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 |
|---|---|---|---|---|---|
|
Paradigm, Strategies In Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
8,838
shares
|
$224,927
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
8,656
shares
|
$220,295
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
8,633
shares
|
$219,709
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
8,544
shares
|
$217,444
0.08% of portfolio
|
Q4 2024
Added 6.87%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
8,319
shares
|
$211,718
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
8,252
shares
|
$210,013
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
8,134
shares
|
$207,010
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
8,040
shares
|
$204,618
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
8,000
shares
|
$203,600
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
7,550
shares
|
$192,147
0.03% of portfolio
|
Q2 2025
Added 5.73%
|
|
|
Valley National Advisers Inc
|
Jul 22, 2025 Q2 2025 |
6,923
shares
|
$176,190
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Aug 12, 2025 Q2 2025 |
6,549
shares
|
$166,672
0.01% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
5,000
shares
|
$127,250
0.0% of portfolio
|
Q2 2025
Reduced 28.57%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
4,716
shares
|
$120,022
0.01% of portfolio
|
Q1 2025
Added 459.43%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
3,979
shares
|
$101,265
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
3,950
shares
|
$100,527
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
2,725
shares
|
$69,351
0.01% of portfolio
|
Q4 2023
Reduced 45.87%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,639
shares
|
$67,162
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,357
shares
|
$59,985
0.0% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,258
shares
|
$57,466
0.0% of portfolio
|
Q1 2025
Reduced 88.85%
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
2,231
shares
|
$56,778
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
2,170
shares
|
$55,226
0.0% of portfolio
|
Q1 2023
Added 10.71%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
2,015
shares
|
$51,281
0.0% of portfolio
|
Q3 2024
Reduced 31.02%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
1,115
shares
|
$28,376
0.0% of portfolio
|
Q2 2025
Reduced 55.82%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
962
shares
|
$24,482
0.01% of portfolio
|
Q4 2024
New holding
|