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 |
|---|---|---|---|---|---|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
378,893
shares
|
$8.84 Million
0.06% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
376,867
shares
|
$8.8 Million
0.08% of portfolio
|
Q1 2025
Added 129.84%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
369,286
shares
|
$8.62 Million
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
May 19, 2025 Q1 2025 |
355,730
shares
|
$8.3 Million
0.05% of portfolio
|
Q1 2025
Added 623.88%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
354,788
shares
|
$8.28 Million
0.14% of portfolio
|
Q1 2025
Added 75.93%
|
|
|
Park Avenue Securities LLC
|
Apr 14, 2025 Q1 2025 |
330,627
shares
|
$7.72 Million
0.09% of portfolio
|
Q1 2025
Added 7.99%
|
|
|
Mc Guire Investment Group, LLC
|
Apr 24, 2025 Q1 2025 |
325,541
shares
|
$7.6 Million
1.2% of portfolio
|
Q1 2025
Added 9.5%
|
|
|
Gps Wealth Strategies Group, LLC
|
Apr 15, 2025 Q1 2025 |
325,223
shares
|
$7.59 Million
1.08% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
May 15, 2025 Q1 2025 |
323,618
shares
|
$7.55 Million
0.03% of portfolio
|
Q1 2025
Reduced 9.65%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
May 14, 2025 Q1 2025 |
323,219
shares
|
$7.54 Million
0.02% of portfolio
|
Q1 2025
Reduced 45.53%
|
|
|
Atlantic Private Wealth, LLC
|
May 09, 2025 Q1 2025 |
322,973
shares
|
$7.54 Million
5.97% of portfolio
|
Q1 2025
Reduced 15.59%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
313,481
shares
|
$7.32 Million
1.82% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Apr 30, 2025 Q1 2025 |
304,868
shares
|
$7.12 Million
0.86% of portfolio
|
Q1 2025
Reduced 2.6%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
302,120
shares
|
$7.05 Million
0.02% of portfolio
|
Q1 2025
Added 28.02%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
281,593
shares
|
$6.57 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
May 16, 2025 Q1 2025 |
274,947
shares
|
$6.42 Million
1.2% of portfolio
|
Q1 2025
Reduced 7.63%
|
|
|
Leavell Investment Management, Inc.
|
Apr 30, 2025 Q1 2025 |
270,075
shares
|
$6.3 Million
0.32% of portfolio
|
Q1 2025
Reduced 0.43%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
247,283
shares
|
$5.77 Million
0.48% of portfolio
|
Q1 2025
Added 90.6%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
May 09, 2025 Q1 2025 |
243,237
shares
|
$5.68 Million
0.07% of portfolio
|
Q1 2025
Added 1.61%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
240,105
shares
|
$5.6 Million
0.02% of portfolio
|
Q1 2025
Reduced 3.66%
|
|
|
Psi Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
236,190
shares
|
$5.51 Million
1.82% of portfolio
|
Q1 2025
Reduced 4.79%
|
|
|
Country Club Bank
|
Apr 30, 2025 Q1 2025 |
230,757
shares
|
$5.39 Million
0.37% of portfolio
|
Q1 2025
Added 328.49%
|
|
|
Americana Partners, LLC
Houston, TX |
May 12, 2025 Q1 2025 |
230,526
shares
|
$5.38 Million
0.23% of portfolio
|
Q1 2025
Added 4.82%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
May 12, 2025 Q1 2025 |
227,643
shares
|
$5.31 Million
0.44% of portfolio
|
Q1 2025
Added 149.14%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
May 14, 2025 Q1 2025 |
225,968
shares
|
$5.27 Million
0.0% of portfolio
|
Q1 2025
Added 1.24%
|