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 |
|---|---|---|---|---|---|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
27,461
shares
|
$703,825
0.05% of portfolio
|
Q1 2025
Added 133.1%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
26,910
shares
|
$689,703
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
25,536
shares
|
$654,487
0.05% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
24,000
shares
|
$615,120
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
23,794
shares
|
$609,840
0.58% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
23,406
shares
|
$599,895
0.0% of portfolio
|
Q2 2025
Reduced 51.98%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
22,690
shares
|
$581,544
0.01% of portfolio
|
Q2 2025
Added 15.9%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
22,406
shares
|
$574,265
0.43% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
21,753
shares
|
$557,529
0.07% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
20,375
shares
|
$522,211
0.1% of portfolio
|
Q2 2025
Added 17.23%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
19,444
shares
|
$498,349
0.32% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
19,229
shares
|
$492,839
0.31% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
18,689
shares
|
$478,999
0.0% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
17,719
shares
|
$454,137
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
16,384
shares
|
$419,921
0.06% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
15,700
shares
|
$402,391
0.08% of portfolio
|
Q1 2025
Added 127.54%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
15,433
shares
|
$395,547
0.1% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
15,130
shares
|
$387,781
0.0% of portfolio
|
Q2 2025
Reduced 25.92%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
15,021
shares
|
$384,988
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
14,899
shares
|
$381,861
0.06% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
14,125
shares
|
$362,023
0.0% of portfolio
|
Q2 2025
Reduced 36.77%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
14,000
shares
|
$358,820
0.01% of portfolio
|
Q2 2025
Reduced 30.0%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
13,881
shares
|
$355,770
0.09% of portfolio
|
Q2 2025
Reduced 4.37%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
13,848
shares
|
$354,924
0.03% of portfolio
|
Q2 2025
Added 71.45%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
13,708
shares
|
$351,336
0.04% of portfolio
|
Q2 2025
Reduced 0.01%
|