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 |
|---|---|---|---|---|---|
|
4 J Wealth Management LLC
|
Jul 17, 2024 Q2 2024 |
20,879
shares
|
$555,590
0.52% of portfolio
|
Q2 2024
Added 0.17%
|
|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
20,556
shares
|
$546,995
0.31% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 07, 2024 Q2 2024 |
20,522
shares
|
$546,090
0.04% of portfolio
|
Q2 2024
Added 6.74%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 14, 2024 Q2 2024 |
18,974
shares
|
$504,898
0.0% of portfolio
|
Q2 2024
Added 67.73%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
18,907
shares
|
$503,115
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 14, 2024 Q2 2024 |
18,900
shares
|
$502,929
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Horan Securities, Inc.
|
Aug 09, 2024 Q2 2024 |
18,688
shares
|
$497,287
0.21% of portfolio
|
Q2 2024
Added 19.56%
|
|
|
Pfg Private Wealth Management, LLC
|
Jul 15, 2024 Q2 2024 |
17,980
shares
|
$478,447
0.29% of portfolio
|
Q2 2024
Added 4.66%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
17,647
shares
|
$469,586
2.1% of portfolio
|
Q1 2023
Added 1.94%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
17,616
shares
|
$468,761
0.0% of portfolio
|
Q3 2024
Reduced 13.56%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 05, 2024 Q2 2024 |
16,345
shares
|
$434,940
0.1% of portfolio
|
Q4 2023
Added 93.09%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
16,234
shares
|
$431,986
0.06% of portfolio
|
Q3 2024
Reduced 22.79%
|
|
|
Savant Capital, LLC
|
Aug 05, 2024 Q2 2024 |
15,846
shares
|
$421,662
0.0% of portfolio
|
Q2 2024
Reduced 43.02%
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
15,217
shares
|
$404,924
0.23% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 13, 2024 Q2 2024 |
14,883
shares
|
$396,036
0.0% of portfolio
|
Q2 2024
Reduced 37.01%
|
|
|
Wrapmanager Inc
|
Aug 08, 2024 Q2 2024 |
14,825
shares
|
$394,493
0.11% of portfolio
|
Q2 2024
Added 0.8%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
14,775
shares
|
$393,162
0.11% of portfolio
|
Q3 2024
Added 32.95%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
14,507
shares
|
$386,031
0.08% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
14,037
shares
|
$373,524
0.16% of portfolio
|
Q3 2022
New holding
|
|
|
Brandywine Oak Private Wealth LLC
|
Jul 30, 2024 Q2 2024 |
13,806
shares
|
$367,377
0.04% of portfolio
|
Q2 2024
Reduced 1.95%
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
13,629
shares
|
$362,667
0.02% of portfolio
|
Q1 2024
Reduced 22.12%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
13,556
shares
|
$360,725
0.07% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
13,266
shares
|
$353,008
0.03% of portfolio
|
Q2 2022
Reduced 44.65%
|
|
|
Parallel Advisors, LLC
|
Aug 08, 2024 Q2 2024 |
13,046
shares
|
$347,154
0.01% of portfolio
|
Q2 2024
Added 30.46%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
12,828
shares
|
$341,353
0.0% of portfolio
|
Q3 2024
Added 0.2%
|