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 |
|---|---|---|---|---|---|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Nov 14, 2024 Q3 2024 |
8,662
shares
|
$201,997
0.0% of portfolio
|
Q3 2024
Reduced 2.19%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
8,601
shares
|
$200,575
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Comerica Bank
|
Nov 14, 2024 Q3 2024 |
8,427
shares
|
$196,517
0.0% of portfolio
|
Q3 2024
Reduced 0.11%
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
7,300
shares
|
$170,236
0.01% of portfolio
|
Q3 2024
Reduced 43.63%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
6,808
shares
|
$158,762
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
6,291
shares
|
$146,706
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
5,668
shares
|
$132,177
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
4,882
shares
|
$113,848
0.01% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
3,813
shares
|
$88,919
0.06% of portfolio
|
Q4 2024
Reduced 70.8%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
3,433
shares
|
$80,057
0.02% of portfolio
|
Q3 2024
Reduced 12.49%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3,316
shares
|
$77,329
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Dec 26, 2024 Q3 2024 |
3,156
shares
|
$73,597
0.0% of portfolio
|
Q3 2024
Reduced 71.15%
|
|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
3,118
shares
|
$72,711
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
3,026
shares
|
$70,566
0.01% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Ashton Thomas Securities, LLC
Rochester, NY |
Nov 04, 2024 Q3 2024 |
2,584
shares
|
$60,258
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
2,500
shares
|
$58,300
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
1,969
shares
|
$45,917
0.0% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Nov 13, 2024 Q3 2024 |
1,955
shares
|
$45,590
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,880
shares
|
$43,841
0.02% of portfolio
|
Q3 2023
Reduced 9.35%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
1,830
shares
|
$42,675
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
1,803
shares
|
$42,045
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Nov 13, 2024 Q3 2024 |
1,644
shares
|
$38,338
0.0% of portfolio
|
Q3 2024
Added 7.66%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,425
shares
|
$33,231
0.0% of portfolio
|
Q3 2024
Reduced 69.37%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
1,376
shares
|
$32,088
0.02% of portfolio
|
Q3 2023
Added 60.37%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
1,182
shares
|
$27,564
0.01% of portfolio
|
Q3 2024
New holding
|