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 |
|---|---|---|---|---|---|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
188,806
shares
|
$4.84 Million
0.2% of portfolio
|
Q2 2025
Added 3.92%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
181,579
shares
|
$4.65 Million
0.08% of portfolio
|
Q2 2025
Added 25.75%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
172,675
shares
|
$4.43 Million
0.1% of portfolio
|
Q2 2025
Added 6.59%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
160,695
shares
|
$4.12 Million
0.49% of portfolio
|
Q3 2022
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
156,480
shares
|
$4.01 Million
0.86% of portfolio
|
Q2 2025
Added 2.79%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
149,722
shares
|
$3.84 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.51%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
143,957
shares
|
$3.69 Million
0.0% of portfolio
|
Q2 2025
Reduced 9.03%
|
|
|
Paradiem, LLC
|
Jul 17, 2025 Q2 2025 |
135,772
shares
|
$3.48 Million
0.98% of portfolio
|
Q1 2024
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
133,532
shares
|
$3.42 Million
0.21% of portfolio
|
Q2 2025
Reduced 17.5%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
131,227
shares
|
$3.36 Million
0.0% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
113,042
shares
|
$2.9 Million
0.05% of portfolio
|
Q2 2025
Added 7.43%
|
|
|
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
|
$2.79 Million
0.0% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
108,197
shares
|
$2.77 Million
0.02% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
106,042
shares
|
$2.72 Million
0.02% of portfolio
|
Q4 2024
Added 4.01%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
105,943
shares
|
$2.72 Million
0.63% of portfolio
|
Q2 2025
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
102,783
shares
|
$2.63 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.31%
|
|
|
Atwater Malick LLC
|
Jul 21, 2025 Q2 2025 |
97,835
shares
|
$2.51 Million
0.8% of portfolio
|
Q2 2025
Added 3.3%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
95,287
shares
|
$2.44 Million
0.98% of portfolio
|
Q4 2024
Added 24.74%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
95,232
shares
|
$2.44 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.63%
|
|
|
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%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
82,820
shares
|
$2.12 Million
0.0% of portfolio
|
Q2 2025
Added 159.18%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
74,452
shares
|
$1.91 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
73,288
shares
|
$1.88 Million
0.29% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
72,848
shares
|
$1.87 Million
0.03% of portfolio
|
Q2 2025
Reduced 3.47%
|