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 |
|---|---|---|---|---|---|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
21,667
shares
|
$579,375
0.3% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
20,771
shares
|
$555,416
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 13, 2025 Q2 2025 |
20,500
shares
|
$548,170
0.23% of portfolio
|
Q4 2024
Reduced 18.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
19,601
shares
|
$524,130
0.0% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
19,538
shares
|
$522,446
0.07% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
19,095
shares
|
$510,600
0.1% of portfolio
|
Q2 2025
Added 15.83%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
18,872
shares
|
$504,637
0.0% of portfolio
|
Q1 2025
Reduced 12.06%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
18,478
shares
|
$494,101
0.01% of portfolio
|
Q2 2025
Added 22.83%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
17,647
shares
|
$471,880
2.1% of portfolio
|
Q1 2023
Added 1.94%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
17,500
shares
|
$467,950
0.03% of portfolio
|
Q3 2025
Reduced 81.03%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
17,305
shares
|
$462,735
0.11% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
17,052
shares
|
$455,970
0.11% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
16,760
shares
|
$448,162
0.01% of portfolio
|
Q4 2024
Added 56.01%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
16,571
shares
|
$443,108
0.19% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
16,467
shares
|
$440,327
0.06% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
16,239
shares
|
$434,230
0.41% of portfolio
|
Q1 2025
Added 12.89%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
15,238
shares
|
$407,464
0.26% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
15,160
shares
|
$405,378
0.14% of portfolio
|
Q4 2024
Reduced 18.88%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
15,160
shares
|
$405,378
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
15,060
shares
|
$402,704
0.03% of portfolio
|
Q2 2025
Reduced 15.8%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
15,037
shares
|
$402,089
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
14,994
shares
|
$400,939
0.18% of portfolio
|
Q3 2025
Reduced 65.17%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
14,596
shares
|
$390,297
0.01% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
14,246
shares
|
$380,938
0.02% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
14,037
shares
|
$375,349
0.09% of portfolio
|
Q3 2022
New holding
|