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 |
|---|---|---|---|---|---|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Oct 04, 2024 Q3 2024 |
144,574
shares
|
$3.85 Million
0.94% of portfolio
|
Q3 2024
Added 1.91%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
144,232
shares
|
$3.84 Million
0.0% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
142,264
shares
|
$3.79 Million
0.01% of portfolio
|
Q3 2024
Added 18.46%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 12, 2024 Q3 2024 |
134,554
shares
|
$3.58 Million
0.3% of portfolio
|
Q3 2024
Added 3.78%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
118,214
shares
|
$3.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.02%
|
|
|
Paradiem, LLC
|
Oct 24, 2024 Q3 2024 |
114,986
shares
|
$3.06 Million
0.76% of portfolio
|
Q1 2024
Added 48.96%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Nov 01, 2024 Q3 2024 |
113,000
shares
|
$3.01 Million
1.32% of portfolio
|
Q4 2023
New holding
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
112,722
shares
|
$3 Million
0.07% of portfolio
|
Q3 2024
Added 13.32%
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 08, 2024 Q3 2024 |
110,121
shares
|
$2.93 Million
0.0% of portfolio
|
Q3 2024
Added 30574.37%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
100,162
shares
|
$2.67 Million
0.48% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
99,883
shares
|
$2.66 Million
0.06% of portfolio
|
Q3 2024
Reduced 6.36%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Oct 31, 2024 Q3 2024 |
99,480
shares
|
$2.65 Million
0.2% of portfolio
|
Q3 2024
Added 0.26%
|
|
|
Stratos Wealth Partners, Ltd.
|
Oct 17, 2024 Q3 2024 |
98,798
shares
|
$2.63 Million
0.04% of portfolio
|
Q3 2024
Added 11.19%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 07, 2024 Q3 2024 |
97,284
shares
|
$2.59 Million
0.43% of portfolio
|
Q3 2024
Added 0.16%
|
|
|
Sonata Capital Group Inc
|
Oct 31, 2024 Q3 2024 |
90,910
shares
|
$2.42 Million
1.02% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
89,615
shares
|
$2.38 Million
0.01% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
89,258
shares
|
$2.38 Million
0.27% of portfolio
|
Q2 2023
Added 1.11%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
88,183
shares
|
$2.35 Million
0.01% of portfolio
|
Q3 2024
Added 0.01%
|
|
|
Atwater Malick LLC
|
Oct 10, 2024 Q3 2024 |
86,089
shares
|
$2.29 Million
0.74% of portfolio
|
Q3 2024
Added 12.27%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 15, 2024 Q3 2024 |
82,087
shares
|
$2.18 Million
0.43% of portfolio
|
Q3 2024
Added 0.29%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
80,874
shares
|
$2.15 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.99%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
78,589
shares
|
$2.09 Million
0.02% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Howland Capital Management LLC
|
Nov 12, 2024 Q3 2024 |
77,450
shares
|
$2.06 Million
0.09% of portfolio
|
Q3 2024
Added 6.9%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
75,863
shares
|
$2.02 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.66%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Nov 12, 2024 Q3 2024 |
75,546
shares
|
$2.01 Million
0.34% of portfolio
|
Q3 2024
Reduced 34.34%
|