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 |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
32,407
shares
|
$818,924
0.01% of portfolio
|
Q2 2023
Added 305.09%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
32,288
shares
|
$815,917
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
32,125
shares
|
$811,798
0.22% of portfolio
|
Q1 2025
Added 0.1%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 12, 2025 Q1 2025 |
32,008
shares
|
$808,842
0.15% of portfolio
|
Q1 2025
Added 3.67%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
31,016
shares
|
$783,774
0.03% of portfolio
|
Q1 2025
Reduced 7.32%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
31,000
shares
|
$783,370
0.03% of portfolio
|
Q1 2024
New holding
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
30,738
shares
|
$776,749
0.13% of portfolio
|
Q1 2025
Added 5.44%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
30,650
shares
|
$774,525
0.22% of portfolio
|
Q1 2025
Added 12.65%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
30,018
shares
|
$758,554
0.01% of portfolio
|
Q2 2024
Reduced 14.1%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
29,128
shares
|
$736,064
0.37% of portfolio
|
Q4 2024
Added 67.66%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
May 05, 2025 Q1 2025 |
29,094
shares
|
$735,205
0.45% of portfolio
|
Q1 2025
Reduced 5.7%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
28,920
shares
|
$730,808
0.02% of portfolio
|
Q1 2025
Reduced 0.63%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
25,887
shares
|
$654,164
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
25,727
shares
|
$650,121
0.0% of portfolio
|
Q4 2024
Reduced 10.04%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
25,695
shares
|
$649,312
0.0% of portfolio
|
Q1 2025
Added 34.57%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
24,546
shares
|
$620,277
0.06% of portfolio
|
Q1 2025
Reduced 15.36%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
23,683
shares
|
$598,469
0.0% of portfolio
|
Q1 2025
Reduced 35.22%
|
|
|
Crumly & Associates Inc.
|
Apr 22, 2025 Q1 2025 |
21,854
shares
|
$552,250
0.19% of portfolio
|
Q1 2025
Reduced 58.99%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
21,804
shares
|
$550,987
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
21,773
shares
|
$550,203
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
21,144
shares
|
$534,308
0.54% of portfolio
|
Q1 2025
Added 30.57%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
20,839
shares
|
$526,601
0.0% of portfolio
|
Q1 2025
Reduced 14.18%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
May 15, 2025 Q1 2025 |
20,008
shares
|
$505,602
0.0% of portfolio
|
Q1 2025
Added 49.86%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
19,835
shares
|
$501,230
0.03% of portfolio
|
Q1 2025
Reduced 12.98%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
19,770
shares
|
$499,587
0.0% of portfolio
|
Q1 2025
New holding
|