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 159 institutions that hold shares in the stock, with a total of 17.9 Million shares, which have been reported (via 13F filing form) to have a value of $473 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
|
$58.3 Million
0.86% of portfolio
|
Q3 2023
Added 6.63%
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
1,655,031
shares
|
$43.8 Million
0.0% of portfolio
|
Q1 2024
Added 3.57%
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2024 Q1 2024 |
934,373
shares
|
$24.7 Million
0.07% of portfolio
|
Q1 2024
Added 3.58%
|
|
Envestnet Asset Management Inc
|
May 13, 2024 Q1 2024 |
814,014
shares
|
$21.6 Million
0.01% of portfolio
|
Q1 2024
Added 2.73%
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
756,850
shares
|
$20 Million
0.0% of portfolio
|
Q1 2024
Reduced 26.47%
|
|
Us Bancorp \De\
|
May 07, 2024 Q1 2024 |
715,074
shares
|
$18.9 Million
0.03% of portfolio
|
Q1 2024
Reduced 13.2%
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 01, 2024 Q2 2024 |
581,039
shares
|
$15.4 Million
1.93% of portfolio
|
Q2 2024
Reduced 8.37%
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
511,797
shares
|
$13.6 Million
0.12% of portfolio
|
Q1 2024
Reduced 14.7%
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
499,012
shares
|
$13.2 Million
0.0% of portfolio
|
Q1 2024
Added 9.09%
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
432,060
shares
|
$11.4 Million
0.0% of portfolio
|
Q1 2024
Reduced 28.94%
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
350,416
shares
|
$9.28 Million
0.01% of portfolio
|
Q1 2024
Reduced 3.83%
|
|
Amplius Wealth Advisors, LLC
|
Apr 16, 2024 Q1 2024 |
332,542
shares
|
$8.81 Million
1.08% of portfolio
|
Q1 2024
New holding
|
|
Leavell Investment Management, Inc.
|
Apr 24, 2024 Q1 2024 |
306,401
shares
|
$8.11 Million
0.47% of portfolio
|
Q1 2024
Reduced 5.04%
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
May 14, 2024 Q1 2024 |
305,593
shares
|
$8.09 Million
1.39% of portfolio
|
Q1 2024
Added 9.13%
|
|
Jane Street Group, LLC
New York, NY |
May 15, 2024 Q1 2024 |
261,645
shares
|
$6.93 Million
0.01% of portfolio
|
Q1 2024
Reduced 78.43%
|
|
Commonwealth Equity Services, LLC
|
Apr 29, 2024 Q1 2024 |
254,475
shares
|
$6.74 Million
0.01% of portfolio
|
Q1 2024
Added 4.07%
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Apr 19, 2024 Q1 2024 |
251,857
shares
|
$6.67 Million
0.38% of portfolio
|
Q1 2024
Added 0.69%
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
246,395
shares
|
$6.52 Million
0.1% of portfolio
|
Q1 2024
Added 15.79%
|
|
Praetorian Wealth Management, Inc.
|
Apr 10, 2024 Q1 2024 |
239,267
shares
|
$6.34 Million
1.7% of portfolio
|
Q1 2024
Added 4.94%
|
|
Hills Bank & Trust CO
|
May 08, 2024 Q1 2024 |
226,495
shares
|
$6 Million
0.51% of portfolio
|
Q1 2024
Added 0.28%
|
|
Truist Financial Corp
|
May 10, 2024 Q1 2024 |
226,408
shares
|
$6 Million
0.01% of portfolio
|
Q1 2024
Added 6.19%
|
|
High Tower Advisors, LLC
Chicago, IL |
May 06, 2024 Q1 2024 |
211,807
shares
|
$5.61 Million
0.01% of portfolio
|
Q1 2024
Reduced 6.28%
|
|
Lbmc Investment Advisors, LLC
|
Apr 12, 2024 Q1 2024 |
193,860
shares
|
$5.13 Million
0.45% of portfolio
|
Q1 2024
Added 88.82%
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
172,973
shares
|
$4.58 Million
0.07% of portfolio
|
Q2 2022
New holding
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
163,703
shares
|
$4.33 Million
0.01% of portfolio
|
Q1 2024
Added 1.1%
|