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 |
|---|---|---|---|---|---|
|
Evexia Wealth LLC
Stevens Point, WI |
Apr 11, 2025 Q1 2025 |
17,826
shares
|
$416,415
0.15% of portfolio
|
Q1 2025
Added 2.69%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
May 09, 2025 Q1 2025 |
17,650
shares
|
$412,304
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
May 12, 2025 Q1 2025 |
17,396
shares
|
$406,370
0.03% of portfolio
|
Q1 2025
Reduced 14.03%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
May 13, 2025 Q1 2025 |
17,270
shares
|
$403,427
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Cfs Investment Advisory Services, LLC
Totowa, NJ |
May 12, 2025 Q1 2025 |
16,896
shares
|
$394,690
0.04% of portfolio
|
Q1 2025
Added 24.8%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
16,712
shares
|
$390,392
0.01% of portfolio
|
Q1 2025
Added 0.08%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
16,660
shares
|
$389,177
0.0% of portfolio
|
Q1 2025
Added 963.86%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
15,953
shares
|
$372,662
0.03% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
15,854
shares
|
$370,349
0.0% of portfolio
|
Q1 2025
Added 29813.21%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
15,810
shares
|
$369,321
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Aqr Capital Management LLC
Greenwich, CT |
May 15, 2025 Q1 2025 |
14,927
shares
|
$348,694
0.0% of portfolio
|
Q4 2024
Added 3.47%
|
|
|
Private Trust CO Na
|
Apr 28, 2025 Q1 2025 |
14,004
shares
|
$327,133
0.03% of portfolio
|
Q1 2025
Added 4.14%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
13,886
shares
|
$324,376
0.02% of portfolio
|
Q1 2025
Reduced 67.66%
|
|
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
May 02, 2025 Q1 2025 |
13,631
shares
|
$318,420
0.36% of portfolio
|
Q1 2025
Added 18.64%
|
|
|
Costello Asset Management, Inc
|
May 09, 2025 Q1 2025 |
13,052
shares
|
$304,894
0.13% of portfolio
|
Q1 2025
Reduced 1.96%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
12,846
shares
|
$300,082
0.03% of portfolio
|
Q4 2022
Added 88.94%
|
|
|
Spectrum Asset Management, Inc.
|
Apr 15, 2025 Q1 2025 |
12,434
shares
|
$290,458
0.13% of portfolio
|
Q1 2025
Added 2.43%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
May 08, 2025 Q1 2025 |
12,304
shares
|
$287,421
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Madden Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
12,097
shares
|
$282,585
0.13% of portfolio
|
Q1 2025
Added 0.22%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
11,444
shares
|
$267,331
0.04% of portfolio
|
Q1 2025
Added 0.52%
|
|
|
Prosperity Planning, Inc.
|
Apr 10, 2025 Q1 2025 |
11,419
shares
|
$266,747
0.09% of portfolio
|
Q1 2025
Added 17.67%
|
|
|
Resonant Capital Advisors, LLC
|
Apr 28, 2025 Q1 2025 |
11,371
shares
|
$265,626
0.02% of portfolio
|
Q1 2025
Reduced 15.33%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
11,328
shares
|
$264,622
0.07% of portfolio
|
Q1 2025
Added 5.31%
|
|
|
Fortis Capital Management LLC
|
May 09, 2025 Q1 2025 |
11,308
shares
|
$264,154
0.05% of portfolio
|
Q1 2025
Added 0.37%
|
|
|
Empower Advisory Group, LLC
Greenwood Village, CO |
May 09, 2025 Q1 2025 |
10,773
shares
|
$251,657
0.0% of portfolio
|
Q2 2024
New holding
|