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 302 institutions that hold shares in the stock, with a total of 84.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
8,462,892
shares
|
$197 Million
1.32% of portfolio
|
Q4 2024
Added 6418.24%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
4,137,995
shares
|
$96.5 Million
1.67% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,644,184
shares
|
$85 Million
0.02% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,624,853
shares
|
$84.5 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,516,685
shares
|
$82 Million
0.01% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,873,372
shares
|
$67 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,798,063
shares
|
$65.3 Million
1.36% of portfolio
|
Q4 2024
Added 17.01%
|
|
|
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%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
2,533,742
shares
|
$59.1 Million
0.18% of portfolio
|
Q3 2024
Reduced 83.54%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,504,474
shares
|
$58.4 Million
2.88% of portfolio
|
Q4 2024
Added 94.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,329,584
shares
|
$54.3 Million
0.02% of portfolio
|
Q4 2024
Added 24.26%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
2,168,442
shares
|
$50.6 Million
3.98% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,017,255
shares
|
$47 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Summitry LLC
Foster City, CA |
Feb 11, 2025 Q4 2024 |
1,710,746
shares
|
$39.9 Million
2.09% of portfolio
|
Q4 2024
Added 9.22%
|
|
|
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 |
Nov 14, 2024 Q3 2024 |
1,398,485
shares
|
$32.6 Million
0.22% of portfolio
|
Q3 2024
Reduced 32.95%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
1,103,491
shares
|
$25.7 Million
0.33% of portfolio
|
Q3 2024
Added 17.28%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,031,266
shares
|
$24 Million
0.47% of portfolio
|
Q4 2024
Added 10.54%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
961,900
shares
|
$22.4 Million
0.04% of portfolio
|
Q3 2024
Added 40.67%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
780,734
shares
|
$18.2 Million
0.02% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Feb 04, 2025 Q4 2024 |
760,961
shares
|
$17.7 Million
10.16% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
740,863
shares
|
$17.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
722,854
shares
|
$16.9 Million
0.82% of portfolio
|
Q3 2024
Added 13.59%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
720,571
shares
|
$16.8 Million
0.01% of portfolio
|
Q3 2024
Added 30.55%
|
|
|
Central Trust CO
Jefferson City, MO |
Jan 24, 2025 Q4 2024 |
718,700
shares
|
$16.8 Million
0.42% of portfolio
|
Q4 2024
Added 74.56%
|