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 195 institutions that hold shares in the stock, with a total of 19.5 Million shares, which have been reported (via 13F filing form) to have a value of $499 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
29,703
shares
|
$760,693
0.19% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
28,310
shares
|
$725,019
0.0% of portfolio
|
Q2 2025
Added 151.44%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
28,288
shares
|
$724,455
0.11% of portfolio
|
Q3 2025
Added 5.12%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
27,461
shares
|
$703,276
0.05% of portfolio
|
Q1 2025
Added 133.1%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
25,536
shares
|
$653,976
0.05% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
24,000
shares
|
$614,640
0.39% of portfolio
|
Q2 2025
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
23,794
shares
|
$609,364
0.58% of portfolio
|
Q2 2025
Added 1.71%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
23,584
shares
|
$603,986
0.01% of portfolio
|
Q3 2025
Added 113.08%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
23,406
shares
|
$599,427
0.0% of portfolio
|
Q2 2025
Reduced 51.98%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
22,690
shares
|
$581,090
0.01% of portfolio
|
Q2 2025
Added 15.9%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
22,406
shares
|
$573,817
0.43% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
21,753
shares
|
$557,094
0.07% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
20,375
shares
|
$521,803
0.1% of portfolio
|
Q2 2025
Added 17.23%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
19,444
shares
|
$497,960
0.32% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
19,229
shares
|
$492,454
0.28% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
18,689
shares
|
$478,625
0.0% of portfolio
|
Q2 2025
Reduced 8.31%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
17,719
shares
|
$453,783
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
16,384
shares
|
$419,594
0.06% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
15,700
shares
|
$402,077
0.07% of portfolio
|
Q1 2025
Added 127.54%
|
|
|
Curbstone Financial Management Corp
|
Oct 15, 2025 Q3 2025 |
15,620
shares
|
$400,028
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
15,433
shares
|
$395,239
0.1% of portfolio
|
Q2 2025
Added 5.27%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
15,255
shares
|
$390,680
0.02% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Aug 14, 2025 Q2 2025 |
15,130
shares
|
$387,479
0.0% of portfolio
|
Q2 2025
Reduced 25.92%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
14,899
shares
|
$381,563
0.06% of portfolio
|
Q2 2025
Reduced 3.25%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
14,125
shares
|
$361,741
0.0% of portfolio
|
Q2 2025
Reduced 36.77%
|