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 |
|---|---|---|---|---|---|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
162,001
shares
|
$4.14 Million
0.1% of portfolio
|
Q1 2025
Reduced 4.54%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
161,854
shares
|
$4.14 Million
0.28% of portfolio
|
Q1 2025
Reduced 6.43%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
160,695
shares
|
$4.11 Million
0.49% of portfolio
|
Q3 2022
New holding
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
158,254
shares
|
$4.05 Million
0.0% of portfolio
|
Q1 2025
Reduced 50.54%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
157,368
shares
|
$4.02 Million
0.33% of portfolio
|
Q1 2025
Added 11.98%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
153,577
shares
|
$3.93 Million
0.01% of portfolio
|
Q1 2025
Added 9.54%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
152,238
shares
|
$3.89 Million
0.94% of portfolio
|
Q1 2025
Added 15.24%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
144,392
shares
|
$3.69 Million
0.07% of portfolio
|
Q1 2025
Added 23.66%
|
|
|
Paradiem, LLC
|
Apr 22, 2025 Q1 2025 |
135,772
shares
|
$3.47 Million
1.0% of portfolio
|
Q1 2024
New holding
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
125,134
shares
|
$3.2 Million
0.0% of portfolio
|
Q1 2025
Added 17.68%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
114,601
shares
|
$2.93 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.91%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
110,093
shares
|
$2.82 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%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
108,114
shares
|
$2.76 Million
0.02% of portfolio
|
Q1 2025
Added 18.27%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
106,042
shares
|
$2.71 Million
0.02% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
105,219
shares
|
$2.69 Million
0.06% of portfolio
|
Q1 2025
Added 9.12%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
95,834
shares
|
$2.45 Million
0.0% of portfolio
|
Q1 2025
Added 1.69%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
95,287
shares
|
$2.44 Million
1.06% of portfolio
|
Q4 2024
Added 24.74%
|
|
|
Atwater Malick LLC
|
Apr 11, 2025 Q1 2025 |
94,706
shares
|
$2.42 Million
0.83% of portfolio
|
Q1 2025
Added 47.07%
|
|
|
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%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
75,467
shares
|
$1.93 Million
0.03% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
75,039
shares
|
$1.92 Million
0.01% of portfolio
|
Q1 2025
Added 3.51%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
73,255
shares
|
$1.87 Million
0.3% of portfolio
|
Q1 2025
Added 9.23%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
68,752
shares
|
$1.76 Million
0.33% of portfolio
|
Q1 2025
Added 1.36%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
65,729
shares
|
$1.68 Million
0.12% of portfolio
|
Q4 2024
Added 11.43%
|