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 |
|---|---|---|---|---|---|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
55,089
shares
|
$1.39 Million
0.44% of portfolio
|
Q3 2024
Reduced 28.12%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
49,248
shares
|
$1.24 Million
0.25% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
48,502
shares
|
$1.22 Million
0.67% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
48,228
shares
|
$1.22 Million
0.5% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
47,223
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2024
Added 12.03%
|
|
|
Phillips Financial Management, LLC
|
Aug 08, 2024 Q2 2024 |
46,980
shares
|
$1.18 Million
0.1% of portfolio
|
Q2 2024
Added 4.41%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
45,063
shares
|
$1.14 Million
0.02% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Prism Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
44,715
shares
|
$1.13 Million
0.33% of portfolio
|
Q2 2021
Added 2.54%
|
|
|
Regions Financial Corp
|
Jul 31, 2024 Q2 2024 |
43,340
shares
|
$1.09 Million
0.01% of portfolio
|
Q2 2024
Added 13.43%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
42,632
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
42,622
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 03, 2024 Q1 2024 |
42,301
shares
|
$1.07 Million
0.43% of portfolio
|
Q1 2024
New holding
|
|
|
Coldstream Capital Management Inc
|
Aug 07, 2024 Q2 2024 |
41,968
shares
|
$1.06 Million
0.03% of portfolio
|
Q2 2024
Added 62.8%
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
41,256
shares
|
$1.04 Million
0.01% of portfolio
|
Q3 2024
Added 2.48%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
37,077
shares
|
$934,340
0.44% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
33,676
shares
|
$848,635
0.03% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 13, 2024 Q2 2024 |
33,401
shares
|
$841,705
0.07% of portfolio
|
Q2 2024
Reduced 27.71%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
32,407
shares
|
$816,656
0.01% of portfolio
|
Q2 2023
Added 305.09%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
32,029
shares
|
$807,130
0.21% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
31,000
shares
|
$781,200
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
30,105
shares
|
$758,646
0.05% of portfolio
|
Q3 2024
Added 6.76%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
30,018
shares
|
$756,453
0.01% of portfolio
|
Q2 2024
Reduced 14.1%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
29,559
shares
|
$744,886
0.47% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 12, 2024 Q2 2024 |
28,805
shares
|
$725,886
0.01% of portfolio
|
Q2 2024
Added 36.96%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
26,367
shares
|
$664,448
0.39% of portfolio
|
Q2 2024
Reduced 20.65%
|