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 |
|---|---|---|---|---|---|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
34,912
shares
|
$934,245
0.53% of portfolio
|
Q2 2025
Reduced 3.11%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
34,594
shares
|
$925,735
0.04% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Strid Group, LLC
|
Jul 22, 2025 Q2 2025 |
33,753
shares
|
$903,230
0.13% of portfolio
|
Q3 2024
New holding
|
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
33,360
shares
|
$892,713
0.0% of portfolio
|
Q2 2025
Added 156.6%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
32,817
shares
|
$878,182
0.0% of portfolio
|
Q2 2025
Added 59.93%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
32,659
shares
|
$873,954
0.02% of portfolio
|
Q2 2025
Added 5083.97%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
32,428
shares
|
$867,773
0.03% of portfolio
|
Q2 2025
Added 1.35%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
32,341
shares
|
$865,445
0.06% of portfolio
|
Q2 2025
Added 228.54%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
32,267
shares
|
$863,464
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
31,525
shares
|
$843,609
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
31,370
shares
|
$839,461
0.05% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
30,020
shares
|
$803,335
0.05% of portfolio
|
Q1 2025
Added 166.35%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Aug 13, 2025 Q2 2025 |
30,013
shares
|
$803,147
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Jul 17, 2025 Q2 2025 |
29,829
shares
|
$798,224
0.07% of portfolio
|
Q2 2025
Reduced 2.05%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
29,650
shares
|
$793,434
0.0% of portfolio
|
Q2 2025
Added 35.01%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
28,488
shares
|
$762,338
0.01% of portfolio
|
Q2 2024
Reduced 2.39%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
28,267
shares
|
$756,424
0.0% of portfolio
|
Q2 2025
Added 137.82%
|
|
|
Glenview Trust CO
Louisville, KY |
Aug 14, 2025 Q2 2025 |
28,148
shares
|
$753,240
0.01% of portfolio
|
Q2 2024
Added 49.24%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
27,240
shares
|
$728,942
0.41% of portfolio
|
Q2 2025
Added 0.15%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
27,236
shares
|
$728,835
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
27,099
shares
|
$725,169
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
26,855
shares
|
$718,639
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
26,855
shares
|
$718,639
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
25,268
shares
|
$676,171
0.02% of portfolio
|
Q1 2024
Reduced 10.76%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
25,255
shares
|
$675,823
0.43% of portfolio
|
Q2 2025
Added 0.6%
|