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 167 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 |
|---|---|---|---|---|---|
|
Kades & Cheifetz LLC
Berwyn, PA |
Oct 02, 2024 Q3 2024 |
20,556
shares
|
$546,584
0.31% of portfolio
|
Q3 2024
Added 7.14%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
19,110
shares
|
$508,134
0.0% of portfolio
|
Q3 2024
Reduced 81.25%
|
|
|
Pfg Private Wealth Management, LLC
|
Nov 05, 2024 Q3 2024 |
19,078
shares
|
$507,284
0.3% of portfolio
|
Q3 2024
Added 6.11%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 23, 2024 Q3 2024 |
18,907
shares
|
$502,737
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Nov 13, 2024 Q3 2024 |
18,900
shares
|
$502,551
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Horan Securities, Inc.
|
Nov 12, 2024 Q3 2024 |
18,688
shares
|
$496,913
0.19% of portfolio
|
Q2 2024
Added 19.56%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
17,647
shares
|
$469,233
2.1% of portfolio
|
Q1 2023
Added 1.94%
|
|
|
Private Advisor Group, LLC
|
Oct 22, 2024 Q3 2024 |
17,616
shares
|
$468,409
0.0% of portfolio
|
Q3 2024
Reduced 13.56%
|
|
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
Nov 14, 2024 Q3 2024 |
17,501
shares
|
$465,351
0.13% of portfolio
|
Q3 2024
Reduced 43.19%
|
|
|
Avantax Planning Partners, Inc.
|
Nov 13, 2024 Q3 2024 |
16,506
shares
|
$438,894
0.02% of portfolio
|
Q3 2024
Reduced 30.77%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Nov 12, 2024 Q3 2024 |
16,345
shares
|
$434,613
0.09% of portfolio
|
Q4 2023
Added 93.09%
|
|
|
Archford Capital Strategies, LLC
|
Oct 15, 2024 Q3 2024 |
16,234
shares
|
$431,662
0.06% of portfolio
|
Q3 2024
Reduced 22.79%
|
|
|
First Affirmative Financial Network
|
Oct 10, 2024 Q3 2024 |
15,217
shares
|
$404,620
0.23% of portfolio
|
Q3 2024
Added 4.15%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Oct 07, 2024 Q3 2024 |
14,775
shares
|
$392,867
0.11% of portfolio
|
Q3 2024
Added 32.95%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 22, 2024 Q3 2024 |
14,507
shares
|
$385,741
0.08% of portfolio
|
Q3 2024
Added 7.96%
|
|
|
Parallel Advisors, LLC
|
Nov 13, 2024 Q3 2024 |
14,401
shares
|
$382,922
0.01% of portfolio
|
Q3 2024
Added 10.39%
|
|
|
Wrapmanager Inc
|
Nov 07, 2024 Q3 2024 |
14,346
shares
|
$381,460
0.1% of portfolio
|
Q3 2024
Reduced 3.23%
|
|
|
Bcs Wealth Management
|
Oct 17, 2024 Q3 2024 |
14,037
shares
|
$373,243
0.16% of portfolio
|
Q3 2022
New holding
|
|
|
Legacy Private Trust Co.
|
Oct 07, 2024 Q3 2024 |
13,629
shares
|
$362,395
0.02% of portfolio
|
Q1 2024
Reduced 22.12%
|
|
|
Princeton Global Asset Management LLC
|
Oct 29, 2024 Q3 2024 |
13,556
shares
|
$360,454
0.07% of portfolio
|
Q3 2024
Added 0.08%
|
|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
13,266
shares
|
$352,742
0.03% of portfolio
|
Q2 2022
Reduced 44.65%
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
12,967
shares
|
$344,792
0.0% of portfolio
|
Q3 2024
Reduced 18.17%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
12,828
shares
|
$341,096
0.0% of portfolio
|
Q3 2024
Added 0.2%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Oct 07, 2024 Q3 2024 |
11,950
shares
|
$317,750
0.16% of portfolio
|
Q1 2023
New holding
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
11,550
shares
|
$307,114
0.0% of portfolio
|
Q3 2024
New holding
|