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 |
|---|---|---|---|---|---|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
11,200
shares
|
$283,024
0.03% of portfolio
|
Q1 2025
Added 35.92%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
10,943
shares
|
$276,529
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
10,751
shares
|
$271,677
0.09% of portfolio
|
Q1 2025
Reduced 35.86%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
10,691
shares
|
$270,161
0.06% of portfolio
|
Q1 2025
Reduced 8.22%
|
|
|
Sightline Wealth Advisors, LLC
|
Apr 29, 2025 Q1 2025 |
10,025
shares
|
$253,331
0.13% of portfolio
|
Q1 2025
Added 0.41%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
10,000
shares
|
$252,700
0.0% of portfolio
|
Q3 2024
Reduced 6.23%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
May 16, 2025 Q1 2025 |
10,000
shares
|
$252,700
0.11% of portfolio
|
Q2 2022
Reduced 16.67%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
10,000
shares
|
$252,700
0.01% of portfolio
|
Q4 2024
Reduced 4.76%
|
|
|
Client 1 St Advisory Group, LLC
Clearwater, FL |
May 19, 2025 Q1 2025 |
9,960
shares
|
$251,689
0.1% of portfolio
|
Q4 2023
Reduced 16.69%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
9,937
shares
|
$251,107
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
9,517
shares
|
$240,494
0.03% of portfolio
|
Q1 2024
Added 0.67%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
9,511
shares
|
$240,342
0.0% of portfolio
|
Q1 2025
Added 401.11%
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
9,395
shares
|
$237,411
0.02% of portfolio
|
Q1 2025
Reduced 60.6%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
9,349
shares
|
$236,249
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,176
shares
|
$231,877
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
9,157
shares
|
$231,397
0.0% of portfolio
|
Q1 2025
Added 10.91%
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Apr 28, 2025 Q1 2025 |
8,554
shares
|
$216,159
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
8,544
shares
|
$215,906
0.08% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
8,150
shares
|
$205,950
0.02% of portfolio
|
Q1 2025
Added 0.42%
|
|
|
Signaturefd, LLC
Atlanta, GA |
May 01, 2025 Q1 2025 |
8,134
shares
|
$205,546
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
7,141
shares
|
$180,453
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Fifth Third Bancorp
|
Apr 15, 2025 Q1 2025 |
7,000
shares
|
$176,890
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
6,546
shares
|
$165,417
0.01% of portfolio
|
Q1 2025
Reduced 3.58%
|
|
|
Coastline Trust CO
|
Apr 28, 2025 Q1 2025 |
4,716
shares
|
$119,173
0.01% of portfolio
|
Q1 2025
Added 459.43%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,979
shares
|
$100,549
0.02% of portfolio
|
Q3 2024
New holding
|