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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
69,052
shares
|
$1.77 Million
0.01% of portfolio
|
Q2 2025
Added 60.12%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
68,613
shares
|
$1.76 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.2%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
65,336
shares
|
$1.67 Million
0.11% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
63,738
shares
|
$1.63 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
63,358
shares
|
$1.62 Million
0.02% of portfolio
|
Q2 2025
Added 8.77%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
60,724
shares
|
$1.56 Million
0.02% of portfolio
|
Q2 2025
Added 10.88%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
59,477
shares
|
$1.52 Million
0.64% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
59,217
shares
|
$1.52 Million
0.11% of portfolio
|
Q2 2025
Added 19.55%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
58,838
shares
|
$1.51 Million
0.03% of portfolio
|
Q2 2024
Added 18.09%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
58,755
shares
|
$1.51 Million
0.19% of portfolio
|
Q4 2024
Added 11.1%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
57,311
shares
|
$1.47 Million
0.06% of portfolio
|
Q1 2021
Reduced 95.19%
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
55,929
shares
|
$1.43 Million
0.51% of portfolio
|
Q2 2025
Reduced 9.69%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Aug 13, 2025 Q2 2025 |
55,323
shares
|
$1.42 Million
0.42% of portfolio
|
Q2 2025
Added 4.77%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
55,193
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
Added 12.65%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
55,165
shares
|
$1.41 Million
0.35% of portfolio
|
Q2 2025
Reduced 15.0%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
54,917
shares
|
$1.41 Million
0.0% of portfolio
|
Q2 2025
Added 23.23%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
48,859
shares
|
$1.25 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.47%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
47,752
shares
|
$1.22 Million
0.02% of portfolio
|
Q2 2025
Reduced 1.72%
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
47,700
shares
|
$1.22 Million
0.07% of portfolio
|
Q2 2025
Added 5.8%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
47,256
shares
|
$1.21 Million
0.06% of portfolio
|
Q2 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
45,411
shares
|
$1.16 Million
0.0% of portfolio
|
Q2 2025
Added 13.88%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
45,042
shares
|
$1.15 Million
0.03% of portfolio
|
Q2 2025
Added 18.37%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
44,803
shares
|
$1.15 Million
0.54% of portfolio
|
Q2 2025
Reduced 7.3%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jul 22, 2025 Q2 2025 |
44,750
shares
|
$1.15 Million
0.55% of portfolio
|
Q2 2025
Reduced 1.99%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
44,590
shares
|
$1.14 Million
0.48% of portfolio
|
Q2 2025
Reduced 0.97%
|