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 18.8 Million shares, which have been reported (via 13F filing form) to have a value of $480 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
25,689
shares
|
$657,124
0.06% of portfolio
|
Q1 2025
Reduced 15.18%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
23,800
shares
|
$608,804
0.02% of portfolio
|
Q1 2025
Reduced 91.84%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
23,394
shares
|
$598,418
0.6% of portfolio
|
Q1 2025
Added 21.82%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
22,690
shares
|
$580,410
0.01% of portfolio
|
Q2 2025
Added 15.9%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
22,406
shares
|
$573,145
0.43% of portfolio
|
Q2 2024
Reduced 3.51%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
21,753
shares
|
$556,441
0.07% of portfolio
|
Q2 2025
Added 1.13%
|
|
|
Wiley Bros. Aintree Capital, LLC
|
May 15, 2025 Q1 2025 |
20,423
shares
|
$522,420
0.01% of portfolio
|
Q1 2025
Reduced 36.27%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
20,382
shares
|
$521,371
0.0% of portfolio
|
Q1 2025
Reduced 18.0%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
20,000
shares
|
$511,599
0.01% of portfolio
|
Q4 2024
Reduced 16.67%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
19,444
shares
|
$497,377
0.32% of portfolio
|
Q1 2025
Added 4.22%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
19,229
shares
|
$491,877
0.34% of portfolio
|
Q4 2024
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
17,380
shares
|
$444,580
0.09% of portfolio
|
Q1 2025
Added 1.34%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
16,384
shares
|
$419,102
0.06% of portfolio
|
Q2 2025
Added 3.65%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
15,700
shares
|
$401,606
0.08% of portfolio
|
Q1 2025
Added 127.54%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
15,486
shares
|
$396,131
0.0% of portfolio
|
Q1 2025
Added 31.28%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
15,399
shares
|
$393,906
0.07% of portfolio
|
Q1 2025
Reduced 6.44%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
15,275
shares
|
$390,734
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Argent Trust CO
Nashville, TN |
May 09, 2025 Q1 2025 |
15,158
shares
|
$387,741
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
14,660
shares
|
$375,002
0.11% of portfolio
|
Q1 2025
Added 2.1%
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
14,515
shares
|
$371,293
0.1% of portfolio
|
Q1 2025
Reduced 3.07%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
14,260
shares
|
$364,770
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
14,125
shares
|
$361,317
0.0% of portfolio
|
Q2 2025
Reduced 36.77%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
14,095
shares
|
$360,550
0.07% of portfolio
|
Q1 2025
Reduced 6.32%
|
|
|
Klingman & Associates, LLC
|
May 12, 2025 Q1 2025 |
14,092
shares
|
$360,473
0.02% of portfolio
|
Q1 2025
Reduced 16.68%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
13,708
shares
|
$350,650
0.04% of portfolio
|
Q2 2025
Reduced 0.01%
|