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 190 institutions that hold shares in the stock, with a total of 20.5 Million shares, which have been reported (via 13F filing form) to have a value of $519 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
2,155,668
shares
|
$54.7 Million
0.0% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,065,409
shares
|
$27 Million
0.01% of portfolio
|
Q3 2025
Added 9.47%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
954,866
shares
|
$24.2 Million
0.04% of portfolio
|
Q3 2025
Added 4.81%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
923,175
shares
|
$23.4 Million
0.32% of portfolio
|
Q3 2025
Added 2.76%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
916,065
shares
|
$23.2 Million
0.03% of portfolio
|
Q3 2025
Reduced 3.59%
|
|
|
Heartwood Wealth Advisors LLC
|
Oct 06, 2025 Q3 2025 |
771,347
shares
|
$19.6 Million
1.93% of portfolio
|
Q3 2025
Added 2.32%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
746,061
shares
|
$18.9 Million
0.53% of portfolio
|
Q1 2024
Added 7.44%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
732,990
shares
|
$18.6 Million
0.02% of portfolio
|
Q3 2025
Reduced 2.55%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
486,984
shares
|
$12.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 24.89%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
471,757
shares
|
$12 Million
0.79% of portfolio
|
Q3 2025
Added 11.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
454,126
shares
|
$11.5 Million
0.06% of portfolio
|
Q3 2025
Added 9.49%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
442,647
shares
|
$11.2 Million
0.0% of portfolio
|
Q3 2025
Added 4.06%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
411,576
shares
|
$10.4 Million
0.78% of portfolio
|
Q3 2025
Added 2.44%
|
|
|
Hengehold Capital Management LLC
|
Oct 16, 2025 Q3 2025 |
403,927
shares
|
$10.2 Million
0.9% of portfolio
|
Q3 2025
Added 1.84%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
399,613
shares
|
$10.1 Million
0.63% of portfolio
|
Q3 2025
Added 0.14%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
380,190
shares
|
$9.64 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
366,119
shares
|
$9.28 Million
0.01% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
364,802
shares
|
$9.25 Million
0.03% of portfolio
|
Q3 2025
Added 15.38%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 12, 2025 Q3 2025 |
336,815
shares
|
$8.54 Million
1.12% of portfolio
|
Q3 2025
Added 2.34%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
259,461
shares
|
$6.58 Million
0.0% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
239,846
shares
|
$6.08 Million
1.28% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Vishria Bird Financial Group, LLC
|
Oct 21, 2025 Q3 2025 |
232,359
shares
|
$5.89 Million
1.34% of portfolio
|
Q3 2025
Added 1361.01%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
224,138
shares
|
$5.68 Million
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
201,455
shares
|
$5.11 Million
0.05% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
195,710
shares
|
$4.96 Million
0.2% of portfolio
|
Q3 2025
Added 5.25%
|