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 158 institutions that hold shares in the stock, with a total of 19.4 Million shares, which have been reported (via 13F filing form) to have a value of $491 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
Jan 16, 2025 Q4 2024 |
9,960
shares
|
$251,589
0.1% of portfolio
|
Q4 2023
Reduced 16.69%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
9,951
shares
|
$251,362
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jan 31, 2025 Q4 2024 |
9,844
shares
|
$248,659
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Trust CO
|
Jan 14, 2025 Q4 2024 |
9,834
shares
|
$248,406
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Arrow Financial Corp
|
Feb 14, 2025 Q4 2024 |
9,517
shares
|
$240,399
0.02% of portfolio
|
Q1 2024
Added 0.67%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,176
shares
|
$231,785
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
9,085
shares
|
$229,487
0.0% of portfolio
|
Q4 2024
Added 7.0%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
8,544
shares
|
$215,821
0.08% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
8,256
shares
|
$208,546
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Private Trust CO Na
|
Feb 05, 2025 Q4 2024 |
8,240
shares
|
$208,142
0.02% of portfolio
|
Q4 2023
Reduced 3.14%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
8,134
shares
|
$205,464
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Smith, Moore & Co.
Clayton, MO |
Feb 12, 2025 Q4 2024 |
8,116
shares
|
$205,010
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
7,000
shares
|
$176,820
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Feb 13, 2025 Q4 2024 |
6,789
shares
|
$171,490
0.01% of portfolio
|
Q4 2024
Reduced 1.61%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,979
shares
|
$100,509
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Feb 14, 2025 Q4 2024 |
2,725
shares
|
$68,833
0.01% of portfolio
|
Q4 2023
Reduced 45.87%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,639
shares
|
$66,661
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
2,524
shares
|
$63,756
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
2,320
shares
|
$58,603
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Jan 28, 2025 Q4 2024 |
2,231
shares
|
$56,355
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,170
shares
|
$54,814
0.0% of portfolio
|
Q1 2023
Added 10.71%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
2,015
shares
|
$50,898
0.0% of portfolio
|
Q3 2024
Reduced 31.02%
|
|
|
Jones Financial Companies Lllp
|
Feb 05, 2025 Q4 2024 |
1,998
shares
|
$50,469
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
1,898
shares
|
$47,943
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Feb 07, 2025 Q4 2024 |
962
shares
|
$24,300
0.01% of portfolio
|
Q4 2024
New holding
|