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 $471 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
May 13, 2025 Q1 2025 |
8,547
shares
|
$228,461
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Apr 11, 2025 Q1 2025 |
8,202
shares
|
$219,239
0.04% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
7,665
shares
|
$204,885
0.03% of portfolio
|
Q1 2025
Reduced 31.04%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
7,614
shares
|
$203,522
0.2% of portfolio
|
Q1 2025
Reduced 48.48%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
7,549
shares
|
$201,784
0.0% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
May 07, 2025 Q1 2025 |
7,499
shares
|
$200,448
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Ameritas Investment Partners, Inc.
Lincoln, NE |
May 12, 2025 Q1 2025 |
7,290
shares
|
$194,861
0.01% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
7,254
shares
|
$193,899
0.02% of portfolio
|
Q1 2025
Reduced 7.37%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
4,495
shares
|
$120,151
0.01% of portfolio
|
Q2 2024
Added 30.67%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
4,173
shares
|
$111,544
0.01% of portfolio
|
Q4 2024
Reduced 0.02%
|
|
|
Org Partners LLC
Roanoke, IN |
Jul 16, 2025 Q2 2025 |
3,700
shares
|
$98,901
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
3,050
shares
|
$81,526
0.01% of portfolio
|
Q4 2023
Reduced 54.1%
|
|
|
Huntington National Bank
Columbus, OH |
May 14, 2025 Q1 2025 |
3,001
shares
|
$80,216
0.0% of portfolio
|
Q1 2025
Added 49.98%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
2,637
shares
|
$70,487
0.0% of portfolio
|
Q4 2024
Reduced 5.28%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,527
shares
|
$67,546
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
1,894
shares
|
$50,626
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
1,702
shares
|
$45,494
0.0% of portfolio
|
Q4 2024
Added 123.07%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
1,517
shares
|
$40,549
0.0% of portfolio
|
Q1 2025
Added 41.12%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
1,143
shares
|
$30,552
0.0% of portfolio
|
Q1 2025
Reduced 98.15%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Apr 10, 2025 Q1 2025 |
924
shares
|
$24,698
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Jul 16, 2025 Q2 2025 |
752
shares
|
$20,100
0.01% of portfolio
|
Q4 2024
Reduced 5.88%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
630
shares
|
$16,839
0.0% of portfolio
|
Q1 2025
Reduced 72.75%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
471
shares
|
$12,589
0.0% of portfolio
|
Q1 2024
Reduced 62.8%
|
|
|
Stephens Consulting, LLC
Flint, MI |
Apr 17, 2025 Q1 2025 |
300
shares
|
$8,019
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
138
shares
|
$3,688
0.0% of portfolio
|
Q2 2024
Added 0.73%
|