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 |
|---|---|---|---|---|---|
|
Altium Wealth Management LLC
|
Jul 22, 2022 Q2 2022 |
13,266
shares
|
$354,998
0.03% of portfolio
|
Q2 2022
Reduced 44.65%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
13,000
shares
|
$347,880
0.01% of portfolio
|
Q2 2025
Reduced 0.52%
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
12,849
shares
|
$343,839
0.06% of portfolio
|
Q3 2025
Reduced 5.44%
|
|
|
Savant Capital, LLC
|
Nov 04, 2025 Q3 2025 |
12,573
shares
|
$336,453
0.0% of portfolio
|
Q1 2025
Reduced 3.04%
|
|
|
Legacy Private Trust Co.
|
Oct 08, 2025 Q3 2025 |
11,693
shares
|
$312,904
0.02% of portfolio
|
Q1 2025
Added 14.72%
|
|
|
Confluence Investment Management LLC
|
Oct 14, 2025 Q3 2025 |
11,583
shares
|
$309,961
0.0% of portfolio
|
Q1 2025
Added 1.33%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
11,549
shares
|
$309,051
0.0% of portfolio
|
Q3 2025
Added 7.74%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Oct 14, 2025 Q3 2025 |
11,326
shares
|
$303,083
0.0% of portfolio
|
Q3 2025
Reduced 92.98%
|
|
|
Cora Capital Advisors LLC
Marlton, NJ |
Nov 07, 2025 Q3 2025 |
10,825
shares
|
$289,677
0.12% of portfolio
|
Q3 2025
Reduced 9.41%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
10,597
shares
|
$283,575
0.04% of portfolio
|
Q3 2025
Reduced 56.95%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
10,468
shares
|
$280,123
0.02% of portfolio
|
Q4 2023
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
10,180
shares
|
$272,416
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Novem Group
Rochester, NY |
Nov 10, 2025 Q3 2025 |
10,150
shares
|
$271,614
0.03% of portfolio
|
Q3 2025
Reduced 48.05%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
10,014
shares
|
$267,974
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Nov 13, 2025 Q3 2025 |
10,000
shares
|
$267,600
0.16% of portfolio
|
Q3 2025
Added 17.65%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Oct 21, 2025 Q3 2025 |
9,517
shares
|
$254,674
0.04% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Tpg Advisors LLC
Northfield, IL |
Nov 06, 2025 Q3 2025 |
9,304
shares
|
$248,975
0.16% of portfolio
|
Q3 2025
Reduced 29.54%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
9,205
shares
|
$246,325
0.02% of portfolio
|
Q2 2023
Added 12.88%
|
|
|
Arrow Financial Corp
|
Oct 21, 2025 Q3 2025 |
9,006
shares
|
$241,000
0.03% of portfolio
|
Q1 2024
Added 0.67%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
8,993
shares
|
$240,652
0.0% of portfolio
|
Q3 2025
Reduced 73.04%
|
|
|
Freestone Capital Holdings, LLC
Seattle, WA |
Nov 12, 2025 Q3 2025 |
8,929
shares
|
$238,940
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
8,599
shares
|
$230,109
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
8,470
shares
|
$226,657
0.0% of portfolio
|
Q3 2025
Reduced 35.37%
|
|
|
Stablepoint Partners, LLC
Braintree, MA |
Nov 03, 2025 Q3 2025 |
8,249
shares
|
$220,743
0.04% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
8,052
shares
|
$215,471
0.0% of portfolio
|
Q2 2025
Reduced 25.71%
|
|