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 313 institutions that hold shares in the stock, with a total of 79.9 Million shares, which have been reported (via 13F filing form) to have a value of $1.86 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 |
May 15, 2025 Q1 2025 |
4,024,830
shares
|
$93.9 Million
0.01% of portfolio
|
Q1 2025
Added 8.47%
|
|
|
Morgan Stanley
New York, NY |
May 15, 2025 Q1 2025 |
3,876,224
shares
|
$90.5 Million
0.01% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
May 07, 2025 Q1 2025 |
3,008,101
shares
|
$70.2 Million
0.03% of portfolio
|
Q1 2025
Added 29.13%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,745,579
shares
|
$64.1 Million
1.3% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
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%
|
|
|
Wells Fargo & Company
San Francisco, CA |
May 13, 2025 Q1 2025 |
2,623,689
shares
|
$61.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 5.47%
|
|
|
Stratos Wealth Advisors, LLC
|
Apr 30, 2025 Q1 2025 |
2,451,064
shares
|
$57.2 Million
3.28% of portfolio
|
Q1 2025
Reduced 2.13%
|
|
|
Hills Bank & Trust CO
|
Apr 25, 2025 Q1 2025 |
2,200,359
shares
|
$51.4 Million
3.79% of portfolio
|
Q1 2025
Added 1.47%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
May 13, 2025 Q1 2025 |
2,061,762
shares
|
$48.1 Million
0.02% of portfolio
|
Q1 2025
Added 2.21%
|
|
|
Ubs Group Ag
|
May 13, 2025 Q1 2025 |
1,952,556
shares
|
$45.6 Million
0.01% of portfolio
|
Q1 2025
Reduced 13.44%
|
|
|
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%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
May 15, 2025 Q1 2025 |
1,444,458
shares
|
$33.7 Million
0.21% of portfolio
|
Q1 2025
Reduced 6.74%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
May 14, 2025 Q1 2025 |
1,383,209
shares
|
$32.3 Million
0.05% of portfolio
|
Q1 2025
Added 14.0%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
May 14, 2025 Q1 2025 |
1,208,095
shares
|
$28.2 Million
0.07% of portfolio
|
Q1 2025
Reduced 34.74%
|
|
|
Integrated Wealth Concepts LLC
|
May 15, 2025 Q1 2025 |
1,163,718
shares
|
$27.2 Million
0.34% of portfolio
|
Q1 2025
Reduced 7.04%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
1,051,268
shares
|
$24.5 Million
0.46% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Connecticut Wealth Management, LLC
|
May 15, 2025 Q1 2025 |
1,001,901
shares
|
$23.4 Million
1.23% of portfolio
|
Q1 2025
Added 16.47%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
894,941
shares
|
$20.9 Million
0.05% of portfolio
|
Q1 2025
Added 20.8%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
804,978
shares
|
$18.8 Million
0.02% of portfolio
|
Q1 2025
Added 3.11%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
May 01, 2025 Q1 2025 |
779,253
shares
|
$18.2 Million
10.31% of portfolio
|
Q1 2025
Added 2.4%
|
|
|
Envestnet Asset Management Inc
|
Apr 29, 2025 Q1 2025 |
771,347
shares
|
$18 Million
0.01% of portfolio
|
Q1 2025
Added 41.19%
|
|
|
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%
|
|
|
Vista Private Wealth Partners. LLC
|
May 06, 2025 Q1 2025 |
703,372
shares
|
$16.4 Million
5.96% of portfolio
|
Q1 2025
Added 12.75%
|