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 |
|---|---|---|---|---|---|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
39,817
shares
|
$1.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.81%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
38,232
shares
|
$973,004
0.01% of portfolio
|
Q2 2025
Reduced 20.61%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
34,890
shares
|
$887,950
0.03% of portfolio
|
Q2 2025
Added 12.49%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
32,407
shares
|
$824,758
0.01% of portfolio
|
Q2 2023
Added 305.09%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
32,288
shares
|
$821,729
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
32,174
shares
|
$818,828
0.2% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
31,354
shares
|
$797,959
0.06% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
31,236
shares
|
$794,956
0.0% of portfolio
|
Q2 2025
Added 31.89%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
31,161
shares
|
$793,047
0.0% of portfolio
|
Q2 2025
Added 21.27%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
31,000
shares
|
$788,950
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
30,769
shares
|
$783,071
0.21% of portfolio
|
Q2 2025
Added 0.39%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
30,738
shares
|
$782,282
0.12% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
30,410
shares
|
$773,934
0.01% of portfolio
|
Q2 2025
Reduced 10.39%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
30,076
shares
|
$765,434
0.02% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
30,018
shares
|
$763,958
0.01% of portfolio
|
Q2 2024
Reduced 14.1%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
29,128
shares
|
$741,307
0.37% of portfolio
|
Q4 2024
Added 67.66%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
28,777
shares
|
$732,374
0.42% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
28,066
shares
|
$714,279
0.0% of portfolio
|
Q2 2025
Added 200.2%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
27,750
shares
|
$706,237
0.44% of portfolio
|
Q2 2025
Added 109.43%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
27,254
shares
|
$693,614
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
26,392
shares
|
$671,676
0.0% of portfolio
|
Q2 2025
Added 31.91%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
25,887
shares
|
$658,824
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
25,727
shares
|
$654,752
0.0% of portfolio
|
Q4 2024
Reduced 10.04%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
24,647
shares
|
$627,266
0.0% of portfolio
|
Q2 2025
Reduced 57.33%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
24,393
shares
|
$620,801
0.05% of portfolio
|
Q2 2025
Reduced 0.62%
|