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 166 institutions that hold shares in the stock, with a total of 17.8 Million shares, which have been reported (via 13F filing form) to have a value of $474 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
2,201,352
shares
|
$58.6 Million
0.86% of portfolio
|
Q3 2023
Added 6.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,785,621
shares
|
$47.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
994,457
shares
|
$26.5 Million
0.06% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
877,495
shares
|
$23.4 Million
0.01% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
688,787
shares
|
$18.3 Million
0.02% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
604,769
shares
|
$16.1 Million
1.58% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
507,019
shares
|
$13.5 Million
0.0% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
506,051
shares
|
$13.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.92%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
489,644
shares
|
$13 Million
0.09% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
444,535
shares
|
$11.8 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
327,531
shares
|
$8.72 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.12%
|
|
|
Leavell Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
313,936
shares
|
$8.35 Million
0.42% of portfolio
|
Q3 2024
Added 2.7%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
289,803
shares
|
$7.71 Million
0.01% of portfolio
|
Q3 2024
Added 5.87%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
288,472
shares
|
$7.68 Million
0.61% of portfolio
|
Q3 2024
Added 12.7%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
280,852
shares
|
$7.47 Million
0.01% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 13, 2024 Q3 2024 |
269,643
shares
|
$7.18 Million
1.08% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
264,913
shares
|
$7.05 Million
0.09% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
259,206
shares
|
$6.9 Million
0.55% of portfolio
|
Q3 2024
Added 22.86%
|
|
|
Truist Financial Corp
|
Nov 13, 2024 Q3 2024 |
248,004
shares
|
$6.6 Million
0.01% of portfolio
|
Q3 2024
Added 2.2%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
234,485
shares
|
$6.24 Million
0.33% of portfolio
|
Q3 2024
Reduced 3.58%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
214,680
shares
|
$5.71 Million
0.01% of portfolio
|
Q3 2024
Added 41.79%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 02, 2024 Q3 2024 |
202,131
shares
|
$5.38 Million
1.35% of portfolio
|
Q3 2024
Reduced 9.77%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
172,973
shares
|
$4.6 Million
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
166,021
shares
|
$4.42 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
159,306
shares
|
$4.24 Million
0.3% of portfolio
|
Q3 2024
Added 11.54%
|