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 168 institutions that hold shares in the stock, with a total of 12.5 Million shares, which have been reported (via 13F filing form) to have a value of $327 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
62,891
shares
|
$1.64 Million
0.13% of portfolio
|
Q3 2024
Reduced 1.75%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
54,574
shares
|
$1.42 Million
0.16% of portfolio
|
Q2 2023
Added 1.87%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
54,223
shares
|
$1.41 Million
0.06% of portfolio
|
Q1 2020
Reduced 81.37%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
51,178
shares
|
$1.33 Million
0.02% of portfolio
|
Q3 2024
Added 14.61%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
49,956
shares
|
$1.3 Million
0.54% of portfolio
|
Q3 2024
Reduced 4.02%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
48,316
shares
|
$1.26 Million
0.45% of portfolio
|
Q3 2024
Reduced 0.05%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
47,804
shares
|
$1.25 Million
0.03% of portfolio
|
Q3 2024
Reduced 5.58%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
45,093
shares
|
$1.17 Million
0.01% of portfolio
|
Q3 2024
Reduced 25.75%
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
44,320
shares
|
$1.15 Million
0.05% of portfolio
|
Q2 2024
Added 0.31%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
43,186
shares
|
$1.12 Million
0.1% of portfolio
|
Q3 2024
Added 0.1%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
42,813
shares
|
$1.12 Million
0.0% of portfolio
|
Q3 2024
Added 248.33%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
42,050
shares
|
$1.1 Million
0.03% of portfolio
|
Q4 2020
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
38,724
shares
|
$1.01 Million
0.02% of portfolio
|
Q3 2024
Added 0.24%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
38,061
shares
|
$991,489
0.0% of portfolio
|
Q3 2024
Added 71.04%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
37,473
shares
|
$976,171
0.02% of portfolio
|
Q3 2024
Reduced 13.18%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
37,208
shares
|
$969,268
0.25% of portfolio
|
Q3 2024
Added 0.12%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
35,610
shares
|
$927,640
0.0% of portfolio
|
Q3 2024
Reduced 4.49%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
35,149
shares
|
$915,631
0.08% of portfolio
|
Q3 2024
Reduced 3.09%
|
|
|
Strid Group, LLC
|
Oct 16, 2024 Q3 2024 |
34,525
shares
|
$899,376
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
34,170
shares
|
$890,128
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
34,145
shares
|
$889,477
0.35% of portfolio
|
Q3 2024
Added 1.89%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
33,572
shares
|
$874,550
0.01% of portfolio
|
Q3 2024
Reduced 15.06%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
32,034
shares
|
$834,485
0.45% of portfolio
|
Q3 2024
Reduced 3.33%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
31,593
shares
|
$822,997
0.03% of portfolio
|
Q3 2024
Reduced 21.63%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
29,059
shares
|
$756,986
0.13% of portfolio
|
Q3 2024
Added 26.49%
|