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 194 institutions that hold shares in the stock, with a total of 19.5 Million shares, which have been reported (via 13F filing form) to have a value of $496 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
195,066
shares
|
$4.96 Million
0.08% of portfolio
|
Q2 2022
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
172,982
shares
|
$4.4 Million
0.31% of portfolio
|
Q4 2024
Added 4.54%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
169,707
shares
|
$4.32 Million
0.11% of portfolio
|
Q4 2024
Added 29.11%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
165,355
shares
|
$4.21 Million
0.19% of portfolio
|
Q4 2024
Added 1.63%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
160,695
shares
|
$4.09 Million
0.49% of portfolio
|
Q3 2022
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
152,238
shares
|
$3.87 Million
0.94% of portfolio
|
Q1 2025
Added 15.24%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
147,235
shares
|
$3.75 Million
0.02% of portfolio
|
Q4 2024
Added 156.11%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
140,526
shares
|
$3.58 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.44%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
140,206
shares
|
$3.57 Million
0.01% of portfolio
|
Q4 2024
Added 8.42%
|
|
|
Paradiem, LLC
|
Jan 17, 2025 Q4 2024 |
135,772
shares
|
$3.46 Million
0.93% of portfolio
|
Q1 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
125,810
shares
|
$3.2 Million
0.01% of portfolio
|
Q4 2024
Reduced 8.7%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
118,734
shares
|
$3.02 Million
0.78% of portfolio
|
Q4 2024
Added 0.01%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
116,763
shares
|
$2.97 Million
0.06% of portfolio
|
Q4 2024
Added 15.31%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
110,093
shares
|
$2.8 Million
0.51% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
108,757
shares
|
$2.77 Million
0.0% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
106,338
shares
|
$2.71 Million
0.0% of portfolio
|
Q4 2024
Added 28.17%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
106,042
shares
|
$2.7 Million
0.02% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
96,428
shares
|
$2.45 Million
0.05% of portfolio
|
Q4 2024
Added 91.66%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
95,287
shares
|
$2.43 Million
1.0% of portfolio
|
Q4 2024
Added 24.74%
|
|
|
Atwater Malick LLC
|
Apr 11, 2025 Q1 2025 |
94,706
shares
|
$2.41 Million
0.83% of portfolio
|
Q1 2025
Added 47.07%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
94,239
shares
|
$2.4 Million
0.0% of portfolio
|
Q4 2024
Added 4.1%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
91,410
shares
|
$2.33 Million
0.02% of portfolio
|
Q4 2024
Added 7.46%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
84,830
shares
|
$2.16 Million
0.03% of portfolio
|
Q2 2023
Reduced 4.39%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
75,467
shares
|
$1.92 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
72,496
shares
|
$1.85 Million
0.01% of portfolio
|
Q4 2024
Added 2.89%
|