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 |
|---|---|---|---|---|---|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
14,026
shares
|
$375,195
0.0% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
13,269
shares
|
$354,945
0.09% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
13,266
shares
|
$354,865
0.03% of portfolio
|
Q2 2022
Reduced 44.65%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
13,106
shares
|
$350,585
0.0% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
13,000
shares
|
$347,750
0.01% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
12,876
shares
|
$344,433
0.02% of portfolio
|
Q2 2025
Added 17.02%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
12,849
shares
|
$343,710
0.06% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
12,573
shares
|
$336,327
0.0% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
11,693
shares
|
$312,787
0.02% of portfolio
|
Q1 2025
Added 14.72%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
11,583
shares
|
$309,845
0.0% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
11,549
shares
|
$308,935
0.0% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
11,326
shares
|
$302,970
0.0% of portfolio
|
Q3 2025
Reduced 92.98%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Nov 07, 2025 Q3 2025 |
10,825
shares
|
$289,568
0.12% of portfolio
|
Q3 2025
Reduced 9.41%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
10,597
shares
|
$283,469
0.04% of portfolio
|
Q3 2025
Reduced 56.95%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
10,468
shares
|
$280,019
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
10,180
shares
|
$272,315
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
10,000
shares
|
$267,500
0.0% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
9,517
shares
|
$254,579
0.04% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
9,304
shares
|
$248,882
0.16% of portfolio
|
Q3 2025
Reduced 29.54%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
9,205
shares
|
$246,233
0.02% of portfolio
|
Q2 2023
Added 12.88%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
9,006
shares
|
$240,910
0.03% of portfolio
|
Q1 2024
Added 0.67%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
8,993
shares
|
$240,562
0.0% of portfolio
|
Q3 2025
Reduced 73.04%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
8,945
shares
|
$239,278
0.01% of portfolio
|
Q2 2025
Reduced 31.55%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
8,599
shares
|
$230,023
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
8,500
shares
|
$227,375
0.14% of portfolio
|
Q2 2025
New holding
|