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 |
|---|---|---|---|---|---|
|
Patten Group, Inc.
|
Feb 06, 2025 Q4 2024 |
9,111
shares
|
$231,874
0.05% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
8,988
shares
|
$228,744
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
8,918
shares
|
$226,963
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
8,829
shares
|
$224,698
0.04% of portfolio
|
Q4 2024
Reduced 4.85%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
8,742
shares
|
$222,483
0.21% of portfolio
|
Q4 2024
Added 0.59%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Feb 14, 2025 Q4 2024 |
8,693
shares
|
$221,236
0.02% of portfolio
|
Q4 2024
Reduced 6.96%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
8,651
shares
|
$220,167
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
8,474
shares
|
$215,663
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
8,454
shares
|
$215,154
0.08% of portfolio
|
Q4 2024
Reduced 33.36%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
8,271
shares
|
$210,496
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
8,179
shares
|
$208,155
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
8,045
shares
|
$204,745
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
8,030
shares
|
$204,363
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
8,019
shares
|
$204,083
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
8,000
shares
|
$203,600
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
7,921
shares
|
$201,589
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
7,870
shares
|
$200,291
0.01% of portfolio
|
Q4 2024
Reduced 65.12%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
7,262
shares
|
$184,817
0.01% of portfolio
|
Q4 2024
Reduced 5.1%
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
6,652
shares
|
$169,293
0.02% of portfolio
|
Q4 2023
Reduced 3.86%
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Apr 07, 2025 Q1 2025 |
5,801
shares
|
$147,635
0.06% of portfolio
|
Q1 2025
Reduced 9.95%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
4,739
shares
|
$120,607
0.0% of portfolio
|
Q4 2024
Reduced 43.66%
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
3,656
shares
|
$93,045
0.01% of portfolio
|
Q1 2025
Added 15.7%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
3,520
shares
|
$89,584
0.01% of portfolio
|
Q2 2023
Added 3.83%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
3,225
shares
|
$82,076
0.01% of portfolio
|
Q4 2023
Reduced 54.26%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
2,905
shares
|
$73,932
0.02% of portfolio
|
Q1 2025
Reduced 20.52%
|