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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
43,124
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
41,835
shares
|
$1.07 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.19%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
41,766
shares
|
$1.07 Million
0.03% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
41,021
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
May 05, 2025 Q1 2025 |
39,938
shares
|
$1.02 Million
0.63% of portfolio
|
Q1 2025
Reduced 9.62%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
39,875
shares
|
$1.02 Million
0.0% of portfolio
|
Q1 2025
Added 11.51%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
39,433
shares
|
$1.01 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
|
$996,488
0.02% of portfolio
|
Q2 2024
Reduced 5.52%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
38,052
shares
|
$972,989
0.03% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Postrock Partners LLC
Overland Park, OR |
May 02, 2025 Q1 2025 |
37,066
shares
|
$947,777
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Prism Advisors, Inc.
|
May 01, 2025 Q1 2025 |
35,665
shares
|
$911,954
0.28% of portfolio
|
Q2 2022
Reduced 4.88%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
33,529
shares
|
$857,336
0.44% of portfolio
|
Q4 2024
Added 40.56%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
33,409
shares
|
$854,268
0.01% of portfolio
|
Q3 2023
Added 3.09%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
32,608
shares
|
$833,786
0.0% of portfolio
|
Q1 2025
Reduced 26.38%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
32,264
shares
|
$824,990
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
31,955
shares
|
$817,089
0.0% of portfolio
|
Q1 2025
Added 51.35%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
31,764
shares
|
$812,205
0.15% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
31,700
shares
|
$810,569
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Strid Group, LLC
|
Apr 25, 2025 Q1 2025 |
31,176
shares
|
$797,170
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
30,981
shares
|
$792,184
0.14% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
30,744
shares
|
$786,124
0.03% of portfolio
|
Q1 2025
Reduced 8.27%
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
29,655
shares
|
$758,278
0.2% of portfolio
|
Q1 2025
Reduced 15.81%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
27,461
shares
|
$702,177
0.05% of portfolio
|
Q1 2025
Added 133.1%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
25,689
shares
|
$656,867
0.06% of portfolio
|
Q1 2025
Reduced 15.18%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
23,800
shares
|
$608,566
0.02% of portfolio
|
Q1 2025
Reduced 91.84%
|