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 181 institutions that hold shares in the stock, with a total of 20.7 Million shares, which have been reported (via 13F filing form) to have a value of $528 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
2,102,054
shares
|
$53.5 Million
0.0% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
973,274
shares
|
$24.8 Million
0.01% of portfolio
|
Q2 2025
Added 28.92%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
950,210
shares
|
$24.2 Million
0.03% of portfolio
|
Q2 2025
Reduced 6.15%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
911,065
shares
|
$23.2 Million
0.05% of portfolio
|
Q2 2025
Added 9.25%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
898,400
shares
|
$22.9 Million
0.33% of portfolio
|
Q2 2025
Added 3.14%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
866,358
shares
|
$22 Million
0.01% of portfolio
|
Q2 2025
Added 0.82%
|
|
|
Heartwood Wealth Advisors LLC
|
Jul 08, 2025 Q2 2025 |
753,839
shares
|
$19.2 Million
2.1% of portfolio
|
Q2 2025
Added 0.05%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
752,155
shares
|
$19.1 Million
0.02% of portfolio
|
Q2 2025
Added 7.56%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
746,061
shares
|
$19 Million
0.53% of portfolio
|
Q1 2024
Added 7.44%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
648,327
shares
|
$16.5 Million
0.0% of portfolio
|
Q2 2025
Added 33.27%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
425,371
shares
|
$10.8 Million
0.0% of portfolio
|
Q2 2025
Added 4.28%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
424,215
shares
|
$10.8 Million
0.78% of portfolio
|
Q2 2025
Added 13.99%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
414,771
shares
|
$10.6 Million
0.06% of portfolio
|
Q2 2025
Added 9.32%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
401,761
shares
|
$10.2 Million
0.83% of portfolio
|
Q2 2025
Reduced 27.6%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
399,047
shares
|
$10.2 Million
0.67% of portfolio
|
Q2 2025
Added 17.67%
|
|
|
Hengehold Capital Management LLC
|
Jul 16, 2025 Q2 2025 |
396,612
shares
|
$10.1 Million
0.94% of portfolio
|
Q2 2025
Added 3.19%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
393,517
shares
|
$10 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.28%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
366,119
shares
|
$9.32 Million
0.01% of portfolio
|
Q3 2024
Added 0.81%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Aug 12, 2025 Q2 2025 |
329,115
shares
|
$8.38 Million
1.19% of portfolio
|
Q2 2025
Added 1.37%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
316,178
shares
|
$8.05 Million
0.03% of portfolio
|
Q2 2025
Added 13.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
266,454
shares
|
$6.78 Million
0.0% of portfolio
|
Q2 2025
Reduced 31.52%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
253,695
shares
|
$6.46 Million
0.0% of portfolio
|
Q2 2025
Added 16.2%
|
|
|
Praetorian Wealth Management, Inc.
|
Jul 09, 2025 Q2 2025 |
244,449
shares
|
$6.22 Million
1.46% of portfolio
|
Q2 2025
Reduced 0.9%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
224,138
shares
|
$5.7 Million
0.09% of portfolio
|
Q2 2022
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
221,147
shares
|
$5.63 Million
0.0% of portfolio
|
Q2 2025
Added 375.3%
|