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 179 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 $493 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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 |
Feb 14, 2025 Q4 2024 |
73,341
shares
|
$1.96 Million
0.02% of portfolio
|
Q4 2024
Reduced 3.32%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
67,782
shares
|
$1.81 Million
0.01% of portfolio
|
Q4 2024
Added 34.76%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jan 30, 2025 Q4 2024 |
66,216
shares
|
$1.77 Million
0.46% of portfolio
|
Q4 2024
Reduced 12.35%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
65,651
shares
|
$1.75 Million
0.45% of portfolio
|
Q4 2024
Added 142619.56%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
64,948
shares
|
$1.74 Million
0.0% of portfolio
|
Q4 2024
Added 5.38%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
64,470
shares
|
$1.72 Million
0.04% of portfolio
|
Q4 2024
Added 48.16%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
63,001
shares
|
$1.68 Million
0.03% of portfolio
|
Q4 2024
Added 30.21%
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
60,214
shares
|
$1.61 Million
0.0% of portfolio
|
Q4 2024
Reduced 5.24%
|
|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
57,545
shares
|
$1.54 Million
0.03% of portfolio
|
Q4 2024
Added 34.83%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
56,526
shares
|
$1.51 Million
0.13% of portfolio
|
Q4 2024
Reduced 20.02%
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
55,508
shares
|
$1.48 Million
0.62% of portfolio
|
Q4 2024
Added 0.19%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Feb 14, 2025 Q4 2024 |
46,352
shares
|
$1.24 Million
0.42% of portfolio
|
Q4 2024
Reduced 1.42%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Feb 14, 2025 Q4 2024 |
45,692
shares
|
$1.22 Million
0.04% of portfolio
|
Q4 2024
Added 53.55%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Jan 21, 2025 Q4 2024 |
44,844
shares
|
$1.2 Million
0.61% of portfolio
|
Q4 2024
Reduced 3.3%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
44,824
shares
|
$1.2 Million
0.05% of portfolio
|
Q1 2020
Reduced 80.79%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
43,787
shares
|
$1.17 Million
0.01% of portfolio
|
Q4 2024
Reduced 21.61%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
42,282
shares
|
$1.13 Million
0.7% of portfolio
|
Q4 2024
Reduced 16.15%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
42,263
shares
|
$1.13 Million
0.0% of portfolio
|
Q4 2024
Added 4.49%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
40,804
shares
|
$1.09 Million
0.09% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
40,395
shares
|
$1.08 Million
0.01% of portfolio
|
Q4 2024
Reduced 18.13%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Feb 11, 2025 Q4 2024 |
39,241
shares
|
$1.05 Million
0.04% of portfolio
|
Q4 2024
Added 59.38%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
38,496
shares
|
$1.03 Million
0.02% of portfolio
|
Q4 2024
Added 43.66%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
37,885
shares
|
$1.01 Million
0.56% of portfolio
|
Q4 2024
Added 53.32%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
35,922
shares
|
$959,835
0.27% of portfolio
|
Q4 2024
Added 28.97%
|