Institutional Ownership Ishares Tr Ibonds December 202 (IBMO)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMO). We have compiled data on the 191 institutions that hold shares in the stock, with a total of 19.3 Million shares, which have been reported (via 13F filing form) to have a value of $493 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
1,748,616
shares
|
$44.5 Million
0.0% of portfolio
|
Q4 2024
Added 12.03%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
949,022
shares
|
$24.2 Million
0.01% of portfolio
|
Q4 2024
Added 2.59%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
866,358
shares
|
$22.1 Million
0.05% of portfolio
|
Q4 2024
Reduced 12.73%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
863,305
shares
|
$22 Million
0.34% of portfolio
|
Q4 2024
Added 8.12%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
724,213
shares
|
$18.4 Million
0.52% of portfolio
|
Q1 2024
Added 3.95%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
711,350
shares
|
$18.1 Million
0.02% of portfolio
|
Q4 2024
Added 2.03%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
709,103
shares
|
$18.1 Million
0.0% of portfolio
|
Q4 2024
Reduced 11.99%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
653,707
shares
|
$16.6 Million
0.0% of portfolio
|
Q4 2024
Reduced 13.08%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
622,914
shares
|
$15.9 Million
1.49% of portfolio
|
Q4 2024
Reduced 1.24%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
559,435
shares
|
$14.2 Million
0.09% of portfolio
|
Q4 2024
Added 0.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
486,874
shares
|
$12.4 Million
0.0% of portfolio
|
Q4 2024
Reduced 0.88%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Feb 10, 2025 Q4 2024 |
369,496
shares
|
$9.41 Million
0.01% of portfolio
|
Q4 2024
Reduced 5.71%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
369,222
shares
|
$9.4 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
351,098
shares
|
$8.94 Million
0.01% of portfolio
|
Q4 2024
Added 19.12%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
338,110
shares
|
$8.61 Million
0.0% of portfolio
|
Q4 2024
Added 14.04%
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
329,799
shares
|
$8.4 Million
0.67% of portfolio
|
Q4 2024
Added 4.4%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
324,032
shares
|
$8.25 Million
0.65% of portfolio
|
Q4 2024
Added 4.03%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
319,987
shares
|
$8.15 Million
0.0% of portfolio
|
Q4 2024
Added 19.01%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
304,752
shares
|
$7.76 Million
0.1% of portfolio
|
Q4 2024
Added 35.25%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Feb 12, 2025 Q4 2024 |
294,040
shares
|
$7.49 Million
0.65% of portfolio
|
Q4 2024
Reduced 1.35%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
291,813
shares
|
$7.43 Million
0.29% of portfolio
|
Q4 2024
Added 18.39%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
286,104
shares
|
$7.29 Million
0.01% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
271,376
shares
|
$6.91 Million
0.01% of portfolio
|
Q4 2024
Added 10.5%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
257,114
shares
|
$6.55 Million
0.33% of portfolio
|
Q4 2024
Added 24.14%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
233,962
shares
|
$5.96 Million
1.47% of portfolio
|
Q4 2024
Added 0.97%
|