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 |
|---|---|---|---|---|---|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
9,137
shares
|
$233,724
0.02% of portfolio
|
Q2 2022
New holding
|
|
|
Patten Group, Inc.
|
May 14, 2025 Q1 2025 |
9,111
shares
|
$233,059
0.05% of portfolio
|
Q4 2024
Reduced 5.97%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
9,094
shares
|
$232,624
0.17% of portfolio
|
Q1 2025
Reduced 24.84%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
9,056
shares
|
$231,652
0.0% of portfolio
|
Q1 2025
Added 12.93%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
8,988
shares
|
$229,913
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
8,918
shares
|
$228,122
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
8,839
shares
|
$226,101
0.04% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
First National Trust CO
|
May 08, 2025 Q1 2025 |
8,833
shares
|
$225,948
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
8,590
shares
|
$219,732
0.0% of portfolio
|
Q1 2025
Added 283.48%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
8,474
shares
|
$216,764
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Arbor Fi Advisors, LLC
Ann Arbor, MI |
Apr 28, 2025 Q1 2025 |
8,470
shares
|
$216,662
0.22% of portfolio
|
Q1 2025
New holding
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
8,453
shares
|
$216,227
0.08% of portfolio
|
Q1 2025
Reduced 0.01%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
8,179
shares
|
$209,218
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
8,093
shares
|
$207,018
0.02% of portfolio
|
Q1 2025
Reduced 6.9%
|
|
|
Smith, Moore & Co.
Clayton, MO |
May 14, 2025 Q1 2025 |
8,077
shares
|
$206,609
0.02% of portfolio
|
Q1 2025
Added 0.4%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
8,077
shares
|
$206,609
0.01% of portfolio
|
Q1 2025
Added 0.59%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
8,000
shares
|
$204,640
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
7,921
shares
|
$202,619
0.15% of portfolio
|
Q2 2024
New holding
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
7,870
shares
|
$201,314
0.01% of portfolio
|
Q4 2024
Reduced 65.12%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
7,574
shares
|
$193,742
0.02% of portfolio
|
Q1 2025
Added 13.86%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
6,873
shares
|
$175,811
0.01% of portfolio
|
Q1 2025
Reduced 5.36%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
6,292
shares
|
$160,949
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
3,656
shares
|
$93,520
0.01% of portfolio
|
Q1 2025
Added 15.7%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
3,520
shares
|
$90,041
0.01% of portfolio
|
Q2 2023
Added 3.83%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
3,225
shares
|
$82,495
0.01% of portfolio
|
Q4 2023
Reduced 54.26%
|