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 |
|---|---|---|---|---|---|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
13,655
shares
|
$349,977
0.07% of portfolio
|
Q2 2025
Reduced 3.12%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
13,639
shares
|
$349,567
1.54% of portfolio
|
Q1 2023
Reduced 1.64%
|
|
|
Strid Group, LLC
|
Jul 22, 2025 Q2 2025 |
13,404
shares
|
$343,544
0.05% of portfolio
|
Q2 2025
Reduced 57.01%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
13,229
shares
|
$339,059
0.01% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
12,500
shares
|
$320,375
0.14% of portfolio
|
Q4 2023
Added 6.84%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
12,179
shares
|
$312,147
0.12% of portfolio
|
Q2 2025
Reduced 71.89%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
11,767
shares
|
$301,588
0.02% of portfolio
|
Q2 2025
Reduced 16.5%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
11,736
shares
|
$300,793
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
11,714
shares
|
$300,229
0.09% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
11,652
shares
|
$298,640
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
11,556
shares
|
$296,180
0.0% of portfolio
|
Q1 2025
Reduced 8.69%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
11,490
shares
|
$294,488
0.06% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
11,490
shares
|
$294,488
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
11,489
shares
|
$294,463
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
11,127
shares
|
$285,185
0.24% of portfolio
|
Q2 2025
Added 2.52%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
11,068
shares
|
$283,672
0.0% of portfolio
|
Q2 2025
Added 22.22%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 13, 2025 Q2 2025 |
11,000
shares
|
$281,930
0.12% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
10,893
shares
|
$279,187
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
10,403
shares
|
$266,628
0.0% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
10,225
shares
|
$262,066
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Cooper/Haims Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
10,000
shares
|
$256,300
0.13% of portfolio
|
Q4 2023
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
10,000
shares
|
$256,300
0.0% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
10,000
shares
|
$256,300
0.01% of portfolio
|
Q1 2025
Reduced 19.35%
|
|
|
Shufro Rose & CO LLC
|
Aug 11, 2025 Q2 2025 |
9,964
shares
|
$255,377
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
9,949
shares
|
$254,992
0.01% of portfolio
|
Q2 2025
Added 12.63%
|