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 181 institutions that hold shares in the stock, with a total of 20.7 Million shares, which have been reported (via 13F filing form) to have a value of $528 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
69,859
shares
|
$1.78 Million
0.01% of portfolio
|
Q2 2025
Added 60.26%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
68,999
shares
|
$1.76 Million
0.41% of portfolio
|
Q2 2025
Reduced 2.81%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
64,563
shares
|
$1.64 Million
0.02% of portfolio
|
Q2 2025
Added 8.46%
|
|
|
Envision Financial Planning, LLC
Memphis, TN |
Aug 14, 2025 Q2 2025 |
64,334
shares
|
$1.64 Million
0.76% of portfolio
|
Q2 2025
Reduced 9.89%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
62,074
shares
|
$1.58 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
58,700
shares
|
$1.49 Million
0.09% of portfolio
|
Q2 2025
Added 4.73%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
58,098
shares
|
$1.48 Million
0.27% of portfolio
|
Q2 2025
Added 0.73%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
56,799
shares
|
$1.45 Million
0.11% of portfolio
|
Q2 2025
Added 20.9%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
53,314
shares
|
$1.36 Million
0.0% of portfolio
|
Q2 2025
Added 366.48%
|
|
|
Wj Wealth Management, LLC
|
Jul 28, 2025 Q2 2025 |
52,833
shares
|
$1.34 Million
0.5% of portfolio
|
Q2 2025
Added 36.05%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Aug 13, 2025 Q2 2025 |
52,178
shares
|
$1.33 Million
0.39% of portfolio
|
Q2 2025
Added 7.85%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
51,912
shares
|
$1.32 Million
0.55% of portfolio
|
Q2 2025
Added 0.79%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
51,223
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2025
Added 3.13%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
50,995
shares
|
$1.3 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
49,050
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Added 148.1%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
46,828
shares
|
$1.19 Million
0.0% of portfolio
|
Q2 2025
Added 19.59%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
45,616
shares
|
$1.16 Million
0.05% of portfolio
|
Q1 2025
Added 2.54%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
45,187
shares
|
$1.15 Million
0.54% of portfolio
|
Q2 2025
Reduced 8.67%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jul 22, 2025 Q2 2025 |
45,097
shares
|
$1.15 Million
0.55% of portfolio
|
Q2 2025
Reduced 1.96%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
44,722
shares
|
$1.14 Million
0.47% of portfolio
|
Q2 2025
Reduced 1.85%
|
|
|
Prism Advisors, Inc.
|
Jul 08, 2025 Q2 2025 |
44,715
shares
|
$1.14 Million
0.33% of portfolio
|
Q2 2021
Added 2.54%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
42,647
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.59%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
42,051
shares
|
$1.07 Million
0.01% of portfolio
|
Q2 2025
Reduced 3.35%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
40,883
shares
|
$1.04 Million
0.03% of portfolio
|
Q2 2025
Added 20.76%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
40,560
shares
|
$1.03 Million
0.0% of portfolio
|
Q2 2025
Added 25.62%
|