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 |
|---|---|---|---|---|---|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
2,527
shares
|
$67,192
0.01% of portfolio
|
Q2 2023
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 04, 2024 Q3 2024 |
2,298
shares
|
$61,103
0.0% of portfolio
|
Q3 2024
Added 0.44%
|
|
|
Creekmur Asset Management LLC
Morton, IL |
Oct 25, 2024 Q3 2024 |
914
shares
|
$24,303
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 31, 2024 Q3 2024 |
799
shares
|
$21,245
0.01% of portfolio
|
Q3 2024
Reduced 0.13%
|
|
|
Allworth Financial LP
|
Oct 23, 2024 Q3 2024 |
763
shares
|
$20,288
0.0% of portfolio
|
Q4 2023
Added 85.19%
|
|
|
Aspect Partners, LLC
Fairfax, VA |
Oct 15, 2024 Q3 2024 |
728
shares
|
$19,357
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Ogorek Anthony Joseph
|
Nov 08, 2024 Q3 2024 |
716
shares
|
$19,038
0.01% of portfolio
|
Q3 2024
Added 0.56%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
471
shares
|
$12,523
0.0% of portfolio
|
Q1 2024
Reduced 62.8%
|
|
|
Golden State Equity Partners
South Coast Metro, CA |
Oct 29, 2024 Q3 2024 |
397
shares
|
$10,556
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
305
shares
|
$8,109
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Oct 18, 2024 Q3 2024 |
300
shares
|
$7,977
0.0% of portfolio
|
Q1 2022
New holding
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
163
shares
|
$4,334
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
138
shares
|
$3,669
0.0% of portfolio
|
Q2 2024
Added 0.73%
|
|
|
Bank Of New Hampshire
|
Oct 07, 2024 Q3 2024 |
110
shares
|
$2,924
0.0% of portfolio
|
Q1 2024
Reduced 86.75%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
46
shares
|
$1,223
0.03% of portfolio
|
Q3 2024
Reduced 99.91%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 06, 2024 Q3 2024 |
1
shares
|
$26
0.0% of portfolio
|
Q4 2021
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Oct 10, 2024 Q3 2024 |
0
shares
|
$0
0.0% of portfolio
|
Q3 2024
New holding
|