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 |
|
Foundry Financial Group, Inc.
Laconia, NH |
May 05, 2025 Q1 2025 |
36,032
shares
|
$962,775
0.59% of portfolio
|
Q1 2025
Reduced 14.78%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Apr 28, 2025 Q1 2025 |
35,362
shares
|
$944,872
0.42% of portfolio
|
Q1 2025
Added 265.5%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
34,594
shares
|
$924,351
0.04% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Strid Group, LLC
|
Apr 25, 2025 Q1 2025 |
33,753
shares
|
$901,880
0.14% of portfolio
|
Q3 2024
New holding
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
31,995
shares
|
$854,906
0.03% of portfolio
|
Q1 2025
Added 1.0%
|
|
|
Spinnaker Trust
|
Apr 25, 2025 Q1 2025 |
31,680
shares
|
$846,489
0.06% of portfolio
|
Q1 2025
Added 21.87%
|
|
|
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 |
May 12, 2025 Q1 2025 |
30,452
shares
|
$813,677
0.15% of portfolio
|
Q1 2025
Added 3.66%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
30,020
shares
|
$802,134
0.06% of portfolio
|
Q1 2025
Added 166.35%
|
|
|
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%
|
|
|
Glenview Trust CO
Louisville, KY |
Feb 10, 2025 Q4 2024 |
28,148
shares
|
$752,114
0.01% of portfolio
|
Q2 2024
Added 49.24%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Apr 24, 2025 Q1 2025 |
27,199
shares
|
$726,757
0.42% of portfolio
|
Q1 2025
Added 235.71%
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
26,855
shares
|
$717,565
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
26,855
shares
|
$717,565
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
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 |
May 05, 2025 Q1 2025 |
25,105
shares
|
$670,805
0.47% of portfolio
|
Q4 2024
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
24,810
shares
|
$662,923
0.06% of portfolio
|
Q1 2025
Reduced 12.72%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
24,741
shares
|
$661,079
0.11% of portfolio
|
Q1 2025
Added 6.0%
|
|
|
Exchange Capital Management, Inc.
|
May 01, 2025 Q1 2025 |
22,710
shares
|
$606,811
0.11% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Roof Eidam & Maycock
|
May 09, 2025 Q1 2025 |
21,900
shares
|
$585,168
0.16% of portfolio
|
Q1 2025
Reduced 17.05%
|
|
|
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%
|
|
|
Postrock Partners LLC
Overland Park, OR |
May 02, 2025 Q1 2025 |
20,868
shares
|
$557,592
0.28% of portfolio
|
Q1 2025
Added 6.36%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
20,771
shares
|
$555,001
0.42% of portfolio
|
Q4 2024
New holding
|