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 |
|---|---|---|---|---|---|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
48,291
shares
|
$1.29 Million
0.09% of portfolio
|
Q2 2025
Added 18.35%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
48,213
shares
|
$1.29 Million
0.29% of portfolio
|
Q3 2025
Reduced 8.69%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
46,347
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
45,472
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.63%
|
|
|
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%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
44,260
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
37,866
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 21.69%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
37,714
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
35,208
shares
|
$942,166
0.03% of portfolio
|
Q3 2025
Added 17.31%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
35,000
shares
|
$936,600
0.0% of portfolio
|
Q3 2025
Added 250.0%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
34,862
shares
|
$932,907
0.49% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
34,594
shares
|
$925,735
0.04% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
34,413
shares
|
$920,891
0.32% of portfolio
|
Q3 2025
Reduced 2.68%
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
34,064
shares
|
$911,552
0.03% of portfolio
|
Q3 2025
Added 14.2%
|
|
|
Strid Group, LLC
|
Oct 15, 2025 Q3 2025 |
33,753
shares
|
$903,230
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
33,266
shares
|
$890,198
0.0% of portfolio
|
Q3 2025
Added 17.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
32,380
shares
|
$866,488
0.0% of portfolio
|
Q3 2025
Added 9.21%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
31,525
shares
|
$843,609
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
31,370
shares
|
$839,461
0.05% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
31,285
shares
|
$837,186
0.06% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
30,810
shares
|
$824,475
0.02% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
30,020
shares
|
$803,335
0.05% of portfolio
|
Q1 2025
Added 166.35%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
28,488
shares
|
$762,338
0.01% of portfolio
|
Q2 2024
Reduced 2.39%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
28,456
shares
|
$761,482
0.11% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 27, 2025 Q3 2025 |
27,282
shares
|
$730,066
0.38% of portfolio
|
Q3 2025
Added 0.15%
|
|