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 |
|---|---|---|---|---|---|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
3,225
shares
|
$82,463
0.01% of portfolio
|
Q4 2023
Reduced 54.26%
|
|
|
Bank Of New Hampshire
|
Apr 14, 2025 Q1 2025 |
2,905
shares
|
$74,280
0.02% of portfolio
|
Q1 2025
Reduced 20.52%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,632
shares
|
$67,300
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
2,221
shares
|
$56,790
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,141
shares
|
$54,745
0.0% of portfolio
|
Q1 2025
Reduced 96.66%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,034
shares
|
$52,009
0.0% of portfolio
|
Q1 2025
Added 4.68%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
1,918
shares
|
$49,043
0.01% of portfolio
|
Q1 2025
Added 128.33%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
965
shares
|
$24,675
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
883
shares
|
$22,578
0.0% of portfolio
|
Q1 2025
Reduced 81.37%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
802
shares
|
$20,507
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
368
shares
|
$9,409
0.0% of portfolio
|
Q1 2025
Added 0.27%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
313
shares
|
$8,003
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
180
shares
|
$4,602
0.0% of portfolio
|
Q3 2024
Reduced 91.7%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
144
shares
|
$3,682
0.0% of portfolio
|
Q2 2024
Added 0.7%
|
|
|
Ae Wealth Management LLC
|
May 06, 2025 Q1 2025 |
37
shares
|
$946
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
1
shares
|
$25
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|