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 |
|---|---|---|---|---|---|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
65,064
shares
|
$1.74 Million
0.27% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
63,696
shares
|
$1.7 Million
0.02% of portfolio
|
Q2 2025
Added 15.76%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
63,632
shares
|
$1.7 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.73%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
61,770
shares
|
$1.65 Million
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
56,526
shares
|
$1.51 Million
0.12% of portfolio
|
Q4 2024
Reduced 20.02%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
55,804
shares
|
$1.49 Million
0.62% of portfolio
|
Q2 2025
Added 1.33%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
55,022
shares
|
$1.47 Million
0.02% of portfolio
|
Q1 2025
Added 381.26%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Aug 13, 2025 Q2 2025 |
53,617
shares
|
$1.43 Million
0.42% of portfolio
|
Q2 2025
Added 4.98%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
52,804
shares
|
$1.41 Million
0.35% of portfolio
|
Q2 2025
Reduced 15.05%
|
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
51,459
shares
|
$1.38 Million
0.0% of portfolio
|
Q2 2025
Reduced 0.67%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
50,371
shares
|
$1.35 Million
0.02% of portfolio
|
Q2 2025
Added 8.28%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
49,124
shares
|
$1.31 Million
0.01% of portfolio
|
Q2 2025
Reduced 28.65%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
48,356
shares
|
$1.29 Million
0.0% of portfolio
|
Q2 2025
Added 1.66%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
48,291
shares
|
$1.29 Million
0.1% of portfolio
|
Q2 2025
Added 18.35%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
46,692
shares
|
$1.25 Million
0.0% of portfolio
|
Q2 2025
Added 17.62%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Aug 14, 2025 Q2 2025 |
46,100
shares
|
$1.23 Million
0.04% of portfolio
|
Q2 2025
Added 0.54%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
44,824
shares
|
$1.2 Million
0.05% of portfolio
|
Q1 2020
Reduced 80.79%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
43,483
shares
|
$1.16 Million
0.03% of portfolio
|
Q2 2025
Added 17.9%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jul 22, 2025 Q2 2025 |
43,045
shares
|
$1.15 Million
0.55% of portfolio
|
Q2 2025
Reduced 1.97%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
39,409
shares
|
$1.05 Million
0.5% of portfolio
|
Q2 2025
Reduced 2.32%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jul 14, 2025 Q2 2025 |
38,390
shares
|
$1.03 Million
0.19% of portfolio
|
Q2 2025
Reduced 54.06%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
38,293
shares
|
$1.02 Million
0.27% of portfolio
|
Q2 2025
Added 3.16%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
38,218
shares
|
$1.02 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.41%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
36,032
shares
|
$964,216
0.01% of portfolio
|
Q2 2025
Reduced 18.58%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
35,362
shares
|
$946,287
0.34% of portfolio
|
Q1 2025
Added 265.5%
|