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 |
|---|---|---|---|---|---|
|
Kestra Advisory Services, LLC
|
Feb 10, 2025 Q4 2024 |
370,068
shares
|
$8.64 Million
0.05% of portfolio
|
Q4 2024
Added 88.82%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
369,286
shares
|
$8.62 Million
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Feb 10, 2025 Q4 2024 |
368,631
shares
|
$8.61 Million
0.01% of portfolio
|
Q4 2024
Added 11.16%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
368,332
shares
|
$8.6 Million
0.29% of portfolio
|
Q4 2024
Added 457.98%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
358,196
shares
|
$8.36 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
356,588
shares
|
$8.33 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
Feb 20, 2025 Q4 2024 |
352,231
shares
|
$8.22 Million
6.38% of portfolio
|
Q4 2024
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
335,838
shares
|
$7.84 Million
1.82% of portfolio
|
Q4 2024
Added 10.73%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
330,627
shares
|
$7.72 Million
0.09% of portfolio
|
Q1 2025
Added 7.99%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
325,223
shares
|
$7.59 Million
1.08% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
313,005
shares
|
$7.31 Million
1.04% of portfolio
|
Q4 2024
Added 47.65%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
303,634
shares
|
$7.09 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Keeler T Homas Management LLC
|
Feb 04, 2025 Q4 2024 |
303,081
shares
|
$7.08 Million
2.63% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
302,120
shares
|
$7.05 Million
0.02% of portfolio
|
Q1 2025
Added 28.02%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Feb 14, 2025 Q4 2024 |
301,108
shares
|
$7.03 Million
5.4% of portfolio
|
Q4 2024
Added 34.71%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
297,643
shares
|
$6.95 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
297,293
shares
|
$6.94 Million
1.06% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
296,858
shares
|
$6.93 Million
0.56% of portfolio
|
Q4 2024
Added 971.61%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Feb 06, 2025 Q4 2024 |
294,180
shares
|
$6.87 Million
6.08% of portfolio
|
Q4 2024
New holding
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
271,233
shares
|
$6.33 Million
0.32% of portfolio
|
Q4 2024
Added 25.28%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
249,216
shares
|
$5.82 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
239,389
shares
|
$5.59 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
236,190
shares
|
$5.52 Million
1.82% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
231,528
shares
|
$5.41 Million
0.04% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
223,204
shares
|
$5.21 Million
0.0% of portfolio
|
Q4 2024
Added 23.7%
|