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 |
|---|---|---|---|---|---|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Aug 11, 2025 Q2 2025 |
24,709
shares
|
$661,212
0.05% of portfolio
|
Q2 2025
Reduced 0.41%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
24,617
shares
|
$658,750
0.1% of portfolio
|
Q2 2025
Reduced 0.5%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
22,710
shares
|
$607,719
0.1% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jul 15, 2025 Q2 2025 |
22,268
shares
|
$595,891
0.28% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Roof Eidam & Maycock
|
Jul 29, 2025 Q2 2025 |
21,900
shares
|
$586,044
0.15% of portfolio
|
Q1 2025
Reduced 17.05%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
21,667
shares
|
$579,808
0.3% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
20,771
shares
|
$555,831
0.42% of portfolio
|
Q4 2024
New holding
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 13, 2025 Q2 2025 |
20,500
shares
|
$548,580
0.23% of portfolio
|
Q4 2024
Reduced 18.0%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
19,601
shares
|
$524,522
0.0% of portfolio
|
Q2 2025
Reduced 0.16%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
19,538
shares
|
$522,836
0.07% of portfolio
|
Q2 2025
Added 0.55%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
19,095
shares
|
$510,982
0.1% of portfolio
|
Q2 2025
Added 15.83%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
18,872
shares
|
$505,014
0.0% of portfolio
|
Q1 2025
Reduced 12.06%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
18,478
shares
|
$494,471
0.01% of portfolio
|
Q2 2025
Added 22.83%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
17,647
shares
|
$472,233
2.1% of portfolio
|
Q1 2023
Added 1.94%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
17,305
shares
|
$463,081
0.11% of portfolio
|
Q1 2025
Added 0.01%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
17,280
shares
|
$462,412
0.11% of portfolio
|
Q2 2025
Reduced 60.4%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Aug 12, 2025 Q2 2025 |
17,212
shares
|
$460,593
0.12% of portfolio
|
Q2 2025
Added 4.35%
|
|
|
Amplius Wealth Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
16,993
shares
|
$454,732
0.05% of portfolio
|
Q2 2025
Reduced 3.84%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
16,760
shares
|
$448,497
0.01% of portfolio
|
Q4 2024
Added 56.01%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Jul 22, 2025 Q2 2025 |
16,483
shares
|
$441,085
0.21% of portfolio
|
Q2 2025
New holding
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
16,467
shares
|
$440,656
0.06% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
16,239
shares
|
$434,555
0.41% of portfolio
|
Q1 2025
Added 12.89%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
15,238
shares
|
$407,768
0.26% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
15,160
shares
|
$405,681
0.14% of portfolio
|
Q4 2024
Reduced 18.88%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Aug 14, 2025 Q2 2025 |
15,060
shares
|
$403,005
0.03% of portfolio
|
Q2 2025
Reduced 15.8%
|