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 178 institutions that hold shares in the stock, with a total of 17.6 Million shares, which have been reported (via 13F filing form) to have a value of $472 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
161,350
shares
|
$4.31 Million
0.07% of portfolio
|
Q2 2025
Added 8.54%
|
|
|
Praetorian Wealth Management, Inc.
|
Jul 09, 2025 Q2 2025 |
156,257
shares
|
$4.18 Million
0.98% of portfolio
|
Q2 2025
Reduced 9.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
150,506
shares
|
$4.02 Million
0.01% of portfolio
|
Q4 2024
Added 9.88%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
146,480
shares
|
$3.92 Million
0.33% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
141,862
shares
|
$3.79 Million
0.26% of portfolio
|
Q1 2025
Reduced 14.76%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
118,214
shares
|
$3.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.02%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
117,710
shares
|
$3.15 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Paradiem, LLC
|
Jul 17, 2025 Q2 2025 |
114,986
shares
|
$3.07 Million
0.86% of portfolio
|
Q1 2024
Added 48.96%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
113,000
shares
|
$3.02 Million
0.84% of portfolio
|
Q4 2023
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
109,791
shares
|
$2.93 Million
0.02% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
108,655
shares
|
$2.9 Million
0.07% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
107,875
shares
|
$2.88 Million
0.02% of portfolio
|
Q1 2025
Added 34.88%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
103,250
shares
|
$2.76 Million
0.02% of portfolio
|
Q1 2025
Added 17.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
103,205
shares
|
$2.76 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Atwater Malick LLC
|
Jul 21, 2025 Q2 2025 |
102,565
shares
|
$2.74 Million
0.88% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
100,162
shares
|
$2.68 Million
0.48% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
96,785
shares
|
$2.59 Million
0.04% of portfolio
|
Q1 2025
Added 53.62%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
96,257
shares
|
$2.57 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
90,910
shares
|
$2.43 Million
1.06% of portfolio
|
Q3 2024
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
89,258
shares
|
$2.39 Million
0.27% of portfolio
|
Q2 2023
Added 1.11%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
83,121
shares
|
$2.22 Million
0.01% of portfolio
|
Q1 2025
Reduced 4.78%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
82,200
shares
|
$2.2 Million
0.1% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
76,934
shares
|
$2.06 Million
0.0% of portfolio
|
Q4 2024
Reduced 75.43%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
71,701
shares
|
$1.92 Million
0.01% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
68,845
shares
|
$1.84 Million
0.02% of portfolio
|
Q1 2025
Reduced 6.13%
|