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 280 institutions that hold shares in the stock, with a total of 69.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Stifel Financial Corp
St. Louis, MO |
Nov 14, 2024 Q3 2024 |
643,298
shares
|
$15 Million
0.02% of portfolio
|
Q3 2024
Added 7.59%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2024 Q3 2024 |
630,927
shares
|
$14.7 Million
0.04% of portfolio
|
Q3 2024
Reduced 26.64%
|
|
|
Vista Private Wealth Partners. LLC
|
Dec 03, 2024 Q3 2024 |
593,001
shares
|
$13.8 Million
5.32% of portfolio
|
Q3 2024
Added 4.48%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 10, 2024 Q3 2024 |
560,593
shares
|
$13 Million
0.39% of portfolio
|
Q3 2024
Added 7.07%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
541,251
shares
|
$12.6 Million
2.2% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 07, 2024 Q3 2024 |
524,710
shares
|
$12.2 Million
0.02% of portfolio
|
Q3 2024
Added 18.88%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Nov 05, 2024 Q3 2024 |
503,364
shares
|
$11.7 Million
0.62% of portfolio
|
Q3 2024
Reduced 2.82%
|
|
|
Krilogy Financial LLC
|
Oct 15, 2024 Q3 2024 |
485,598
shares
|
$11.3 Million
0.84% of portfolio
|
Q3 2024
Added 6.02%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Nov 13, 2024 Q3 2024 |
467,614
shares
|
$10.9 Million
0.02% of portfolio
|
Q3 2024
Added 54.02%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
455,378
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2024 Q3 2024 |
453,034
shares
|
$10.5 Million
0.0% of portfolio
|
Q3 2024
Added 1.2%
|
|
|
Central Trust CO
Jefferson City, MO |
Oct 22, 2024 Q3 2024 |
411,732
shares
|
$9.58 Million
0.23% of portfolio
|
Q3 2024
Added 8.59%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 01, 2024 Q3 2024 |
400,599
shares
|
$9.32 Million
0.19% of portfolio
|
Q3 2024
Reduced 0.19%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 14, 2024 Q3 2024 |
397,774
shares
|
$9.26 Million
0.09% of portfolio
|
Q3 2024
Reduced 7.83%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 07, 2024 Q3 2024 |
393,854
shares
|
$9.16 Million
4.33% of portfolio
|
Q3 2024
Added 11.64%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Nov 14, 2024 Q3 2024 |
384,646
shares
|
$8.95 Million
0.04% of portfolio
|
Q3 2024
Reduced 3.89%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Oct 25, 2024 Q3 2024 |
373,588
shares
|
$8.69 Million
0.59% of portfolio
|
Q3 2024
Added 58.18%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2024 Q3 2024 |
369,584
shares
|
$8.6 Million
0.48% of portfolio
|
Q3 2024
Added 3.16%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
369,286
shares
|
$8.59 Million
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Nov 12, 2024 Q3 2024 |
366,796
shares
|
$8.54 Million
0.02% of portfolio
|
Q3 2024
Added 10.87%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Nov 25, 2024 Q3 2024 |
365,947
shares
|
$8.52 Million
0.05% of portfolio
|
Q3 2024
New holding
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
331,630
shares
|
$7.72 Million
0.01% of portfolio
|
Q3 2024
Added 17.67%
|
|
|
Keeler T Homas Management LLC
|
Oct 17, 2024 Q3 2024 |
317,006
shares
|
$7.38 Million
2.4% of portfolio
|
Q3 2024
Reduced 1.26%
|
|
|
Americana Partners, LLC
Houston, TX |
Oct 28, 2024 Q3 2024 |
303,574
shares
|
$7.06 Million
0.52% of portfolio
|
Q3 2024
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Nov 08, 2024 Q3 2024 |
303,300
shares
|
$7.06 Million
1.66% of portfolio
|
Q3 2024
Added 54.69%
|