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 |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
31,700
shares
|
$811,837
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
29,752
shares
|
$761,948
0.19% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
28,500
shares
|
$729,885
0.43% of portfolio
|
Q3 2025
Added 18.75%
|
|
|
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
|
Oct 29, 2025 Q3 2025 |
27,461
shares
|
$703,276
0.04% of portfolio
|
Q1 2025
Added 133.1%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
26,413
shares
|
$676,436
0.02% of portfolio
|
Q3 2025
Reduced 23.61%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
24,791
shares
|
$634,897
0.05% of portfolio
|
Q3 2025
Reduced 2.92%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
24,344
shares
|
$623,449
0.56% of portfolio
|
Q3 2025
Added 2.31%
|
|
|
Members Wealth LLC
Media, PA |
Nov 13, 2025 Q3 2025 |
22,399
shares
|
$573,638
0.36% of portfolio
|
Q3 2025
Reduced 0.03%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
22,115
shares
|
$566,365
0.01% of portfolio
|
Q3 2025
Reduced 2.53%
|
|
|
Curbstone Financial Management Corp
|
Jan 23, 2026 Q4 2025 |
21,620
shares
|
$553,688
0.11% of portfolio
|
Q4 2025
Added 38.41%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
21,540
shares
|
$551,639
0.1% of portfolio
|
Q3 2025
Added 5.72%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
20,912
shares
|
$535,556
0.0% of portfolio
|
Q3 2025
Added 11.89%
|
|
|
Princeton Global Asset Management LLC
|
Jan 20, 2026 Q4 2025 |
20,600
shares
|
$527,566
0.09% of portfolio
|
Q4 2025
Added 31.21%
|
|
|
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
|
|
|
Smith, Moore & Co.
Clayton, MO |
Jan 23, 2026 Q4 2025 |
19,158
shares
|
$490,636
0.04% of portfolio
|
Q4 2025
Added 2.45%
|
|
|
First Affirmative Financial Network
|
Nov 20, 2025 Q3 2025 |
18,372
shares
|
$470,506
0.23% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
17,719
shares
|
$453,783
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Nov 14, 2025 Q3 2025 |
17,181
shares
|
$440,005
0.11% of portfolio
|
Q3 2025
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Jan 21, 2026 Q4 2025 |
16,448
shares
|
$421,233
0.1% of portfolio
|
Q4 2025
Added 4.86%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
Nov 14, 2025 Q3 2025 |
15,843
shares
|
$405,739
0.0% of portfolio
|
Q3 2025
Added 4.71%
|
|
|
Archford Capital Strategies, LLC
|
Jan 15, 2026 Q4 2025 |
15,423
shares
|
$394,983
0.05% of portfolio
|
Q4 2025
Reduced 5.87%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jan 12, 2026 Q4 2025 |
15,255
shares
|
$390,680
0.02% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
15,122
shares
|
$387,274
0.0% of portfolio
|
Q3 2025
Reduced 60.76%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
15,007
shares
|
$384,329
0.0% of portfolio
|
Q3 2025
Added 6.24%
|
|