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 169 institutions that hold shares in the stock, with a total of 17.8 Million shares, which have been reported (via 13F filing form) to have a value of $456 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
165,464
shares
|
$4.23 Million
0.3% of portfolio
|
Q3 2024
Added 11.86%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
162,705
shares
|
$4.16 Million
0.19% of portfolio
|
Q3 2024
Added 58.48%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
160,695
shares
|
$4.1 Million
0.49% of portfolio
|
Q3 2022
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
141,144
shares
|
$3.6 Million
0.3% of portfolio
|
Q3 2024
Added 4.0%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
137,799
shares
|
$3.52 Million
0.01% of portfolio
|
Q3 2024
Added 23.56%
|
|
|
Paradiem, LLC
|
Oct 24, 2024 Q3 2024 |
135,772
shares
|
$3.47 Million
0.86% of portfolio
|
Q1 2024
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
131,446
shares
|
$3.36 Million
0.08% of portfolio
|
Q3 2024
Added 3.23%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
130,734
shares
|
$3.34 Million
0.81% of portfolio
|
Q3 2024
Added 2.56%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
129,313
shares
|
$3.3 Million
0.01% of portfolio
|
Q3 2024
Added 27.32%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
118,719
shares
|
$3.03 Million
0.52% of portfolio
|
Q3 2024
Reduced 1.62%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
110,093
shares
|
$2.81 Million
0.51% of portfolio
|
Q3 2024
Added 0.83%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
108,757
shares
|
$2.78 Million
0.0% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
101,257
shares
|
$2.59 Million
0.06% of portfolio
|
Q3 2024
Added 11.63%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
90,529
shares
|
$2.31 Million
0.0% of portfolio
|
Q3 2024
Added 1.66%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
85,061
shares
|
$2.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.91%
|
|
|
Pfs Investments Inc.
Duluth, GA |
Aug 11, 2023 Q2 2023 |
84,830
shares
|
$2.17 Million
0.03% of portfolio
|
Q2 2023
Reduced 4.39%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
82,968
shares
|
$2.12 Million
0.0% of portfolio
|
Q3 2024
Added 2.43%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
76,390
shares
|
$1.95 Million
0.83% of portfolio
|
Q3 2024
New holding
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
74,294
shares
|
$1.9 Million
0.03% of portfolio
|
Q4 2023
Reduced 83.6%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
70,457
shares
|
$1.8 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.75%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
67,314
shares
|
$1.72 Million
0.34% of portfolio
|
Q3 2024
Added 0.86%
|
|
|
Atwater Malick LLC
|
Oct 10, 2024 Q3 2024 |
66,359
shares
|
$1.69 Million
0.55% of portfolio
|
Q3 2024
Added 9.75%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
64,523
shares
|
$1.65 Million
0.62% of portfolio
|
Q3 2024
Reduced 2.37%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
58,988
shares
|
$1.51 Million
0.11% of portfolio
|
Q3 2024
Added 9.45%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
58,838
shares
|
$1.5 Million
0.03% of portfolio
|
Q2 2024
Added 18.09%
|