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 315 institutions that hold shares in the stock, with a total of 88.1 Million shares, which have been reported (via 13F filing form) to have a value of $2.06 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Essential Planning, Llc.
Portsmouth, NH |
Feb 07, 2025 Q4 2024 |
8,462,892
shares
|
$198 Million
1.32% of portfolio
|
Q4 2024
Added 6418.24%
|
|
|
Hm Payson & CO
Portland, ME |
Feb 07, 2025 Q4 2024 |
4,137,995
shares
|
$96.6 Million
1.67% of portfolio
|
Q4 2024
Added 7.58%
|
|
|
Bank Of America Corp
Charlotte, NC |
Feb 14, 2025 Q4 2024 |
3,710,523
shares
|
$86.6 Million
0.01% of portfolio
|
Q4 2024
Added 5.51%
|
|
|
Morgan Stanley
New York, NY |
Feb 14, 2025 Q4 2024 |
3,689,903
shares
|
$86.2 Million
0.01% of portfolio
|
Q4 2024
Added 1.79%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Feb 12, 2025 Q4 2024 |
2,775,516
shares
|
$64.8 Million
0.01% of portfolio
|
Q4 2024
Reduced 3.41%
|
|
|
Capital Investment Advisors, LLC
|
Apr 14, 2025 Q1 2025 |
2,745,579
shares
|
$64.1 Million
1.3% of portfolio
|
Q1 2025
Reduced 1.88%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
2,645,525
shares
|
$61.8 Million
0.92% of portfolio
|
Q3 2023
Added 20.83%
|
|
|
Stratos Wealth Advisors, LLC
|
Jan 27, 2025 Q4 2024 |
2,504,474
shares
|
$58.5 Million
2.88% of portfolio
|
Q4 2024
Added 94.47%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Feb 11, 2025 Q4 2024 |
2,329,584
shares
|
$54.4 Million
0.02% of portfolio
|
Q4 2024
Added 24.26%
|
|
|
Ubs Group Ag
|
Feb 14, 2025 Q4 2024 |
2,255,621
shares
|
$52.7 Million
0.01% of portfolio
|
Q4 2024
Reduced 38.1%
|
|
|
Hills Bank & Trust CO
|
Feb 10, 2025 Q4 2024 |
2,168,442
shares
|
$50.6 Million
3.98% of portfolio
|
Q4 2024
Added 2.39%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Feb 06, 2025 Q4 2024 |
2,017,255
shares
|
$47.1 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Feb 14, 2025 Q4 2024 |
1,851,301
shares
|
$43.2 Million
0.13% of portfolio
|
Q4 2024
Reduced 26.93%
|
|
|
Summitry LLC
Foster City, CA |
Feb 11, 2025 Q4 2024 |
1,710,746
shares
|
$39.9 Million
2.09% of portfolio
|
Q4 2024
Added 9.22%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,686,025
shares
|
$39.4 Million
0.05% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
New Edge Advisors, LLC
New Orleans, LA |
Feb 13, 2025 Q4 2024 |
1,548,877
shares
|
$36.2 Million
0.23% of portfolio
|
Q4 2024
Added 10.75%
|
|
|
Integrated Wealth Concepts LLC
|
Feb 14, 2025 Q4 2024 |
1,251,806
shares
|
$29.2 Million
0.36% of portfolio
|
Q4 2024
Added 13.44%
|
|
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
Feb 13, 2025 Q4 2024 |
1,213,300
shares
|
$28.3 Million
0.04% of portfolio
|
Q4 2024
Added 26.14%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Apr 16, 2025 Q1 2025 |
1,051,268
shares
|
$24.5 Million
0.46% of portfolio
|
Q1 2025
Added 1.94%
|
|
|
Connecticut Wealth Management, LLC
|
Feb 18, 2025 Q4 2024 |
860,214
shares
|
$20.1 Million
0.95% of portfolio
|
Q4 2024
Added 19.0%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
780,734
shares
|
$18.2 Million
0.02% of portfolio
|
Q4 2024
Added 7.79%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Feb 04, 2025 Q4 2024 |
760,961
shares
|
$17.8 Million
10.16% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
740,863
shares
|
$17.3 Million
0.04% of portfolio
|
Q4 2024
Reduced 1.06%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
740,480
shares
|
$17.3 Million
6.6% of portfolio
|
Q4 2024
New holding
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
706,251
shares
|
$16.5 Million
0.41% of portfolio
|
Q1 2024
Added 4.09%
|