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 |
|---|---|---|---|---|---|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
149,475
shares
|
$3.49 Million
1.28% of portfolio
|
Q1 2025
Added 21.1%
|
|
|
Archer Investment Corp
|
May 05, 2025 Q1 2025 |
145,189
shares
|
$3.39 Million
0.88% of portfolio
|
Q1 2025
Added 20.97%
|
|
|
Valmark Advisers, Inc.
|
Apr 22, 2025 Q1 2025 |
137,015
shares
|
$3.2 Million
0.05% of portfolio
|
Q1 2025
Added 8.51%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
136,703
shares
|
$3.19 Million
0.1% of portfolio
|
Q1 2025
Added 3.22%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
136,521
shares
|
$3.19 Million
0.12% of portfolio
|
Q1 2025
Reduced 78.45%
|
|
|
Stockman Wealth Management, Inc.
|
Apr 17, 2025 Q1 2025 |
129,296
shares
|
$3.02 Million
0.46% of portfolio
|
Q1 2025
Added 9.52%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Apr 22, 2025 Q1 2025 |
125,832
shares
|
$2.94 Million
2.49% of portfolio
|
Q1 2025
Added 1.49%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
117,741
shares
|
$2.75 Million
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
113,441
shares
|
$2.65 Million
0.0% of portfolio
|
Q1 2025
Reduced 1.1%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
May 08, 2025 Q1 2025 |
112,449
shares
|
$2.62 Million
1.06% of portfolio
|
Q1 2025
Reduced 98.67%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
111,848
shares
|
$2.61 Million
0.28% of portfolio
|
Q1 2025
Reduced 26.6%
|
|
|
Lantz Financial LLC
|
Apr 08, 2025 Q1 2025 |
110,396
shares
|
$2.58 Million
0.74% of portfolio
|
Q1 2025
Added 0.23%
|
|
|
Private Advisor Group, LLC
|
May 05, 2025 Q1 2025 |
110,325
shares
|
$2.57 Million
0.02% of portfolio
|
Q1 2025
Added 21.3%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
May 06, 2025 Q1 2025 |
109,576
shares
|
$2.56 Million
0.62% of portfolio
|
Q1 2025
New holding
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
108,871
shares
|
$2.54 Million
0.03% of portfolio
|
Q1 2025
Reduced 12.3%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
108,707
shares
|
$2.54 Million
0.33% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Howland Capital Management LLC
|
May 08, 2025 Q1 2025 |
106,747
shares
|
$2.49 Million
0.11% of portfolio
|
Q1 2025
Added 16.9%
|
|
|
True Link Financial Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
106,103
shares
|
$2.48 Million
0.19% of portfolio
|
Q1 2025
Added 36.05%
|
|
|
Atria Investments LLC
Charlotte, NC |
May 06, 2025 Q1 2025 |
106,022
shares
|
$2.47 Million
0.03% of portfolio
|
Q1 2025
Added 5.8%
|
|
|
Ifg Advisory, LLC
|
May 08, 2025 Q1 2025 |
105,258
shares
|
$2.46 Million
0.14% of portfolio
|
Q1 2025
Reduced 39.61%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
103,636
shares
|
$2.42 Million
0.16% of portfolio
|
Q4 2023
Added 543.26%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
103,354
shares
|
$2.41 Million
0.27% of portfolio
|
Q2 2023
Added 23.71%
|
|
|
Allworth Financial LP
|
Apr 30, 2025 Q1 2025 |
99,846
shares
|
$2.33 Million
0.01% of portfolio
|
Q1 2025
Reduced 3.77%
|
|
|
Portland Global Advisors LLC
|
May 07, 2025 Q1 2025 |
99,363
shares
|
$2.32 Million
0.29% of portfolio
|
Q1 2025
Added 10.67%
|
|
|
Scs Capital Management LLC
Boston, MA |
May 19, 2025 Q1 2025 |
99,050
shares
|
$2.31 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.87%
|