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 194 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 $496 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
21,172
shares
|
$538,827
0.31% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Jane Street Group, LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
21,114
shares
|
$537,351
0.0% of portfolio
|
Q4 2024
Reduced 62.26%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
20,931
shares
|
$532,693
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
20,000
shares
|
$509,000
0.01% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
19,578
shares
|
$498,260
0.01% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
19,444
shares
|
$494,849
0.32% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
19,229
shares
|
$489,378
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
19,204
shares
|
$488,741
0.51% of portfolio
|
Q4 2024
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
17,150
shares
|
$436,467
0.09% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
17,038
shares
|
$433,617
0.13% of portfolio
|
Q4 2024
Reduced 11.89%
|
|
|
Klingman & Associates, LLC
|
Jan 31, 2025 Q4 2024 |
16,913
shares
|
$430,435
0.03% of portfolio
|
Q4 2024
Reduced 27.85%
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
16,459
shares
|
$418,881
0.07% of portfolio
|
Q4 2024
Reduced 0.93%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
16,338
shares
|
$415,802
0.0% of portfolio
|
Q3 2024
Reduced 9.22%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
15,815
shares
|
$402,491
0.06% of portfolio
|
Q3 2024
Reduced 24.17%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Mar 17, 2025 Q4 2024 |
15,735
shares
|
$400,455
0.0% of portfolio
|
Q4 2024
Reduced 0.01%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
15,700
shares
|
$399,565
0.08% of portfolio
|
Q1 2025
Added 127.54%
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
15,158
shares
|
$385,771
0.12% of portfolio
|
Q1 2025
Added 81.38%
|
|
|
Argent Trust CO
Nashville, TN |
Feb 13, 2025 Q4 2024 |
15,158
shares
|
$385,771
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
15,046
shares
|
$382,920
0.08% of portfolio
|
Q3 2024
Added 7.93%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Mar 21, 2025 Q4 2024 |
14,998
shares
|
$381,699
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
14,975
shares
|
$381,113
0.1% of portfolio
|
Q4 2024
Reduced 0.19%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
14,358
shares
|
$365,411
0.1% of portfolio
|
Q4 2024
Added 11.41%
|
|
|
Evergreen Wealth Solutions, LLC
Williamsport, PA |
Feb 14, 2025 Q4 2024 |
14,335
shares
|
$364,825
0.26% of portfolio
|
Q4 2024
Reduced 28.18%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
13,709
shares
|
$348,894
0.04% of portfolio
|
Q1 2025
Added 40.12%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
13,639
shares
|
$347,112
1.54% of portfolio
|
Q1 2023
Reduced 1.64%
|