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 194 institutions that hold shares in the stock, with a total of 19.5 Million shares, which have been reported (via 13F filing form) to have a value of $496 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
44,123
shares
|
$1.12 Million
0.53% of portfolio
|
Q4 2024
Added 19.4%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
43,388
shares
|
$1.1 Million
0.05% of portfolio
|
Q4 2024
Reduced 9.84%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
42,755
shares
|
$1.09 Million
0.01% of portfolio
|
Q4 2024
Reduced 17.67%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
42,337
shares
|
$1.08 Million
0.0% of portfolio
|
Q4 2024
Added 6.65%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
41,603
shares
|
$1.06 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
40,482
shares
|
$1.03 Million
0.04% of portfolio
|
Q4 2024
Added 60.41%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
39,433
shares
|
$1 Million
0.29% of portfolio
|
Q1 2025
Added 0.2%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
38,971
shares
|
$991,811
0.02% of portfolio
|
Q2 2024
Reduced 5.52%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Feb 10, 2025 Q4 2024 |
37,066
shares
|
$943,329
0.46% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
35,758
shares
|
$910,041
0.0% of portfolio
|
Q4 2024
Added 45.26%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
35,665
shares
|
$907,674
0.27% of portfolio
|
Q2 2022
Reduced 4.88%
|
|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
35,223
shares
|
$896,425
0.23% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
34,025
shares
|
$865,936
0.06% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
33,529
shares
|
$853,313
0.44% of portfolio
|
Q4 2024
Added 40.56%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
33,515
shares
|
$852,956
0.03% of portfolio
|
Q4 2024
Reduced 1.3%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
33,409
shares
|
$850,259
0.01% of portfolio
|
Q3 2023
Added 3.09%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
32,911
shares
|
$837,584
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
32,264
shares
|
$821,118
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Feb 14, 2025 Q4 2024 |
32,048
shares
|
$815,621
0.01% of portfolio
|
Q4 2024
Added 5.65%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
31,700
shares
|
$806,765
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
31,176
shares
|
$793,429
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
30,641
shares
|
$779,813
0.14% of portfolio
|
Q4 2024
Added 3.26%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
30,288
shares
|
$770,829
0.07% of portfolio
|
Q4 2024
Reduced 8.34%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
24,857
shares
|
$632,610
0.0% of portfolio
|
Q4 2024
Reduced 10.6%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
22,406
shares
|
$570,232
0.43% of portfolio
|
Q1 2025
Added 3.64%
|