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 181 institutions that hold shares in the stock, with a total of 15.6 Million shares, which have been reported (via 13F filing form) to have a value of $417 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stablepoint Partners, LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
8,249
shares
|
$220,743
0.04% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
8,052
shares
|
$215,471
0.0% of portfolio
|
Q2 2025
Reduced 25.71%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
7,954
shares
|
$212,849
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
7,757
shares
|
$207,577
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Johnson Bixby & Associates, LLC
|
Oct 15, 2025 Q3 2025 |
7,665
shares
|
$205,115
0.03% of portfolio
|
Q1 2025
Reduced 31.04%
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
7,614
shares
|
$203,750
0.16% of portfolio
|
Q1 2025
Reduced 48.48%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Oct 21, 2025 Q3 2025 |
7,499
shares
|
$200,673
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
7,492
shares
|
$200,485
0.02% of portfolio
|
Q3 2025
Reduced 19.97%
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
Nov 10, 2025 Q3 2025 |
6,894
shares
|
$184,483
0.01% of portfolio
|
Q3 2025
Added 0.13%
|
|
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
Nov 13, 2025 Q3 2025 |
5,973
shares
|
$159,837
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
5,814
shares
|
$155,582
0.0% of portfolio
|
Q3 2025
Added 197.7%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
4,495
shares
|
$120,286
0.01% of portfolio
|
Q2 2024
Added 30.67%
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
4,173
shares
|
$111,669
0.01% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Org Partners LLC
Roanoke, IN |
Oct 24, 2025 Q3 2025 |
3,700
shares
|
$99,012
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
3,050
shares
|
$81,618
0.01% of portfolio
|
Q4 2023
Reduced 54.1%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
3,001
shares
|
$80,306
0.0% of portfolio
|
Q1 2025
Added 49.98%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,786
shares
|
$74,553
0.0% of portfolio
|
Q3 2025
Added 3.22%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,527
shares
|
$67,622
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
1,894
shares
|
$50,683
0.01% of portfolio
|
Q3 2025
Reduced 9.51%
|
|
|
Newbridge Financial Services Group, Inc.
|
Nov 13, 2025 Q3 2025 |
1,197
shares
|
$32,031
0.01% of portfolio
|
Q3 2025
Added 9.92%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Nov 07, 2025 Q3 2025 |
924
shares
|
$24,726
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
763
shares
|
$20,417
0.0% of portfolio
|
Q2 2025
Reduced 55.17%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
752
shares
|
$20,123
0.01% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
471
shares
|
$12,603
0.0% of portfolio
|
Q1 2024
Reduced 62.8%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
438
shares
|
$11,720
0.0% of portfolio
|
Q3 2025
Reduced 71.24%
|