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 |
|---|---|---|---|---|---|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
73,536
shares
|
$1.71 Million
0.16% of portfolio
|
Q4 2024
Added 53.39%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
72,293
shares
|
$1.69 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
71,334
shares
|
$1.66 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
70,865
shares
|
$1.65 Million
1.12% of portfolio
|
Q3 2024
Added 35.23%
|
|
|
Associated Banc Corp
Green Bay, WI |
Nov 13, 2024 Q3 2024 |
70,020
shares
|
$1.63 Million
0.05% of portfolio
|
Q3 2024
Added 2.87%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
69,463
shares
|
$1.62 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
68,816
shares
|
$1.6 Million
0.8% of portfolio
|
Q4 2024
Added 25.24%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
67,396
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
66,012
shares
|
$1.54 Million
0.06% of portfolio
|
Q3 2024
Added 32.5%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
65,812
shares
|
$1.53 Million
0.07% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
63,032
shares
|
$1.47 Million
0.03% of portfolio
|
Q4 2024
Reduced 18.82%
|
|
|
Crestmont Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
62,873
shares
|
$1.47 Million
0.66% of portfolio
|
Q4 2024
Added 142.22%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
61,298
shares
|
$1.43 Million
0.25% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
60,681
shares
|
$1.42 Million
0.64% of portfolio
|
Q3 2024
Added 11.28%
|
|
|
Phillips Financial Management, LLC
|
Nov 07, 2024 Q3 2024 |
59,915
shares
|
$1.4 Million
0.11% of portfolio
|
Q3 2024
Added 1.69%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
59,555
shares
|
$1.39 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
58,659
shares
|
$1.37 Million
0.04% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
56,110
shares
|
$1.31 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
55,784
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Added 41.45%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
55,518
shares
|
$1.29 Million
0.12% of portfolio
|
Q4 2024
Reduced 61.19%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
53,854
shares
|
$1.26 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
53,581
shares
|
$1.25 Million
0.27% of portfolio
|
Q4 2024
Added 10.65%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 28, 2024 Q3 2024 |
52,762
shares
|
$1.23 Million
0.05% of portfolio
|
Q3 2024
Added 11.23%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
47,262
shares
|
$1.1 Million
0.2% of portfolio
|
Q4 2024
Added 37.39%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
45,493
shares
|
$1.06 Million
0.18% of portfolio
|
Q4 2024
Reduced 17.92%
|