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 182 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 |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
168,817
shares
|
$4.51 Million
1.49% of portfolio
|
Q1 2025
Added 20.19%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
166,021
shares
|
$4.44 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
151,398
shares
|
$4.05 Million
0.02% of portfolio
|
Q4 2024
Added 122.93%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
150,506
shares
|
$4.02 Million
0.01% of portfolio
|
Q1 2025
Added 18.59%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
148,658
shares
|
$3.97 Million
0.07% of portfolio
|
Q1 2025
Added 17.39%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
146,480
shares
|
$3.91 Million
0.33% of portfolio
|
Q1 2025
Added 9.45%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
141,862
shares
|
$3.79 Million
0.26% of portfolio
|
Q1 2025
Reduced 14.76%
|
|
|
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%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
117,797
shares
|
$3.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.33%
|
|
|
Paradiem, LLC
|
Apr 22, 2025 Q1 2025 |
114,986
shares
|
$3.07 Million
0.89% of portfolio
|
Q1 2024
Added 48.96%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Apr 16, 2025 Q1 2025 |
113,000
shares
|
$3.02 Million
1.1% 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 |
Apr 18, 2025 Q1 2025 |
108,655
shares
|
$2.9 Million
0.07% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
107,875
shares
|
$2.88 Million
0.02% of portfolio
|
Q1 2025
Added 34.88%
|
|
|
Stratos Wealth Partners, Ltd.
|
Apr 30, 2025 Q1 2025 |
103,205
shares
|
$2.76 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.29%
|
|
|
Atwater Malick LLC
|
Apr 11, 2025 Q1 2025 |
101,368
shares
|
$2.71 Million
0.92% of portfolio
|
Q1 2025
Added 20.97%
|
|
|
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%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
96,785
shares
|
$2.59 Million
0.04% of portfolio
|
Q1 2025
Added 53.62%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Apr 22, 2025 Q1 2025 |
96,257
shares
|
$2.57 Million
0.19% of portfolio
|
Q1 2025
Reduced 2.01%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
93,672
shares
|
$2.5 Million
0.6% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Sonata Capital Group Inc
|
Apr 29, 2025 Q1 2025 |
90,910
shares
|
$2.43 Million
1.06% of portfolio
|
Q3 2024
New holding
|
|
|
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
|
$2.35 Million
0.02% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
87,296
shares
|
$2.33 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
83,562
shares
|
$2.23 Million
0.42% of portfolio
|
Q1 2025
Added 0.92%
|