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 |
|---|---|---|---|---|---|
|
Flagship Private Wealth, LLC
|
Apr 14, 2025 Q1 2025 |
10,741
shares
|
$250,909
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Jim Saulnier & Associates, LLC
Fort Collins, CO |
Apr 21, 2025 Q1 2025 |
10,734
shares
|
$250,746
0.2% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Apr 15, 2025 Q1 2025 |
10,715
shares
|
$250,302
0.04% of portfolio
|
Q4 2024
Reduced 8.54%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
10,550
shares
|
$246,448
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Apr 11, 2025 Q1 2025 |
10,452
shares
|
$244,158
0.05% of portfolio
|
Q1 2025
Added 3.54%
|
|
|
Sound View Advisors Inc.
Olympia, WA |
May 09, 2025 Q1 2025 |
10,320
shares
|
$241,075
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
North Rock Partners, LLC
|
May 08, 2025 Q1 2025 |
10,254
shares
|
$239,533
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
All Square Wealth Management LLC
Albany, NY |
May 06, 2025 Q1 2025 |
10,004
shares
|
$233,693
0.14% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Beaumont Asset Management, L.L.C.
|
May 08, 2025 Q1 2025 |
10,000
shares
|
$233,600
0.14% of portfolio
|
Q3 2024
Reduced 9.71%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
May 05, 2025 Q1 2025 |
10,000
shares
|
$233,600
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Apr 28, 2025 Q1 2025 |
9,749
shares
|
$227,736
0.04% of portfolio
|
Q1 2025
Added 66.74%
|
|
|
Chesley Taft & Associates LLC
|
Apr 10, 2025 Q1 2025 |
9,600
shares
|
$224,256
0.01% of portfolio
|
Q1 2025
Reduced 27.27%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
9,307
shares
|
$217,411
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
May 08, 2025 Q1 2025 |
9,279
shares
|
$216,757
0.55% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Apr 09, 2025 Q1 2025 |
9,236
shares
|
$215,752
0.01% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,156
shares
|
$213,884
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Truist Financial Corp
|
Apr 29, 2025 Q1 2025 |
9,078
shares
|
$212,062
0.0% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Mascoma Wealth Management LLC
|
Apr 24, 2025 Q1 2025 |
9,077
shares
|
$212,038
0.05% of portfolio
|
Q1 2025
Reduced 32.25%
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
9,023
shares
|
$210,777
0.1% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
9,002
shares
|
$210,286
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Apr 28, 2025 Q1 2025 |
8,865
shares
|
$207,086
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Roman Butler Fullerton & CO
|
Apr 18, 2025 Q1 2025 |
8,740
shares
|
$204,166
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Flow Traders U.S. LLC
New York, NY |
May 14, 2025 Q1 2025 |
8,652
shares
|
$202,110
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
May 15, 2025 Q1 2025 |
8,622
shares
|
$201,409
0.0% of portfolio
|
Q1 2025
Reduced 0.55%
|
|
|
Mc Carthy & Cox
Marysville, OH |
Apr 14, 2025 Q1 2025 |
8,568
shares
|
$200,148
0.09% of portfolio
|
Q1 2025
New holding
|