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 |
|---|---|---|---|---|---|
|
Moseley Investment Management Inc
|
Apr 15, 2025 Q1 2025 |
682,500
shares
|
$15.9 Million
6.4% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Krilogy Financial LLC
|
Apr 16, 2025 Q1 2025 |
680,226
shares
|
$15.9 Million
1.15% of portfolio
|
Q1 2025
Added 8.98%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
679,059
shares
|
$15.8 Million
0.4% of portfolio
|
Q1 2025
Reduced 5.52%
|
|
|
Carnegie Capital Asset Management, LLC
|
May 06, 2025 Q1 2025 |
667,835
shares
|
$15.6 Million
0.35% of portfolio
|
Q1 2025
Reduced 1.01%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
665,092
shares
|
$15.5 Million
0.02% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
664,413
shares
|
$15.5 Million
1.75% of portfolio
|
Q1 2025
Added 0.43%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Apr 16, 2025 Q1 2025 |
657,298
shares
|
$15.3 Million
0.03% of portfolio
|
Q1 2025
Added 1.08%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
May 15, 2025 Q1 2025 |
604,643
shares
|
$14.1 Million
0.03% of portfolio
|
Q1 2025
Added 3.36%
|
|
|
Apella Capital, LLC
|
Apr 10, 2025 Q1 2025 |
555,538
shares
|
$13 Million
0.45% of portfolio
|
Q1 2025
Added 3544.78%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
552,443
shares
|
$12.9 Million
0.0% of portfolio
|
Q1 2025
Reduced 5.21%
|
|
|
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 |
May 13, 2025 Q1 2025 |
538,529
shares
|
$12.6 Million
0.04% of portfolio
|
Q4 2024
Added 2.63%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Apr 11, 2025 Q1 2025 |
519,470
shares
|
$12.1 Million
5.37% of portfolio
|
Q1 2025
Added 3.26%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
May 12, 2025 Q1 2025 |
508,067
shares
|
$11.9 Million
3.15% of portfolio
|
Q1 2025
Added 9.12%
|
|
|
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%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
448,858
shares
|
$10.5 Million
0.63% of portfolio
|
Q1 2025
Added 2.08%
|
|
|
Sound View Wealth Advisors Group, LLC
|
May 08, 2025 Q1 2025 |
447,972
shares
|
$10.5 Million
0.87% of portfolio
|
Q1 2025
Added 50.9%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
433,391
shares
|
$10.1 Million
0.05% of portfolio
|
Q1 2025
Added 17.11%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
May 14, 2025 Q1 2025 |
424,378
shares
|
$9.9 Million
0.55% of portfolio
|
Q1 2025
Added 4.28%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
May 14, 2025 Q1 2025 |
416,157
shares
|
$9.71 Million
0.33% of portfolio
|
Q1 2025
Added 12.98%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
May 12, 2025 Q1 2025 |
394,959
shares
|
$9.22 Million
0.02% of portfolio
|
Q1 2025
Added 10.76%
|
|
|
Commonwealth Equity Services, LLC
|
May 09, 2025 Q1 2025 |
394,356
shares
|
$9.2 Million
0.01% of portfolio
|
Q1 2025
Added 6.98%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
394,300
shares
|
$9.2 Million
0.19% of portfolio
|
Q1 2025
Reduced 0.56%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
May 15, 2025 Q1 2025 |
394,006
shares
|
$9.2 Million
6.33% of portfolio
|
Q1 2025
Added 11.86%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
386,519
shares
|
$9.02 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.29%
|