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 169 institutions that hold shares in the stock, with a total of 17.8 Million shares, which have been reported (via 13F filing form) to have a value of $456 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prism Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
35,665
shares
|
$910,884
0.26% of portfolio
|
Q2 2022
Reduced 4.88%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
35,162
shares
|
$898,037
0.23% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
33,409
shares
|
$853,265
0.01% of portfolio
|
Q3 2023
Added 3.09%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
33,043
shares
|
$843,918
0.07% of portfolio
|
Q3 2024
Reduced 3.35%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
32,264
shares
|
$824,022
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
31,700
shares
|
$809,618
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Strid Group, LLC
|
Oct 16, 2024 Q3 2024 |
31,176
shares
|
$796,235
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
30,966
shares
|
$790,871
0.05% of portfolio
|
Q3 2024
Reduced 2.93%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
30,613
shares
|
$781,856
0.22% of portfolio
|
Q3 2024
Added 23.24%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2024 Q3 2024 |
30,335
shares
|
$774,755
0.02% of portfolio
|
Q3 2024
Reduced 25.3%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
29,674
shares
|
$757,873
0.13% of portfolio
|
Q3 2024
Added 26.67%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
27,805
shares
|
$710,139
0.0% of portfolio
|
Q3 2024
Added 52.09%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
27,195
shares
|
$694,560
0.01% of portfolio
|
Q3 2024
Added 0.78%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
26,283
shares
|
$671,267
0.39% of portfolio
|
Q2 2024
Reduced 19.75%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
25,237
shares
|
$644,552
0.04% of portfolio
|
Q3 2024
Added 20.19%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
24,616
shares
|
$628,692
0.0% of portfolio
|
Q3 2024
Added 6.81%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
24,387
shares
|
$622,843
0.0% of portfolio
|
Q3 2024
Reduced 17.86%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
24,000
shares
|
$612,960
0.02% of portfolio
|
Q1 2024
Reduced 0.05%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
23,854
shares
|
$609,231
0.35% of portfolio
|
Q3 2024
Added 17.97%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
23,441
shares
|
$598,683
0.04% of portfolio
|
Q3 2024
Reduced 6.82%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
23,207
shares
|
$592,706
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
22,565
shares
|
$576,310
0.04% of portfolio
|
Q4 2023
Reduced 52.73%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
20,652
shares
|
$527,452
0.31% of portfolio
|
Q3 2024
Added 6.5%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
20,185
shares
|
$515,524
0.4% of portfolio
|
Q2 2024
New holding
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Nov 14, 2024 Q3 2024 |
19,961
shares
|
$509,803
0.35% of portfolio
|
Q3 2024
Reduced 11.71%
|