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 314 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 |
|---|---|---|---|---|---|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
35,660
shares
|
$833,017
0.26% of portfolio
|
Q3 2023
New holding
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
35,399
shares
|
$826,920
0.46% of portfolio
|
Q4 2024
Added 39.97%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
34,872
shares
|
$814,609
0.03% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Feb 10, 2025 Q4 2024 |
33,597
shares
|
$784,825
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
32,857
shares
|
$767,539
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
32,753
shares
|
$765,110
0.1% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
32,461
shares
|
$758,288
0.05% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
32,414
shares
|
$757,191
0.24% of portfolio
|
Q3 2024
Added 10.36%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
31,270
shares
|
$730,467
0.0% of portfolio
|
Q4 2024
Reduced 18.42%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
30,082
shares
|
$702,715
0.09% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
30,030
shares
|
$701,500
0.0% of portfolio
|
Q4 2024
Added 39.9%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Apr 08, 2025 Q1 2025 |
29,582
shares
|
$691,035
0.18% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
27,078
shares
|
$632,542
0.26% of portfolio
|
Q1 2025
Added 19.47%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
26,581
shares
|
$620,932
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
26,554
shares
|
$620,301
0.02% of portfolio
|
Q4 2024
Added 14.99%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
26,315
shares
|
$614,718
0.16% of portfolio
|
Q1 2024
Added 100.36%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
25,777
shares
|
$602,150
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
25,535
shares
|
$596,497
0.29% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
25,500
shares
|
$595,680
0.01% of portfolio
|
Q4 2024
Added 9.9%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
25,351
shares
|
$592,199
0.12% of portfolio
|
Q4 2024
Added 48.87%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
25,193
shares
|
$588,508
0.03% of portfolio
|
Q4 2024
Reduced 22.55%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
24,388
shares
|
$569,703
0.15% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Pinnacle Bancorp, Inc.
|
Apr 23, 2025 Q1 2025 |
23,765
shares
|
$555,150
0.18% of portfolio
|
Q1 2025
Added 46.02%
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
22,942
shares
|
$535,925
0.05% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Apr 22, 2025 Q1 2025 |
22,065
shares
|
$515,438
0.09% of portfolio
|
Q1 2025
Reduced 4.95%
|