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 133 institutions that hold shares in the stock, with a total of 17 Million shares, which have been reported (via 13F filing form) to have a value of $429 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
135,472
shares
|
$3.41 Million
0.0% of portfolio
|
Q2 2024
Added 12.37%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
132,228
shares
|
$3.33 Million
0.08% of portfolio
|
Q3 2024
Added 16.52%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Aug 14, 2024 Q2 2024 |
131,377
shares
|
$3.31 Million
0.62% of portfolio
|
Q2 2024
Reduced 8.41%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
129,853
shares
|
$3.27 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
|
$3.19 Million
0.78% of portfolio
|
Q3 2024
Added 2.85%
|
|
|
Spire Wealth Management
|
Oct 15, 2024 Q3 2024 |
125,878
shares
|
$3.17 Million
0.11% of portfolio
|
Q3 2024
Reduced 4.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 13, 2024 Q2 2024 |
124,986
shares
|
$3.15 Million
0.0% of portfolio
|
Q2 2024
Added 35.63%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 05, 2024 Q2 2024 |
104,864
shares
|
$2.64 Million
0.27% of portfolio
|
Q2 2024
Reduced 0.6%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
101,869
shares
|
$2.57 Million
0.06% of portfolio
|
Q3 2024
Added 16.94%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2024 Q2 2024 |
96,472
shares
|
$2.43 Million
0.0% of portfolio
|
Q2 2024
Added 3.7%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 08, 2024 Q2 2024 |
94,655
shares
|
$2.39 Million
0.03% of portfolio
|
Q2 2024
Reduced 2.87%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
88,867
shares
|
$2.24 Million
0.0% of portfolio
|
Q3 2024
Added 66.87%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 14, 2024 Q2 2024 |
88,186
shares
|
$2.22 Million
0.02% of portfolio
|
Q2 2024
Reduced 6.3%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
85,483
shares
|
$2.15 Million
0.03% of portfolio
|
Q2 2024
Added 6.3%
|
|
|
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%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2024 Q2 2024 |
75,939
shares
|
$1.91 Million
0.0% of portfolio
|
Q2 2024
Added 161.14%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2024 Q2 2024 |
73,923
shares
|
$1.86 Million
0.04% of portfolio
|
Q2 2024
Added 39.41%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Jul 30, 2024 Q2 2024 |
70,826
shares
|
$1.78 Million
1.35% of portfolio
|
Q2 2024
Added 9.55%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 15, 2024 Q2 2024 |
70,293
shares
|
$1.77 Million
0.46% of portfolio
|
Q2 2024
Added 7.65%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
66,907
shares
|
$1.69 Million
0.13% of portfolio
|
Q3 2024
Added 19.55%
|
|
|
Howland Capital Management LLC
|
Aug 12, 2024 Q2 2024 |
65,875
shares
|
$1.66 Million
0.08% of portfolio
|
Q2 2024
Added 136.54%
|
|
|
Atwater Malick LLC
|
Oct 10, 2024 Q3 2024 |
58,634
shares
|
$1.48 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%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
55,452
shares
|
$1.4 Million
0.0% of portfolio
|
Q2 2024
Added 11.56%
|
|
|
Wj Wealth Management, LLC
|
Oct 31, 2024 Q3 2024 |
55,433
shares
|
$1.4 Million
0.53% of portfolio
|
Q3 2024
New holding
|