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 170 institutions that hold shares in the stock, with a total of 17.9 Million shares, which have been reported (via 13F filing form) to have a value of $458 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,560,822
shares
|
$39.8 Million
0.0% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
992,695
shares
|
$25.3 Million
0.06% of portfolio
|
Q3 2024
Added 1.19%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
925,072
shares
|
$23.6 Million
0.01% of portfolio
|
Q3 2024
Added 4.61%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
805,719
shares
|
$20.6 Million
0.0% of portfolio
|
Q3 2024
Reduced 6.92%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
798,488
shares
|
$20.4 Million
0.32% of portfolio
|
Q3 2024
Added 3.25%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
752,048
shares
|
$19.2 Million
0.0% of portfolio
|
Q3 2024
Added 3.04%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
724,213
shares
|
$18.5 Million
0.52% of portfolio
|
Q1 2024
Added 3.95%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
697,208
shares
|
$17.8 Million
0.02% of portfolio
|
Q3 2024
Added 4.69%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
630,761
shares
|
$16.1 Million
1.59% of portfolio
|
Q3 2024
Reduced 8.25%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
557,622
shares
|
$14.2 Million
0.1% of portfolio
|
Q3 2024
Added 1.8%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
491,201
shares
|
$12.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.12%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Nov 12, 2024 Q3 2024 |
391,857
shares
|
$10 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
315,909
shares
|
$8.06 Million
0.64% of portfolio
|
Q3 2024
Added 22.45%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
311,484
shares
|
$7.95 Million
0.63% of portfolio
|
Q3 2024
Added 12.91%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 13, 2024 Q3 2024 |
298,050
shares
|
$7.61 Million
1.15% of portfolio
|
Q2 2024
Reduced 2.59%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
296,491
shares
|
$7.57 Million
0.0% of portfolio
|
Q3 2024
Reduced 0.54%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
294,731
shares
|
$7.52 Million
0.01% of portfolio
|
Q3 2024
Added 12.77%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
286,104
shares
|
$7.3 Million
0.01% of portfolio
|
Q3 2024
Added 2.75%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
268,876
shares
|
$6.86 Million
0.0% of portfolio
|
Q3 2024
Added 14.9%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
246,492
shares
|
$6.29 Million
0.33% of portfolio
|
Q3 2024
Reduced 3.6%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
245,588
shares
|
$6.27 Million
0.01% of portfolio
|
Q3 2024
Added 38.09%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 02, 2024 Q3 2024 |
231,713
shares
|
$5.91 Million
1.49% of portfolio
|
Q3 2024
Reduced 4.83%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
225,318
shares
|
$5.75 Million
0.07% of portfolio
|
Q3 2024
Added 18.86%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
207,114
shares
|
$5.29 Million
0.27% of portfolio
|
Q3 2024
Added 5.57%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
195,066
shares
|
$4.98 Million
0.08% of portfolio
|
Q2 2022
New holding
|