ISHARES TR IBMO
IBONDS DEC 26 · ETP · CUSIP 46435U259
90
institutional holders
8.3m
shares reported held*
$166.2mreported value*
* Summed across managers. Shares that two managers' reports both contain – a subsidiary's holdings that its parent's report includes too, or a sub-adviser's in its client's – are counted once. Holder counts are more reliable. Implied quarter-end price ≈ $20.09.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| CFS Investment Advisory Services, LLC 0.34% of their portfolio | 1.5m $1.5m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 678.1k $16.7m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.09% of their portfolio | 647.0k $15.9m | — |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 0.55% of their portfolio | 517.4k $12.7m | — |
| UBS Group AG 0.01% of their portfolio | 456.8k $11.3m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 448.7k $11.1m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 442.9k $10.9m | — |
| US BANCORP \DE\ 0.01% of their portfolio | 269.8k $6.6m | — |
| HighTower Advisors, LLC 0.01% of their portfolio | 224.3k $5.5m | — |
| LPL Financial LLC 0.00% of their portfolio | 198.4k $4.9m | — |
| MORGAN STANLEY 0.00% of their portfolio | 187.0k $4.6m | — |
| CONFLUENCE INVESTMENT MANAGEMENT LLC 0.07% of their portfolio | 171.5k $4.2m | — |
| Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio | 167.8k $4.1m | — |
| Praetorian Wealth Management, Inc. 0.41% of their portfolio | 166.0k $1.1m | — |
| BRR OpCo, LLC 0.49% of their portfolio | 160.7k $4.0m | — |
| UNITED CAPITAL FINANCIAL ADVISORS, LLC 0.02% of their portfolio | 147.6k $3.6m | — |
| JANE STREET GROUP, LLC 0.01% of their portfolio | 109.3k $2.7m | — |
| Gateway Advisory, LLC 0.67% of their portfolio | 109.1k $2.7m | — |
| Legacy Private Trust Co. 0.24% of their portfolio | 104.8k $2.6m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 92.1k $2.3m | — |
| Newman Dignan & Sheerar, Inc. 0.69% of their portfolio | 76.0k $1.9m | — |
| LEAVELL INVESTMENT MANAGEMENT, INC. 0.12% of their portfolio | 60.7k $1.5m | — |
| WJ Wealth Management, LLC 0.90% of their portfolio | 58.5k $1.4m | — |
| American Portfolios Advisors 0.06% of their portfolio | 57.3k $1.4m | — |
| Lee Financial Co 0.24% of their portfolio | 51.3k $1.3m | — |
| BLUE SQUARE ASSET MANAGEMENT, LLC 0.77% of their portfolio | 46.1k $1.1m | — |
| REGIONS FINANCIAL CORP 0.01% of their portfolio | 44.9k $1.1m | — |
| SENTINEL PENSION ADVISORS, LLC 0.38% of their portfolio | 44.7k $1.1m | — |
| WOODMONT INVESTMENT COUNSEL LLC 0.14% of their portfolio | 44.0k $1.1m | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 42.7k $1.1m | — |
| NewEdge Advisors, LLC 0.02% of their portfolio | 42.5k $1.0m | — |
| Signature Wealth Management Group 0.51% of their portfolio | 41.0k $1.0m | — |
| Roof Eidam Maycock Peralta, LLC 0.36% of their portfolio | 39.5k $973.0k | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 37.8k $931.0k | — |
| Prism Advisors, Inc. 0.35% of their portfolio | 35.7k $878.0k | — |
| Sound View Wealth Advisors Group, LLC 0.19% of their portfolio | 35.2k $866.0k | — |
| PHILLIPS FINANCIAL MANAGEMENT, LLC 0.09% of their portfolio | 34.9k $859.0k | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 34.7k $856.0k | — |
| DROMS STRAUSS ADVISORS INC /MO/ /ADV 0.39% of their portfolio | 32.3k $793.0k | — |
| Creative Planning 0.00% of their portfolio | 30.0k $740.0k | — |
| Carnegie Investment Counsel 0.03% of their portfolio | 29.7k $731.0k | — |
| IFP Advisors, Inc 0.02% of their portfolio | 28.7k $719.0k | — |
| Sandy Spring Bank 0.04% of their portfolio | 28.1k $692.0k | — |
| Ameritas Investment Partners, Inc. 0.03% of their portfolio | 27.2k $669.0k | — |
| Klingman & Associates, LLC 0.06% of their portfolio | 26.1k $643.0k | — |
| CENTRAL TRUST Co 0.02% of their portfolio | 25.7k $633.0k | — |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 24.1k $592.0k | — |
| BRANDYWINE OAK PRIVATE WEALTH LLC 0.07% of their portfolio | 21.6k $533.0k | — |
| Royal Harbor Partners, LLC 0.36% of their portfolio | 21.5k $529.0k | — |
| Beacon Pointe Advisors, LLC 0.01% of their portfolio | 20.0k $497.0k | — |
| Apollon Wealth Management, LLC 0.04% of their portfolio | 18.0k $443.0k | — |
| Cornell Pochily Investment Advisors, Inc. 0.19% of their portfolio | 18.0k $442.0k | — |
| PRIVATE TRUST CO NA 0.07% of their portfolio | 17.4k $427.0k | — |
| Valmark Advisers, Inc. 0.01% of their portfolio | 16.8k $413.0k | — |
| Cetera Advisor Networks LLC 0.00% of their portfolio | 14.9k $367.0k | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 14.4k $354.0k | — |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 13.5k $331.0k | — |
| Virginia National Bank 1.04% of their portfolio | 13.2k $325.0k | — |
| Stonebridge Capital Advisors LLC 0.04% of their portfolio | 13.0k $319.0k | — |
| SIGMA INVESTMENT COUNSELORS INC 0.03% of their portfolio | 12.7k $312.0k | — |
| WRAPMANAGER INC 0.10% of their portfolio | 12.4k $304.0k | — |
| Capital Investment Advisors, LLC 0.01% of their portfolio | 11.4k $281.0k | — |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 11.3k $278.0k | — |
| ALTERNA WEALTH MANAGEMENT, INC 0.33% of their portfolio | 11.3k $277.0k | — |
| LINCOLN NATIONAL CORP 0.01% of their portfolio | 11.1k $273.0k | — |
| Peloton Wealth Strategists 0.13% of their portfolio | 10.2k $251.0k | — |
| Archford Capital Strategies, LLC 0.06% of their portfolio | 10.1k $250.0k | — |
| HB Wealth Management, LLC 0.01% of their portfolio | 10.1k $250.0k | — |
| LBMC INVESTMENT ADVISORS, LLC 0.03% of their portfolio | 9.8k $243.0k | — |
| Mariner, LLC 0.00% of their portfolio | 9.8k $241.0k | — |
| J.W. COLE ADVISORS, INC. 0.02% of their portfolio | 9.8k $241.0k | — |
| Mutual Advisors, LLC 0.01% of their portfolio | 9.7k $239.0k | — |
| Ausdal Financial Partners, Inc. 0.04% of their portfolio | 9.7k $239.0k | — |
| Freedom Investment Management, Inc. 0.03% of their portfolio | 9.5k $233.0k | — |
| Asset Dedication, LLC 0.03% of their portfolio | 9.3k $229.0k | — |
| Atwater Malick LLC 0.12% of their portfolio | 8.8k $217.0k | — |
| Segment Wealth Management, LLC 0.03% of their portfolio | 8.7k $213.0k | — |
| W.H. Cornerstone Investments Inc. 0.22% of their portfolio | 8.2k $204.0k | — |
| CWM, LLC 0.00% of their portfolio | 8.0k $197.0k | — |
| Arrow Financial Corp 0.03% of their portfolio | 8.0k $197.0k | — |
| OSAIC HOLDINGS, INC. 0.00% of their portfolio | 7.2k $178.0k | — |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.01% of their portfolio | 5.3k $132.0k | — |
| Bank of New Hampshire 0.03% of their portfolio | 3.7k $90.0k | — |
| Vigilant Capital Management, LLC 0.01% of their portfolio | 2.3k $57.0k | — |
| Tradition Wealth Management, LLC 0.00% of their portfolio | 1.2k $30.0k | — |
| Princeton Global Asset Management LLC 0.00% of their portfolio | 490 $12.0k | — |
| HARBOUR INVESTMENTS, INC. 0.00% of their portfolio | 351 $9.0k | — |
| Stephens Consulting, LLC 0.01% of their portfolio | 313 $7.7k | — |
| BlackRock Inc. 0.00% of their portfolio | 140 $3.0k | — |
| HUNTINGTON NATIONAL BANK 0.00% of their portfolio | 1 $0 | — |