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 $472 Million.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Raymond James & Associates
St Petersburg, FL |
Apr 22, 2024 Q1 2024 |
151,539
shares
|
$4.01 Million
0.0% of portfolio
|
Q1 2024
Added 9.72%
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 16, 2024 Q1 2024 |
146,545
shares
|
$3.88 Million
0.33% of portfolio
|
Q1 2024
Added 0.57%
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
139,720
shares
|
$3.7 Million
0.0% of portfolio
|
Q1 2024
Added 2.53%
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 26, 2024 Q1 2024 |
137,917
shares
|
$3.65 Million
0.92% of portfolio
|
Q1 2024
New holding
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
134,897
shares
|
$3.57 Million
0.0% of portfolio
|
Q1 2024
Reduced 14.63%
|
|
Newman Dignan & Sheerar, Inc.
|
Apr 26, 2024 Q1 2024 |
115,001
shares
|
$3.04 Million
0.82% of portfolio
|
Q1 2024
Reduced 17.28%
|
|
Paradiem, LLC
|
Apr 22, 2024 Q1 2024 |
114,986
shares
|
$3.04 Million
0.78% of portfolio
|
Q1 2024
Added 48.96%
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
May 07, 2024 Q1 2024 |
113,000
shares
|
$2.99 Million
1.68% of portfolio
|
Q4 2023
New holding
|
|
Sound View Wealth Advisors Group, LLC
|
May 09, 2024 Q1 2024 |
112,771
shares
|
$2.98 Million
0.32% of portfolio
|
Q1 2024
Reduced 4.79%
|
|
Gateway Advisory, LLC
Westfield, NJ |
May 15, 2024 Q1 2024 |
107,498
shares
|
$2.84 Million
0.55% of portfolio
|
Q1 2024
Added 2.42%
|
|
Central Trust CO
Jefferson City, MO |
Apr 24, 2024 Q1 2024 |
98,659
shares
|
$2.61 Million
0.07% of portfolio
|
Q1 2024
Added 41.96%
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2024 Q1 2024 |
96,972
shares
|
$2.57 Million
0.45% of portfolio
|
Q1 2024
Added 0.1%
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 18, 2024 Q1 2024 |
94,650
shares
|
$2.5 Million
0.21% of portfolio
|
Q1 2024
Reduced 9.56%
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
May 02, 2024 Q1 2024 |
91,484
shares
|
$2.42 Million
0.06% of portfolio
|
Q1 2024
Reduced 8.64%
|
|
Sonata Capital Group Inc
|
Apr 29, 2024 Q1 2024 |
89,785
shares
|
$2.38 Million
1.08% of portfolio
|
Q1 2024
Added 43.75%
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
89,258
shares
|
$2.36 Million
0.27% of portfolio
|
Q2 2023
Added 1.11%
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 15, 2024 Q1 2024 |
89,058
shares
|
$2.36 Million
0.02% of portfolio
|
Q1 2024
Reduced 16.17%
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 14, 2024 Q1 2024 |
89,023
shares
|
$2.36 Million
0.03% of portfolio
|
Q1 2024
Reduced 10.87%
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
May 13, 2024 Q1 2024 |
83,144
shares
|
$2.2 Million
0.48% of portfolio
|
Q1 2024
Added 0.05%
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 24, 2024 Q1 2024 |
82,662
shares
|
$2.19 Million
0.01% of portfolio
|
Q1 2024
Added 696.51%
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
80,759
shares
|
$2.14 Million
0.0% of portfolio
|
Q1 2024
Reduced 39.14%
|
|
Steward Partners Investment Advisory, LLC
|
May 15, 2024 Q1 2024 |
78,375
shares
|
$2.07 Million
0.02% of portfolio
|
Q1 2024
Reduced 7.97%
|
|
Regions Financial Corp
|
Apr 23, 2024 Q1 2024 |
76,109
shares
|
$2.01 Million
0.02% of portfolio
|
Q1 2024
Reduced 5.2%
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
71,236
shares
|
$1.88 Million
0.0% of portfolio
|
Q1 2024
Reduced 11.85%
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 10, 2024 Q1 2024 |
70,951
shares
|
$1.88 Million
0.0% of portfolio
|
Q1 2024
Added 37.66%
|