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 |
|
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%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
19,633
shares
|
$524,593
0.0% of portfolio
|
Q1 2025
Reduced 20.09%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
19,432
shares
|
$519,223
0.07% of portfolio
|
Q1 2025
Added 13.97%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Feb 10, 2025 Q4 2024 |
19,289
shares
|
$515,402
0.01% of portfolio
|
Q4 2024
Reduced 14.28%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
18,828
shares
|
$503,084
0.0% of portfolio
|
Q1 2025
Added 46.77%
|
|
|
Amplius Wealth Advisors, LLC
|
Apr 10, 2025 Q1 2025 |
17,672
shares
|
$472,195
0.05% of portfolio
|
Q1 2025
Reduced 18.65%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
17,647
shares
|
$471,527
2.1% of portfolio
|
Q1 2023
Added 1.94%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Feb 13, 2025 Q4 2024 |
17,508
shares
|
$467,813
0.14% of portfolio
|
Q4 2024
Added 0.04%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
17,303
shares
|
$462,336
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
16,760
shares
|
$447,827
0.01% of portfolio
|
Q4 2024
Added 56.01%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
May 01, 2025 Q1 2025 |
16,500
shares
|
$440,880
0.01% of portfolio
|
Q1 2025
Reduced 29.79%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Apr 24, 2025 Q1 2025 |
16,495
shares
|
$440,746
0.13% of portfolio
|
Q1 2025
Added 1.89%
|
|
|
Gould Asset Management LLC
Claremont, CA |
May 01, 2025 Q1 2025 |
16,485
shares
|
$440,479
0.09% of portfolio
|
Q4 2024
Added 0.86%
|
|
|
Old Mission Capital LLC
|
Feb 12, 2025 Q4 2024 |
15,941
shares
|
$425,943
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Archford Capital Strategies, LLC
|
Apr 23, 2025 Q1 2025 |
15,917
shares
|
$425,302
0.07% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
First Affirmative Financial Network
|
Apr 11, 2025 Q1 2025 |
15,238
shares
|
$407,159
0.26% of portfolio
|
Q1 2025
Added 3.99%
|
|
|
Horan Securities, Inc.
|
May 12, 2025 Q1 2025 |
15,160
shares
|
$405,075
0.15% of portfolio
|
Q4 2024
Reduced 18.88%
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
15,044
shares
|
$401,975
0.01% of portfolio
|
Q1 2025
Reduced 0.05%
|
|
|
10 Elms LLP
Tulsa, OK |
Feb 14, 2025 Q4 2024 |
14,385
shares
|
$384,367
0.4% of portfolio
|
Q4 2024
New holding
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
14,037
shares
|
$375,068
0.1% of portfolio
|
Q3 2022
New holding
|
|
|
Wrapmanager Inc
|
May 08, 2025 Q1 2025 |
13,868
shares
|
$370,552
0.1% of portfolio
|
Q1 2025
Reduced 3.06%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
13,616
shares
|
$363,819
0.07% of portfolio
|
Q1 2025
Reduced 6.25%
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
13,577
shares
|
$362,777
0.08% of portfolio
|
Q1 2025
Added 0.05%
|