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 128 institutions that hold shares in the stock, with a total of 16.7 Million shares, which have been reported (via 13F filing form) to have a value of $424 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,512,968
shares
|
$38.4 Million
0.0% of portfolio
|
Q2 2024
Added 10.16%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
934,668
shares
|
$23.7 Million
0.06% of portfolio
|
Q2 2024
Added 3.98%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
841,925
shares
|
$21.4 Million
0.01% of portfolio
|
Q2 2024
Added 3.07%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 09, 2024 Q2 2024 |
790,646
shares
|
$20.1 Million
0.34% of portfolio
|
Q2 2024
New holding
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
764,376
shares
|
$19.4 Million
0.0% of portfolio
|
Q2 2024
Added 3.91%
|
|
|
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%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
729,465
shares
|
$18.5 Million
0.03% of portfolio
|
Q2 2024
Added 7.32%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Aug 15, 2024 Q2 2024 |
693,911
shares
|
$17.6 Million
1.89% of portfolio
|
Q2 2024
Added 12.79%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 09, 2024 Q2 2024 |
676,431
shares
|
$17.2 Million
2.02% of portfolio
|
Q2 2024
Added 1.96%
|
|
|
Us Bancorp \De\
|
Aug 06, 2024 Q2 2024 |
664,041
shares
|
$16.8 Million
0.02% of portfolio
|
Q2 2024
Reduced 2.82%
|
|
|
Morgan Stanley
New York, NY |
Aug 14, 2024 Q2 2024 |
632,839
shares
|
$16.1 Million
0.0% of portfolio
|
Q1 2024
Added 0.12%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
426,932
shares
|
$10.8 Million
0.0% of portfolio
|
Q2 2024
Added 14.7%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 13, 2024 Q2 2024 |
415,309
shares
|
$10.5 Million
0.02% of portfolio
|
Q2 2024
Reduced 9.57%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2024 Q2 2024 |
408,077
shares
|
$10.4 Million
1.06% of portfolio
|
Q2 2024
Added 1.11%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Jul 19, 2024 Q2 2024 |
363,171
shares
|
$9.21 Million
0.01% of portfolio
|
Q2 2024
Added 4.07%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
358,603
shares
|
$9.1 Million
0.07% of portfolio
|
Q2 2024
Reduced 5.62%
|
|
|
Hills Bank & Trust CO
|
Jul 25, 2024 Q2 2024 |
297,192
shares
|
$7.54 Million
0.62% of portfolio
|
Q2 2024
Added 2.1%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Aug 16, 2024 Q2 2024 |
284,740
shares
|
$7.22 Million
1.14% of portfolio
|
Q2 2024
New holding
|
|
|
Praetorian Wealth Management, Inc.
|
Jul 09, 2024 Q2 2024 |
246,655
shares
|
$6.26 Million
1.59% of portfolio
|
Q2 2024
Reduced 2.89%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2024 Q2 2024 |
243,342
shares
|
$6.17 Million
0.0% of portfolio
|
Q2 2024
Added 4.13%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
224,138
shares
|
$5.69 Million
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
210,943
shares
|
$5.35 Million
0.0% of portfolio
|
Q2 2024
Added 9.04%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 11, 2024 Q2 2024 |
203,274
shares
|
$5.16 Million
0.44% of portfolio
|
Q2 2024
Added 29.32%
|
|
|
Paradiem, LLC
|
Jul 19, 2024 Q2 2024 |
160,410
shares
|
$4.07 Million
1.05% of portfolio
|
Q1 2024
New holding
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
153,995
shares
|
$3.91 Million
0.46% of portfolio
|
Q3 2022
New holding
|