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 315 institutions that hold shares in the stock, with a total of 88.1 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 |
|---|---|---|---|---|---|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
222,300
shares
|
$5.19 Million
0.2% of portfolio
|
Q4 2024
Reduced 91.13%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Feb 14, 2025 Q4 2024 |
221,025
shares
|
$5.16 Million
0.01% of portfolio
|
Q4 2024
Added 27.9%
|
|
|
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
|
$5.14 Million
0.22% of portfolio
|
Q4 2024
Reduced 27.55%
|
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
219,543
shares
|
$5.13 Million
2.35% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
One Ascent Financial Services LLC
Birmingham, AL |
Feb 12, 2025 Q4 2024 |
218,778
shares
|
$5.11 Million
0.43% of portfolio
|
Q4 2024
New holding
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Feb 04, 2025 Q4 2024 |
217,891
shares
|
$5.09 Million
0.06% of portfolio
|
Q4 2024
Added 2.28%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
215,717
shares
|
$5.04 Million
0.41% of portfolio
|
Q4 2022
Added 12.14%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
203,216
shares
|
$4.75 Million
0.01% of portfolio
|
Q4 2024
Added 28.67%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
201,659
shares
|
$4.71 Million
0.08% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
200,580
shares
|
$4.68 Million
0.02% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Feb 13, 2025 Q4 2024 |
197,956
shares
|
$4.62 Million
0.01% of portfolio
|
Q4 2024
Reduced 24.84%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
197,724
shares
|
$4.62 Million
0.12% of portfolio
|
Q1 2025
Reduced 11.2%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
194,095
shares
|
$4.53 Million
0.0% of portfolio
|
Q4 2024
Added 1233.25%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
193,325
shares
|
$4.51 Million
0.33% of portfolio
|
Q4 2024
Reduced 21.52%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
175,931
shares
|
$4.11 Million
0.12% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Ifg Advisory, LLC
|
Feb 14, 2025 Q4 2024 |
174,284
shares
|
$4.07 Million
0.23% of portfolio
|
Q4 2024
Added 80.56%
|
|
|
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%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Feb 13, 2025 Q4 2024 |
163,969
shares
|
$3.83 Million
0.03% of portfolio
|
Q4 2024
Added 35.92%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
161,452
shares
|
$3.77 Million
0.26% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
152,666
shares
|
$3.56 Million
1.1% of portfolio
|
Q4 2024
Added 51.05%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
152,376
shares
|
$3.56 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
145,088
shares
|
$3.39 Million
0.01% of portfolio
|
Q4 2024
Added 2.84%
|
|
|
Belpointe Asset Management LLC
|
Feb 13, 2025 Q4 2024 |
144,272
shares
|
$3.37 Million
0.22% of portfolio
|
Q4 2024
Added 16.69%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
140,651
shares
|
$3.28 Million
0.26% of portfolio
|
Q4 2024
Added 135.21%
|