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 |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Apr 29, 2025 Q1 2025 |
4,517,615
shares
|
$105 Million
1.89% of portfolio
|
Q1 2025
Added 9.17%
|
|
|
Bank Of America Corp
Charlotte, NC |
Aug 14, 2025 Q2 2025 |
4,042,892
shares
|
$94.3 Million
0.01% of portfolio
|
Q2 2025
Added 0.45%
|
|
|
Morgan Stanley
New York, NY |
Aug 15, 2025 Q2 2025 |
3,556,598
shares
|
$82.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 8.25%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
2,645,525
shares
|
$61.7 Million
0.92% of portfolio
|
Q3 2023
Added 20.83%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Aug 12, 2025 Q2 2025 |
2,554,218
shares
|
$59.6 Million
0.02% of portfolio
|
Q2 2025
Reduced 15.09%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
2,486,703
shares
|
$58 Million
1.09% of portfolio
|
Q2 2025
New holding
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
2,178,749
shares
|
$50.8 Million
3.36% of portfolio
|
Q2 2025
Reduced 0.98%
|
|
|
Ubs Group Ag
|
Aug 14, 2025 Q2 2025 |
1,908,151
shares
|
$44.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.27%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,686,025
shares
|
$39.3 Million
0.05% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Aug 14, 2025 Q2 2025 |
1,319,780
shares
|
$30.8 Million
0.17% of portfolio
|
Q2 2025
Reduced 8.63%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Aug 14, 2025 Q2 2025 |
1,274,845
shares
|
$29.7 Million
0.01% of portfolio
|
Q2 2025
Reduced 38.17%
|
|
|
Connecticut Wealth Management, LLC
|
Aug 14, 2025 Q2 2025 |
1,180,466
shares
|
$27.5 Million
1.32% of portfolio
|
Q2 2025
Added 17.82%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
1,149,158
shares
|
$26.8 Million
0.29% of portfolio
|
Q2 2025
Reduced 1.25%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Aug 14, 2025 Q2 2025 |
1,112,080
shares
|
$25.9 Million
0.01% of portfolio
|
Q2 2025
Reduced 57.61%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
1,061,348
shares
|
$24.8 Million
0.42% of portfolio
|
Q2 2025
Added 0.96%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Aug 14, 2025 Q2 2025 |
1,022,812
shares
|
$23.9 Million
0.06% of portfolio
|
Q2 2025
Reduced 15.34%
|
|
|
Vista Private Wealth Partners. LLC
|
Aug 13, 2025 Q2 2025 |
875,124
shares
|
$20.4 Million
6.46% of portfolio
|
Q2 2025
Added 24.42%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Jul 23, 2025 Q2 2025 |
797,361
shares
|
$18.6 Million
10.01% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Stratos Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
790,034
shares
|
$18.4 Million
1.02% of portfolio
|
Q2 2025
Reduced 67.77%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
789,713
shares
|
$18.4 Million
0.01% of portfolio
|
Q2 2025
Reduced 1.9%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
777,959
shares
|
$18.1 Million
0.04% of portfolio
|
Q2 2025
Reduced 13.07%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
740,480
shares
|
$17.3 Million
6.6% of portfolio
|
Q4 2024
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
706,251
shares
|
$16.5 Million
0.41% of portfolio
|
Q1 2024
Added 4.09%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
699,134
shares
|
$16.3 Million
1.04% of portfolio
|
Q2 2025
Added 2.78%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
672,692
shares
|
$15.7 Million
0.02% of portfolio
|
Q2 2025
Added 1.14%
|