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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
20,520
shares
|
$548,499
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
May 16, 2025 Q1 2025 |
20,500
shares
|
$547,965
0.24% of portfolio
|
Q4 2024
Reduced 18.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
19,633
shares
|
$524,790
0.0% of portfolio
|
Q1 2025
Reduced 20.09%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
19,538
shares
|
$522,250
0.07% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
18,872
shares
|
$504,448
0.0% of portfolio
|
Q1 2025
Reduced 12.06%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
18,478
shares
|
$493,916
0.01% of portfolio
|
Q2 2025
Added 22.83%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
May 14, 2025 Q1 2025 |
17,885
shares
|
$478,066
0.04% of portfolio
|
Q1 2025
Reduced 14.35%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
17,672
shares
|
$472,372
0.05% of portfolio
|
Q1 2025
Reduced 18.65%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
17,647
shares
|
$471,704
2.1% of portfolio
|
Q1 2023
Added 1.94%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
17,305
shares
|
$462,562
0.11% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
17,280
shares
|
$461,894
0.11% of portfolio
|
Q2 2025
Reduced 60.4%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
16,760
shares
|
$447,994
0.01% of portfolio
|
Q4 2024
Added 56.01%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
16,500
shares
|
$441,045
0.01% of portfolio
|
Q1 2025
Reduced 29.79%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
16,495
shares
|
$440,911
0.13% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
16,485
shares
|
$440,644
0.09% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
16,467
shares
|
$440,162
0.06% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
16,239
shares
|
$434,068
0.44% of portfolio
|
Q1 2025
Added 12.89%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
May 13, 2025 Q1 2025 |
15,536
shares
|
$415,277
0.01% of portfolio
|
Q1 2025
Reduced 19.46%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
15,238
shares
|
$407,311
0.26% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
15,160
shares
|
$405,226
0.15% of portfolio
|
Q4 2024
Reduced 18.88%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
14,037
shares
|
$375,209
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
13,983
shares
|
$373,765
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
13,868
shares
|
$370,691
0.1% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
13,616
shares
|
$363,955
0.07% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
13,577
shares
|
$362,913
0.08% of portfolio
|
Q1 2025
Added 0.05%
|