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 |
|---|---|---|---|---|---|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
30,018
shares
|
$754,352
0.01% of portfolio
|
Q2 2024
Reduced 14.1%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
29,903
shares
|
$751,462
0.13% of portfolio
|
Q3 2024
Added 26.77%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
29,559
shares
|
$742,817
0.47% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
28,599
shares
|
$718,692
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
26,367
shares
|
$662,602
0.39% of portfolio
|
Q2 2024
Reduced 20.65%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
25,887
shares
|
$650,540
0.05% of portfolio
|
Q4 2022
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
25,791
shares
|
$648,127
0.0% of portfolio
|
Q3 2024
Added 26.48%
|
|
|
James Investment Research Inc
|
Oct 29, 2024 Q3 2024 |
25,540
shares
|
$641,820
0.08% of portfolio
|
Q1 2024
Added 3.8%
|
|
|
Klingman & Associates, LLC
|
Nov 01, 2024 Q3 2024 |
24,286
shares
|
$610,307
0.04% of portfolio
|
Q3 2024
Reduced 14.28%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
22,475
shares
|
$564,796
0.04% of portfolio
|
Q4 2023
Added 17.98%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
21,773
shares
|
$547,155
0.02% of portfolio
|
Q3 2022
New holding
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
19,581
shares
|
$492,070
0.01% of portfolio
|
Q3 2024
Added 12.23%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
19,482
shares
|
$489,582
0.14% of portfolio
|
Q2 2024
Reduced 43.71%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
19,386
shares
|
$487,170
0.39% of portfolio
|
Q3 2024
Reduced 9.25%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
17,373
shares
|
$436,583
0.25% of portfolio
|
Q3 2024
Added 30.57%
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
17,027
shares
|
$427,888
0.0% of portfolio
|
Q1 2024
Added 13.05%
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
16,644
shares
|
$418,263
0.24% of portfolio
|
Q3 2024
Added 3.47%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
16,206
shares
|
$407,256
0.07% of portfolio
|
Q3 2024
Added 23.61%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
16,155
shares
|
$405,975
0.0% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
15,902
shares
|
$399,617
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
15,173
shares
|
$381,297
0.1% of portfolio
|
Q3 2024
Reduced 3.04%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
14,599
shares
|
$366,872
0.0% of portfolio
|
Q3 2024
Reduced 11.37%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
14,376
shares
|
$361,268
0.01% of portfolio
|
Q3 2024
Reduced 16.0%
|
|
|
Pgim Custom Harvest LLC
Newark, NJ |
Nov 13, 2024 Q3 2024 |
12,984
shares
|
$326,287
0.01% of portfolio
|
Q3 2024
Reduced 6.47%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2024 Q3 2024 |
12,475
shares
|
$313,496
0.0% of portfolio
|
Q3 2024
Reduced 6.72%
|