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 |
|---|---|---|---|---|---|
|
One Ascent Financial Services LLC
Birmingham, AL |
May 05, 2025 Q1 2025 |
222,853
shares
|
$5.2 Million
0.34% of portfolio
|
Q1 2025
Added 1.86%
|
|
|
Trinity Wealth Management, LLC
|
Apr 10, 2025 Q1 2025 |
219,543
shares
|
$5.12 Million
2.35% of portfolio
|
Q1 2025
Added 0.32%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
219,129
shares
|
$5.11 Million
0.01% of portfolio
|
Q1 2025
Added 7.83%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
215,717
shares
|
$5.03 Million
0.41% of portfolio
|
Q4 2022
Added 12.14%
|
|
|
Oppenheimer Asset Management Inc.
New York, NY |
Apr 22, 2025 Q1 2025 |
215,178
shares
|
$5.02 Million
0.06% of portfolio
|
Q1 2025
Reduced 1.25%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
May 02, 2025 Q1 2025 |
214,464
shares
|
$5.01 Million
1.61% of portfolio
|
Q1 2025
Added 40.48%
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
214,073
shares
|
$5 Million
2.65% of portfolio
|
Q1 2025
Reduced 29.37%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
213,609
shares
|
$4.99 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.36%
|
|
|
D.A. Davidson & Co.
|
Apr 28, 2025 Q1 2025 |
209,149
shares
|
$4.88 Million
0.04% of portfolio
|
Q1 2025
Reduced 9.67%
|
|
|
Asset Advisors Investment Management, LLC
|
May 02, 2025 Q1 2025 |
205,527
shares
|
$4.8 Million
0.51% of portfolio
|
Q1 2025
Added 66.65%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
May 06, 2025 Q1 2025 |
204,522
shares
|
$4.77 Million
0.01% of portfolio
|
Q1 2025
Added 3.32%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
May 07, 2025 Q1 2025 |
201,650
shares
|
$4.71 Million
0.19% of portfolio
|
Q1 2025
Reduced 9.29%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Apr 22, 2025 Q1 2025 |
200,580
shares
|
$4.68 Million
0.02% of portfolio
|
Q1 2025
Added 1.1%
|
|
|
Coldstream Capital Management Inc
|
May 13, 2025 Q1 2025 |
197,729
shares
|
$4.61 Million
0.1% of portfolio
|
Q1 2025
Added 805.97%
|
|
|
Gradient Investments LLC
|
Apr 09, 2025 Q1 2025 |
197,724
shares
|
$4.61 Million
0.12% of portfolio
|
Q1 2025
Reduced 11.2%
|
|
|
Transcend Capital Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
190,781
shares
|
$4.45 Million
0.32% of portfolio
|
Q1 2025
Reduced 1.32%
|
|
|
Lunt Capital Management, Inc.
Holladay, UT |
May 05, 2025 Q1 2025 |
181,956
shares
|
$4.25 Million
1.55% of portfolio
|
Q1 2025
Reduced 17.56%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
May 01, 2025 Q1 2025 |
180,820
shares
|
$4.22 Million
3.68% of portfolio
|
Q1 2025
Reduced 39.95%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
175,931
shares
|
$4.11 Million
0.12% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Money Concepts Capital Corp
|
Apr 24, 2025 Q1 2025 |
174,918
shares
|
$4.08 Million
0.33% of portfolio
|
Q1 2025
Added 24.36%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
166,234
shares
|
$3.88 Million
0.02% of portfolio
|
Q1 2025
Added 0.71%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
159,055
shares
|
$3.71 Million
0.01% of portfolio
|
Q1 2025
Added 9.63%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Apr 23, 2025 Q1 2025 |
156,589
shares
|
$3.65 Million
3.36% of portfolio
|
Q1 2025
Added 29.65%
|
|
|
Goldman Sachs Group Inc
New York, NY |
May 16, 2025 Q1 2025 |
151,060
shares
|
$3.53 Million
0.0% of portfolio
|
Q1 2025
Reduced 22.17%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
May 09, 2025 Q1 2025 |
150,117
shares
|
$3.5 Million
0.7% of portfolio
|
Q1 2025
Added 18.39%
|