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 280 institutions that hold shares in the stock, with a total of 69.6 Million shares, which have been reported (via 13F filing form) to have a value of $1.62 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Koss Olinger Consulting, LLC
|
Oct 18, 2024 Q3 2024 |
22,722
shares
|
$528,740
0.05% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Nov 08, 2024 Q3 2024 |
22,596
shares
|
$525,808
0.03% of portfolio
|
Q1 2024
Reduced 30.06%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2024 Q3 2024 |
21,991
shares
|
$511,730
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 05, 2024 Q3 2024 |
21,643
shares
|
$503,632
0.12% of portfolio
|
Q3 2024
New holding
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
21,465
shares
|
$499,490
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Nov 04, 2024 Q3 2024 |
20,990
shares
|
$488,437
0.01% of portfolio
|
Q3 2024
Added 70.87%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
20,709
shares
|
$481,898
0.01% of portfolio
|
Q3 2024
Added 1.86%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 24, 2024 Q3 2024 |
20,550
shares
|
$478,198
0.3% of portfolio
|
Q3 2024
Added 28.97%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
20,318
shares
|
$472,799
0.42% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Oct 28, 2024 Q3 2024 |
20,095
shares
|
$467,610
0.01% of portfolio
|
Q3 2024
Added 6.97%
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Nov 13, 2024 Q3 2024 |
20,057
shares
|
$466,726
0.42% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Signature Wealth Management Group
|
Oct 15, 2024 Q3 2024 |
19,959
shares
|
$464,445
0.19% of portfolio
|
Q3 2024
Reduced 0.65%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
19,704
shares
|
$458,512
0.02% of portfolio
|
Q4 2021
Reduced 0.8%
|
|
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
Oct 30, 2024 Q3 2024 |
19,401
shares
|
$451,461
0.02% of portfolio
|
Q3 2024
Added 28.98%
|
|
|
Straight Path Wealth Management
|
Nov 06, 2024 Q3 2024 |
18,933
shares
|
$440,570
0.21% of portfolio
|
Q3 2024
Reduced 5.15%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 23, 2024 Q3 2024 |
18,763
shares
|
$436,615
0.08% of portfolio
|
Q3 2024
Reduced 10.29%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 13, 2024 Q3 2024 |
18,400
shares
|
$428,168
0.0% of portfolio
|
Q2 2023
Reduced 7.07%
|
|
|
Duncker Streett & CO Inc
|
Nov 12, 2024 Q3 2024 |
17,029
shares
|
$396,264
0.07% of portfolio
|
Q2 2024
Added 9.41%
|
|
|
Dearborn Partners LLC
|
Nov 06, 2024 Q3 2024 |
16,703
shares
|
$388,678
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Nov 25, 2024 Q3 2024 |
16,670
shares
|
$387,910
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Oct 10, 2024 Q3 2024 |
16,410
shares
|
$381,860
0.03% of portfolio
|
Q3 2024
Added 8.57%
|
|
|
Aries Wealth Management
|
Oct 31, 2024 Q3 2024 |
15,446
shares
|
$359,428
0.1% of portfolio
|
Q3 2024
Reduced 15.47%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Nov 12, 2024 Q3 2024 |
15,080
shares
|
$350,911
0.27% of portfolio
|
Q3 2024
Added 179.26%
|
|
|
Apella Capital, LLC
|
Oct 03, 2024 Q3 2024 |
15,023
shares
|
$349,585
0.01% of portfolio
|
Q3 2024
Added 0.74%
|
|
|
Simplicity Wealth,Llc
|
Oct 09, 2024 Q3 2024 |
14,871
shares
|
$346,048
0.03% of portfolio
|
Q3 2024
Reduced 22.27%
|