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 |
|---|---|---|---|---|---|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
18,491
shares
|
$467,267
0.0% of portfolio
|
Q1 2025
Added 8.6%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
17,965
shares
|
$453,975
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
16,862
shares
|
$426,102
0.27% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
16,155
shares
|
$408,236
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
15,898
shares
|
$401,742
0.31% of portfolio
|
Q1 2025
New holding
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
15,280
shares
|
$386,125
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
May 14, 2025 Q1 2025 |
15,099
shares
|
$381,551
0.01% of portfolio
|
Q1 2025
Added 16.29%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
14,986
shares
|
$378,696
0.07% of portfolio
|
Q1 2025
Reduced 6.64%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
14,787
shares
|
$373,667
0.0% of portfolio
|
Q1 2025
Added 18.53%
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
14,714
shares
|
$371,822
0.05% of portfolio
|
Q4 2024
Reduced 42.39%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
14,638
shares
|
$369,902
0.1% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
14,599
shares
|
$368,916
0.0% of portfolio
|
Q1 2025
Reduced 39.28%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
13,914
shares
|
$351,606
0.02% of portfolio
|
Q1 2025
Added 39.83%
|
|
|
Trust CO
|
Apr 08, 2025 Q1 2025 |
13,789
shares
|
$348,448
0.04% of portfolio
|
Q1 2025
Added 40.22%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
13,365
shares
|
$337,733
0.1% of portfolio
|
Q1 2025
Added 2.32%
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
May 02, 2025 Q1 2025 |
13,306
shares
|
$336,242
0.12% of portfolio
|
Q1 2025
Added 35.17%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
13,250
shares
|
$334,827
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
13,146
shares
|
$332,199
0.01% of portfolio
|
Q1 2025
Reduced 0.77%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
12,351
shares
|
$312,109
1.38% of portfolio
|
Q1 2022
New holding
|
|
|
Tpg Advisors LLC
Northfield, IL |
Apr 24, 2025 Q1 2025 |
12,054
shares
|
$304,604
0.24% of portfolio
|
Q4 2024
Reduced 37.82%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
12,012
shares
|
$303,543
0.19% of portfolio
|
Q1 2025
Reduced 41.94%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Apr 11, 2025 Q1 2025 |
12,000
shares
|
$303,240
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
11,604
shares
|
$293,233
0.33% of portfolio
|
Q1 2025
Reduced 46.17%
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
11,455
shares
|
$289,467
0.05% of portfolio
|
Q1 2025
Reduced 4.89%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
11,429
shares
|
$288,810
0.0% of portfolio
|
Q1 2025
Reduced 3.63%
|