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 192 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 $495 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Aug 14, 2025 Q2 2025 |
3,225
shares
|
$82,656
0.01% of portfolio
|
Q4 2023
Reduced 54.26%
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
2,905
shares
|
$74,455
0.02% of portfolio
|
Q1 2025
Reduced 20.52%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,632
shares
|
$67,458
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
2,221
shares
|
$56,924
0.03% of portfolio
|
Q3 2024
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
2,141
shares
|
$54,873
0.0% of portfolio
|
Q1 2025
Reduced 96.66%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
1,943
shares
|
$49,799
0.0% of portfolio
|
Q2 2025
Reduced 4.47%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
1,936
shares
|
$49,619
0.0% of portfolio
|
Q2 2025
Added 426.09%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
1,918
shares
|
$49,158
0.01% of portfolio
|
Q1 2025
Added 128.33%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
965
shares
|
$24,732
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
895
shares
|
$22,938
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
836
shares
|
$21,426
0.0% of portfolio
|
Q2 2025
Reduced 5.32%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
802
shares
|
$20,555
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
313
shares
|
$8,022
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
180
shares
|
$4,613
0.0% of portfolio
|
Q3 2024
Reduced 91.7%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
144
shares
|
$3,690
0.0% of portfolio
|
Q2 2024
Added 0.7%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
1
shares
|
$25
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|