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 |
|---|---|---|---|---|---|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
199,875
shares
|
$4.66 Million
0.02% of portfolio
|
Q3 2024
Reduced 57.93%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2024 Q3 2024 |
195,993
shares
|
$4.57 Million
0.03% of portfolio
|
Q3 2024
Added 10.88%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
193,325
shares
|
$4.51 Million
0.33% of portfolio
|
Q4 2024
Reduced 21.52%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
180,436
shares
|
$4.21 Million
0.0% of portfolio
|
Q3 2024
Added 37.54%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
175,931
shares
|
$4.1 Million
0.12% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
172,806
shares
|
$4.03 Million
0.01% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
165,054
shares
|
$3.85 Million
0.04% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 13, 2024 Q3 2024 |
152,549
shares
|
$3.56 Million
0.24% of portfolio
|
Q3 2024
Reduced 4.11%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
152,376
shares
|
$3.55 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
141,087
shares
|
$3.29 Million
0.01% of portfolio
|
Q3 2024
Reduced 77.29%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
140,651
shares
|
$3.28 Million
0.26% of portfolio
|
Q4 2024
Added 135.21%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
132,444
shares
|
$3.09 Million
0.11% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Nov 07, 2024 Q3 2024 |
129,834
shares
|
$3.03 Million
1.25% of portfolio
|
Q3 2024
Reduced 1.91%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
129,742
shares
|
$3.03 Million
0.24% of portfolio
|
Q4 2024
Reduced 10.55%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
126,804
shares
|
$2.96 Million
0.58% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
126,273
shares
|
$2.94 Million
0.05% of portfolio
|
Q4 2024
Added 15.31%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jan 27, 2025 Q4 2024 |
123,989
shares
|
$2.89 Million
2.29% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
123,642
shares
|
$2.88 Million
0.19% of portfolio
|
Q3 2024
Added 17.65%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
123,427
shares
|
$2.88 Million
1.27% of portfolio
|
Q4 2024
Added 19.69%
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
123,331
shares
|
$2.88 Million
0.3% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jan 24, 2025 Q4 2024 |
120,780
shares
|
$2.82 Million
2.68% of portfolio
|
Q4 2024
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 12, 2024 Q3 2024 |
120,633
shares
|
$2.81 Million
0.01% of portfolio
|
Q3 2024
Added 5.01%
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
120,017
shares
|
$2.8 Million
0.75% of portfolio
|
Q4 2024
Added 2981.31%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
118,060
shares
|
$2.75 Million
0.44% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
117,439
shares
|
$2.74 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.26%
|