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 |
|---|---|---|---|---|---|
|
Confluence Investment Management LLC
|
Oct 31, 2024 Q3 2024 |
11,431
shares
|
$303,835
0.0% of portfolio
|
Q4 2023
Added 579.1%
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 10, 2024 Q3 2024 |
11,115
shares
|
$295,436
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
Nov 07, 2024 Q3 2024 |
11,067
shares
|
$294,160
0.03% of portfolio
|
Q3 2024
Reduced 19.84%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
11,003
shares
|
$292,459
0.02% of portfolio
|
Q3 2024
Added 14.02%
|
|
|
Amg National Trust Bank
|
Nov 07, 2024 Q3 2024 |
10,743
shares
|
$285,548
0.01% of portfolio
|
Q4 2020
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2024 Q3 2024 |
10,635
shares
|
$282,678
0.0% of portfolio
|
Q3 2024
Reduced 28.54%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Oct 24, 2024 Q3 2024 |
10,468
shares
|
$278,239
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2024 Q3 2024 |
10,009
shares
|
$266,039
0.08% of portfolio
|
Q3 2022
Added 12.3%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
10,000
shares
|
$265,800
0.0% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Asset Dedication, LLC
|
Oct 15, 2024 Q3 2024 |
9,844
shares
|
$261,653
0.02% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
9,205
shares
|
$244,668
0.02% of portfolio
|
Q2 2023
Added 12.88%
|
|
|
Arrow Financial Corp
|
Nov 01, 2024 Q3 2024 |
9,006
shares
|
$239,379
0.02% of portfolio
|
Q1 2024
Added 0.67%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Nov 08, 2024 Q3 2024 |
9,000
shares
|
$239,219
0.15% of portfolio
|
Q3 2024
New holding
|
|
|
Global Financial Private Client, LLC
Sarasota, FL |
Oct 07, 2024 Q3 2024 |
8,816
shares
|
$234,329
0.09% of portfolio
|
Q3 2024
Added 0.88%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
8,599
shares
|
$228,561
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Colton Groome Financial Advisors, LLC
|
Oct 24, 2024 Q3 2024 |
8,555
shares
|
$227,391
0.09% of portfolio
|
Q3 2024
Added 2.52%
|
|
|
Paradigm, Strategies In Wealth Management, LLC
|
Oct 24, 2024 Q3 2024 |
8,539
shares
|
$226,966
0.15% of portfolio
|
Q3 2024
Reduced 18.22%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 13, 2024 Q3 2024 |
7,838
shares
|
$208,334
0.01% of portfolio
|
Q3 2024
Reduced 27.95%
|
|
|
Private Trust CO Na
|
Nov 13, 2024 Q3 2024 |
7,831
shares
|
$208,147
0.02% of portfolio
|
Q3 2024
Added 22.61%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 24, 2024 Q3 2024 |
7,610
shares
|
$202,273
0.13% of portfolio
|
Q3 2024
Added 0.52%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 04, 2024 Q3 2024 |
4,495
shares
|
$119,477
0.01% of portfolio
|
Q2 2024
Added 30.67%
|
|
|
Coastline Trust CO
|
Nov 06, 2024 Q3 2024 |
4,174
shares
|
$110,944
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 11, 2024 Q3 2024 |
3,700
shares
|
$98,346
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2024 Q3 2024 |
3,050
shares
|
$81,069
0.01% of portfolio
|
Q4 2023
Reduced 54.1%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
2,784
shares
|
$73,998
0.0% of portfolio
|
Q3 2024
Added 1.53%
|