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 146 institutions that hold shares in the stock, with a total of 13.4 Million shares, which have been reported (via 13F filing form) to have a value of $360 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
114,738
shares
|
$3.07 Million
0.02% of portfolio
|
Q3 2025
Added 11.29%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
113,000
shares
|
$3.02 Million
0.69% of portfolio
|
Q4 2023
New holding
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
108,637
shares
|
$2.91 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
108,298
shares
|
$2.9 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 06, 2026 Q3 2025 |
107,942
shares
|
$2.89 Million
0.02% of portfolio
|
Q3 2025
Added 7.79%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
104,178
shares
|
$2.79 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
103,195
shares
|
$2.76 Million
0.0% of portfolio
|
Q2 2025
Added 34.13%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
100,959
shares
|
$2.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
100,162
shares
|
$2.68 Million
0.48% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
90,910
shares
|
$2.43 Million
0.9% of portfolio
|
Q3 2024
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
89,258
shares
|
$2.39 Million
0.27% of portfolio
|
Q2 2023
Added 1.11%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
84,560
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
79,140
shares
|
$2.12 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
76,662
shares
|
$2.05 Million
0.01% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
65,174
shares
|
$1.74 Million
0.24% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
64,911
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
63,736
shares
|
$1.71 Million
0.02% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
60,076
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.58%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
57,766
shares
|
$1.55 Million
0.4% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
55,022
shares
|
$1.47 Million
0.02% of portfolio
|
Q1 2025
Added 381.26%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
54,038
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
52,571
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
52,168
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Added 11.73%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
50,920
shares
|
$1.36 Million
0.57% of portfolio
|
Q3 2025
Added 29.21%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
49,444
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2025
Added 50.67%
|
|