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 |
|---|---|---|---|---|---|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
21,804
shares
|
$554,911
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
21,773
shares
|
$554,122
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
21,344
shares
|
$543,204
0.52% of portfolio
|
Q2 2025
Added 0.95%
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
20,965
shares
|
$533,559
0.0% of portfolio
|
Q2 2025
Added 120.43%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
20,740
shares
|
$527,833
0.1% of portfolio
|
Q2 2025
Added 15.45%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
19,539
shares
|
$497,267
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
19,181
shares
|
$488,156
0.0% of portfolio
|
Q2 2025
Reduced 7.96%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
18,909
shares
|
$481,234
0.01% of portfolio
|
Q2 2025
Added 106.5%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
18,331
shares
|
$466,523
0.0% of portfolio
|
Q2 2025
Reduced 0.87%
|
|
|
Klingman & Associates, LLC
|
Jul 30, 2025 Q2 2025 |
17,490
shares
|
$445,120
0.02% of portfolio
|
Q2 2025
Reduced 11.82%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
16,862
shares
|
$429,137
0.27% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Aug 04, 2025 Q2 2025 |
15,994
shares
|
$407,047
0.28% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Vishria Bird Financial Group, LLC
|
Jul 07, 2025 Q2 2025 |
15,904
shares
|
$404,756
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
15,089
shares
|
$384,015
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Aug 13, 2025 Q2 2025 |
14,881
shares
|
$378,721
0.01% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
14,714
shares
|
$374,471
0.05% of portfolio
|
Q4 2024
Reduced 42.39%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
14,599
shares
|
$371,544
0.0% of portfolio
|
Q1 2025
Reduced 39.28%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
14,266
shares
|
$363,069
0.11% of portfolio
|
Q2 2025
Added 7.21%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
14,143
shares
|
$359,939
0.09% of portfolio
|
Q2 2025
Added 5.82%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
14,011
shares
|
$356,579
0.03% of portfolio
|
Q2 2025
Added 71.91%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
14,004
shares
|
$356,401
0.09% of portfolio
|
Q2 2025
Reduced 4.33%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
13,951
shares
|
$355,052
0.06% of portfolio
|
Q2 2025
Reduced 6.91%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
13,926
shares
|
$354,416
0.0% of portfolio
|
Q2 2025
Reduced 13.8%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
13,914
shares
|
$354,111
0.02% of portfolio
|
Q1 2025
Added 39.83%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
13,788
shares
|
$350,904
0.04% of portfolio
|
Q2 2025
Reduced 0.01%
|