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 142 institutions that hold shares in the stock, with a total of 17.7 Million shares, which have been reported (via 13F filing form) to have a value of $445 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Brr Op Co, LLC
|
Nov 08, 2022 Q3 2022 |
153,995
shares
|
$3.87 Million
0.46% of portfolio
|
Q3 2022
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
147,501
shares
|
$3.71 Million
0.0% of portfolio
|
Q3 2024
Added 8.88%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
132,228
shares
|
$3.32 Million
0.08% of portfolio
|
Q3 2024
Added 16.52%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
132,009
shares
|
$3.32 Million
0.6% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
129,853
shares
|
$3.26 Million
0.24% of portfolio
|
Q3 2024
Added 19.2%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
126,646
shares
|
$3.18 Million
0.78% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
125,878
shares
|
$3.16 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
119,459
shares
|
$3 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.42%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
111,753
shares
|
$2.81 Million
0.04% of portfolio
|
Q3 2024
Added 30.73%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
108,698
shares
|
$2.73 Million
0.23% of portfolio
|
Q3 2024
Added 3.66%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
101,869
shares
|
$2.56 Million
0.06% of portfolio
|
Q3 2024
Added 16.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
97,615
shares
|
$2.45 Million
0.0% of portfolio
|
Q3 2024
Added 1.18%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
96,737
shares
|
$2.43 Million
0.01% of portfolio
|
Q3 2024
Added 27.39%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
88,867
shares
|
$2.23 Million
0.0% of portfolio
|
Q3 2024
Added 66.87%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
86,339
shares
|
$2.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.09%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
76,500
shares
|
$1.92 Million
0.0% of portfolio
|
Q3 2024
Added 9.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
75,027
shares
|
$1.89 Million
0.02% of portfolio
|
Q3 2024
Reduced 20.74%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
73,923
shares
|
$1.86 Million
0.04% of portfolio
|
Q2 2024
Added 39.41%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Nov 07, 2024 Q3 2024 |
71,785
shares
|
$1.8 Million
0.96% of portfolio
|
Q3 2024
Added 1.35%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
70,995
shares
|
$1.78 Million
0.31% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
67,882
shares
|
$1.71 Million
0.0% of portfolio
|
Q3 2024
Added 22.42%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
66,907
shares
|
$1.68 Million
0.13% of portfolio
|
Q3 2024
Added 19.55%
|
|
|
Atwater Malick LLC
|
Oct 10, 2024 Q3 2024 |
58,634
shares
|
$1.47 Million
0.48% of portfolio
|
Q3 2024
Added 3.53%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
57,912
shares
|
$1.46 Million
0.07% of portfolio
|
Q3 2024
Added 115.88%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
55,433
shares
|
$1.39 Million
0.53% of portfolio
|
Q3 2024
New holding
|