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 |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
3,950
shares
|
$99,816
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
2,725
shares
|
$68,860
0.01% of portfolio
|
Q4 2023
Reduced 45.87%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
2,700
shares
|
$68,229
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,639
shares
|
$66,687
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Apr 09, 2025 Q1 2025 |
2,524
shares
|
$63,781
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,458
shares
|
$62,113
0.0% of portfolio
|
Q1 2025
Added 5.95%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
2,258
shares
|
$57,059
0.0% of portfolio
|
Q1 2025
Reduced 88.85%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Apr 28, 2025 Q1 2025 |
2,231
shares
|
$56,377
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,170
shares
|
$54,835
0.0% of portfolio
|
Q1 2023
Added 10.71%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
2,015
shares
|
$50,919
0.0% of portfolio
|
Q3 2024
Reduced 31.02%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
962
shares
|
$24,309
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
812
shares
|
$20,519
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
314
shares
|
$7,934
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
147
shares
|
$3,714
0.0% of portfolio
|
Q2 2024
Added 2.08%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|