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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
9,739
shares
|
$249,610
0.02% of portfolio
|
Q2 2025
Added 28.58%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
9,595
shares
|
$245,919
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
9,451
shares
|
$242,229
0.03% of portfolio
|
Q1 2024
Added 0.67%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
9,312
shares
|
$238,666
0.0% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
9,282
shares
|
$237,897
0.02% of portfolio
|
Q3 2024
Reduced 8.88%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,137
shares
|
$234,181
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Patten Group, Inc.
|
Jul 30, 2025 Q2 2025 |
9,111
shares
|
$233,514
0.05% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
9,094
shares
|
$233,079
0.17% of portfolio
|
Q1 2025
Reduced 24.84%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
8,988
shares
|
$230,362
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
8,918
shares
|
$228,568
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
8,554
shares
|
$219,239
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
8,474
shares
|
$217,188
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
8,453
shares
|
$216,650
0.08% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
8,381
shares
|
$214,805
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Beaumont Asset Management, L.L.C.
|
Jul 23, 2025 Q2 2025 |
8,320
shares
|
$213,241
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
8,196
shares
|
$210,063
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
8,179
shares
|
$209,627
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
8,140
shares
|
$208,628
0.01% of portfolio
|
Q2 2025
Added 0.78%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
8,000
shares
|
$205,040
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
7,935
shares
|
$203,374
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
7,870
shares
|
$201,708
0.01% of portfolio
|
Q4 2024
Reduced 65.12%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
6,686
shares
|
$171,362
0.03% of portfolio
|
Q2 2025
Added 6.26%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
6,455
shares
|
$165,441
0.01% of portfolio
|
Q2 2025
Reduced 6.08%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
3,656
shares
|
$93,703
0.01% of portfolio
|
Q1 2025
Added 15.7%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
3,520
shares
|
$90,217
0.01% of portfolio
|
Q2 2023
Added 3.83%
|