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 18.7 Million shares, which have been reported (via 13F filing form) to have a value of $477 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
23,394
shares
|
$598,184
0.6% of portfolio
|
Q1 2025
Added 21.82%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
22,406
shares
|
$572,921
0.43% of portfolio
|
Q1 2025
Added 3.64%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
22,338
shares
|
$571,182
0.0% of portfolio
|
Q1 2025
Added 36.72%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
21,510
shares
|
$550,010
0.08% of portfolio
|
Q1 2025
Added 2.77%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
20,423
shares
|
$522,216
0.01% of portfolio
|
Q1 2025
Reduced 36.27%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
20,382
shares
|
$521,167
0.0% of portfolio
|
Q1 2025
Reduced 18.0%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
20,000
shares
|
$511,400
0.01% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
19,578
shares
|
$500,609
0.01% of portfolio
|
Q1 2025
Reduced 0.97%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
19,444
shares
|
$497,183
0.32% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
19,229
shares
|
$491,685
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
17,380
shares
|
$444,406
0.09% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
15,807
shares
|
$404,184
0.06% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
15,700
shares
|
$401,449
0.08% of portfolio
|
Q1 2025
Added 127.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
15,486
shares
|
$395,977
0.0% of portfolio
|
Q1 2025
Added 31.28%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
15,399
shares
|
$393,752
0.07% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
15,275
shares
|
$390,581
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Richard P Slaughter Associates Inc
|
Apr 10, 2025 Q1 2025 |
15,158
shares
|
$387,590
0.12% of portfolio
|
Q1 2025
Added 81.38%
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
15,158
shares
|
$387,590
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
14,660
shares
|
$374,856
0.11% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
14,515
shares
|
$371,148
0.1% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
14,260
shares
|
$364,628
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
14,095
shares
|
$360,409
0.07% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
14,092
shares
|
$360,332
0.02% of portfolio
|
Q1 2025
Reduced 16.68%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
13,709
shares
|
$350,539
0.04% of portfolio
|
Q1 2025
Added 40.12%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
13,639
shares
|
$348,749
1.54% of portfolio
|
Q1 2023
Reduced 1.64%
|