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 332 institutions that hold shares in the stock, with a total of 70.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
5,143,296
shares
|
$120 Million
1.78% of portfolio
|
Q2 2025
Reduced 12.13%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
4,042,892
shares
|
$94.3 Million
0.01% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,556,598
shares
|
$82.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
2,645,525
shares
|
$61.7 Million
0.92% of portfolio
|
Q3 2023
Added 20.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,554,218
shares
|
$59.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.09%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
2,379,201
shares
|
$55.5 Million
0.96% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
2,178,749
shares
|
$50.8 Million
3.36% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,908,151
shares
|
$44.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,686,025
shares
|
$39.3 Million
0.05% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,319,780
shares
|
$30.8 Million
0.17% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,274,845
shares
|
$29.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 38.17%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,180,466
shares
|
$27.5 Million
1.32% of portfolio
|
Q2 2025
Added 17.82%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
1,149,158
shares
|
$26.8 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,112,080
shares
|
$25.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 57.61%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,022,812
shares
|
$23.9 Million
0.06% of portfolio
|
Q2 2025
Reduced 15.34%
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
875,124
shares
|
$20.4 Million
6.46% of portfolio
|
Q2 2025
Added 24.42%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
849,809
shares
|
$19.8 Million
0.04% of portfolio
|
Q2 2025
Added 9.24%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Oct 15, 2025 Q3 2025 |
812,269
shares
|
$18.9 Million
9.71% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
790,034
shares
|
$18.4 Million
1.02% of portfolio
|
Q2 2025
Reduced 67.77%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
789,713
shares
|
$18.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
740,480
shares
|
$17.3 Million
6.6% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
726,014
shares
|
$16.9 Million
13.27% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
706,251
shares
|
$16.5 Million
0.41% of portfolio
|
Q1 2024
Added 4.09%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
699,134
shares
|
$16.3 Million
1.04% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Oct 22, 2025 Q3 2025 |
685,573
shares
|
$16 Million
2.79% of portfolio
|
Q3 2025
Added 42.78%
|