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 259 institutions that hold shares in the stock, with a total of 81.8 Million shares, which have been reported (via 13F filing form) to have a value of $1.91 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Mc Guire Investment Group, LLC
|
Oct 10, 2024 Q3 2024 |
295,713
shares
|
$6.91 Million
0.98% of portfolio
|
Q3 2024
Added 7.03%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
264,323
shares
|
$6.18 Million
0.03% of portfolio
|
Q3 2024
Added 151.58%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2024 Q2 2024 |
264,287
shares
|
$6.18 Million
0.19% of portfolio
|
Q2 2024
Reduced 2.76%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 22, 2024 Q2 2024 |
260,517
shares
|
$6.09 Million
0.01% of portfolio
|
Q2 2024
Reduced 14.33%
|
|
|
Transcend Capital Advisors, LLC
|
Oct 15, 2024 Q3 2024 |
246,324
shares
|
$5.76 Million
0.4% of portfolio
|
Q3 2024
Reduced 9.86%
|
|
|
Atlantic Private Wealth, LLC
|
Aug 12, 2024 Q2 2024 |
240,018
shares
|
$5.61 Million
4.57% of portfolio
|
Q2 2024
Added 36.6%
|
|
|
Park Avenue Securities LLC
|
Oct 03, 2024 Q3 2024 |
236,491
shares
|
$5.53 Million
0.06% of portfolio
|
Q3 2024
Added 23.67%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 22, 2024 Q2 2024 |
234,604
shares
|
$5.48 Million
0.06% of portfolio
|
Q2 2024
Added 183.16%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Aug 08, 2024 Q2 2024 |
216,546
shares
|
$5.06 Million
0.07% of portfolio
|
Q2 2024
Added 8.86%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
215,717
shares
|
$5.04 Million
0.41% of portfolio
|
Q4 2022
Added 12.14%
|
|
|
Shelton Wealth Management, LLC
|
Oct 21, 2024 Q3 2024 |
212,565
shares
|
$4.97 Million
2.77% of portfolio
|
Q3 2024
Added 19.12%
|
|
|
Gradient Investments LLC
|
Oct 15, 2024 Q3 2024 |
210,626
shares
|
$4.92 Million
0.13% of portfolio
|
Q3 2024
Reduced 8.91%
|
|
|
Janney Montgomery Scott LLC
|
Oct 29, 2024 Q3 2024 |
206,523
shares
|
$4.83 Million
0.01% of portfolio
|
Q3 2024
Added 1.45%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Oct 24, 2024 Q3 2024 |
204,200
shares
|
$4.77 Million
2.24% of portfolio
|
Q3 2024
Reduced 1.89%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
199,875
shares
|
$4.67 Million
0.02% of portfolio
|
Q3 2024
Reduced 57.93%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Aug 01, 2024 Q2 2024 |
196,071
shares
|
$4.58 Million
1.15% of portfolio
|
Q2 2024
Added 227.98%
|
|
|
Brookstone Capital Management
|
Oct 08, 2024 Q3 2024 |
194,136
shares
|
$4.54 Million
0.08% of portfolio
|
Q3 2024
Added 8.02%
|
|
|
Psi Advisors, LLC
|
Oct 22, 2024 Q3 2024 |
189,404
shares
|
$4.43 Million
1.31% of portfolio
|
Q3 2024
Added 3.62%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Aug 14, 2024 Q2 2024 |
183,919
shares
|
$4.3 Million
3.99% of portfolio
|
Q2 2024
Added 18.17%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 08, 2024 Q2 2024 |
178,011
shares
|
$4.16 Million
0.05% of portfolio
|
Q2 2024
Added 11.75%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2024 Q2 2024 |
176,769
shares
|
$4.13 Million
0.02% of portfolio
|
Q2 2024
Added 191.03%
|
|
|
Global Retirement Partners, LLC
|
Oct 16, 2024 Q3 2024 |
169,203
shares
|
$3.95 Million
0.12% of portfolio
|
Q3 2024
Added 0.22%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Jul 17, 2024 Q2 2024 |
168,893
shares
|
$3.95 Million
0.55% of portfolio
|
Q2 2024
Added 19.37%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2024 Q2 2024 |
166,888
shares
|
$3.9 Million
0.01% of portfolio
|
Q2 2024
Added 6.41%
|
|
|
D.A. Davidson & Co.
|
Jul 31, 2024 Q2 2024 |
166,373
shares
|
$3.89 Million
0.03% of portfolio
|
Q2 2024
Added 7.95%
|