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 |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
13,576
shares
|
$345,509
0.0% of portfolio
|
Q2 2025
Reduced 8.19%
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
13,392
shares
|
$340,826
0.03% of portfolio
|
Q2 2025
Added 19.57%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
13,221
shares
|
$336,474
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
13,043
shares
|
$331,944
0.01% of portfolio
|
Q2 2025
Reduced 0.78%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
12,351
shares
|
$314,332
1.38% of portfolio
|
Q1 2022
New holding
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
12,054
shares
|
$306,774
0.22% of portfolio
|
Q4 2024
Reduced 37.82%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
12,042
shares
|
$306,468
0.04% of portfolio
|
Q2 2025
Added 5.12%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
12,000
shares
|
$305,400
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Pfg Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
11,643
shares
|
$296,314
0.17% of portfolio
|
Q2 2025
Reduced 3.07%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Jul 22, 2025 Q2 2025 |
11,604
shares
|
$295,321
0.33% of portfolio
|
Q1 2025
Reduced 46.17%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
10,943
shares
|
$278,499
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
10,631
shares
|
$270,558
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
10,417
shares
|
$265,112
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
10,251
shares
|
$260,887
0.05% of portfolio
|
Q2 2025
Reduced 4.12%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
10,086
shares
|
$256,688
0.12% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
10,000
shares
|
$254,500
0.0% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 13, 2025 Q2 2025 |
10,000
shares
|
$254,500
0.1% of portfolio
|
Q2 2022
Reduced 16.67%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
10,000
shares
|
$254,500
0.0% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
9,997
shares
|
$254,423
0.03% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jul 18, 2025 Q2 2025 |
9,960
shares
|
$253,482
0.09% of portfolio
|
Q4 2023
Reduced 16.69%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
9,849
shares
|
$250,657
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
9,517
shares
|
$242,207
0.03% of portfolio
|
Q1 2024
Added 0.67%
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
9,395
shares
|
$239,102
0.02% of portfolio
|
Q1 2025
Reduced 60.6%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,176
shares
|
$233,529
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
9,031
shares
|
$229,838
0.0% of portfolio
|
Q2 2025
New holding
|