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 157 institutions that hold shares in the stock, with a total of 19.4 Million shares, which have been reported (via 13F filing form) to have a value of $490 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,789,124
shares
|
$45.2 Million
0.0% of portfolio
|
Q4 2024
Added 10.61%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
969,627
shares
|
$24.5 Million
0.03% of portfolio
|
Q4 2024
Added 21.98%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
923,674
shares
|
$23.3 Million
0.01% of portfolio
|
Q4 2024
Added 10.46%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
900,326
shares
|
$22.7 Million
0.01% of portfolio
|
Q4 2024
Added 2.52%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
880,117
shares
|
$22.2 Million
0.34% of portfolio
|
Q4 2024
Added 8.57%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
822,923
shares
|
$20.8 Million
0.05% of portfolio
|
Q4 2024
Reduced 14.08%
|
|
|
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%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
712,073
shares
|
$18 Million
0.02% of portfolio
|
Q4 2024
Added 4.58%
|
|
|
Heartwood Wealth Advisors LLC
|
Jan 10, 2025 Q4 2024 |
709,060
shares
|
$17.9 Million
2.03% of portfolio
|
Q4 2024
Added 0.76%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
628,341
shares
|
$15.9 Million
1.49% of portfolio
|
Q4 2024
Reduced 1.21%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
534,593
shares
|
$13.5 Million
0.0% of portfolio
|
Q4 2024
Reduced 10.32%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
416,559
shares
|
$10.5 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Hengehold Capital Management LLC
|
Jan 17, 2025 Q4 2024 |
414,560
shares
|
$10.5 Million
0.99% of portfolio
|
Q4 2024
Added 0.81%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
411,482
shares
|
$10.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.24%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
378,512
shares
|
$9.56 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.16%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
368,545
shares
|
$9.31 Million
0.06% of portfolio
|
Q4 2024
Reduced 0.49%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
366,119
shares
|
$9.25 Million
0.01% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
337,256
shares
|
$8.52 Million
0.67% of portfolio
|
Q4 2024
Added 3.69%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
316,716
shares
|
$8 Million
0.0% of portfolio
|
Q4 2024
Added 11.93%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Feb 12, 2025 Q4 2024 |
305,465
shares
|
$7.72 Million
0.67% of portfolio
|
Q4 2024
Added 6.69%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
297,290
shares
|
$7.51 Million
0.59% of portfolio
|
Q4 2024
Added 8.52%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
244,645
shares
|
$6.18 Million
1.52% of portfolio
|
Q4 2024
Reduced 1.33%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
224,790
shares
|
$5.68 Million
0.0% of portfolio
|
Q4 2024
Added 4.18%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
224,138
shares
|
$5.66 Million
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
203,528
shares
|
$5.14 Million
0.0% of portfolio
|
Q4 2024
Added 37.98%
|