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 142 institutions that hold shares in the stock, with a total of 17.7 Million shares, which have been reported (via 13F filing form) to have a value of $445 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Crumly & Associates Inc.
|
Nov 01, 2024 Q3 2024 |
55,089
shares
|
$1.38 Million
0.44% of portfolio
|
Q3 2024
Reduced 28.12%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
50,333
shares
|
$1.26 Million
0.01% of portfolio
|
Q3 2024
Added 94.39%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
49,248
shares
|
$1.24 Million
0.25% of portfolio
|
Q3 2024
Added 4.98%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
48,502
shares
|
$1.22 Million
0.67% of portfolio
|
Q3 2024
Reduced 2.23%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
48,228
shares
|
$1.21 Million
0.5% of portfolio
|
Q3 2024
Reduced 4.05%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
47,873
shares
|
$1.2 Million
0.03% of portfolio
|
Q3 2024
Added 14.07%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
47,223
shares
|
$1.19 Million
0.02% of portfolio
|
Q3 2024
Added 12.03%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
45,063
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2024
Added 3.17%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
45,012
shares
|
$1.13 Million
0.09% of portfolio
|
Q3 2024
Reduced 4.19%
|
|
|
Prism Advisors, Inc.
|
Oct 15, 2024 Q3 2024 |
44,715
shares
|
$1.12 Million
0.33% of portfolio
|
Q2 2021
Added 2.54%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
43,396
shares
|
$1.09 Million
0.01% of portfolio
|
Q3 2024
Added 0.13%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
42,632
shares
|
$1.07 Million
0.05% of portfolio
|
Q3 2024
Added 3.57%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
42,622
shares
|
$1.07 Million
0.02% of portfolio
|
Q3 2024
Added 5.73%
|
|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
41,256
shares
|
$1.04 Million
0.01% of portfolio
|
Q4 2023
Reduced 69.66%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
37,761
shares
|
$948,933
0.0% of portfolio
|
Q4 2023
Reduced 99.08%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
37,077
shares
|
$931,745
0.44% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Nov 14, 2024 Q3 2024 |
34,803
shares
|
$874,599
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
33,676
shares
|
$846,277
0.03% of portfolio
|
Q2 2024
Added 0.5%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
32,407
shares
|
$814,387
0.01% of portfolio
|
Q2 2023
Added 305.09%
|
|
|
Old Mission Capital LLC
|
Nov 14, 2024 Q3 2024 |
32,101
shares
|
$806,698
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
32,029
shares
|
$804,888
0.21% of portfolio
|
Q3 2024
Added 0.15%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
31,491
shares
|
$791,368
0.07% of portfolio
|
Q3 2024
Reduced 5.72%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
31,000
shares
|
$779,030
0.02% of portfolio
|
Q1 2024
New holding
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
30,238
shares
|
$759,880
0.01% of portfolio
|
Q3 2024
Added 4.97%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
30,105
shares
|
$756,538
0.05% of portfolio
|
Q3 2024
Added 6.76%
|