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 |
|---|---|---|---|---|---|
|
Sandy Spring Bank
|
Feb 11, 2025 Q4 2024 |
35,854
shares
|
$958,018
0.04% of portfolio
|
Q4 2024
Reduced 8.82%
|
|
|
Strid Group, LLC
|
Jan 28, 2025 Q4 2024 |
33,753
shares
|
$901,880
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
31,679
shares
|
$846,462
0.03% of portfolio
|
Q4 2024
Reduced 0.87%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
31,525
shares
|
$842,348
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Feb 07, 2025 Q4 2024 |
29,377
shares
|
$784,953
0.14% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
28,488
shares
|
$761,199
0.01% of portfolio
|
Q2 2024
Reduced 2.39%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Jan 21, 2025 Q4 2024 |
28,427
shares
|
$759,569
0.07% of portfolio
|
Q4 2024
Reduced 8.42%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
28,148
shares
|
$752,114
0.01% of portfolio
|
Q2 2024
Added 49.24%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
26,855
shares
|
$717,565
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
26,855
shares
|
$717,565
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Roof Eidam & Maycock
|
Feb 13, 2025 Q4 2024 |
26,400
shares
|
$705,408
0.18% of portfolio
|
Q3 2024
Reduced 23.52%
|
|
|
Spinnaker Trust
|
Jan 30, 2025 Q4 2024 |
25,995
shares
|
$694,586
0.04% of portfolio
|
Q3 2024
Added 7.04%
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
25,268
shares
|
$675,160
0.02% of portfolio
|
Q1 2024
Reduced 10.76%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
25,105
shares
|
$670,805
0.5% of portfolio
|
Q4 2024
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
24,568
shares
|
$656,456
0.0% of portfolio
|
Q4 2024
Reduced 0.4%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jan 28, 2025 Q4 2024 |
23,500
shares
|
$627,920
0.01% of portfolio
|
Q4 2024
Reduced 14.55%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
23,341
shares
|
$623,671
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Exchange Capital Management, Inc.
|
Feb 04, 2025 Q4 2024 |
23,260
shares
|
$621,507
0.11% of portfolio
|
Q4 2024
Added 3.82%
|
|
|
Amplius Wealth Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
21,724
shares
|
$580,465
0.07% of portfolio
|
Q4 2024
Reduced 9.43%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
21,667
shares
|
$578,942
0.3% of portfolio
|
Q4 2024
Added 5.4%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
21,459
shares
|
$573,384
0.0% of portfolio
|
Q4 2024
Reduced 1.04%
|
|
|
Stonebridge Capital Advisors LLC
St Paul, MN |
Feb 14, 2025 Q4 2024 |
20,881
shares
|
$557,940
0.05% of portfolio
|
Q4 2024
Reduced 19.24%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
20,500
shares
|
$547,760
0.23% of portfolio
|
Q4 2024
Reduced 18.0%
|
|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
19,936
shares
|
$532,689
0.3% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
19,847
shares
|
$530,311
0.0% of portfolio
|
Q4 2024
Added 3.86%
|