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 |
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
13,266
shares
|
$354,467
0.03% of portfolio
|
Q2 2022
Reduced 44.65%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Apr 24, 2025 Q1 2025 |
13,204
shares
|
$352,810
0.28% of portfolio
|
Q1 2025
Reduced 17.81%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
13,068
shares
|
$349,176
0.01% of portfolio
|
Q1 2025
Reduced 0.94%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
May 01, 2025 Q1 2025 |
13,067
shares
|
$349,150
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
13,001
shares
|
$347,386
0.0% of portfolio
|
Q1 2025
Added 624.29%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
12,654
shares
|
$338,114
0.0% of portfolio
|
Q1 2025
Reduced 10.82%
|
|
|
Savant Capital, LLC
|
May 08, 2025 Q1 2025 |
12,573
shares
|
$335,950
0.0% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Apr 11, 2025 Q1 2025 |
11,950
shares
|
$319,304
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
11,886
shares
|
$317,593
0.0% of portfolio
|
Q1 2025
Reduced 28.42%
|
|
|
Flow Traders U.S. LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
11,718
shares
|
$313,104
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Legacy Private Trust Co.
|
Apr 04, 2025 Q1 2025 |
11,693
shares
|
$312,436
0.02% of portfolio
|
Q1 2025
Added 14.72%
|
|
|
Confluence Investment Management LLC
|
Apr 01, 2025 Q1 2025 |
11,583
shares
|
$309,497
0.0% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
11,433
shares
|
$305,489
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Feb 14, 2025 Q4 2024 |
11,180
shares
|
$298,729
0.0% of portfolio
|
Q4 2024
Reduced 83.52%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
11,003
shares
|
$294,000
0.02% of portfolio
|
Q3 2024
Added 14.02%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 09, 2025 Q1 2025 |
10,839
shares
|
$289,618
0.0% of portfolio
|
Q1 2025
Reduced 3.64%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
10,468
shares
|
$279,704
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
10,180
shares
|
$272,009
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Nova Point Capital, LLC
|
Apr 28, 2025 Q1 2025 |
10,009
shares
|
$267,440
0.09% of portfolio
|
Q3 2022
Added 12.3%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
10,000
shares
|
$267,200
0.0% of portfolio
|
Q3 2024
Reduced 7.11%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
9,844
shares
|
$263,031
0.02% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Nestegg Advisors, Inc.
Hauppauge, NY |
Mar 21, 2025 Q4 2024 |
9,684
shares
|
$258,756
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Colton Groome Financial Advisors, LLC
|
Jan 23, 2025 Q4 2024 |
9,580
shares
|
$255,977
0.1% of portfolio
|
Q4 2024
Added 11.98%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
9,205
shares
|
$245,957
0.02% of portfolio
|
Q2 2023
Added 12.88%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
9,006
shares
|
$240,640
0.03% of portfolio
|
Q1 2024
Added 0.67%
|