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 180 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 |
|---|---|---|---|---|---|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
166,021
shares
|
$4.43 Million
0.01% of portfolio
|
Q3 2024
Reduced 4.46%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
151,398
shares
|
$4.04 Million
0.02% of portfolio
|
Q4 2024
Added 122.93%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
148,658
shares
|
$3.97 Million
0.07% of portfolio
|
Q1 2025
Added 17.39%
|
|
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
Apr 17, 2025 Q1 2025 |
141,862
shares
|
$3.78 Million
0.26% of portfolio
|
Q1 2025
Reduced 14.76%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
140,461
shares
|
$3.75 Million
1.12% of portfolio
|
Q4 2024
Added 91.99%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
133,828
shares
|
$3.57 Million
0.29% of portfolio
|
Q4 2024
Reduced 0.54%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
126,917
shares
|
$3.39 Million
0.01% of portfolio
|
Q4 2024
Reduced 10.79%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
118,214
shares
|
$3.15 Million
0.0% of portfolio
|
Q3 2024
Reduced 24.02%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
117,797
shares
|
$3.14 Million
0.0% of portfolio
|
Q4 2024
Reduced 18.33%
|
|
|
Paradiem, LLC
|
Jan 17, 2025 Q4 2024 |
114,986
shares
|
$3.07 Million
0.83% of portfolio
|
Q1 2024
Added 48.96%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Apr 16, 2025 Q1 2025 |
113,000
shares
|
$3.01 Million
1.1% of portfolio
|
Q4 2023
New holding
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
109,791
shares
|
$2.93 Million
0.02% of portfolio
|
Q4 2024
Added 3.03%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
108,655
shares
|
$2.9 Million
0.07% of portfolio
|
Q1 2025
Added 0.19%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
103,508
shares
|
$2.76 Million
0.04% of portfolio
|
Q4 2024
Added 4.77%
|
|
|
Atwater Malick LLC
|
Apr 11, 2025 Q1 2025 |
101,368
shares
|
$2.7 Million
0.92% of portfolio
|
Q1 2025
Added 20.97%
|
|
|
Gateway Advisory, LLC
Westfield, NJ |
Nov 14, 2024 Q3 2024 |
100,162
shares
|
$2.67 Million
0.48% of portfolio
|
Q3 2024
Added 3.28%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Feb 11, 2025 Q4 2024 |
98,232
shares
|
$2.62 Million
0.2% of portfolio
|
Q4 2024
Reduced 1.25%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Feb 07, 2025 Q4 2024 |
97,495
shares
|
$2.6 Million
0.42% of portfolio
|
Q4 2024
Added 0.22%
|
|
|
Quantum Financial Advisors, LLC
Manhattan Beach, CA |
Apr 08, 2025 Q1 2025 |
93,672
shares
|
$2.5 Million
0.6% of portfolio
|
Q1 2025
Reduced 2.87%
|
|
|
Sonata Capital Group Inc
|
Jan 29, 2025 Q4 2024 |
90,910
shares
|
$2.43 Million
1.0% of portfolio
|
Q3 2024
New holding
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
89,258
shares
|
$2.38 Million
0.27% of portfolio
|
Q2 2023
Added 1.11%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
87,823
shares
|
$2.34 Million
0.02% of portfolio
|
Q4 2024
Added 8.59%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
87,296
shares
|
$2.33 Million
0.01% of portfolio
|
Q4 2024
Reduced 2.59%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Apr 14, 2025 Q1 2025 |
83,562
shares
|
$2.23 Million
0.42% of portfolio
|
Q1 2025
Added 0.92%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
79,976
shares
|
$2.13 Million
0.02% of portfolio
|
Q4 2024
Added 1.76%
|