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 |
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
82,200
shares
|
$2.2 Million
0.1% of portfolio
|
Q1 2025
Added 6.48%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
May 09, 2025 Q1 2025 |
76,934
shares
|
$2.06 Million
0.0% of portfolio
|
Q1 2025
Added 307.06%
|
|
|
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
|
May 01, 2025 Q1 2025 |
71,701
shares
|
$1.92 Million
0.01% of portfolio
|
Q1 2025
Added 5.78%
|
|
|
Newman Dignan & Sheerar, Inc.
|
May 01, 2025 Q1 2025 |
66,216
shares
|
$1.77 Million
0.47% of portfolio
|
Q4 2024
Reduced 12.35%
|
|
|
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%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
May 08, 2025 Q1 2025 |
64,839
shares
|
$1.73 Million
0.28% of portfolio
|
Q1 2025
Reduced 33.5%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
62,160
shares
|
$1.66 Million
0.44% of portfolio
|
Q1 2025
Reduced 5.32%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
60,352
shares
|
$1.61 Million
0.03% of portfolio
|
Q1 2025
Reduced 6.39%
|
|
|
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 |
May 02, 2025 Q1 2025 |
56,526
shares
|
$1.51 Million
0.22% of portfolio
|
Q4 2024
Reduced 20.02%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
55,070
shares
|
$1.47 Million
0.6% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Ria Advisory Group LLC
Ames, IA |
May 12, 2025 Q1 2025 |
51,072
shares
|
$1.36 Million
0.44% of portfolio
|
Q1 2025
Added 10.18%
|
|
|
Kestra Private Wealth Services, LLC
|
May 05, 2025 Q1 2025 |
46,521
shares
|
$1.24 Million
0.02% of portfolio
|
Q1 2025
Added 20.85%
|
|
|
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%
|
|
|
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%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
44,253
shares
|
$1.18 Million
0.02% of portfolio
|
Q1 2025
Added 9.55%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
May 01, 2025 Q1 2025 |
43,910
shares
|
$1.17 Million
0.65% of portfolio
|
Q1 2025
Reduced 2.08%
|
|
|
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%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
40,804
shares
|
$1.09 Million
0.09% of portfolio
|
Q4 2024
Added 2.36%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
39,699
shares
|
$1.06 Million
0.0% of portfolio
|
Q1 2025
Reduced 6.07%
|
|
|
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%
|
|
|
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
|
Apr 08, 2025 Q1 2025 |
37,120
shares
|
$991,846
0.29% of portfolio
|
Q1 2025
Added 3.34%
|