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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Nov 19, 2025 Q3 2025 |
60,076
shares
|
$1.61 Million
0.02% of portfolio
|
Q3 2025
Reduced 11.58%
|
|
|
Ria Advisory Group LLC
Ames, IA |
Dec 01, 2025 Q3 2025 |
57,766
shares
|
$1.55 Million
0.4% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
56,526
shares
|
$1.51 Million
0.2% of portfolio
|
Q4 2024
Reduced 20.02%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
55,022
shares
|
$1.47 Million
0.02% of portfolio
|
Q1 2025
Added 381.26%
|
|
|
Signature Wealth Management Group
|
Oct 29, 2025 Q3 2025 |
54,949
shares
|
$1.47 Million
0.61% of portfolio
|
Q3 2025
Reduced 1.53%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
54,038
shares
|
$1.45 Million
0.01% of portfolio
|
Q3 2025
Added 10.0%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
52,571
shares
|
$1.41 Million
0.02% of portfolio
|
Q3 2025
Added 4.37%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 17, 2025 Q3 2025 |
52,168
shares
|
$1.4 Million
0.0% of portfolio
|
Q3 2025
Added 11.73%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
50,920
shares
|
$1.36 Million
0.57% of portfolio
|
Q3 2025
Added 29.21%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
49,444
shares
|
$1.32 Million
0.01% of portfolio
|
Q3 2025
Added 50.67%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
48,291
shares
|
$1.29 Million
0.09% of portfolio
|
Q2 2025
Added 18.35%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
48,213
shares
|
$1.29 Million
0.29% of portfolio
|
Q3 2025
Reduced 8.69%
|
|
|
Iht Wealth Management, LLC
Chicago, IL |
Nov 14, 2025 Q3 2025 |
46,347
shares
|
$1.24 Million
0.03% of portfolio
|
Q3 2025
Added 0.54%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
45,472
shares
|
$1.22 Million
0.0% of portfolio
|
Q3 2025
Reduced 11.63%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
44,824
shares
|
$1.2 Million
0.05% of portfolio
|
Q1 2020
Reduced 80.79%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Nov 12, 2025 Q3 2025 |
44,260
shares
|
$1.18 Million
0.02% of portfolio
|
Q3 2025
Added 1.79%
|
|
|
Lantz Financial LLC
|
Nov 05, 2025 Q3 2025 |
40,889
shares
|
$1.09 Million
0.26% of portfolio
|
Q3 2025
Added 6.78%
|
|
|
Sentinel Pension Advisors Inc
Wakefield, MA |
Oct 21, 2025 Q3 2025 |
38,614
shares
|
$1.03 Million
0.18% of portfolio
|
Q3 2025
Added 0.58%
|
|
|
Jane Street Group, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
37,866
shares
|
$1.01 Million
0.0% of portfolio
|
Q3 2025
Reduced 21.69%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
37,714
shares
|
$1.01 Million
0.01% of portfolio
|
Q3 2025
Reduced 1.32%
|
|
|
Vest Gen Advisors, LLC
Inverness, IL |
Nov 14, 2025 Q3 2025 |
35,208
shares
|
$942,166
0.03% of portfolio
|
Q3 2025
Added 17.31%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2025 Q3 2025 |
35,000
shares
|
$936,600
0.0% of portfolio
|
Q3 2025
Added 250.0%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
34,862
shares
|
$932,907
0.49% of portfolio
|
Q3 2025
Reduced 0.14%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
34,594
shares
|
$925,735
0.04% of portfolio
|
Q1 2025
Reduced 3.51%
|
|
|
Revisor Wealth Management LLC
Akron, OH |
Oct 14, 2025 Q3 2025 |
34,413
shares
|
$920,891
0.32% of portfolio
|
Q3 2025
Reduced 2.68%
|
|