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 181 institutions that hold shares in the stock, with a total of 20.7 Million shares, which have been reported (via 13F filing form) to have a value of $528 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
202,026
shares
|
$5.14 Million
0.09% of portfolio
|
Q2 2025
Added 27.26%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
201,049
shares
|
$5.12 Million
0.06% of portfolio
|
Q2 2025
Added 4.58%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
185,945
shares
|
$4.73 Million
0.2% of portfolio
|
Q2 2025
Added 5.29%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
178,143
shares
|
$4.53 Million
0.21% of portfolio
|
Q2 2025
Added 2.01%
|
|
|
Paradiem, LLC
|
Jul 17, 2025 Q2 2025 |
160,410
shares
|
$4.08 Million
1.14% of portfolio
|
Q1 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
156,883
shares
|
$3.99 Million
0.01% of portfolio
|
Q2 2025
Added 10.35%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
155,497
shares
|
$3.96 Million
0.09% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
154,864
shares
|
$3.94 Million
0.29% of portfolio
|
Q2 2025
Added 27.07%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
153,995
shares
|
$3.92 Million
0.46% of portfolio
|
Q3 2022
New holding
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jul 11, 2025 Q2 2025 |
142,423
shares
|
$3.62 Million
0.78% of portfolio
|
Q2 2025
Added 3.32%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
132,009
shares
|
$3.36 Million
0.6% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
131,364
shares
|
$3.34 Million
0.0% of portfolio
|
Q2 2025
Added 2.34%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
117,402
shares
|
$2.99 Million
0.18% of portfolio
|
Q2 2025
Reduced 8.35%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
109,726
shares
|
$2.79 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.24%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
103,126
shares
|
$2.62 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.27%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
100,956
shares
|
$2.57 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.83%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jul 15, 2025 Q2 2025 |
96,609
shares
|
$2.46 Million
1.17% of portfolio
|
Q2 2025
Added 4.01%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
94,355
shares
|
$2.4 Million
0.09% of portfolio
|
Q2 2025
Reduced 27.72%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
92,603
shares
|
$2.36 Million
0.94% of portfolio
|
Q4 2024
Added 1075.16%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
92,193
shares
|
$2.35 Million
0.0% of portfolio
|
Q2 2025
Reduced 37.62%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
86,483
shares
|
$2.2 Million
0.04% of portfolio
|
Q1 2025
Added 11.9%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
83,324
shares
|
$2.12 Million
0.04% of portfolio
|
Q4 2024
Added 12.72%
|
|
|
Atwater Malick LLC
|
Jul 21, 2025 Q2 2025 |
80,088
shares
|
$2.04 Million
0.65% of portfolio
|
Q2 2025
Added 4.11%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
77,590
shares
|
$1.97 Million
0.13% of portfolio
|
Q2 2025
Added 8.8%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
76,500
shares
|
$1.95 Million
0.0% of portfolio
|
Q3 2024
Added 9.01%
|