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 |
|---|---|---|---|---|---|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
61,723
shares
|
$1.44 Million
0.25% of portfolio
|
Q1 2025
Added 0.69%
|
|
|
Phillips Financial Management, LLC
|
Apr 30, 2025 Q1 2025 |
61,223
shares
|
$1.43 Million
0.12% of portfolio
|
Q1 2025
Added 0.83%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
57,816
shares
|
$1.35 Million
0.05% of portfolio
|
Q1 2025
Reduced 2.92%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
57,810
shares
|
$1.35 Million
0.3% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
May 05, 2025 Q1 2025 |
55,997
shares
|
$1.31 Million
0.92% of portfolio
|
Q1 2025
Added 6.79%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
55,834
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Reduced 2.51%
|
|
|
4 J Wealth Management LLC
|
Apr 28, 2025 Q1 2025 |
52,834
shares
|
$1.23 Million
1.21% of portfolio
|
Q1 2025
Added 18.77%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
51,743
shares
|
$1.21 Million
0.22% of portfolio
|
Q1 2025
Added 13.74%
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
50,771
shares
|
$1.18 Million
0.07% of portfolio
|
Q1 2025
Reduced 64.81%
|
|
|
Novem Group
Rochester, NY |
Apr 28, 2025 Q1 2025 |
47,578
shares
|
$1.11 Million
0.16% of portfolio
|
Q1 2025
Reduced 20.43%
|
|
|
Regions Financial Corp
|
May 08, 2025 Q1 2025 |
46,896
shares
|
$1.09 Million
0.01% of portfolio
|
Q1 2025
Added 25.86%
|
|
|
Leo Wealth, LLC
Hurst, TX |
May 02, 2025 Q1 2025 |
46,599
shares
|
$1.09 Million
0.16% of portfolio
|
Q1 2025
Reduced 16.07%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
45,690
shares
|
$1.07 Million
0.22% of portfolio
|
Q1 2025
Reduced 40.4%
|
|
|
Star Financial Bank
Fort Wayne, IN |
May 05, 2025 Q1 2025 |
45,129
shares
|
$1.05 Million
0.77% of portfolio
|
Q1 2025
Reduced 39.77%
|
|
|
Carmel Capital Partners, LLC
|
May 05, 2025 Q1 2025 |
44,500
shares
|
$1.04 Million
0.44% of portfolio
|
Q2 2024
Reduced 73.2%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
May 14, 2025 Q1 2025 |
42,900
shares
|
$1 Million
0.11% of portfolio
|
Q4 2022
New holding
|
|
|
Barrett & Company, Inc.
Providence, RI |
Apr 21, 2025 Q1 2025 |
41,880
shares
|
$977,479
0.42% of portfolio
|
Q1 2025
Added 8.13%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
May 09, 2025 Q1 2025 |
41,829
shares
|
$976,288
0.7% of portfolio
|
Q1 2025
Added 27.31%
|
|
|
Horizons Wealth Management
Asheville, NC |
Apr 10, 2025 Q1 2025 |
41,628
shares
|
$971,597
0.73% of portfolio
|
Q1 2025
Reduced 1.38%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Apr 22, 2025 Q1 2025 |
41,578
shares
|
$970,430
0.16% of portfolio
|
Q1 2025
Added 14.76%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
40,789
shares
|
$952,015
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Wealth Advisory Solutions, LLC
|
Apr 30, 2025 Q1 2025 |
40,275
shares
|
$940,018
0.25% of portfolio
|
Q1 2025
Added 6.12%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
May 01, 2025 Q1 2025 |
40,134
shares
|
$936,727
0.18% of portfolio
|
Q1 2025
Added 19.46%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Apr 24, 2025 Q1 2025 |
40,079
shares
|
$935,443
0.54% of portfolio
|
Q1 2025
Reduced 8.12%
|
|
|
Washington Trust Advisors, Inc.
|
Apr 25, 2025 Q1 2025 |
35,842
shares
|
$836,552
0.08% of portfolio
|
Q1 2025
New holding
|