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 165 institutions that hold shares in the stock, with a total of 17.9 Million shares, which have been reported (via 13F filing form) to have a value of $477 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
|
$58.6 Million
0.86% of portfolio
|
Q3 2023
Added 6.63%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2024 Q2 2024 |
1,864,436
shares
|
$49.6 Million
0.0% of portfolio
|
Q2 2024
Added 12.65%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 12, 2024 Q2 2024 |
966,566
shares
|
$25.7 Million
0.06% of portfolio
|
Q2 2024
Added 3.45%
|
|
|
Envestnet Asset Management Inc
|
Aug 08, 2024 Q2 2024 |
838,896
shares
|
$22.3 Million
0.01% of portfolio
|
Q2 2024
Added 3.06%
|
|
|
Us Bancorp \De\
|
Oct 28, 2024 Q3 2024 |
688,787
shares
|
$18.3 Million
0.02% of portfolio
|
Q3 2024
Added 2.33%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
604,769
shares
|
$16.1 Million
1.58% of portfolio
|
Q3 2024
Reduced 8.06%
|
|
|
Morgan Stanley
New York, NY |
Oct 17, 2024 Q2 2024 |
574,532
shares
|
$15.3 Million
0.0% of portfolio
|
Q2 2024
Reduced 24.09%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 13, 2024 Q2 2024 |
505,412
shares
|
$13.4 Million
0.0% of portfolio
|
Q2 2024
Added 1.28%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 15, 2024 Q2 2024 |
487,305
shares
|
$13 Million
0.1% of portfolio
|
Q2 2024
Reduced 4.79%
|
|
|
Ubs Group Ag
|
Aug 13, 2024 Q2 2024 |
464,228
shares
|
$12.4 Million
0.0% of portfolio
|
Q2 2024
Added 7.45%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 07, 2024 Q2 2024 |
368,500
shares
|
$9.81 Million
0.0% of portfolio
|
Q2 2024
Added 5.16%
|
|
|
Leavell Investment Management, Inc.
|
Jul 17, 2024 Q2 2024 |
305,676
shares
|
$8.13 Million
0.45% of portfolio
|
Q2 2024
Reduced 0.24%
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Aug 16, 2024 Q2 2024 |
297,843
shares
|
$7.93 Million
1.27% of portfolio
|
Q2 2024
Reduced 2.54%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
288,472
shares
|
$7.68 Million
0.61% of portfolio
|
Q3 2024
Added 12.7%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
280,852
shares
|
$7.47 Million
0.01% of portfolio
|
Q3 2024
Added 6.57%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 13, 2024 Q2 2024 |
273,737
shares
|
$7.28 Million
0.01% of portfolio
|
Q2 2024
Added 29.24%
|
|
|
Lbmc Investment Advisors, LLC
|
Oct 08, 2024 Q3 2024 |
259,206
shares
|
$6.9 Million
0.55% of portfolio
|
Q3 2024
Added 22.86%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2024 Q2 2024 |
246,246
shares
|
$6.55 Million
0.09% of portfolio
|
Q2 2024
Reduced 0.06%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Aug 06, 2024 Q2 2024 |
243,203
shares
|
$6.47 Million
0.35% of portfolio
|
Q2 2024
Reduced 3.44%
|
|
|
Truist Financial Corp
|
Aug 20, 2024 Q2 2024 |
242,677
shares
|
$6.46 Million
0.01% of portfolio
|
Q2 2024
Added 7.19%
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 02, 2024 Q3 2024 |
202,131
shares
|
$5.38 Million
1.35% of portfolio
|
Q3 2024
Reduced 9.77%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
172,973
shares
|
$4.6 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
|
$4.42 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
159,306
shares
|
$4.24 Million
0.3% of portfolio
|
Q3 2024
Added 11.54%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 15, 2024 Q2 2024 |
151,409
shares
|
$4.03 Million
0.0% of portfolio
|
Q2 2024
Added 12.24%
|