Institutional Ownership Ishares Tr Ibonds December 202 (IBMP)
This table provides information about the institutional ownership of Ishares Tr Ibonds December 202 (IBMP). We have compiled data on the 165 institutions that hold shares in the stock, with a total of 19.6 Million shares, which have been reported (via 13F filing form) to have a value of $493 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,954,075
shares
|
$49.2 Million
0.0% of portfolio
|
Q1 2025
Added 9.22%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
1,012,488
shares
|
$25.5 Million
0.04% of portfolio
|
Q1 2025
Added 4.42%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
871,056
shares
|
$22 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.03%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
859,302
shares
|
$21.7 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.56%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
833,894
shares
|
$21 Million
0.05% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
754,967
shares
|
$19 Million
0.0% of portfolio
|
Q1 2025
Reduced 18.26%
|
|
|
Heartwood Wealth Advisors LLC
|
Apr 21, 2025 Q1 2025 |
753,435
shares
|
$19 Million
2.29% of portfolio
|
Q1 2025
Added 6.26%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
746,061
shares
|
$18.8 Million
0.53% of portfolio
|
Q1 2024
Added 7.44%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
699,282
shares
|
$17.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 1.8%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
554,924
shares
|
$14 Million
1.26% of portfolio
|
Q1 2025
Reduced 11.68%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
486,461
shares
|
$12.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 9.0%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
411,113
shares
|
$10.4 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.09%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
407,925
shares
|
$10.3 Million
0.0% of portfolio
|
Q1 2025
Added 81.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
389,071
shares
|
$9.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.6%
|
|
|
Hengehold Capital Management LLC
|
Apr 17, 2025 Q1 2025 |
384,340
shares
|
$9.69 Million
0.93% of portfolio
|
Q1 2025
Reduced 7.29%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
379,415
shares
|
$9.56 Million
0.06% of portfolio
|
Q1 2025
Added 2.95%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
372,141
shares
|
$9.38 Million
0.75% of portfolio
|
Q1 2025
Added 25.18%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
366,119
shares
|
$9.23 Million
0.01% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
339,113
shares
|
$8.55 Million
0.63% of portfolio
|
Q1 2025
Added 0.55%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
May 12, 2025 Q1 2025 |
324,665
shares
|
$8.18 Million
1.28% of portfolio
|
Q4 2024
Reduced 5.91%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
278,829
shares
|
$7.03 Million
0.03% of portfolio
|
Q1 2025
Added 96.25%
|
|
|
Praetorian Wealth Management, Inc.
|
Apr 16, 2025 Q1 2025 |
246,667
shares
|
$6.22 Million
1.55% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
224,138
shares
|
$5.65 Million
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
218,329
shares
|
$5.5 Million
0.0% of portfolio
|
Q1 2025
Added 7.27%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
192,237
shares
|
$4.84 Million
0.06% of portfolio
|
Q1 2025
Added 10.34%
|