ISHARES TR IBMP
IBONDS DEC 27 · ETP · CUSIP 46435U283
66
institutional holders
5.6m
shares reported held*
$136.6mreported 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 ($13.0k this quarter). Holder counts are more reliable. Implied quarter-end price ≈ $24.39.
Holders, Q3 2022
| Manager | Shares | Change |
|---|---|---|
| Heartwood Wealth Advisors LLC 2.30% of their portfolio | 544.8k $13.3m | — |
| MERCER GLOBAL ADVISORS INC /ADV 0.08% of their portfolio | 519.3k $12.7m | — |
| WILBANKS SMITH & THOMAS ASSET MANAGEMENT LLC 0.54% of their portfolio | 514.1k $12.5m | — |
| ENVESTNET ASSET MANAGEMENT INC 0.01% of their portfolio | 499.5k $12.2m | — |
| HighTower Advisors, LLC 0.03% of their portfolio | 447.0k $10.9m | — |
| WELLS FARGO & COMPANY/MN 0.00% of their portfolio | 299.7k $7.3m | — |
| US BANCORP \DE\ 0.01% of their portfolio | 297.9k $7.3m | — |
| BANK OF AMERICA CORP /DE/ 0.00% of their portfolio | 226.4k $5.5m | — |
| CONFLUENCE INVESTMENT MANAGEMENT LLC 0.09% of their portfolio | 216.6k $5.3m | — |
| UBS Group AG 0.00% of their portfolio | 173.4k $4.2m | — |
| Raymond James Financial Services Advisors, Inc. 0.01% of their portfolio | 172.0k $4.2m | — |
| Praetorian Wealth Management, Inc. 1.57% of their portfolio | 171.8k $4.2m | — |
| Steward Partners Investment Advisory, LLC 0.07% of their portfolio | 155.4k $3.8m | — |
| BRR OpCo, LLC 0.46% of their portfolio | 154.0k $3.8m | — |
| MORGAN STANLEY 0.00% of their portfolio | 115.4k $2.8m | — |
| Gateway Advisory, LLC 0.66% of their portfolio | 108.7k $2.7m | — |
| LPL Financial LLC 0.00% of their portfolio | 82.8k $2.0m | — |
| ROYAL BANK OF CANADA 0.00% of their portfolio | 61.1k $1.5m | — |
| Legacy Private Trust Co. 0.11% of their portfolio | 48.9k $1.2m | — |
| SENTINEL PENSION ADVISORS, LLC 0.38% of their portfolio | 45.3k $1.1m | — |
| PFS INVESTMENTS INC. 0.02% of their portfolio | 45.1k $1.1m | — |
| Prism Advisors, Inc. 0.44% of their portfolio | 44.7k $1.1m | — |
| WOODMONT INVESTMENT COUNSEL LLC 0.13% of their portfolio | 43.0k $1.0m | — |
| Roof Eidam Maycock Peralta, LLC 0.26% of their portfolio | 28.4k $691.0k | — |
| CAPTRUST FINANCIAL ADVISORS 0.00% of their portfolio | 28.1k $686.0k | — |
| Sandy Spring Bank 0.04% of their portfolio | 27.8k $679.0k | — |
| PHILLIPS FINANCIAL MANAGEMENT, LLC 0.07% of their portfolio | 27.7k $675.0k | — |
| Signature Wealth Management Group 0.34% of their portfolio | 27.6k $673.0k | — |
| NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO 0.00% of their portfolio | 26.5k $646.0k | — |
| RAYMOND JAMES & ASSOCIATES 0.00% of their portfolio | 26.2k $640.0k | — |
| Ameritas Investment Partners, Inc. 0.03% of their portfolio | 25.8k $628.0k | — |
| IFP Advisors, Inc 0.02% of their portfolio | 23.4k $588.0k | — |
| FinTrust Capital Advisors, LLC 0.14% of their portfolio | 22.8k $559.0k | — |
| Sound View Wealth Advisors Group, LLC 0.12% of their portfolio | 21.8k $532.0k | — |
| American Portfolios Advisors 0.02% of their portfolio | 21.8k $531.0k | — |
| COMMONWEALTH EQUITY SERVICES, LLC 0.00% of their portfolio | 21.7k $528.0k | — |
| Royal Harbor Partners, LLC 0.36% of their portfolio | 21.4k $521.0k | — |
| Klingman & Associates, LLC 0.05% of their portfolio | 19.8k $483.0k | — |
| Cambridge Investment Research Advisors, Inc. 0.00% of their portfolio | 19.3k $471.0k | — |
| Cornell Pochily Investment Advisors, Inc. 0.19% of their portfolio | 18.0k $440.0k | — |
| Valmark Advisers, Inc. 0.01% of their portfolio | 16.9k $412.0k | — |
| REGIONS FINANCIAL CORP 0.00% of their portfolio | 13.8k $335.0k | — |
| STIFEL FINANCIAL CORP 0.00% of their portfolio | 13.5k $329.0k | — |
| Creative Planning 0.00% of their portfolio | 12.8k $312.0k | — |
| WRAPMANAGER INC 0.10% of their portfolio | 12.4k $302.0k | — |
| Virginia National Bank 0.96% of their portfolio | 12.4k $301.0k | — |
| Archford Capital Strategies, LLC 0.08% of their portfolio | 12.1k $294.0k | — |
| BRANDYWINE OAK PRIVATE WEALTH LLC 0.04% of their portfolio | 10.9k $266.0k | — |
| LINCOLN NATIONAL CORP 0.01% of their portfolio | 10.1k $246.0k | — |
| Peloton Wealth Strategists 0.13% of their portfolio | 10.0k $244.0k | — |
| AMERIPRISE FINANCIAL INC 0.00% of their portfolio | 9.7k $236.0k | — |
| Beacon Pointe Advisors, LLC 0.01% of their portfolio | 9.5k $231.0k | — |
| Freedom Investment Management, Inc. 0.03% of their portfolio | 9.4k $229.9k | — |
| Atwater Malick LLC 0.12% of their portfolio | 8.9k $218.0k | — |
| Janney Montgomery Scott LLC 0.00% of their portfolio | 8.5k $208.0k | — |
| Advisory Services Network, LLC 0.01% of their portfolio | 8.5k $208.0k | — |
| Capital Investment Advisors, LLC 0.01% of their portfolio | 8.3k $203.0k | — |
| Arrow Financial Corp 0.03% of their portfolio | 8.0k $196.0k | — |
| Stonebridge Capital Advisors LLC 0.01% of their portfolio | 2.2k $53.0k | — |
| Asset Dedication, LLC 0.01% of their portfolio | 2.0k $48.0k | — |
| Vigilant Capital Management, LLC 0.00% of their portfolio | 1.6k $40.0k | — |
| Tradition Wealth Management, LLC 0.00% of their portfolio | 1.2k $30.0k | — |
| MV CAPITAL MANAGEMENT, INC. 0.00% of their portfolio | 953 $23.0k | — |
| Stephens Consulting, LLC 0.01% of their portfolio | 314 $7.7k | — |
| BlackRock Inc. 0.00% of their portfolio | 59 $1.0k | — |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. 0.00% of their portfolio | 0 $0 | — |