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 |
|---|---|---|---|---|---|
|
Element Wealth, LLC
|
Apr 29, 2025 Q1 2025 |
35,780
shares
|
$835,105
0.46% of portfolio
|
Q1 2025
Reduced 10.05%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
35,660
shares
|
$832,304
0.26% of portfolio
|
Q3 2023
New holding
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
35,619
shares
|
$831,347
0.05% of portfolio
|
Q1 2025
Added 9.73%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
May 05, 2025 Q1 2025 |
35,263
shares
|
$823,038
0.51% of portfolio
|
Q1 2025
Reduced 6.8%
|
|
|
Rinkey Investments
San Diego, CA |
May 15, 2025 Q1 2025 |
35,246
shares
|
$822,641
0.26% of portfolio
|
Q1 2025
Added 102.96%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
35,026
shares
|
$817,506
0.15% of portfolio
|
Q1 2025
Added 71.4%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
34,985
shares
|
$816,549
0.43% of portfolio
|
Q1 2025
Reduced 1.17%
|
|
|
Focused Wealth Management, Inc
|
May 01, 2025 Q1 2025 |
33,387
shares
|
$779,252
0.11% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Balentine LLC
Atlanta, GA |
May 05, 2025 Q1 2025 |
33,356
shares
|
$778,529
0.03% of portfolio
|
Q1 2025
Added 3002.88%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
32,414
shares
|
$756,542
0.24% of portfolio
|
Q3 2024
Added 10.36%
|
|
|
Compass Ion Advisors, LLC
|
Apr 21, 2025 Q1 2025 |
30,082
shares
|
$702,113
0.09% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
30,030
shares
|
$700,900
0.0% of portfolio
|
Q4 2024
Added 39.9%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
May 15, 2025 Q1 2025 |
29,611
shares
|
$691,120
0.01% of portfolio
|
Q1 2025
Added 334.94%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Apr 08, 2025 Q1 2025 |
29,582
shares
|
$690,443
0.18% of portfolio
|
Q1 2025
Added 0.29%
|
|
|
Seek First Inc.
Campbell, CA |
May 13, 2025 Q1 2025 |
29,572
shares
|
$690,210
0.61% of portfolio
|
Q1 2025
New holding
|
|
|
Signature Wealth Management Group
|
Apr 17, 2025 Q1 2025 |
27,078
shares
|
$632,000
0.26% of portfolio
|
Q1 2025
Added 19.47%
|
|
|
Savvy Advisors, Inc.
New York, NY |
May 12, 2025 Q1 2025 |
26,674
shares
|
$622,571
0.06% of portfolio
|
Q1 2025
Added 0.35%
|
|
|
Bcs Wealth Management
|
Apr 14, 2025 Q1 2025 |
26,315
shares
|
$614,192
0.16% of portfolio
|
Q1 2024
Added 100.36%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
25,777
shares
|
$601,635
0.27% of portfolio
|
Q1 2025
New holding
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Apr 23, 2025 Q1 2025 |
25,535
shares
|
$595,986
0.29% of portfolio
|
Q1 2025
Reduced 6.17%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
25,351
shares
|
$591,692
0.12% of portfolio
|
Q4 2024
Added 48.87%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
25,313
shares
|
$590,805
0.02% of portfolio
|
Q1 2025
Reduced 0.79%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
24,398
shares
|
$569,449
0.01% of portfolio
|
Q1 2025
Reduced 4.32%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Apr 11, 2025 Q1 2025 |
24,388
shares
|
$569,215
0.15% of portfolio
|
Q1 2025
Added 10.46%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
24,374
shares
|
$568,889
0.02% of portfolio
|
Q1 2025
Reduced 30.1%
|