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 |
|---|---|---|---|---|---|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Nov 12, 2024 Q3 2024 |
31,042
shares
|
$826,027
0.07% of portfolio
|
Q3 2024
Reduced 3.17%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2024 Q3 2024 |
29,758
shares
|
$791,860
0.02% of portfolio
|
Q3 2024
Added 0.51%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
28,488
shares
|
$758,065
0.01% of portfolio
|
Q2 2024
Reduced 2.39%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 04, 2024 Q3 2024 |
28,447
shares
|
$756,974
0.13% of portfolio
|
Q3 2024
Added 26.55%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 12, 2024 Q3 2024 |
28,148
shares
|
$749,018
0.01% of portfolio
|
Q2 2024
Added 49.24%
|
|
|
Lantz Financial LLC
|
Oct 15, 2024 Q3 2024 |
27,854
shares
|
$741,194
0.21% of portfolio
|
Q3 2024
Added 13.78%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
27,500
shares
|
$731,775
0.02% of portfolio
|
Q3 2024
Reduced 6.78%
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
26,855
shares
|
$714,611
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
26,855
shares
|
$714,611
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 13, 2024 Q3 2024 |
26,796
shares
|
$713,041
0.01% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Roof Eidam & Maycock
|
Oct 21, 2024 Q3 2024 |
26,400
shares
|
$702,504
0.18% of portfolio
|
Q3 2024
Reduced 23.52%
|
|
|
Spinnaker Trust
|
Oct 31, 2024 Q3 2024 |
25,995
shares
|
$691,726
0.04% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Nov 14, 2024 Q3 2024 |
25,856
shares
|
$688,028
0.06% of portfolio
|
Q3 2024
Reduced 13.4%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
25,268
shares
|
$672,381
0.02% of portfolio
|
Q1 2024
Reduced 10.76%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 15, 2024 Q3 2024 |
25,000
shares
|
$665,250
0.27% of portfolio
|
Q2 2022
Reduced 10.71%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 11, 2024 Q3 2024 |
24,710
shares
|
$657,533
0.38% of portfolio
|
Q2 2024
Reduced 20.05%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
24,666
shares
|
$656,362
0.0% of portfolio
|
Q3 2024
Added 3.72%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 05, 2024 Q3 2024 |
24,621
shares
|
$655,164
0.04% of portfolio
|
Q3 2024
Added 19.97%
|
|
|
Amplius Wealth Advisors, LLC
|
Oct 16, 2024 Q3 2024 |
23,985
shares
|
$638,240
0.08% of portfolio
|
Q3 2024
Reduced 60.24%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 13, 2024 Q3 2024 |
22,502
shares
|
$598,778
0.01% of portfolio
|
Q3 2024
Reduced 6.75%
|
|
|
Exchange Capital Management, Inc.
|
Nov 01, 2024 Q3 2024 |
22,405
shares
|
$596,197
0.1% of portfolio
|
Q3 2024
Added 7.05%
|
|
|
Creative Planning
Overland Park, KS |
Oct 11, 2024 Q3 2024 |
21,684
shares
|
$577,011
0.0% of portfolio
|
Q3 2024
Reduced 11.76%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Oct 28, 2024 Q3 2024 |
21,456
shares
|
$570,944
0.45% of portfolio
|
Q2 2024
New holding
|
|
|
4 J Wealth Management LLC
|
Oct 31, 2024 Q3 2024 |
20,915
shares
|
$556,548
0.49% of portfolio
|
Q3 2024
Added 0.17%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
20,556
shares
|
$546,995
0.31% of portfolio
|
Q3 2024
Added 7.14%
|