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 141 institutions that hold shares in the stock, with a total of 13.3 Million shares, which have been reported (via 13F filing form) to have a value of $356 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
14,596
shares
|
$390,588
0.01% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
14,425
shares
|
$386,013
0.0% of portfolio
|
Q3 2025
Reduced 23.56%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
14,069
shares
|
$376,486
0.0% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
14,037
shares
|
$375,630
0.09% of portfolio
|
Q3 2022
New holding
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
13,266
shares
|
$354,998
0.03% of portfolio
|
Q2 2022
Reduced 44.65%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
13,000
shares
|
$347,880
0.01% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
12,573
shares
|
$336,453
0.0% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
11,549
shares
|
$309,051
0.0% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
11,326
shares
|
$303,083
0.0% of portfolio
|
Q3 2025
Reduced 92.98%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Nov 07, 2025 Q3 2025 |
10,825
shares
|
$289,677
0.12% of portfolio
|
Q3 2025
Reduced 9.41%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
10,468
shares
|
$280,123
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
10,180
shares
|
$272,416
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
10,150
shares
|
$271,614
0.03% of portfolio
|
Q3 2025
Reduced 48.05%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
10,014
shares
|
$267,974
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
10,000
shares
|
$267,600
0.16% of portfolio
|
Q3 2025
Added 17.65%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
9,517
shares
|
$254,674
0.04% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
9,205
shares
|
$246,325
0.02% of portfolio
|
Q2 2023
Added 12.88%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
9,006
shares
|
$241,000
0.03% of portfolio
|
Q1 2024
Added 0.67%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
8,470
shares
|
$226,657
0.0% of portfolio
|
Q3 2025
Reduced 35.37%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
8,052
shares
|
$215,471
0.0% of portfolio
|
Q2 2025
Reduced 25.71%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
7,954
shares
|
$212,849
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
7,757
shares
|
$207,577
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Stephenson & Company, Inc.
San Clemente, CA |
Oct 21, 2025 Q3 2025 |
7,499
shares
|
$200,673
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
7,492
shares
|
$200,485
0.02% of portfolio
|
Q3 2025
Reduced 19.97%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
7,349
shares
|
$196,659
0.0% of portfolio
|
Q3 2025
New holding
|
|