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 298 institutions that hold shares in the stock, with a total of 77.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Spectrum Asset Management, Inc.
|
Jan 27, 2025 Q4 2024 |
12,139
shares
|
$283,081
0.13% of portfolio
|
Q4 2024
Reduced 11.54%
|
|
|
Madden Advisory Services, Inc.
|
Oct 30, 2024 Q3 2024 |
11,853
shares
|
$276,411
0.13% of portfolio
|
Q3 2024
Added 9.56%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
Feb 07, 2025 Q4 2024 |
11,489
shares
|
$267,923
0.28% of portfolio
|
Q3 2024
New holding
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Oct 10, 2024 Q3 2024 |
11,444
shares
|
$266,874
0.09% of portfolio
|
Q3 2024
Added 16.57%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Feb 03, 2025 Q4 2024 |
11,385
shares
|
$265,498
0.04% of portfolio
|
Q4 2024
Added 8.07%
|
|
|
Fortis Capital Management LLC
|
Nov 05, 2024 Q3 2024 |
11,177
shares
|
$260,647
0.05% of portfolio
|
Q3 2024
Reduced 54.0%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
Jan 31, 2025 Q4 2024 |
10,773
shares
|
$251,226
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
American Trust
Lexington, KY |
Nov 29, 2024 Q3 2024 |
10,757
shares
|
$250,853
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
Nov 13, 2024 Q3 2024 |
10,754
shares
|
$250,783
0.14% of portfolio
|
Q1 2024
Added 8.71%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Jan 14, 2025 Q4 2024 |
10,715
shares
|
$249,873
0.04% of portfolio
|
Q4 2024
Reduced 8.54%
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Jan 22, 2025 Q4 2024 |
10,660
shares
|
$248,591
0.21% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
Feb 07, 2025 Q4 2024 |
10,320
shares
|
$240,662
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
10,095
shares
|
$235,415
0.05% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 06, 2024 Q3 2024 |
10,000
shares
|
$233,200
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
10,000
shares
|
$233,200
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Beaumont Asset Management, L.L.C.
|
Jan 28, 2025 Q4 2024 |
10,000
shares
|
$233,200
0.14% of portfolio
|
Q3 2024
Reduced 9.71%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
9,773
shares
|
$227,906
0.06% of portfolio
|
Q4 2024
Reduced 36.73%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
9,704
shares
|
$226,297
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
9,680
shares
|
$225,737
0.0% of portfolio
|
Q4 2024
Reduced 93.47%
|
|
|
Ae Wealth Management LLC
|
Nov 14, 2024 Q3 2024 |
9,210
shares
|
$214,777
0.0% of portfolio
|
Q3 2024
Reduced 27.12%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
9,173
shares
|
$213,914
0.01% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,156
shares
|
$213,517
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
9,023
shares
|
$210,416
0.1% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
8,865
shares
|
$206,731
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
8,849
shares
|
$206,358
0.56% of portfolio
|
Q4 2024
New holding
|