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 |
|---|---|---|---|---|---|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
44,564
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Added 438.8%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
44,232
shares
|
$1.13 Million
0.0% of portfolio
|
Q2 2025
Added 35.65%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
43,869
shares
|
$1.12 Million
0.05% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
43,830
shares
|
$1.12 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
42,008
shares
|
$1.08 Million
0.03% of portfolio
|
Q2 2025
Added 0.58%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
41,741
shares
|
$1.07 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.22%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
41,021
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
40,469
shares
|
$1.04 Million
0.27% of portfolio
|
Q2 2025
Added 2.63%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
39,977
shares
|
$1.02 Million
0.58% of portfolio
|
Q2 2025
Added 0.1%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
38,971
shares
|
$998,826
0.02% of portfolio
|
Q2 2024
Reduced 5.52%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
38,536
shares
|
$987,677
0.01% of portfolio
|
Q2 2025
Reduced 16.99%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jul 15, 2025 Q2 2025 |
38,416
shares
|
$984,602
0.47% of portfolio
|
Q2 2025
Added 3.64%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
36,944
shares
|
$946,874
0.0% of portfolio
|
Q2 2025
Added 330.08%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
35,665
shares
|
$914,093
0.27% of portfolio
|
Q2 2022
Reduced 4.88%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
34,578
shares
|
$886,234
0.03% of portfolio
|
Q2 2025
Added 12.47%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
34,352
shares
|
$880,441
0.01% of portfolio
|
Q2 2025
Reduced 22.48%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
33,963
shares
|
$870,471
0.0% of portfolio
|
Q2 2025
Added 119.31%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
33,529
shares
|
$859,348
0.44% of portfolio
|
Q4 2024
Added 40.56%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
33,409
shares
|
$856,272
0.01% of portfolio
|
Q3 2023
Added 3.09%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
32,264
shares
|
$826,926
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
31,700
shares
|
$812,471
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
31,114
shares
|
$797,451
0.07% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
30,981
shares
|
$794,043
0.12% of portfolio
|
Q1 2025
Reduced 5.86%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
29,703
shares
|
$761,287
0.19% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
28,310
shares
|
$725,585
0.0% of portfolio
|
Q2 2025
Added 151.44%
|