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 176 institutions that hold shares in the stock, with a total of 18.5 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 |
|---|---|---|---|---|---|
|
Pfg Private Wealth Management, LLC
|
Feb 06, 2025 Q4 2024 |
19,936
shares
|
$532,291
0.3% of portfolio
|
Q4 2024
Added 4.5%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Feb 10, 2025 Q4 2024 |
19,620
shares
|
$523,854
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
19,289
shares
|
$515,016
0.01% of portfolio
|
Q4 2024
Reduced 14.28%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
19,110
shares
|
$510,237
0.0% of portfolio
|
Q3 2024
Reduced 81.25%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
18,907
shares
|
$504,816
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
18,900
shares
|
$504,630
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
17,647
shares
|
$471,174
2.1% of portfolio
|
Q1 2023
Added 1.94%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
17,501
shares
|
$467,276
0.13% of portfolio
|
Q3 2024
Reduced 43.19%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
17,303
shares
|
$461,990
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Amg National Trust Bank
|
Feb 06, 2025 Q4 2024 |
16,760
shares
|
$447,492
0.01% of portfolio
|
Q4 2024
Added 56.01%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
16,485
shares
|
$440,149
0.09% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Feb 03, 2025 Q4 2024 |
16,189
shares
|
$432,246
0.12% of portfolio
|
Q4 2024
Added 9.57%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Feb 05, 2025 Q4 2024 |
16,066
shares
|
$428,962
0.33% of portfolio
|
Q4 2024
Reduced 25.12%
|
|
|
Archford Capital Strategies, LLC
|
Jan 21, 2025 Q4 2024 |
15,873
shares
|
$423,809
0.07% of portfolio
|
Q4 2024
Reduced 2.22%
|
|
|
Horan Securities, Inc.
|
Feb 07, 2025 Q4 2024 |
15,160
shares
|
$404,772
0.15% of portfolio
|
Q4 2024
Reduced 18.88%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
15,051
shares
|
$401,861
0.01% of portfolio
|
Q4 2024
Added 4.51%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
14,778
shares
|
$394,572
0.37% of portfolio
|
Q4 2024
Reduced 29.34%
|
|
|
First Affirmative Financial Network
|
Jan 23, 2025 Q4 2024 |
14,654
shares
|
$391,261
0.23% of portfolio
|
Q4 2024
Reduced 3.7%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jan 24, 2025 Q4 2024 |
14,523
shares
|
$387,764
0.08% of portfolio
|
Q4 2024
Added 0.11%
|
|
|
Wrapmanager Inc
|
Feb 04, 2025 Q4 2024 |
14,306
shares
|
$381,970
0.1% of portfolio
|
Q4 2024
Reduced 0.28%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
14,190
shares
|
$378,873
0.0% of portfolio
|
Q4 2024
Reduced 19.45%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
14,037
shares
|
$374,787
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
13,570
shares
|
$362,319
0.07% of portfolio
|
Q4 2024
Added 0.1%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
13,266
shares
|
$354,202
0.03% of portfolio
|
Q2 2022
Reduced 44.65%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
13,192
shares
|
$352,226
0.01% of portfolio
|
Q4 2024
Reduced 20.08%
|