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 |
|---|---|---|---|---|---|
|
Peloton Wealth Strategists
Indianapolis, IN |
Nov 17, 2025 Q3 2025 |
20,500
shares
|
$548,580
0.22% of portfolio
|
Q4 2024
Reduced 18.0%
|
|
|
Integrity Advisory Solutions, LLC
Dallas, TX |
Nov 12, 2025 Q3 2025 |
19,800
shares
|
$529,848
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Mach 1 Financial Group, LLC
Bentonville, AR |
Nov 12, 2025 Q3 2025 |
19,800
shares
|
$529,848
0.1% of portfolio
|
Q3 2025
New holding
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 14, 2025 Q3 2025 |
19,156
shares
|
$512,614
0.0% of portfolio
|
Q3 2025
Reduced 2.27%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
19,095
shares
|
$510,982
0.1% of portfolio
|
Q2 2025
Added 15.83%
|
|
|
Parallel Advisors, LLC
|
Nov 12, 2025 Q3 2025 |
17,903
shares
|
$479,084
0.01% of portfolio
|
Q3 2025
Reduced 3.11%
|
|
|
Virginia National Bank
|
Oct 19, 2023 Q3 2023 |
17,647
shares
|
$472,233
2.1% of portfolio
|
Q1 2023
Added 1.94%
|
|
|
Woodmont Investment Counsel LLC
Nashville, TN |
Nov 04, 2025 Q3 2025 |
17,500
shares
|
$468,300
0.03% of portfolio
|
Q3 2025
Reduced 81.03%
|
|
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
Nov 07, 2025 Q3 2025 |
17,052
shares
|
$456,311
0.11% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Amg National Trust Bank
|
Nov 07, 2025 Q3 2025 |
16,760
shares
|
$448,497
0.01% of portfolio
|
Q4 2024
Added 56.01%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Nov 12, 2025 Q3 2025 |
16,701
shares
|
$446,918
0.04% of portfolio
|
Q3 2025
Added 11.07%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
16,661
shares
|
$445,848
0.01% of portfolio
|
Q3 2025
Reduced 48.98%
|
|
|
Red Tortoise LLC
Atlanta, GA |
Oct 22, 2025 Q3 2025 |
16,571
shares
|
$443,439
0.19% of portfolio
|
Q3 2025
Added 0.53%
|
|
|
Archford Capital Strategies, LLC
|
Oct 17, 2025 Q3 2025 |
16,467
shares
|
$440,656
0.06% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
16,415
shares
|
$439,265
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 13, 2025 Q3 2025 |
15,909
shares
|
$425,724
0.11% of portfolio
|
Q3 2025
Reduced 8.07%
|
|
|
10 Elms LLP
Tulsa, OK |
Nov 12, 2025 Q3 2025 |
15,739
shares
|
$421,175
0.38% of portfolio
|
Q3 2025
Reduced 3.08%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
15,160
shares
|
$405,681
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
15,160
shares
|
$405,681
0.14% of portfolio
|
Q4 2024
Reduced 18.88%
|
|
|
Blue Square Asset Management, LLC
New York, NY |
Oct 28, 2025 Q3 2025 |
14,994
shares
|
$401,239
0.18% of portfolio
|
Q3 2025
Reduced 65.17%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
14,596
shares
|
$390,588
0.01% of portfolio
|
Q2 2025
Reduced 6.05%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
14,425
shares
|
$386,013
0.0% of portfolio
|
Q3 2025
Reduced 23.56%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
14,246
shares
|
$381,222
0.02% of portfolio
|
Q3 2025
Added 1.56%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
14,069
shares
|
$376,486
0.0% of portfolio
|
Q3 2025
Added 0.31%
|
|
|
Bcs Wealth Management
|
Oct 22, 2025 Q3 2025 |
14,037
shares
|
$375,630
0.09% of portfolio
|
Q3 2022
New holding
|
|