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 284 institutions that hold shares in the stock, with a total of 70.8 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 |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Oct 28, 2024 Q3 2024 |
3,846,342
shares
|
$89.8 Million
1.55% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Ubs Group Ag
|
Nov 14, 2024 Q3 2024 |
3,644,184
shares
|
$85.1 Million
0.02% of portfolio
|
Q3 2024
Added 1.73%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,624,853
shares
|
$84.6 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.43%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2024 Q3 2024 |
3,516,685
shares
|
$82.1 Million
0.01% of portfolio
|
Q3 2024
Added 4.82%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2024 Q3 2024 |
2,873,372
shares
|
$67.1 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.22%
|
|
|
Capital Investment Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
2,798,063
shares
|
$65.3 Million
1.36% of portfolio
|
Q4 2024
Added 17.01%
|
|
|
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%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 14, 2024 Q3 2024 |
2,533,742
shares
|
$59.1 Million
0.18% of portfolio
|
Q3 2024
Reduced 83.54%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Nov 07, 2024 Q3 2024 |
2,506,964
shares
|
$58.5 Million
2.2% of portfolio
|
Q3 2024
Reduced 5.38%
|
|
|
Hills Bank & Trust CO
|
Oct 28, 2024 Q3 2024 |
2,117,812
shares
|
$49.4 Million
3.93% of portfolio
|
Q3 2024
Added 2.41%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 08, 2024 Q3 2024 |
1,874,729
shares
|
$43.8 Million
0.02% of portfolio
|
Q3 2024
Added 15.23%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,686,025
shares
|
$39.4 Million
0.05% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Summitry LLC
Foster City, CA |
Nov 07, 2024 Q3 2024 |
1,566,302
shares
|
$36.6 Million
1.89% of portfolio
|
Q3 2024
Added 1.63%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2024 Q3 2024 |
1,398,485
shares
|
$32.6 Million
0.22% of portfolio
|
Q3 2024
Reduced 32.95%
|
|
|
Stratos Wealth Advisors, LLC
|
Oct 17, 2024 Q3 2024 |
1,287,817
shares
|
$30.1 Million
1.42% of portfolio
|
Q3 2024
Added 6.78%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2024 Q3 2024 |
1,103,491
shares
|
$25.8 Million
0.33% of portfolio
|
Q3 2024
Added 17.28%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
1,031,266
shares
|
$24.1 Million
0.47% of portfolio
|
Q4 2024
Added 10.54%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Nov 13, 2024 Q3 2024 |
961,900
shares
|
$22.5 Million
0.04% of portfolio
|
Q3 2024
Added 40.67%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 13, 2024 Q3 2024 |
748,838
shares
|
$17.5 Million
0.04% of portfolio
|
Q3 2024
Added 4.24%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 12, 2024 Q3 2024 |
724,327
shares
|
$16.9 Million
0.02% of portfolio
|
Q3 2024
Added 0.28%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2024 Q3 2024 |
722,854
shares
|
$16.9 Million
0.82% of portfolio
|
Q3 2024
Added 13.59%
|
|
|
Envestnet Asset Management Inc
|
Nov 06, 2024 Q3 2024 |
720,571
shares
|
$16.8 Million
0.01% of portfolio
|
Q3 2024
Added 30.55%
|
|
|
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%
|
|
|
Moseley Investment Management Inc
|
Jan 14, 2025 Q4 2024 |
679,833
shares
|
$15.9 Million
6.34% of portfolio
|
Q4 2024
Added 2.9%
|
|
|
Carnegie Capital Asset Management, LLC
|
Jan 14, 2025 Q4 2024 |
674,673
shares
|
$15.7 Million
0.47% of portfolio
|
Q4 2024
Added 20.35%
|