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 332 institutions that hold shares in the stock, with a total of 70.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
9,100
shares
|
$212,212
0.09% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Mascoma Wealth Management LLC
|
Jul 22, 2025 Q2 2025 |
9,076
shares
|
$211,652
0.05% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
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%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
8,966
shares
|
$209,087
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Centaurus Financial, Inc.
|
Aug 29, 2025 Q2 2025 |
8,960
shares
|
$208,947
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
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 |
Oct 17, 2025 Q3 2025 |
8,865
shares
|
$206,731
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
8,863
shares
|
$206,685
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Sep 26, 2025 Q2 2025 |
8,680
shares
|
$202,417
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
8,628
shares
|
$201,204
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
8,620
shares
|
$201,018
0.05% of portfolio
|
Q3 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
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
7,550
shares
|
$176,066
0.05% of portfolio
|
Q3 2025
Reduced 66.41%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
7,147
shares
|
$166,668
0.0% of portfolio
|
Q2 2025
Reduced 0.04%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
6,800
shares
|
$158,576
0.05% of portfolio
|
Q3 2025
Added 88.89%
|
|
|
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%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
4,295
shares
|
$100,159
0.01% of portfolio
|
Q3 2025
Reduced 53.34%
|
|
|
Hara Capital LLC
Bellevue, WA |
Aug 14, 2025 Q2 2025 |
3,813
shares
|
$88,919
0.06% of portfolio
|
Q1 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%
|