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 186 institutions that hold shares in the stock, with a total of 16.4 Million shares, which have been reported (via 13F filing form) to have a value of $438 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
|
$58.9 Million
0.86% of portfolio
|
Q3 2023
Added 6.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
1,574,839
shares
|
$42.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 6.0%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
561,986
shares
|
$15 Million
0.02% of portfolio
|
Q2 2025
Reduced 6.6%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
504,558
shares
|
$13.5 Million
1.1% of portfolio
|
Q2 2025
Reduced 4.21%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
480,900
shares
|
$12.9 Million
0.07% of portfolio
|
Q2 2025
Added 12.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
412,808
shares
|
$11 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
409,968
shares
|
$11 Million
0.0% of portfolio
|
Q2 2025
Added 14.39%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
334,113
shares
|
$8.94 Million
0.1% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
322,413
shares
|
$8.63 Million
0.0% of portfolio
|
Q2 2025
Reduced 28.09%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
312,295
shares
|
$8.36 Million
0.03% of portfolio
|
Q2 2025
Added 12.62%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
301,659
shares
|
$8.07 Million
0.37% of portfolio
|
Q2 2025
Reduced 1.48%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
297,937
shares
|
$7.97 Million
0.01% of portfolio
|
Q2 2025
Reduced 7.65%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
297,321
shares
|
$7.96 Million
0.53% of portfolio
|
Q2 2025
Added 0.53%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
295,034
shares
|
$7.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 65.68%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
281,521
shares
|
$7.53 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.33%
|
|
|
Lbmc Investment Advisors, LLC
|
Jul 09, 2025 Q2 2025 |
274,808
shares
|
$7.35 Million
0.53% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
267,053
shares
|
$7.15 Million
0.01% of portfolio
|
Q2 2025
Reduced 67.44%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
257,758
shares
|
$6.9 Million
0.0% of portfolio
|
Q2 2025
Reduced 22.46%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
255,312
shares
|
$6.83 Million
0.01% of portfolio
|
Q2 2025
Added 7.57%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
253,922
shares
|
$6.79 Million
0.01% of portfolio
|
Q2 2025
Added 2.11%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Aug 12, 2025 Q2 2025 |
244,908
shares
|
$6.55 Million
0.94% of portfolio
|
Q2 2025
Reduced 6.94%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
172,973
shares
|
$4.63 Million
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
169,978
shares
|
$4.55 Million
0.01% of portfolio
|
Q2 2025
Reduced 33.8%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
166,021
shares
|
$4.44 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
163,749
shares
|
$4.38 Million
0.33% of portfolio
|
Q2 2025
Added 11.79%
|