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 332 institutions that hold shares in the stock, with a total of 70.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.65 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
89,686
shares
|
$2.09 Million
0.33% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
87,767
shares
|
$2.05 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.92%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
86,385
shares
|
$2.01 Million
0.05% of portfolio
|
Q1 2025
Added 98.59%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
83,088
shares
|
$1.94 Million
0.82% of portfolio
|
Q2 2025
Added 225.39%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
82,574
shares
|
$1.93 Million
0.03% of portfolio
|
Q2 2024
Added 399.18%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
79,962
shares
|
$1.86 Million
0.02% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Crestmont Private Wealth LLC
|
Aug 13, 2025 Q2 2025 |
79,081
shares
|
$1.84 Million
0.67% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Aug 04, 2025 Q2 2025 |
77,443
shares
|
$1.81 Million
1.31% of portfolio
|
Q2 2025
Added 12.43%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
77,140
shares
|
$1.8 Million
0.05% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
74,435
shares
|
$1.74 Million
0.72% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
74,079
shares
|
$1.73 Million
0.12% of portfolio
|
Q3 2025
Added 35.57%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
73,396
shares
|
$1.71 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.64%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
68,672
shares
|
$1.6 Million
0.14% of portfolio
|
Q3 2025
Reduced 9.62%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
68,063
shares
|
$1.59 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
67,281
shares
|
$1.57 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
64,380
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2025
Added 286.43%
|
|
|
Reliant Wealth Planning
|
Aug 12, 2025 Q2 2025 |
62,576
shares
|
$1.46 Million
0.67% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
62,356
shares
|
$1.45 Million
0.23% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
58,997
shares
|
$1.38 Million
0.78% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
57,810
shares
|
$1.35 Million
0.3% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Avantax Planning Partners, Inc.
|
Aug 11, 2025 Q2 2025 |
57,733
shares
|
$1.35 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
55,939
shares
|
$1.3 Million
0.06% of portfolio
|
Q2 2025
Reduced 16.1%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
54,815
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
53,788
shares
|
$1.25 Million
0.1% of portfolio
|
Q2 2025
Added 15.43%
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
52,674
shares
|
$1.23 Million
1.0% of portfolio
|
Q3 2025
Reduced 0.21%
|