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 177 institutions that hold shares in the stock, with a total of 18.4 Million shares, which have been reported (via 13F filing form) to have a value of $492 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
166,021
shares
|
$4.43 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
144,232
shares
|
$3.85 Million
0.0% of portfolio
|
Q3 2024
Added 0.79%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
140,461
shares
|
$3.75 Million
1.12% of portfolio
|
Q4 2024
Added 91.99%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
133,828
shares
|
$3.57 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
126,917
shares
|
$3.39 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.79%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
126,636
shares
|
$3.38 Million
0.07% of portfolio
|
Q4 2024
Added 12.34%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
118,214
shares
|
$3.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.02%
|
|
|
Paradiem, LLC
|
Jan 17, 2025 Q4 2024 |
114,986
shares
|
$3.07 Million
0.83% of portfolio
|
Q1 2024
Added 48.96%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jan 21, 2025 Q4 2024 |
113,000
shares
|
$3.02 Million
1.04% of portfolio
|
Q4 2023
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
109,791
shares
|
$2.93 Million
0.02% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
108,450
shares
|
$2.9 Million
0.07% of portfolio
|
Q4 2024
Added 8.58%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
103,508
shares
|
$2.76 Million
0.04% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
100,162
shares
|
$2.67 Million
0.48% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
98,232
shares
|
$2.62 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
97,495
shares
|
$2.6 Million
0.42% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Jan 13, 2025 Q4 2024 |
96,441
shares
|
$2.57 Million
0.53% of portfolio
|
Q4 2024
Reduced 33.29%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
90,910
shares
|
$2.43 Million
1.0% of portfolio
|
Q3 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
89,615
shares
|
$2.39 Million
0.01% of portfolio
|
Q3 2024
Added 7.4%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
89,258
shares
|
$2.38 Million
0.27% of portfolio
|
Q2 2023
Added 1.11%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
87,823
shares
|
$2.34 Million
0.02% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Atwater Malick LLC
|
Jan 15, 2025 Q4 2024 |
83,795
shares
|
$2.24 Million
0.75% of portfolio
|
Q4 2024
Reduced 2.66%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Jan 13, 2025 Q4 2024 |
82,800
shares
|
$2.21 Million
0.42% of portfolio
|
Q4 2024
Added 0.87%
|
|
|
Regions Financial Corp
|
Nov 14, 2024 Q3 2024 |
78,589
shares
|
$2.1 Million
0.02% of portfolio
|
Q3 2024
Added 0.6%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
77,200
shares
|
$2.06 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.32%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 14, 2024 Q3 2024 |
75,863
shares
|
$2.03 Million
0.02% of portfolio
|
Q3 2024
Reduced 11.66%
|