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 165 institutions that hold shares in the stock, with a total of 19.5 Million shares, which have been reported (via 13F filing form) to have a value of $494 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
176,600
shares
|
$4.46 Million
0.2% of portfolio
|
Q1 2025
Added 7.12%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
174,637
shares
|
$4.41 Million
0.22% of portfolio
|
Q1 2025
Added 5.42%
|
|
|
Paradiem, LLC
|
Apr 22, 2025 Q1 2025 |
160,410
shares
|
$4.05 Million
1.17% of portfolio
|
Q1 2024
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
158,745
shares
|
$4.01 Million
0.07% of portfolio
|
Q1 2025
Added 19.26%
|
|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
153,995
shares
|
$3.89 Million
0.46% of portfolio
|
Q3 2022
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
153,666
shares
|
$3.88 Million
0.1% of portfolio
|
Q1 2025
Reduced 1.21%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
147,802
shares
|
$3.73 Million
0.0% of portfolio
|
Q1 2025
Reduced 53.33%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
142,174
shares
|
$3.59 Million
0.01% of portfolio
|
Q1 2025
Added 17.92%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
137,853
shares
|
$3.48 Million
0.84% of portfolio
|
Q1 2025
Added 4.93%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
132,009
shares
|
$3.34 Million
0.6% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
130,545
shares
|
$3.3 Million
0.11% of portfolio
|
Q1 2025
Added 1.6%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
128,365
shares
|
$3.24 Million
0.0% of portfolio
|
Q1 2025
Added 8.25%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
128,097
shares
|
$3.24 Million
0.22% of portfolio
|
Q1 2025
Reduced 8.56%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
121,869
shares
|
$3.08 Million
0.26% of portfolio
|
Q1 2025
Added 12.61%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
110,737
shares
|
$2.8 Million
0.01% of portfolio
|
Q4 2024
Added 13.03%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
109,992
shares
|
$2.78 Million
0.02% of portfolio
|
Q1 2025
Added 18.55%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
103,406
shares
|
$2.61 Million
0.0% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Postrock Partners LLC
Overland Park, OR |
May 02, 2025 Q1 2025 |
92,881
shares
|
$2.35 Million
1.16% of portfolio
|
Q1 2025
Added 4.27%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
92,603
shares
|
$2.34 Million
1.02% of portfolio
|
Q4 2024
Added 1075.16%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
86,483
shares
|
$2.19 Million
0.05% of portfolio
|
Q1 2025
Added 11.9%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
83,324
shares
|
$2.11 Million
0.04% of portfolio
|
Q4 2024
Added 12.72%
|
|
|
Atwater Malick LLC
|
Apr 11, 2025 Q1 2025 |
76,925
shares
|
$1.94 Million
0.66% of portfolio
|
Q1 2025
Added 36.42%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
76,500
shares
|
$1.93 Million
0.0% of portfolio
|
Q3 2024
Added 9.01%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
May 14, 2025 Q1 2025 |
71,398
shares
|
$1.8 Million
0.92% of portfolio
|
Q1 2025
Reduced 2.46%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
71,315
shares
|
$1.8 Million
0.13% of portfolio
|
Q4 2024
Added 6.59%
|