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 |
|---|---|---|---|---|---|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
161,350
shares
|
$4.32 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%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jul 24, 2025 Q2 2025 |
133,869
shares
|
$3.58 Million
0.22% of portfolio
|
Q2 2025
Reduced 5.63%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
129,305
shares
|
$3.46 Million
0.01% of portfolio
|
Q2 2025
Reduced 10.99%
|
|
|
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%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
116,622
shares
|
$3.12 Million
0.02% of portfolio
|
Q2 2025
Added 8.11%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
115,771
shares
|
$3.1 Million
0.07% of portfolio
|
Q2 2025
Added 6.55%
|
|
|
Paradiem, LLC
|
Jul 17, 2025 Q2 2025 |
114,986
shares
|
$3.08 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
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
111,999
shares
|
$3 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
109,791
shares
|
$2.94 Million
0.02% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
103,195
shares
|
$2.76 Million
0.0% of portfolio
|
Q2 2025
Added 34.13%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
103,098
shares
|
$2.76 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.15%
|
|
|
Atwater Malick LLC
|
Jul 21, 2025 Q2 2025 |
102,565
shares
|
$2.74 Million
0.88% of portfolio
|
Q2 2025
Added 1.18%
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
101,835
shares
|
$2.73 Million
0.04% of portfolio
|
Q2 2025
Added 5.22%
|
|
|
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%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Jul 22, 2025 Q2 2025 |
92,253
shares
|
$2.47 Million
0.17% of portfolio
|
Q2 2025
Reduced 4.16%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
91,837
shares
|
$2.46 Million
0.03% of portfolio
|
Q2 2025
Reduced 11.01%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
91,055
shares
|
$2.44 Million
0.01% of portfolio
|
Q2 2025
Added 9.55%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
90,910
shares
|
$2.43 Million
0.97% 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%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
81,020
shares
|
$2.17 Million
0.09% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Reliant Wealth Planning
|
Aug 12, 2025 Q2 2025 |
76,769
shares
|
$2.05 Million
0.94% of portfolio
|
Q2 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
76,534
shares
|
$2.05 Million
0.01% of portfolio
|
Q2 2025
Added 6.74%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
67,947
shares
|
$1.82 Million
0.03% of portfolio
|
Q2 2025
Added 9.01%
|