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 302 institutions that hold shares in the stock, with a total of 84.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.98 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
53,581
shares
|
$1.25 Million
0.27% of portfolio
|
Q4 2024
Added 10.65%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
52,435
shares
|
$1.22 Million
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
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%
|
|
|
Carmel Capital Partners, LLC
|
Feb 06, 2025 Q4 2024 |
44,500
shares
|
$1.04 Million
0.44% of portfolio
|
Q2 2024
Reduced 73.2%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
44,484
shares
|
$1.04 Million
0.99% of portfolio
|
Q4 2024
Reduced 8.98%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jan 27, 2025 Q4 2024 |
43,619
shares
|
$1.02 Million
0.59% of portfolio
|
Q4 2024
Added 112.26%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
43,500
shares
|
$1.01 Million
0.02% of portfolio
|
Q1 2024
Reduced 12.76%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
42,938
shares
|
$1 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Nov 14, 2024 Q3 2024 |
42,900
shares
|
$1 Million
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
42,209
shares
|
$984,313
0.75% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
40,789
shares
|
$951,199
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Nov 12, 2024 Q3 2024 |
40,247
shares
|
$938,560
0.07% of portfolio
|
Q3 2024
Added 0.09%
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
39,776
shares
|
$927,576
0.5% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
38,730
shares
|
$903,183
0.38% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Cerity Partners LLC
New York, NY |
Nov 12, 2024 Q3 2024 |
38,332
shares
|
$893,902
0.0% of portfolio
|
Q3 2024
Added 39.07%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
37,953
shares
|
$885,063
0.25% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
37,836
shares
|
$882,335
0.55% of portfolio
|
Q4 2024
Reduced 8.12%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
37,319
shares
|
$870,279
0.11% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
36,229
shares
|
$844,860
0.13% of portfolio
|
Q4 2024
Added 14.22%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
36,017
shares
|
$839,916
0.03% of portfolio
|
Q3 2024
Reduced 86.37%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
35,660
shares
|
$831,591
0.26% of portfolio
|
Q3 2023
New holding
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
35,399
shares
|
$825,504
0.46% of portfolio
|
Q4 2024
Added 39.97%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Feb 10, 2025 Q4 2024 |
33,597
shares
|
$783,482
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 08, 2024 Q3 2024 |
32,983
shares
|
$769,163
0.05% of portfolio
|
Q3 2024
Reduced 5.74%
|