Institutional Ownership Ishares Tr Ibonds Dec 2024 Ter (IBMM)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2024 Ter (IBMM). We have compiled data on the 169 institutions that hold shares in the stock, with a total of 12.6 Million shares, which have been reported (via 13F filing form) to have a value of $328 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Praetorian Wealth Management, Inc.
|
Oct 02, 2024 Q3 2024 |
133,893
shares
|
$3.49 Million
0.88% of portfolio
|
Q3 2024
Reduced 17.14%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
129,198
shares
|
$3.37 Million
0.27% of portfolio
|
Q2 2024
Added 193.51%
|
|
|
Paradiem, LLC
|
Oct 24, 2024 Q3 2024 |
125,678
shares
|
$3.28 Million
0.81% of portfolio
|
Q1 2023
New holding
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
125,369
shares
|
$3.27 Million
0.27% of portfolio
|
Q3 2024
Added 2.91%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
123,086
shares
|
$3.21 Million
0.07% of portfolio
|
Q3 2024
Reduced 16.57%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
116,881
shares
|
$3.05 Million
0.0% of portfolio
|
Q3 2024
Reduced 25.42%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
114,275
shares
|
$2.98 Million
0.59% of portfolio
|
Q3 2024
Added 0.21%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
108,124
shares
|
$2.82 Million
0.07% of portfolio
|
Q3 2024
Reduced 7.07%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
106,846
shares
|
$2.79 Million
0.27% of portfolio
|
Q3 2024
Reduced 84.08%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
106,720
shares
|
$2.78 Million
1.18% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
100,845
shares
|
$2.63 Million
0.01% of portfolio
|
Q3 2024
Added 0.19%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
99,407
shares
|
$2.59 Million
0.21% of portfolio
|
Q3 2024
Reduced 7.56%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
97,560
shares
|
$2.55 Million
0.01% of portfolio
|
Q3 2024
Added 6.94%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
93,919
shares
|
$2.45 Million
0.73% of portfolio
|
Q3 2024
Added 25.88%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
92,428
shares
|
$2.41 Million
0.0% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
92,108
shares
|
$2.4 Million
0.04% of portfolio
|
Q3 2024
Reduced 2.53%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
92,061
shares
|
$2.4 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
84,658
shares
|
$2.21 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.07%
|
|
|
Triad Wealth Partners, LLC
Lawrence, KS |
Oct 21, 2024 Q3 2024 |
77,100
shares
|
$2.01 Million
1.07% of portfolio
|
Q3 2024
Added 100.0%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
72,556
shares
|
$1.89 Million
0.01% of portfolio
|
Q3 2024
Reduced 21.46%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
71,054
shares
|
$1.85 Million
0.0% of portfolio
|
Q3 2024
Reduced 14.96%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
68,484
shares
|
$1.79 Million
0.0% of portfolio
|
Q3 2024
Reduced 85.1%
|
|
|
Eaton Vance Management
Boston, MA |
Nov 14, 2022 Q3 2022 |
66,619
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2022
Added 407.23%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
63,415
shares
|
$1.65 Million
0.05% of portfolio
|
Q3 2024
Added 0.57%
|
|
|
Atwater Malick LLC
|
Oct 10, 2024 Q3 2024 |
63,260
shares
|
$1.65 Million
0.53% of portfolio
|
Q3 2024
Added 3.13%
|