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 |
|---|---|---|---|---|---|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
64,839
shares
|
$1.73 Million
0.28% of portfolio
|
Q1 2025
Reduced 33.5%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
64,753
shares
|
$1.73 Million
0.0% of portfolio
|
Q1 2025
Reduced 0.3%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
62,333
shares
|
$1.67 Million
0.04% of portfolio
|
Q1 2025
Added 8.32%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
62,160
shares
|
$1.66 Million
0.44% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
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 |
May 02, 2025 Q1 2025 |
56,526
shares
|
$1.51 Million
0.22% of portfolio
|
Q4 2024
Reduced 20.02%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
55,070
shares
|
$1.47 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
55,022
shares
|
$1.47 Million
0.02% of portfolio
|
Q1 2025
Added 381.26%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
51,808
shares
|
$1.38 Million
0.0% of portfolio
|
Q1 2025
Reduced 13.96%
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 12, 2025 Q1 2025 |
51,072
shares
|
$1.37 Million
0.44% of portfolio
|
Q1 2025
Added 10.18%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
47,567
shares
|
$1.27 Million
0.0% of portfolio
|
Q1 2025
Reduced 86.71%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
46,521
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Added 20.85%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
May 15, 2025 Q1 2025 |
45,851
shares
|
$1.23 Million
0.04% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
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%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
44,253
shares
|
$1.18 Million
0.02% of portfolio
|
Q1 2025
Added 9.55%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
May 01, 2025 Q1 2025 |
43,910
shares
|
$1.17 Million
0.65% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
40,804
shares
|
$1.09 Million
0.09% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
40,345
shares
|
$1.08 Million
0.57% of portfolio
|
Q1 2025
Added 6.49%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
39,699
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
38,764
shares
|
$1.04 Million
0.01% of portfolio
|
Q1 2025
Reduced 11.47%
|
|
|
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%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
May 30, 2025 Q1 2025 |
36,880
shares
|
$985,802
0.03% of portfolio
|
Q4 2024
Added 6.7%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Jul 14, 2025 Q2 2025 |
35,362
shares
|
$945,226
0.34% of portfolio
|
Q1 2025
Added 265.5%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
34,912
shares
|
$933,197
0.53% of portfolio
|
Q2 2025
Reduced 3.11%
|