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 298 institutions that hold shares in the stock, with a total of 77.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.81 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
706,251
shares
|
$16.5 Million
0.41% of portfolio
|
Q1 2024
Added 4.09%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
679,833
shares
|
$15.9 Million
6.34% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
674,673
shares
|
$15.7 Million
0.47% of portfolio
|
Q4 2024
Added 20.35%
|
|
|
Mv Capital Management, Inc.
|
Nov 04, 2024 Q3 2024 |
659,362
shares
|
$15.4 Million
1.68% of portfolio
|
Q3 2024
Reduced 1.02%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
643,298
shares
|
$15 Million
0.02% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
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%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
630,927
shares
|
$14.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 26.64%
|
|
|
Krilogy Financial LLC
|
Jan 15, 2025 Q4 2024 |
624,158
shares
|
$14.6 Million
1.06% of portfolio
|
Q4 2024
Added 28.53%
|
|
|
Vista Private Wealth Partners. LLC
|
Feb 03, 2025 Q4 2024 |
623,810
shares
|
$14.5 Million
5.68% of portfolio
|
Q4 2024
Added 5.2%
|
|
|
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 |
Nov 07, 2024 Q3 2024 |
524,710
shares
|
$12.2 Million
0.02% of portfolio
|
Q3 2024
Added 18.88%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jan 21, 2025 Q4 2024 |
503,053
shares
|
$11.7 Million
5.21% of portfolio
|
Q4 2024
Added 27.73%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
467,614
shares
|
$10.9 Million
0.02% of portfolio
|
Q3 2024
Added 54.02%
|
|
|
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%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
453,034
shares
|
$10.6 Million
0.0% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
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
|
$9.49 Million
0.51% of portfolio
|
Q4 2024
Added 10.12%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Feb 06, 2025 Q4 2024 |
396,503
shares
|
$9.25 Million
0.19% of portfolio
|
Q4 2024
Reduced 1.02%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
391,571
shares
|
$9.13 Million
0.08% of portfolio
|
Q4 2024
Reduced 1.56%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
384,646
shares
|
$8.97 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
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%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
369,286
shares
|
$8.61 Million
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
366,796
shares
|
$8.55 Million
0.02% of portfolio
|
Q3 2024
Added 10.87%
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
344,505
shares
|
$8.03 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
331,630
shares
|
$7.73 Million
0.01% of portfolio
|
Q3 2024
Added 17.67%
|