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 |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
659,594
shares
|
$15.4 Million
0.03% of portfolio
|
Q2 2025
Added 0.35%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
659,449
shares
|
$15.4 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.51%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
655,864
shares
|
$15.3 Million
1.65% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
651,802
shares
|
$15.2 Million
0.13% of portfolio
|
Q2 2025
Added 72.95%
|
|
|
Moseley Investment Management Inc
|
Jul 24, 2025 Q2 2025 |
641,093
shares
|
$15 Million
5.31% of portfolio
|
Q2 2025
Reduced 6.07%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jul 30, 2025 Q2 2025 |
631,320
shares
|
$14.7 Million
0.31% of portfolio
|
Q2 2025
Reduced 5.47%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Aug 14, 2025 Q2 2025 |
580,493
shares
|
$13.5 Million
0.0% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
541,251
shares
|
$12.6 Million
2.2% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
533,920
shares
|
$12.5 Million
5.03% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Apella Capital, LLC
|
Jul 08, 2025 Q2 2025 |
530,340
shares
|
$12.4 Million
0.35% of portfolio
|
Q2 2025
Reduced 4.54%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
517,095
shares
|
$12.1 Million
3.0% of portfolio
|
Q2 2025
Added 1.78%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
480,174
shares
|
$11.2 Million
0.8% of portfolio
|
Q2 2025
Added 115.47%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
455,378
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Aug 14, 2025 Q2 2025 |
454,653
shares
|
$10.6 Million
0.0% of portfolio
|
Q2 2025
Added 200.98%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Aug 12, 2025 Q2 2025 |
430,547
shares
|
$10 Million
0.3% of portfolio
|
Q2 2025
Added 3.46%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
396,749
shares
|
$9.25 Million
0.46% of portfolio
|
Q2 2025
Reduced 6.51%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
395,444
shares
|
$9.22 Million
0.01% of portfolio
|
Q2 2025
Added 0.28%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
394,006
shares
|
$9.19 Million
6.33% of portfolio
|
Q1 2025
Added 11.86%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
387,685
shares
|
$9.04 Million
0.19% of portfolio
|
Q2 2025
Reduced 1.68%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
385,860
shares
|
$9 Million
0.21% of portfolio
|
Q2 2025
Reduced 43.18%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
378,893
shares
|
$8.84 Million
0.06% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
376,043
shares
|
$8.77 Million
0.04% of portfolio
|
Q2 2025
Added 5.71%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
369,286
shares
|
$8.61 Million
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
353,272
shares
|
$8.24 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.43%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
346,406
shares
|
$8.08 Million
0.45% of portfolio
|
Q2 2025
Reduced 22.83%
|