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 181 institutions that hold shares in the stock, with a total of 15.1 Million shares, which have been reported (via 13F filing form) to have a value of $404 Million.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
2,201,352
shares
|
$58.9 Million
0.86% of portfolio
|
Q3 2023
Added 6.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
1,562,582
shares
|
$41.8 Million
0.0% of portfolio
|
Q3 2025
Reduced 0.78%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 22, 2025 Q3 2025 |
504,553
shares
|
$13.5 Million
1.01% of portfolio
|
Q3 2025
Reduced -0.0%
|
|
|
Us Bancorp \De\
|
Nov 10, 2025 Q3 2025 |
498,969
shares
|
$13.4 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.21%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
391,350
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2025 Q3 2025 |
368,223
shares
|
$9.85 Million
0.03% of portfolio
|
Q3 2025
Added 17.91%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
332,039
shares
|
$8.89 Million
0.0% of portfolio
|
Q3 2025
Reduced 19.01%
|
|
|
Psi Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
312,292
shares
|
$8.36 Million
2.19% of portfolio
|
Q3 2025
New holding
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
307,402
shares
|
$8.23 Million
0.08% of portfolio
|
Q3 2025
Reduced 7.99%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
290,491
shares
|
$7.77 Million
0.48% of portfolio
|
Q3 2025
Reduced 2.3%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
266,500
shares
|
$7.13 Million
0.0% of portfolio
|
Q3 2025
Reduced 17.34%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 07, 2025 Q3 2025 |
265,437
shares
|
$7.1 Million
0.47% of portfolio
|
Q3 2025
Reduced 3.41%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
263,680
shares
|
$7.06 Million
0.31% of portfolio
|
Q3 2025
Reduced 12.59%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
249,072
shares
|
$6.67 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.44%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
248,217
shares
|
$6.64 Million
0.01% of portfolio
|
Q3 2025
Reduced 16.69%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
244,083
shares
|
$6.53 Million
0.03% of portfolio
|
Q3 2025
Reduced 49.24%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Nov 12, 2025 Q3 2025 |
235,579
shares
|
$6.3 Million
0.83% of portfolio
|
Q3 2025
Reduced 3.81%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
235,384
shares
|
$6.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 16.39%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 14, 2025 Q3 2025 |
224,439
shares
|
$6.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 15.96%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
210,822
shares
|
$5.64 Million
0.0% of portfolio
|
Q3 2025
Reduced 18.21%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
175,509
shares
|
$4.7 Million
0.01% of portfolio
|
Q3 2025
Added 3.25%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
172,973
shares
|
$4.63 Million
0.07% of portfolio
|
Q2 2022
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
166,021
shares
|
$4.44 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
152,406
shares
|
$4.08 Million
0.85% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Nov 10, 2025 Q3 2025 |
141,043
shares
|
$3.77 Million
0.26% of portfolio
|
Q3 2025
Reduced 13.87%
|
|