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 314 institutions that hold shares in the stock, with a total of 88.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
10,452
shares
|
$244,158
0.05% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
Feb 07, 2025 Q4 2024 |
10,320
shares
|
$241,075
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Asset Management, L.L.C.
|
Jan 28, 2025 Q4 2024 |
10,000
shares
|
$233,600
0.14% of portfolio
|
Q3 2024
Reduced 9.71%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
10,000
shares
|
$233,600
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
10,000
shares
|
$233,600
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
9,680
shares
|
$226,124
0.0% of portfolio
|
Q4 2024
Reduced 93.47%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
9,600
shares
|
$224,256
0.01% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Mar 06, 2025 Q4 2024 |
9,598
shares
|
$224,209
0.11% of portfolio
|
Q4 2024
New holding
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
9,236
shares
|
$215,752
0.01% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,156
shares
|
$213,884
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
9,077
shares
|
$212,038
0.05% of portfolio
|
Q1 2025
Reduced 32.25%
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
9,023
shares
|
$210,777
0.1% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
8,865
shares
|
$207,086
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
8,849
shares
|
$206,712
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
8,740
shares
|
$204,166
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
8,670
shares
|
$202,531
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
8,601
shares
|
$200,919
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 14, 2025 Q1 2025 |
8,568
shares
|
$200,148
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
7,300
shares
|
$170,528
0.01% of portfolio
|
Q3 2024
Reduced 43.63%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
7,151
shares
|
$167,047
0.0% of portfolio
|
Q4 2024
Reduced 22.36%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
6,808
shares
|
$159,034
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
6,291
shares
|
$146,957
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
5,979
shares
|
$139,669
0.0% of portfolio
|
Q1 2025
Reduced 13.35%
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
5,847
shares
|
$136,585
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
5,668
shares
|
$132,404
0.0% of portfolio
|
Q3 2024
New holding
|