Institutional Ownership Ishares Tr Ibonds Dec 2025 Ter (IBTF)
This table provides information about the institutional ownership of Ishares Tr Ibonds Dec 2025 Ter (IBTF). We have compiled data on the 240 institutions that hold shares in the stock, with a total of 72 Million shares, which have been reported (via 13F filing form) to have a value of $1.67 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Captrust Financial Advisors
Raleigh, NC |
May 15, 2024 Q1 2024 |
13,870,659
shares
|
$322 Million
1.08% of portfolio
|
Q1 2024
Added 10.18%
|
|
|
Ubs Group Ag
|
May 13, 2024 Q1 2024 |
3,919,471
shares
|
$90.9 Million
0.02% of portfolio
|
Q1 2024
Added 75.44%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2024 Q1 2024 |
3,791,817
shares
|
$87.9 Million
0.01% of portfolio
|
Q1 2024
Added 3.54%
|
|
|
Bank Of America Corp
Charlotte, NC |
May 15, 2024 Q1 2024 |
3,167,253
shares
|
$73.4 Million
0.01% of portfolio
|
Q1 2024
Added 25.05%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 10, 2024 Q1 2024 |
3,046,614
shares
|
$70.7 Million
0.02% of portfolio
|
Q1 2024
Added 1.02%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
2,645,525
shares
|
$61.3 Million
0.92% of portfolio
|
Q3 2023
Added 20.83%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 01, 2024 Q1 2024 |
2,638,123
shares
|
$61.2 Million
2.44% of portfolio
|
Q1 2024
New holding
|
|
|
Capital Investment Advisors, LLC
|
Apr 15, 2024 Q1 2024 |
2,233,569
shares
|
$51.8 Million
1.22% of portfolio
|
Q1 2024
Added 8.84%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 14, 2024 Q1 2024 |
2,111,002
shares
|
$49 Million
0.44% of portfolio
|
Q1 2024
Added 6.08%
|
|
|
Hills Bank & Trust CO
|
May 08, 2024 Q1 2024 |
1,938,883
shares
|
$45 Million
3.86% of portfolio
|
Q1 2024
Added 24.82%
|
|
|
Summitry LLC
Foster City, CA |
May 06, 2024 Q1 2024 |
1,498,209
shares
|
$34.7 Million
1.88% of portfolio
|
Q1 2024
New holding
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2024 Q1 2024 |
1,491,728
shares
|
$34.6 Million
0.01% of portfolio
|
Q1 2024
Reduced 6.86%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 10, 2024 Q1 2024 |
1,449,336
shares
|
$33.6 Million
0.02% of portfolio
|
Q1 2024
Added 19.65%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Apr 22, 2024 Q1 2024 |
1,106,911
shares
|
$25.7 Million
0.04% of portfolio
|
Q1 2024
Added 11.71%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2024 Q1 2024 |
1,067,983
shares
|
$24.8 Million
0.07% of portfolio
|
Q1 2024
Added 1094.65%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2024 Q1 2024 |
815,247
shares
|
$18.9 Million
0.28% of portfolio
|
Q1 2024
Added 41.18%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
May 02, 2024 Q1 2024 |
810,858
shares
|
$18.8 Million
0.43% of portfolio
|
Q1 2024
Added 16.1%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
706,251
shares
|
$16.4 Million
0.41% of portfolio
|
Q1 2024
Added 4.09%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 15, 2024 Q1 2024 |
679,300
shares
|
$15.8 Million
0.02% of portfolio
|
Q1 2024
Reduced 9.16%
|
|
|
Mv Capital Management, Inc.
|
Apr 18, 2024 Q1 2024 |
667,991
shares
|
$15.5 Million
1.8% of portfolio
|
Q1 2024
Added 1.42%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2024 Q1 2024 |
636,817
shares
|
$14.8 Million
0.03% of portfolio
|
Q1 2024
Added 7.17%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 13, 2024 Q1 2024 |
591,539
shares
|
$13.7 Million
0.02% of portfolio
|
Q1 2024
Added 16.49%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Apr 19, 2024 Q1 2024 |
543,915
shares
|
$12.6 Million
0.72% of portfolio
|
Q1 2024
Reduced 0.1%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2024 Q1 2024 |
543,064
shares
|
$12.6 Million
0.01% of portfolio
|
Q1 2024
Reduced 1.08%
|
|
|
Fin Trust Capital Advisors, LLC
|
May 02, 2024 Q1 2024 |
519,526
shares
|
$12 Million
2.37% of portfolio
|
Q1 2024
Reduced 1.56%
|
|