Institutional Ownership Ishares Tr Ibonds Dec 2025 Ter (IBMN)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2025 Ter (IBMN). We have compiled data on the 181 institutions that hold shares in the stock, with a total of 17.8 Million shares, which have been reported (via 13F filing form) to have a value of $477 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
2,201,352
shares
|
$58.9 Million
0.86% of portfolio
|
Q3 2023
Added 6.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2025 Q1 2025 |
1,675,283
shares
|
$44.8 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.98%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
859,564
shares
|
$23 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.27%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
820,295
shares
|
$22 Million
0.05% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Us Bancorp \De\
|
May 08, 2025 Q1 2025 |
601,694
shares
|
$16.1 Million
0.02% of portfolio
|
Q1 2025
Reduced 11.08%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
May 01, 2025 Q1 2025 |
526,707
shares
|
$14.1 Million
1.26% of portfolio
|
Q1 2025
Reduced 14.6%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
448,376
shares
|
$12 Million
0.0% of portfolio
|
Q1 2025
Added 3.72%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
429,190
shares
|
$11.5 Million
0.07% of portfolio
|
Q1 2025
Reduced 7.7%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
416,401
shares
|
$11.1 Million
0.0% of portfolio
|
Q1 2025
Reduced 16.66%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
358,405
shares
|
$9.59 Million
0.0% of portfolio
|
Q1 2025
Added 2.31%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
340,102
shares
|
$9.1 Million
0.11% of portfolio
|
Q1 2025
Added 5.74%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
332,434
shares
|
$8.9 Million
0.0% of portfolio
|
Q1 2025
Added 22.35%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
322,625
shares
|
$8.63 Million
0.01% of portfolio
|
Q1 2025
Reduced 9.49%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
306,186
shares
|
$8.19 Million
0.41% of portfolio
|
Q1 2025
Added 0.74%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
295,762
shares
|
$7.91 Million
0.58% of portfolio
|
Q1 2025
Added 0.82%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
291,226
shares
|
$7.79 Million
0.0% of portfolio
|
Q1 2025
Reduced 25.62%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
277,293
shares
|
$7.42 Million
0.03% of portfolio
|
Q1 2025
Added 83.15%
|
|
|
Lbmc Investment Advisors, LLC
|
Apr 09, 2025 Q1 2025 |
274,556
shares
|
$7.35 Million
0.58% of portfolio
|
Q1 2025
Added 1.8%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
May 12, 2025 Q1 2025 |
263,183
shares
|
$7.04 Million
1.09% of portfolio
|
Q4 2024
Added 0.74%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
256,781
shares
|
$6.87 Million
0.01% of portfolio
|
Q1 2025
Reduced 6.19%
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
248,669
shares
|
$6.65 Million
0.01% of portfolio
|
Q1 2025
Added 0.72%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
237,351
shares
|
$6.35 Million
0.01% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
172,973
shares
|
$4.63 Million
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Praetorian Wealth Management, Inc.
|
Apr 16, 2025 Q1 2025 |
172,743
shares
|
$4.62 Million
1.15% of portfolio
|
Q1 2025
Reduced 10.93%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
168,817
shares
|
$4.52 Million
1.49% of portfolio
|
Q1 2025
Added 20.19%
|