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 329 institutions that hold shares in the stock, with a total of 71.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.66 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Transcend Capital Advisors, LLC
|
Aug 01, 2025 Q2 2025 |
126,151
shares
|
$2.94 Million
0.23% of portfolio
|
Q2 2025
Reduced 33.88%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
126,103
shares
|
$2.94 Million
2.35% of portfolio
|
Q2 2025
Reduced 30.26%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
123,924
shares
|
$2.89 Million
0.1% of portfolio
|
Q2 2025
Reduced 9.23%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jul 29, 2025 Q2 2025 |
121,023
shares
|
$2.82 Million
2.74% of portfolio
|
Q2 2025
Reduced 22.71%
|
|
|
Lantz Financial LLC
|
Jul 11, 2025 Q2 2025 |
119,815
shares
|
$2.79 Million
0.74% of portfolio
|
Q2 2025
Added 8.53%
|
|
|
Howland Capital Management LLC
|
Aug 15, 2025 Q2 2025 |
112,620
shares
|
$2.63 Million
0.11% of portfolio
|
Q2 2025
Added 5.5%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
112,208
shares
|
$2.62 Million
0.05% of portfolio
|
Q2 2025
Added 18.46%
|
|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
109,392
shares
|
$2.55 Million
0.03% of portfolio
|
Q2 2025
Added 3.18%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
108,947
shares
|
$2.54 Million
0.28% of portfolio
|
Q2 2025
Added 0.22%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
107,653
shares
|
$2.51 Million
0.57% of portfolio
|
Q2 2025
Reduced 1.75%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Aug 14, 2025 Q2 2025 |
106,694
shares
|
$2.49 Million
0.09% of portfolio
|
Q2 2025
Added 40.78%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Aug 15, 2025 Q2 2025 |
106,043
shares
|
$2.47 Million
0.02% of portfolio
|
Q2 2025
Reduced 2.6%
|
|
|
Portland Global Advisors LLC
|
Aug 13, 2025 Q2 2025 |
105,636
shares
|
$2.46 Million
0.29% of portfolio
|
Q2 2025
Added 6.31%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
103,636
shares
|
$2.42 Million
0.16% of portfolio
|
Q4 2023
Added 543.26%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
103,354
shares
|
$2.41 Million
0.27% of portfolio
|
Q2 2023
Added 23.71%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
100,388
shares
|
$2.34 Million
0.06% of portfolio
|
Q2 2025
Reduced 42.94%
|
|
|
Scs Capital Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
99,248
shares
|
$2.31 Million
0.03% of portfolio
|
Q2 2025
Added 0.2%
|
|
|
Ifg Advisory, LLC
|
Aug 04, 2025 Q2 2025 |
97,601
shares
|
$2.28 Million
0.12% of portfolio
|
Q2 2025
Reduced 7.27%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
96,953
shares
|
$2.26 Million
0.0% of portfolio
|
Q2 2025
Reduced 14.53%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
92,851
shares
|
$2.17 Million
0.01% of portfolio
|
Q2 2025
Reduced 15.84%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
92,785
shares
|
$2.16 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
91,812
shares
|
$2.14 Million
0.42% of portfolio
|
Q2 2025
Added 4.2%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
91,485
shares
|
$2.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.37%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Aug 14, 2025 Q2 2025 |
90,476
shares
|
$2.11 Million
0.79% of portfolio
|
Q2 2025
Reduced 19.54%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
90,402
shares
|
$2.11 Million
0.73% of portfolio
|
Q1 2025
New holding
|