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 176 institutions that hold shares in the stock, with a total of 18.5 Million shares, which have been reported (via 13F filing form) to have a value of $493 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
2,201,352
shares
|
$58.8 Million
0.86% of portfolio
|
Q3 2023
Added 6.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
1,785,621
shares
|
$47.7 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.23%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
994,457
shares
|
$26.6 Million
0.06% of portfolio
|
Q3 2024
Added 2.89%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
877,495
shares
|
$23.4 Million
0.01% of portfolio
|
Q3 2024
Added 4.6%
|
|
|
Us Bancorp \De\
|
Feb 05, 2025 Q4 2024 |
676,646
shares
|
$18.1 Million
0.02% of portfolio
|
Q4 2024
Reduced 1.76%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
616,779
shares
|
$16.5 Million
1.54% of portfolio
|
Q4 2024
Added 1.99%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
507,019
shares
|
$13.5 Million
0.0% of portfolio
|
Q3 2024
Added 0.32%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
506,051
shares
|
$13.5 Million
0.0% of portfolio
|
Q3 2024
Reduced 11.92%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
489,644
shares
|
$13.1 Million
0.09% of portfolio
|
Q3 2024
Added 0.48%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
444,535
shares
|
$11.9 Million
0.0% of portfolio
|
Q3 2024
Reduced 4.24%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
356,444
shares
|
$9.52 Million
0.01% of portfolio
|
Q4 2024
Added 23.0%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
350,318
shares
|
$9.35 Million
0.0% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
303,936
shares
|
$8.12 Million
0.4% of portfolio
|
Q4 2024
Reduced 3.19%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
293,364
shares
|
$7.83 Million
0.61% of portfolio
|
Q4 2024
Added 1.7%
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
273,719
shares
|
$7.31 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.54%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
271,702
shares
|
$7.25 Million
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Lbmc Investment Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
269,710
shares
|
$7.2 Million
0.57% of portfolio
|
Q4 2024
Added 4.05%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 13, 2024 Q3 2024 |
269,643
shares
|
$7.2 Million
1.08% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
268,832
shares
|
$7.18 Million
0.28% of portfolio
|
Q4 2024
Added 14.65%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
264,913
shares
|
$7.07 Million
0.09% of portfolio
|
Q3 2024
Added 7.58%
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
246,880
shares
|
$6.59 Million
0.01% of portfolio
|
Q4 2024
Reduced 0.45%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
233,587
shares
|
$6.24 Million
0.01% of portfolio
|
Q4 2024
Added 8.81%
|
|
|
Praetorian Wealth Management, Inc.
|
Jan 10, 2025 Q4 2024 |
193,932
shares
|
$5.18 Million
1.27% of portfolio
|
Q4 2024
Reduced 4.06%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
172,973
shares
|
$4.62 Million
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Jan 21, 2025 Q4 2024 |
166,430
shares
|
$4.44 Million
0.31% of portfolio
|
Q4 2024
Added 4.47%
|