Institutional Ownership Ishares Tr Ibonds December 202 (IBMP)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMP). We have compiled data on the 142 institutions that hold shares in the stock, with a total of 17.7 Million shares, which have been reported (via 13F filing form) to have a value of $445 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,617,571
shares
|
$40.7 Million
0.0% of portfolio
|
Q3 2024
Added 6.91%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
957,821
shares
|
$24.1 Million
0.05% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
878,213
shares
|
$22.1 Million
0.01% of portfolio
|
Q3 2024
Added 4.31%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
836,215
shares
|
$21 Million
0.0% of portfolio
|
Q3 2024
Added 9.4%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
810,664
shares
|
$20.4 Million
0.33% of portfolio
|
Q3 2024
Added 2.53%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
794,928
shares
|
$20 Million
0.03% of portfolio
|
Q3 2024
Added 8.97%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
746,061
shares
|
$18.8 Million
0.53% of portfolio
|
Q1 2024
Added 7.44%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 07, 2024 Q3 2024 |
703,716
shares
|
$17.7 Million
2.0% of portfolio
|
Q3 2024
Added 4.03%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
680,888
shares
|
$17.1 Million
0.02% of portfolio
|
Q3 2024
Added 2.54%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
636,053
shares
|
$16 Million
1.59% of portfolio
|
Q3 2024
Reduced 8.34%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
596,126
shares
|
$15 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.8%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
463,583
shares
|
$11.7 Million
0.0% of portfolio
|
Q3 2024
Added 8.58%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2024 Q3 2024 |
411,236
shares
|
$10.3 Million
0.99% of portfolio
|
Q3 2024
Added 0.77%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
399,103
shares
|
$10 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.9%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
370,345
shares
|
$9.31 Million
0.06% of portfolio
|
Q3 2024
Added 3.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
366,119
shares
|
$9.2 Million
0.01% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
325,241
shares
|
$8.18 Million
0.66% of portfolio
|
Q3 2024
Added 9.44%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 13, 2024 Q3 2024 |
286,315
shares
|
$7.2 Million
1.1% of portfolio
|
Q2 2024
Added 0.37%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
282,960
shares
|
$7.11 Million
0.0% of portfolio
|
Q3 2024
Added 16.28%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
273,962
shares
|
$6.89 Million
0.55% of portfolio
|
Q3 2024
Added 34.77%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 02, 2024 Q3 2024 |
247,941
shares
|
$6.23 Million
1.58% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
224,138
shares
|
$5.63 Million
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
215,777
shares
|
$5.42 Million
0.0% of portfolio
|
Q3 2024
Added 2.29%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
160,414
shares
|
$4.03 Million
0.18% of portfolio
|
Q3 2024
Added 143.51%
|
|
|
Paradiem, LLC
|
Oct 24, 2024 Q3 2024 |
160,410
shares
|
$4.03 Million
1.01% of portfolio
|
Q1 2024
New holding
|