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 |
|---|---|---|---|---|---|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
13,639
shares
|
$348,885
1.54% of portfolio
|
Q1 2023
Reduced 1.64%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
May 14, 2025 Q1 2025 |
13,460
shares
|
$344,306
0.37% of portfolio
|
Q1 2025
Reduced 10.25%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
13,229
shares
|
$338,397
0.01% of portfolio
|
Q1 2025
Reduced 0.13%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
12,500
shares
|
$319,750
0.14% of portfolio
|
Q4 2023
Added 6.84%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
11,736
shares
|
$300,206
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Droms Strauss Advisors Inc
St. Louis, MO |
Jul 15, 2025 Q2 2025 |
11,714
shares
|
$299,644
0.09% of portfolio
|
Q2 2025
Added 3.52%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
11,652
shares
|
$298,058
0.03% of portfolio
|
Q2 2023
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
11,556
shares
|
$295,602
0.0% of portfolio
|
Q1 2025
Reduced 8.69%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
11,490
shares
|
$293,914
0.06% of portfolio
|
Q1 2025
Added 9.33%
|
|
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
Apr 17, 2025 Q1 2025 |
11,489
shares
|
$293,888
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Jun 26, 2025 Q1 2025 |
11,259
shares
|
$288,005
0.0% of portfolio
|
Q1 2025
Reduced 4.11%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
May 16, 2025 Q1 2025 |
11,000
shares
|
$281,380
0.12% of portfolio
|
Q4 2024
Added 7.84%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
10,893
shares
|
$278,642
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
10,853
shares
|
$277,619
0.22% of portfolio
|
Q1 2024
Reduced 3.28%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 15, 2025 Q1 2025 |
10,690
shares
|
$273,450
0.09% of portfolio
|
Q1 2025
Reduced 37.26%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
10,373
shares
|
$265,341
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
10,225
shares
|
$261,555
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Cooper/Haims Advisors, LLC
|
May 09, 2025 Q1 2025 |
10,000
shares
|
$255,799
0.14% of portfolio
|
Q4 2023
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
10,000
shares
|
$255,799
0.0% of portfolio
|
Q3 2024
Reduced 6.2%
|
|
|
Sigma Investment Counselors Inc
|
Apr 29, 2025 Q1 2025 |
10,000
shares
|
$255,799
0.02% of portfolio
|
Q1 2025
Reduced 19.35%
|
|
|
Shufro Rose & CO LLC
|
May 08, 2025 Q1 2025 |
9,964
shares
|
$254,879
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
9,595
shares
|
$245,440
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
9,451
shares
|
$241,756
0.03% of portfolio
|
Q1 2024
Added 0.67%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
9,312
shares
|
$238,200
0.0% of portfolio
|
Q1 2025
Reduced 1.65%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
9,282
shares
|
$237,433
0.02% of portfolio
|
Q3 2024
Reduced 8.88%
|