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 179 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 $493 Million.
| 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%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
13,192
shares
|
$352,490
0.01% of portfolio
|
Q4 2024
Reduced 20.08%
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
12,967
shares
|
$346,478
0.0% of portfolio
|
Q3 2024
Reduced 18.17%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
12,828
shares
|
$342,764
0.0% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Jan 21, 2025 Q4 2024 |
11,950
shares
|
$319,304
0.15% of portfolio
|
Q1 2023
New holding
|
|
|
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
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
11,433
shares
|
$305,489
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Confluence Investment Management LLC
|
Jan 02, 2025 Q4 2024 |
11,431
shares
|
$305,436
0.0% of portfolio
|
Q4 2023
Added 579.1%
|
|
|
Resonant Capital Advisors, LLC
|
Jan 24, 2025 Q4 2024 |
11,271
shares
|
$301,161
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
11,248
shares
|
$300,546
0.0% of portfolio
|
Q4 2024
Added 5.76%
|
|
|
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%
|
|
|
Johnson Bixby & Associates, LLC
|
Jan 17, 2025 Q4 2024 |
11,115
shares
|
$296,992
0.05% of portfolio
|
Q4 2023
New holding
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
11,003
shares
|
$294,000
0.02% of portfolio
|
Q3 2024
Added 14.02%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Feb 03, 2025 Q4 2024 |
10,468
shares
|
$279,704
0.03% of portfolio
|
Q4 2023
New holding
|
|
|
Legacy Private Trust Co.
|
Jan 08, 2025 Q4 2024 |
10,193
shares
|
$272,356
0.02% of portfolio
|
Q4 2024
Reduced 25.21%
|
|
|
Nova Point Capital, LLC
|
Jan 27, 2025 Q4 2024 |
10,009
shares
|
$267,440
0.08% 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
|
Jan 22, 2025 Q4 2024 |
9,844
shares
|
$263,031
0.02% of portfolio
|
Q3 2024
Reduced 8.08%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Feb 19, 2025 Q4 2024 |
9,675
shares
|
$258,516
0.24% of portfolio
|
Q4 2024
Added 7.5%
|
|
|
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
|
Feb 14, 2025 Q4 2024 |
9,006
shares
|
$240,640
0.02% of portfolio
|
Q1 2024
Added 0.67%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
8,599
shares
|
$229,765
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Jan 21, 2025 Q4 2024 |
8,134
shares
|
$217,340
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jan 27, 2025 Q4 2024 |
8,102
shares
|
$216,485
0.13% of portfolio
|
Q4 2024
Added 6.47%
|