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 182 institutions that hold shares in the stock, with a total of 15.5 Million shares, which have been reported (via 13F filing form) to have a value of $415 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
61,662
shares
|
$1.65 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.17%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
56,526
shares
|
$1.51 Million
0.12% of portfolio
|
Q4 2024
Reduced 20.02%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
55,022
shares
|
$1.47 Million
0.02% of portfolio
|
Q1 2025
Added 381.26%
|
|
|
Signature Wealth Management Group
|
Oct 29, 2025 Q3 2025 |
54,949
shares
|
$1.47 Million
0.61% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Aug 13, 2025 Q2 2025 |
53,617
shares
|
$1.43 Million
0.42% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
51,459
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
50,920
shares
|
$1.36 Million
0.57% of portfolio
|
Q3 2025
Added 29.21%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
50,371
shares
|
$1.35 Million
0.02% of portfolio
|
Q2 2025
Added 8.28%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
49,124
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2025
Reduced 28.65%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
48,356
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
48,291
shares
|
$1.29 Million
0.09% of portfolio
|
Q2 2025
Added 18.35%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
48,213
shares
|
$1.29 Million
0.29% of portfolio
|
Q3 2025
Reduced 8.69%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
46,692
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Added 17.62%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
46,100
shares
|
$1.23 Million
0.04% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
44,824
shares
|
$1.2 Million
0.05% of portfolio
|
Q1 2020
Reduced 80.79%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
43,483
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2025
Added 17.9%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
40,889
shares
|
$1.09 Million
0.26% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
38,614
shares
|
$1.03 Million
0.18% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
38,218
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
34,862
shares
|
$932,558
0.49% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
34,594
shares
|
$925,389
0.04% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
34,413
shares
|
$920,547
0.32% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Strid Group, LLC
|
Oct 15, 2025 Q3 2025 |
33,753
shares
|
$902,892
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
32,817
shares
|
$877,854
0.0% of portfolio
|
Q2 2025
Added 59.93%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
32,659
shares
|
$873,628
0.02% of portfolio
|
Q2 2025
Added 5083.97%
|