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 |
|---|---|---|---|---|---|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
15,037
shares
|
$402,390
0.04% of portfolio
|
Q2 2025
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Aug 08, 2025 Q2 2025 |
14,596
shares
|
$390,588
0.01% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Bcs Wealth Management
|
Jul 15, 2025 Q2 2025 |
14,037
shares
|
$375,630
0.08% of portfolio
|
Q3 2022
New holding
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
14,027
shares
|
$375,362
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
14,026
shares
|
$375,335
0.0% of portfolio
|
Q2 2025
Added 0.31%
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
13,588
shares
|
$363,614
0.07% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Wrapmanager Inc
|
Aug 08, 2025 Q2 2025 |
13,269
shares
|
$355,078
0.09% of portfolio
|
Q2 2025
Reduced 4.32%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
13,266
shares
|
$354,998
0.03% of portfolio
|
Q2 2022
Reduced 44.65%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Jul 18, 2025 Q2 2025 |
13,204
shares
|
$353,339
0.26% of portfolio
|
Q1 2025
Reduced 17.81%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
13,106
shares
|
$350,716
0.0% of portfolio
|
Q2 2025
Added 3.57%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
13,000
shares
|
$347,880
0.01% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
12,876
shares
|
$344,561
0.02% of portfolio
|
Q2 2025
Added 17.02%
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
12,573
shares
|
$336,453
0.0% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jul 15, 2025 Q2 2025 |
11,950
shares
|
$319,782
0.14% of portfolio
|
Q1 2023
New holding
|
|
|
Legacy Private Trust Co.
|
Jul 08, 2025 Q2 2025 |
11,693
shares
|
$312,904
0.02% of portfolio
|
Q1 2025
Added 14.72%
|
|
|
Confluence Investment Management LLC
|
Jul 01, 2025 Q2 2025 |
11,583
shares
|
$309,961
0.0% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
10,719
shares
|
$286,840
0.0% of portfolio
|
Q2 2025
Reduced 43.07%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
10,545
shares
|
$282,184
0.0% of portfolio
|
Q2 2025
Added 21.5%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
10,468
shares
|
$280,123
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
10,180
shares
|
$272,416
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
10,000
shares
|
$267,600
0.0% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Precision Wealth Strategies, LLC
|
Jul 18, 2025 Q2 2025 |
9,832
shares
|
$263,104
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
9,606
shares
|
$257,056
0.05% of portfolio
|
Q2 2025
Reduced 29.45%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
9,361
shares
|
$250,500
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
9,205
shares
|
$246,325
0.02% of portfolio
|
Q2 2023
Added 12.88%
|