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 |
---|---|---|---|---|---|
Roof Eidam & Maycock
|
May 06, 2024 Q1 2024 |
34,477
shares
|
$912,261
0.25% of portfolio
|
Q1 2024
Added 0.08%
|
|
Ifp Advisors, Inc
|
Jan 09, 2024 Q4 2023 |
34,048
shares
|
$900,910
0.04% of portfolio
|
Q4 2023
Added 15.82%
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
31,525
shares
|
$834,151
0.07% of portfolio
|
Q4 2022
New holding
|
|
Royal Harbor Partners, LLC
|
Apr 29, 2024 Q1 2024 |
31,245
shares
|
$826,742
0.39% of portfolio
|
Q1 2024
Reduced 5.43%
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
May 14, 2024 Q1 2024 |
31,078
shares
|
$822,323
0.3% of portfolio
|
Q1 2024
Reduced 12.65%
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Apr 30, 2024 Q1 2024 |
30,905
shares
|
$817,746
0.56% of portfolio
|
Q1 2024
Added 21.98%
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 02, 2024 Q1 2024 |
29,500
shares
|
$780,570
0.02% of portfolio
|
Q4 2023
Reduced 1.25%
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Apr 29, 2024 Q1 2024 |
29,185
shares
|
$772,235
0.01% of portfolio
|
Q1 2024
Reduced 38.96%
|
|
Avantax Planning Partners, Inc.
|
May 02, 2024 Q1 2024 |
28,295
shares
|
$748,685
0.02% of portfolio
|
Q1 2024
New holding
|
|
Savant Capital, LLC
|
May 03, 2024 Q1 2024 |
27,809
shares
|
$735,826
0.01% of portfolio
|
Q1 2024
Added 1.53%
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
26,855
shares
|
$710,583
0.27% of portfolio
|
Q4 2022
New holding
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
26,855
shares
|
$710,583
0.26% of portfolio
|
Q4 2022
New holding
|
|
Coldstream Capital Management Inc
|
May 13, 2024 Q1 2024 |
26,059
shares
|
$689,521
0.02% of portfolio
|
Q1 2024
Added 148.75%
|
|
Lantz Financial LLC
|
Apr 10, 2024 Q1 2024 |
25,482
shares
|
$674,253
0.23% of portfolio
|
Q1 2024
Added 23.17%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
25,268
shares
|
$668,591
0.02% of portfolio
|
Q1 2024
Reduced 10.76%
|
|
Peloton Wealth Strategists
Indianapolis, IN |
May 14, 2024 Q1 2024 |
25,000
shares
|
$661,500
0.27% of portfolio
|
Q2 2022
Reduced 10.71%
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2024 Q1 2024 |
24,101
shares
|
$637,712
0.0% of portfolio
|
Q1 2024
New holding
|
|
Goldman Sachs Group Inc
New York, NY |
May 15, 2024 Q1 2024 |
23,629
shares
|
$625,223
0.0% of portfolio
|
Q1 2024
Reduced 88.02%
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2024 Q1 2024 |
23,469
shares
|
$620,989
0.02% of portfolio
|
Q1 2024
Added 0.33%
|
|
Spinnaker Trust
|
May 06, 2024 Q1 2024 |
22,365
shares
|
$591,777
0.04% of portfolio
|
Q1 2024
Added 51.79%
|
|
Kades & Cheifetz LLC
Berwyn, PA |
May 06, 2024 Q1 2024 |
21,254
shares
|
$562,380
0.36% of portfolio
|
Q1 2024
Added 0.33%
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
May 10, 2024 Q1 2024 |
20,991
shares
|
$555,421
0.11% of portfolio
|
Q1 2024
New holding
|
|
4 J Wealth Management LLC
|
Apr 22, 2024 Q1 2024 |
20,843
shares
|
$551,505
0.54% of portfolio
|
Q1 2024
Added 0.11%
|
|
Archford Capital Strategies, LLC
|
Apr 24, 2024 Q1 2024 |
19,242
shares
|
$509,143
0.09% of portfolio
|
Q1 2024
Added 0.55%
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 13, 2024 Q1 2024 |
19,227
shares
|
$508,746
0.05% of portfolio
|
Q1 2024
New holding
|