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 329 institutions that hold shares in the stock, with a total of 71.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
9,200
shares
|
$214,544
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,156
shares
|
$213,517
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
9,076
shares
|
$211,652
0.05% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Panoramic Capital Partners, LLC
Lake Oswego, OR |
Jul 18, 2025 Q2 2025 |
9,049
shares
|
$211,022
0.15% of portfolio
|
Q2 2025
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
9,046
shares
|
$210,952
0.13% of portfolio
|
Q2 2025
Reduced 79.96%
|
|
|
Lokken Investment Group LLC
|
Jul 23, 2025 Q2 2025 |
8,899
shares
|
$207,524
0.09% of portfolio
|
Q2 2025
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Aug 11, 2025 Q2 2025 |
8,865
shares
|
$206,731
0.17% of portfolio
|
Q4 2024
New holding
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
8,757
shares
|
$204,213
0.1% of portfolio
|
Q2 2025
Reduced 2.95%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
8,680
shares
|
$202,417
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Mc Carthy & Cox
Marysville, OH |
Jul 15, 2025 Q2 2025 |
8,594
shares
|
$200,412
0.05% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Jul 28, 2025 Q2 2025 |
8,580
shares
|
$200,085
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Simplicity Wealth,Llc
|
Jul 22, 2025 Q2 2025 |
8,575
shares
|
$199,969
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
7,147
shares
|
$166,668
0.0% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
5,818
shares
|
$135,675
0.0% of portfolio
|
Q1 2025
Reduced 58.31%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
5,355
shares
|
$124,878
0.0% of portfolio
|
Q2 2025
Added 1.11%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
4,882
shares
|
$113,848
0.01% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Td Capital Management LLC
Memphis, TN |
Aug 08, 2025 Q2 2025 |
4,856
shares
|
$113,241
0.01% of portfolio
|
Q2 2025
Added 145.01%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
3,813
shares
|
$88,919
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Jul 30, 2025 Q2 2025 |
3,600
shares
|
$83,952
0.03% of portfolio
|
Q2 2025
New holding
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
3,446
shares
|
$80,360
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3,316
shares
|
$77,329
0.02% of portfolio
|
Q1 2023
New holding
|
|
|
North Rock Partners, LLC
|
Jul 25, 2025 Q2 2025 |
3,000
shares
|
$69,960
0.0% of portfolio
|
Q2 2025
Reduced 70.74%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
2,895
shares
|
$67,511
0.0% of portfolio
|
Q2 2025
Reduced 7.21%
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
2,891
shares
|
$67,418
0.04% of portfolio
|
Q1 2025
Added 60.34%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
2,500
shares
|
$58,300
0.0% of portfolio
|
Q2 2022
New holding
|