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 |
---|---|---|---|---|---|
Leo Wealth, LLC
Hurst, TX |
May 09, 2024 Q1 2024 |
70,548
shares
|
$1.87 Million
0.19% of portfolio
|
Q1 2024
Added 0.06%
|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
67,899
shares
|
$1.8 Million
0.01% of portfolio
|
Q1 2024
Reduced 10.44%
|
|
Atwater Malick LLC
|
Apr 16, 2024 Q1 2024 |
63,049
shares
|
$1.67 Million
0.59% of portfolio
|
Q1 2024
Added 10.04%
|
|
Howland Capital Management LLC
|
May 03, 2024 Q1 2024 |
62,890
shares
|
$1.66 Million
0.08% of portfolio
|
Q1 2024
Added 0.84%
|
|
Atria Investments LLC
Charlotte, NC |
May 21, 2024 Q1 2024 |
59,135
shares
|
$1.56 Million
0.02% of portfolio
|
Q1 2024
Added 6.62%
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 07, 2024 Q1 2024 |
57,764
shares
|
$1.53 Million
0.0% of portfolio
|
Q1 2024
Reduced 88.6%
|
|
Signature Wealth Management Group
|
Apr 22, 2024 Q1 2024 |
57,422
shares
|
$1.52 Million
0.68% of portfolio
|
Q1 2024
Added 0.28%
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 15, 2024 Q1 2024 |
55,268
shares
|
$1.46 Million
0.0% of portfolio
|
Q1 2024
Reduced 4.65%
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 15, 2024 Q1 2024 |
54,830
shares
|
$1.45 Million
0.38% of portfolio
|
Q1 2024
Reduced 4.63%
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2024 Q1 2024 |
52,268
shares
|
$1.38 Million
0.12% of portfolio
|
Q1 2024
Reduced 42.29%
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Apr 30, 2024 Q1 2024 |
50,522
shares
|
$1.34 Million
0.95% of portfolio
|
Q1 2024
Reduced 2.6%
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2024 Q1 2024 |
49,526
shares
|
$1.31 Million
0.01% of portfolio
|
Q1 2024
Reduced 8.71%
|
|
Blue Square Asset Management, LLC
New York, NY |
May 03, 2024 Q1 2024 |
49,109
shares
|
$1.3 Million
0.86% of portfolio
|
Q1 2024
Reduced 0.8%
|
|
Ria Advisory Group LLC
Ames, IA |
May 03, 2024 Q1 2024 |
47,102
shares
|
$1.25 Million
0.5% of portfolio
|
Q1 2024
New holding
|
|
Creative Planning
Overland Park, KS |
May 10, 2024 Q1 2024 |
46,553
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2024
Reduced 11.75%
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
44,824
shares
|
$1.19 Million
0.05% of portfolio
|
Q1 2020
Reduced 80.79%
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 15, 2024 Q1 2024 |
43,280
shares
|
$1.15 Million
0.19% of portfolio
|
Q1 2024
Reduced 6.57%
|
|
Valmark Advisers, Inc.
|
May 03, 2024 Q1 2024 |
43,120
shares
|
$1.14 Million
0.02% of portfolio
|
Q1 2024
Added 8.42%
|
|
Lincoln National Corp
|
May 01, 2024 Q1 2024 |
41,839
shares
|
$1.11 Million
0.02% of portfolio
|
Q1 2024
Added 85.8%
|
|
Phillips Financial Management, LLC
|
Apr 23, 2024 Q1 2024 |
40,804
shares
|
$1.08 Million
0.09% of portfolio
|
Q1 2024
Reduced 14.84%
|
|
Stratos Wealth Partners, Ltd.
|
Apr 16, 2024 Q1 2024 |
38,430
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2024
Added 0.35%
|
|
Confluence Investment Management LLC
|
Jul 01, 2024 Q2 2024 |
37,934
shares
|
$1 Million
0.02% of portfolio
|
Q2 2024
Added 30.4%
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 24, 2024 Q1 2024 |
37,304
shares
|
$987,063
0.0% of portfolio
|
Q1 2024
New holding
|
|
Sandy Spring Bank
|
May 08, 2024 Q1 2024 |
35,415
shares
|
$937,080
0.04% of portfolio
|
Q1 2024
Reduced 5.22%
|
|
Capital Investment Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
34,714
shares
|
$918,532
0.02% of portfolio
|
Q1 2024
Added 1.3%
|