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 |
|---|---|---|---|---|---|
|
Newman Dignan & Sheerar, Inc.
|
May 14, 2025 Q1 2025 |
70,995
shares
|
$1.79 Million
0.49% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
59,528
shares
|
$1.5 Million
0.02% of portfolio
|
Q1 2025
Reduced 4.1%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
57,757
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2025
Reduced 84.74%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
57,675
shares
|
$1.46 Million
0.28% of portfolio
|
Q1 2025
Added 13.67%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
56,050
shares
|
$1.42 Million
0.09% of portfolio
|
Q1 2025
Added 20.56%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
55,096
shares
|
$1.39 Million
0.03% of portfolio
|
Q1 2025
Added 4.97%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
51,506
shares
|
$1.3 Million
0.53% of portfolio
|
Q1 2025
Added 1.97%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
49,669
shares
|
$1.26 Million
0.01% of portfolio
|
Q1 2025
Added 6.43%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
49,477
shares
|
$1.25 Million
0.66% of portfolio
|
Q1 2025
Added 5.56%
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 12, 2025 Q1 2025 |
48,379
shares
|
$1.22 Million
0.4% of portfolio
|
Q1 2025
Added 11.92%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
48,157
shares
|
$1.22 Million
0.02% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
46,980
shares
|
$1.19 Million
0.1% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
46,528
shares
|
$1.18 Million
0.0% of portfolio
|
Q1 2025
Reduced 11.42%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
May 01, 2025 Q1 2025 |
45,999
shares
|
$1.16 Million
0.64% of portfolio
|
Q1 2025
Reduced 2.02%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
45,616
shares
|
$1.15 Million
0.05% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
May 01, 2025 Q1 2025 |
45,567
shares
|
$1.15 Million
0.54% of portfolio
|
Q1 2025
Added 2.76%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
45,174
shares
|
$1.14 Million
0.01% of portfolio
|
Q1 2025
Reduced 26.11%
|
|
|
Prism Advisors, Inc.
|
May 01, 2025 Q1 2025 |
44,715
shares
|
$1.13 Million
0.35% of portfolio
|
Q2 2021
Added 2.54%
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
43,591
shares
|
$1.1 Million
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Benjamin Edwards Inc
Clayton, MO |
May 12, 2025 Q1 2025 |
43,507
shares
|
$1.1 Million
0.02% of portfolio
|
Q1 2025
Added 7.39%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
40,553
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
39,157
shares
|
$989,497
0.0% of portfolio
|
Q1 2025
Added 8.76%
|
|
|
Wj Wealth Management, LLC
|
Apr 24, 2025 Q1 2025 |
38,833
shares
|
$981,309
0.4% of portfolio
|
Q1 2025
Reduced 29.95%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
33,935
shares
|
$857,537
0.01% of portfolio
|
Q1 2025
Added 6.97%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
33,855
shares
|
$855,515
0.03% of portfolio
|
Q4 2024
Added 5.4%
|