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 158 institutions that hold shares in the stock, with a total of 19.4 Million shares, which have been reported (via 13F filing form) to have a value of $491 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
70,995
shares
|
$1.79 Million
0.46% of portfolio
|
Q3 2024
Added 1.0%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
62,070
shares
|
$1.57 Million
0.02% of portfolio
|
Q4 2024
Added 37.74%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
61,134
shares
|
$1.54 Million
0.01% of portfolio
|
Q4 2024
Reduced 18.52%
|
|
|
Atwater Malick LLC
|
Jan 15, 2025 Q4 2024 |
56,389
shares
|
$1.42 Million
0.48% of portfolio
|
Q4 2024
Reduced 3.83%
|
|
|
Wj Wealth Management, LLC
|
Jan 24, 2025 Q4 2024 |
55,433
shares
|
$1.4 Million
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Crumly & Associates Inc.
|
Feb 03, 2025 Q4 2024 |
53,286
shares
|
$1.35 Million
0.41% of portfolio
|
Q4 2024
Reduced 3.27%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
52,487
shares
|
$1.33 Million
0.03% of portfolio
|
Q4 2024
Added 23.15%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
50,741
shares
|
$1.28 Million
0.24% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
50,511
shares
|
$1.28 Million
0.54% of portfolio
|
Q4 2024
Added 4.73%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
48,101
shares
|
$1.22 Million
0.02% of portfolio
|
Q4 2024
Added 1.86%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
46,980
shares
|
$1.19 Million
0.1% of portfolio
|
Q4 2024
Added 4.37%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 21, 2025 Q4 2024 |
46,945
shares
|
$1.19 Million
0.6% of portfolio
|
Q4 2024
Reduced 3.21%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
46,871
shares
|
$1.18 Million
0.65% of portfolio
|
Q4 2024
Added 77.76%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
46,668
shares
|
$1.18 Million
0.01% of portfolio
|
Q4 2024
Added 7.54%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
46,490
shares
|
$1.17 Million
0.07% of portfolio
|
Q4 2024
Added 54.43%
|
|
|
Prism Advisors, Inc.
|
Jan 22, 2025 Q4 2024 |
44,715
shares
|
$1.13 Million
0.34% of portfolio
|
Q2 2021
Added 2.54%
|
|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
44,485
shares
|
$1.12 Million
0.05% of portfolio
|
Q4 2024
Added 4.35%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Feb 06, 2025 Q4 2024 |
44,343
shares
|
$1.12 Million
0.52% of portfolio
|
Q4 2024
Added 19.6%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Feb 14, 2025 Q4 2024 |
43,225
shares
|
$1.09 Million
0.37% of portfolio
|
Q4 2024
New holding
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
40,821
shares
|
$1.03 Million
0.01% of portfolio
|
Q4 2024
Reduced 1.05%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
40,514
shares
|
$1.02 Million
0.02% of portfolio
|
Q4 2024
Added 16.41%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
36,559
shares
|
$923,480
0.0% of portfolio
|
Q4 2024
Added 193.13%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
36,356
shares
|
$918,352
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
36,002
shares
|
$909,410
0.0% of portfolio
|
Q4 2024
Added 194.57%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
33,465
shares
|
$845,325
0.03% of portfolio
|
Q4 2024
Added 4.14%
|