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 316 institutions that hold shares in the stock, with a total of 88 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 |
|---|---|---|---|---|---|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
682,500
shares
|
$15.9 Million
6.4% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
680,226
shares
|
$15.9 Million
1.15% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
679,059
shares
|
$15.9 Million
0.4% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
674,673
shares
|
$15.8 Million
0.47% of portfolio
|
Q4 2024
Added 20.35%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
664,413
shares
|
$15.5 Million
1.75% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Feb 13, 2025 Q4 2024 |
664,331
shares
|
$15.5 Million
0.02% of portfolio
|
Q4 2024
Added 3.27%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
657,298
shares
|
$15.3 Million
0.03% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Feb 06, 2025 Q4 2024 |
633,633
shares
|
$14.8 Million
0.57% of portfolio
|
Q4 2024
Added 25.88%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
623,810
shares
|
$14.6 Million
5.68% of portfolio
|
Q4 2024
Added 5.2%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Feb 13, 2025 Q4 2024 |
593,335
shares
|
$13.9 Million
0.04% of portfolio
|
Q4 2024
Reduced 5.96%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Feb 14, 2025 Q4 2024 |
585,002
shares
|
$13.7 Million
0.03% of portfolio
|
Q4 2024
Added 25.1%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Feb 14, 2025 Q4 2024 |
582,795
shares
|
$13.6 Million
0.0% of portfolio
|
Q4 2024
Added 28.64%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
555,538
shares
|
$13 Million
0.45% of portfolio
|
Q1 2025
Added 3544.78%
|
|
|
Envestnet Asset Management Inc
|
Feb 12, 2025 Q4 2024 |
546,301
shares
|
$12.8 Million
0.0% of portfolio
|
Q4 2024
Reduced 24.18%
|
|
|
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%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Feb 10, 2025 Q4 2024 |
538,529
shares
|
$12.6 Million
0.02% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
519,470
shares
|
$12.1 Million
5.37% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Feb 13, 2025 Q4 2024 |
465,615
shares
|
$10.9 Million
2.78% of portfolio
|
Q4 2024
Added 91197.06%
|
|
|
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%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jan 23, 2025 Q4 2024 |
439,715
shares
|
$10.3 Million
0.67% of portfolio
|
Q4 2024
Added 17.7%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Jan 24, 2025 Q4 2024 |
406,979
shares
|
$9.5 Million
0.51% of portfolio
|
Q4 2024
Added 10.12%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
396,503
shares
|
$9.26 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
391,571
shares
|
$9.14 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Atlantic Private Wealth, LLC
|
Feb 11, 2025 Q4 2024 |
382,633
shares
|
$8.93 Million
6.81% of portfolio
|
Q4 2024
Added 48.53%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
378,893
shares
|
$8.85 Million
0.06% of portfolio
|
Q4 2024
Added 3.54%
|