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 |
|---|---|---|---|---|---|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Oct 10, 2025 Q3 2025 |
133,984
shares
|
$3.59 Million
0.21% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
131,744
shares
|
$3.53 Million
0.0% of portfolio
|
Q3 2025
Reduced 55.35%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
124,705
shares
|
$3.34 Million
0.0% of portfolio
|
Q3 2025
Reduced 3.56%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
118,214
shares
|
$3.16 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.02%
|
|
|
Paradiem, LLC
|
Oct 17, 2025 Q3 2025 |
114,986
shares
|
$3.08 Million
0.83% of portfolio
|
Q1 2024
Added 48.96%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
114,738
shares
|
$3.07 Million
0.02% of portfolio
|
Q3 2025
Added 11.29%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
113,000
shares
|
$3.02 Million
0.69% of portfolio
|
Q4 2023
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
109,791
shares
|
$2.94 Million
0.02% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Regions Financial Corp
|
Nov 19, 2025 Q3 2025 |
108,637
shares
|
$2.91 Million
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
108,298
shares
|
$2.9 Million
0.06% of portfolio
|
Q3 2025
Reduced 6.45%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
104,178
shares
|
$2.79 Million
0.0% of portfolio
|
Q2 2025
Reduced 4.85%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2025 Q3 2025 |
103,195
shares
|
$2.76 Million
0.0% of portfolio
|
Q2 2025
Added 34.13%
|
|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
100,959
shares
|
$2.7 Million
0.04% of portfolio
|
Q3 2025
Reduced 0.86%
|
|
|
Atwater Malick LLC
|
Oct 23, 2025 Q3 2025 |
100,318
shares
|
$2.68 Million
0.79% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
100,162
shares
|
$2.68 Million
0.48% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
92,153
shares
|
$2.47 Million
0.03% of portfolio
|
Q3 2025
Added 0.34%
|
|
|
Sonata Capital Group Inc
|
Nov 12, 2025 Q3 2025 |
90,910
shares
|
$2.43 Million
0.9% of portfolio
|
Q3 2024
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
89,258
shares
|
$2.39 Million
0.27% of portfolio
|
Q2 2023
Added 1.11%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
84,560
shares
|
$2.26 Million
0.0% of portfolio
|
Q3 2025
Reduced 7.13%
|
|
|
Howland Capital Management LLC
|
Oct 28, 2025 Q3 2025 |
79,140
shares
|
$2.12 Million
0.08% of portfolio
|
Q3 2025
Reduced 2.32%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
76,662
shares
|
$2.05 Million
0.01% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Nov 12, 2025 Q3 2025 |
65,174
shares
|
$1.74 Million
0.24% of portfolio
|
Q3 2025
Added 0.17%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2025 Q3 2025 |
64,911
shares
|
$1.74 Million
0.0% of portfolio
|
Q3 2025
Added 2.01%
|
|
|
Brinker Capital Investments, LLC
|
Nov 12, 2025 Q3 2025 |
63,736
shares
|
$1.71 Million
0.02% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
61,662
shares
|
$1.65 Million
0.03% of portfolio
|
Q3 2025
Reduced 0.17%
|
|