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 183 institutions that hold shares in the stock, with a total of 15.6 Million shares, which have been reported (via 13F filing form) to have a value of $416 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
131,744
shares
|
$3.52 Million
0.0% of portfolio
|
Q3 2025
Reduced 55.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
129,305
shares
|
$3.46 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.99%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
118,214
shares
|
$3.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.02%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
116,622
shares
|
$3.12 Million
0.02% of portfolio
|
Q2 2025
Added 8.11%
|
|
|
Paradiem, LLC
|
Oct 17, 2025 Q3 2025 |
114,986
shares
|
$3.08 Million
0.83% of portfolio
|
Q1 2024
Added 48.96%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
113,000
shares
|
$3.02 Million
0.69% of portfolio
|
Q4 2023
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
111,999
shares
|
$3 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
109,791
shares
|
$2.94 Million
0.02% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
108,298
shares
|
$2.9 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
103,195
shares
|
$2.76 Million
0.0% of portfolio
|
Q2 2025
Added 34.13%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
103,098
shares
|
$2.76 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
100,959
shares
|
$2.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Atwater Malick LLC
|
Oct 23, 2025 Q3 2025 |
100,318
shares
|
$2.68 Million
0.79% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
100,162
shares
|
$2.68 Million
0.48% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
92,153
shares
|
$2.47 Million
0.03% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
91,055
shares
|
$2.44 Million
0.01% of portfolio
|
Q2 2025
Added 9.55%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
90,910
shares
|
$2.43 Million
0.97% of portfolio
|
Q3 2024
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
89,258
shares
|
$2.39 Million
0.27% of portfolio
|
Q2 2023
Added 1.11%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
79,140
shares
|
$2.12 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Reliant Wealth Planning
|
Aug 12, 2025 Q2 2025 |
76,769
shares
|
$2.05 Million
0.94% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
76,662
shares
|
$2.05 Million
0.01% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
67,947
shares
|
$1.82 Million
0.03% of portfolio
|
Q2 2025
Added 9.01%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
65,064
shares
|
$1.74 Million
0.27% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
63,696
shares
|
$1.7 Million
0.02% of portfolio
|
Q2 2025
Added 15.76%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
63,632
shares
|
$1.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.73%
|