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 167 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 $476 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
75,546
shares
|
$2.01 Million
0.34% of portfolio
|
Q3 2024
Reduced 34.34%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
73,161
shares
|
$1.94 Million
0.58% of portfolio
|
Q2 2024
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Oct 21, 2024 Q3 2024 |
70,672
shares
|
$1.88 Million
0.17% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
67,913
shares
|
$1.81 Million
0.01% of portfolio
|
Q3 2024
Added 39.33%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
67,822
shares
|
$1.8 Million
0.0% of portfolio
|
Q3 2024
Added 162.27%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
63,547
shares
|
$1.69 Million
0.0% of portfolio
|
Q3 2024
Reduced 10.0%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
61,630
shares
|
$1.64 Million
0.0% of portfolio
|
Q3 2024
Added 5.49%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
55,860
shares
|
$1.48 Million
0.01% of portfolio
|
Q3 2024
Reduced 26.13%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
55,403
shares
|
$1.47 Million
0.61% of portfolio
|
Q3 2024
Reduced 3.38%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2024 Q3 2024 |
53,586
shares
|
$1.42 Million
0.0% of portfolio
|
Q3 2024
Added 49.33%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 22, 2024 Q3 2024 |
50,427
shares
|
$1.34 Million
0.84% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
50,298
shares
|
$1.34 Million
0.01% of portfolio
|
Q3 2024
Reduced 0.03%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 01, 2024 Q3 2024 |
49,341
shares
|
$1.31 Million
0.02% of portfolio
|
Q3 2024
Added 3.22%
|
|
|
Valmark Advisers, Inc.
|
Oct 25, 2024 Q3 2024 |
48,384
shares
|
$1.29 Million
0.02% of portfolio
|
Q3 2024
Reduced 7.27%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Nov 06, 2024 Q3 2024 |
47,018
shares
|
$1.25 Million
0.44% of portfolio
|
Q3 2024
Reduced 0.18%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 29, 2024 Q3 2024 |
46,376
shares
|
$1.23 Million
0.67% of portfolio
|
Q3 2024
Reduced 2.33%
|
|
|
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%
|
|
|
Capital Investment Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
43,515
shares
|
$1.16 Million
0.02% of portfolio
|
Q3 2024
Added 7.79%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
42,679
shares
|
$1.13 Million
0.02% of portfolio
|
Q3 2024
Added 8.22%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
41,477
shares
|
$1.1 Million
0.0% of portfolio
|
Q3 2024
Reduced 66.21%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
40,446
shares
|
$1.08 Million
0.0% of portfolio
|
Q3 2024
Added 113.17%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
39,862
shares
|
$1.06 Million
0.08% of portfolio
|
Q3 2024
Reduced 2.31%
|
|
|
Sandy Spring Bank
|
Oct 25, 2024 Q3 2024 |
39,324
shares
|
$1.05 Million
0.04% of portfolio
|
Q3 2024
Added 4.64%
|
|
|
Strid Group, LLC
|
Oct 16, 2024 Q3 2024 |
33,753
shares
|
$897,154
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Jul 30, 2024 Q2 2024 |
33,105
shares
|
$879,930
0.04% of portfolio
|
Q2 2024
Added 0.44%
|