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 200 institutions that hold shares in the stock, with a total of 18.5 Million shares, which have been reported (via 13F filing form) to have a value of $474 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
45,349
shares
|
$1.16 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
44,564
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Added 438.8%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2025 Q3 2025 |
44,508
shares
|
$1.14 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
43,869
shares
|
$1.12 Million
0.05% of portfolio
|
Q1 2025
Added 1.11%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
43,175
shares
|
$1.11 Million
0.0% of portfolio
|
Q3 2025
Added 3.44%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
42,901
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.12%
|
|
|
Helen Stephens Group, LLC
|
Jan 05, 2026 Q4 2025 |
42,831
shares
|
$1.1 Million
0.24% of portfolio
|
Q4 2025
Added 22.97%
|
|
|
Lantz Financial LLC
|
Jan 14, 2026 Q4 2025 |
42,604
shares
|
$1.09 Million
0.25% of portfolio
|
Q4 2025
Reduced 2.3%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
42,259
shares
|
$1.08 Million
0.03% of portfolio
|
Q3 2025
Added 0.6%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
41,021
shares
|
$1.05 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 20, 2026 Q4 2025 |
40,767
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2025
Added 2.98%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
38,971
shares
|
$998,047
0.02% of portfolio
|
Q2 2024
Reduced 5.52%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
38,486
shares
|
$985,626
0.52% of portfolio
|
Q3 2025
Reduced 3.73%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
37,218
shares
|
$953,152
0.0% of portfolio
|
Q3 2025
Added 9.58%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jan 16, 2026 Q4 2025 |
36,306
shares
|
$929,796
0.4% of portfolio
|
Q4 2025
Reduced 2.13%
|
|
|
Prism Advisors, Inc.
|
Jan 23, 2026 Q4 2025 |
35,665
shares
|
$913,380
0.3% of portfolio
|
Q2 2022
Reduced 4.88%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
35,527
shares
|
$909,846
0.03% of portfolio
|
Q3 2025
Added 14.18%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
35,204
shares
|
$901,574
0.0% of portfolio
|
Q3 2025
Added 252.04%
|
|
|
Strid Group, LLC
|
Oct 15, 2025 Q3 2025 |
35,064
shares
|
$897,989
0.12% of portfolio
|
Q3 2025
Added 161.59%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
34,399
shares
|
$880,958
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
33,529
shares
|
$858,677
0.44% of portfolio
|
Q4 2024
Added 40.56%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
33,409
shares
|
$855,604
0.01% of portfolio
|
Q3 2023
Added 3.09%
|
|
|
Brookstone Capital Management
|
Jan 15, 2026 Q4 2025 |
32,637
shares
|
$835,833
0.01% of portfolio
|
Q4 2025
Added 38.39%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 21, 2026 Q4 2025 |
32,575
shares
|
$834,245
0.12% of portfolio
|
Q4 2025
Reduced 12.62%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
32,264
shares
|
$826,281
0.07% of portfolio
|
Q4 2022
New holding
|
|