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 |
|---|---|---|---|---|---|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
306,172
shares
|
$7.14 Million
0.07% of portfolio
|
Q4 2024
Added 29.46%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
303,300
shares
|
$7.07 Million
1.66% of portfolio
|
Q3 2024
Added 54.69%
|
|
|
Keeler T Homas Management LLC
|
Feb 04, 2025 Q4 2024 |
303,081
shares
|
$7.07 Million
2.63% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
297,293
shares
|
$6.93 Million
1.06% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
296,858
shares
|
$6.92 Million
0.56% of portfolio
|
Q4 2024
Added 971.61%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Feb 06, 2025 Q4 2024 |
294,180
shares
|
$6.86 Million
6.08% of portfolio
|
Q4 2024
New holding
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
278,713
shares
|
$6.5 Million
3.46% of portfolio
|
Q4 2024
Added 31.12%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
271,233
shares
|
$6.33 Million
0.32% of portfolio
|
Q4 2024
Added 25.28%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Nov 13, 2024 Q3 2024 |
263,362
shares
|
$6.14 Million
0.01% of portfolio
|
Q3 2024
Added 1.09%
|
|
|
Atlantic Private Wealth, LLC
|
Nov 07, 2024 Q3 2024 |
257,621
shares
|
$6.01 Million
4.61% of portfolio
|
Q3 2024
Added 7.33%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
249,216
shares
|
$5.81 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
248,072
shares
|
$5.79 Million
1.73% of portfolio
|
Q4 2024
Added 30.98%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
239,389
shares
|
$5.58 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
235,986
shares
|
$5.5 Million
0.02% of portfolio
|
Q4 2024
Added 14.27%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
231,528
shares
|
$5.4 Million
0.04% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Nov 12, 2024 Q3 2024 |
223,517
shares
|
$5.21 Million
4.42% of portfolio
|
Q3 2024
Added 21.53%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
222,672
shares
|
$5.19 Million
0.14% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
Jan 24, 2025 Q4 2024 |
220,721
shares
|
$5.15 Million
2.0% of portfolio
|
Q4 2024
Added 8.09%
|
|
|
Americana Partners, LLC
Houston, TX |
Jan 31, 2025 Q4 2024 |
219,929
shares
|
$5.13 Million
0.22% of portfolio
|
Q4 2024
Reduced 27.55%
|
|
|
Trinity Wealth Management, LLC
|
Jan 23, 2025 Q4 2024 |
218,843
shares
|
$5.1 Million
2.31% of portfolio
|
Q4 2024
Added 707.96%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
217,891
shares
|
$5.08 Million
0.06% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
215,717
shares
|
$5.03 Million
0.41% of portfolio
|
Q4 2022
Added 12.14%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
211,988
shares
|
$4.94 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
203,216
shares
|
$4.74 Million
0.01% of portfolio
|
Q4 2024
Added 28.67%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
201,659
shares
|
$4.7 Million
0.08% of portfolio
|
Q4 2024
Added 3.88%
|