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 |
|---|---|---|---|---|---|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
64,903
shares
|
$1.66 Million
0.44% of portfolio
|
Q1 2025
Reduced 5.75%
|
|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
61,929
shares
|
$1.58 Million
0.64% of portfolio
|
Q4 2024
Added 37.84%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
58,838
shares
|
$1.5 Million
0.03% of portfolio
|
Q2 2024
Added 18.09%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
58,755
shares
|
$1.5 Million
0.2% of portfolio
|
Q4 2024
Added 11.1%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
58,693
shares
|
$1.5 Million
0.62% of portfolio
|
Q1 2025
Reduced 0.78%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
58,248
shares
|
$1.49 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
57,394
shares
|
$1.47 Million
0.03% of portfolio
|
Q1 2025
Added 2.53%
|
|
|
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%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
56,874
shares
|
$1.45 Million
0.48% of portfolio
|
Q1 2025
Added 11.36%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
54,767
shares
|
$1.4 Million
0.02% of portfolio
|
Q1 2025
Added 21.99%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
53,383
shares
|
$1.37 Million
0.02% of portfolio
|
Q1 2025
Reduced 5.69%
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 12, 2025 Q1 2025 |
52,806
shares
|
$1.35 Million
0.44% of portfolio
|
Q1 2025
Added 11.32%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
49,533
shares
|
$1.27 Million
0.1% of portfolio
|
Q4 2024
Added 1.8%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
48,996
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Added 2.17%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
48,747
shares
|
$1.25 Million
0.0% of portfolio
|
Q1 2025
Reduced 86.81%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
48,588
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
48,329
shares
|
$1.24 Million
0.66% of portfolio
|
Q1 2025
Added 5.63%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
46,425
shares
|
$1.19 Million
0.02% of portfolio
|
Q1 2025
Added 8.58%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
May 01, 2025 Q1 2025 |
45,660
shares
|
$1.17 Million
0.64% of portfolio
|
Q1 2025
Reduced 2.07%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
45,085
shares
|
$1.15 Million
0.08% of portfolio
|
Q1 2025
Added 32.51%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
45,029
shares
|
$1.15 Million
0.54% of portfolio
|
Q1 2025
Added 2.05%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
44,564
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Added 438.8%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
44,313
shares
|
$1.13 Million
0.02% of portfolio
|
Q1 2025
Added 0.07%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
43,869
shares
|
$1.12 Million
0.05% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
43,323
shares
|
$1.11 Million
0.45% of portfolio
|
Q1 2025
Reduced 32.86%
|