|
$8.34 Million
0.1% of portfolio
|
Q1 2025
Added 6.74%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
May 12, 2025 Q1 2025 |
301,290
shares
|
$7.72 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
|
$7.33 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
|
$7.31 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.72%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
282,329
shares
|
$7.24 Million
0.03% of portfolio
|
Q1 2025
Added 91.75%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
270,987
shares
|
$6.95 Million
0.32% of portfolio
|
Q2 2025
Added 1.83%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
268,783
shares
|
$6.89 Million
0.01% of portfolio
|
Q1 2025
Reduced 0.96%
|
|
|
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%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
195,066
shares
|
$5 Million
0.08% of portfolio
|
Q2 2022
New holding
|