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 |
|---|---|---|---|---|---|
|
Catalytic Wealth Ria, LLC
Cambridge, MA |
Nov 13, 2025 Q3 2025 |
34,064
shares
|
$911,552
0.03% of portfolio
|
Q3 2025
Added 14.2%
|
|
|
Strid Group, LLC
|
Oct 15, 2025 Q3 2025 |
33,753
shares
|
$903,230
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
33,266
shares
|
$890,198
0.0% of portfolio
|
Q3 2025
Added 17.68%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
32,380
shares
|
$866,488
0.0% of portfolio
|
Q3 2025
Added 9.21%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
31,525
shares
|
$843,609
0.07% of portfolio
|
Q4 2022
New holding
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
31,370
shares
|
$839,461
0.05% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
31,285
shares
|
$837,186
0.06% of portfolio
|
Q3 2025
Reduced 3.27%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
30,810
shares
|
$824,475
0.02% of portfolio
|
Q3 2025
Reduced 4.52%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
30,020
shares
|
$803,335
0.05% of portfolio
|
Q1 2025
Added 166.35%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
28,488
shares
|
$762,338
0.01% of portfolio
|
Q2 2024
Reduced 2.39%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
28,456
shares
|
$761,482
0.11% of portfolio
|
Q3 2025
Added 5.01%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 27, 2025 Q3 2025 |
27,282
shares
|
$730,066
0.38% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Glenview Trust CO
Louisville, KY |
Nov 07, 2025 Q3 2025 |
27,204
shares
|
$727,979
0.01% of portfolio
|
Q3 2025
Reduced 3.35%
|
|
|
Capital Directions Investment Advisors, LLC
|
Feb 01, 2023 Q4 2022 |
26,855
shares
|
$718,639
0.26% of portfolio
|
Q4 2022
New holding
|
|
|
Reframe Wealth, LLC
Fairfax, VA |
Mar 30, 2023 Q4 2022 |
26,855
shares
|
$718,639
0.27% of portfolio
|
Q4 2022
New holding
|
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
25,268
shares
|
$676,171
0.02% of portfolio
|
Q1 2024
Reduced 10.76%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
25,255
shares
|
$675,823
0.38% of portfolio
|
Q2 2025
Added 0.6%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
23,978
shares
|
$641,651
0.02% of portfolio
|
Q3 2025
Reduced 26.06%
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
Oct 31, 2025 Q3 2025 |
23,929
shares
|
$640,340
0.05% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
22,710
shares
|
$607,719
0.1% of portfolio
|
Q1 2025
Reduced 2.36%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
22,530
shares
|
$602,902
0.01% of portfolio
|
Q3 2025
Added 113.66%
|
|
|
Postrock Partners LLC
Overland Park, OR |
Oct 27, 2025 Q3 2025 |
22,268
shares
|
$595,891
0.26% of portfolio
|
Q2 2025
Added 6.71%
|
|
|
Helen Stephens Group, LLC
|
Oct 02, 2025 Q3 2025 |
22,175
shares
|
$593,403
0.13% of portfolio
|
Q3 2025
New holding
|
|
|
Roof Eidam & Maycock
|
Oct 27, 2025 Q3 2025 |
21,900
shares
|
$586,044
0.15% of portfolio
|
Q1 2025
Reduced 17.05%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Jan 13, 2025 Q4 2024 |
21,667
shares
|
$579,808
0.3% of portfolio
|
Q4 2024
Added 5.4%
|
|