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 331 institutions that hold shares in the stock, with a total of 67 Million shares, which have been reported (via 13F filing form) to have a value of $1.56 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
9,100
shares
|
$212,212
0.09% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
9,076
shares
|
$211,652
0.05% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
8,966
shares
|
$209,087
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
8,899
shares
|
$207,524
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
8,865
shares
|
$206,731
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
8,863
shares
|
$206,685
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
8,776
shares
|
$204,656
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
8,722
shares
|
$203,397
0.02% of portfolio
|
Q3 2025
Reduced 96.28%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
8,689
shares
|
$202,627
0.0% of portfolio
|
Q3 2025
Reduced 13.32%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
8,628
shares
|
$201,204
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
8,620
shares
|
$201,018
0.05% of portfolio
|
Q3 2025
Added 0.3%
|
|
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
Nov 07, 2025 Q3 2025 |
8,580
shares
|
$200,085
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Costello Asset Management, Inc
|
Nov 06, 2025 Q3 2025 |
8,132
shares
|
$189,638
0.07% of portfolio
|
Q3 2025
Reduced 51.95%
|
|
|
Pinnacle Bancorp, Inc.
|
Oct 24, 2025 Q3 2025 |
7,550
shares
|
$176,066
0.05% of portfolio
|
Q3 2025
Reduced 66.41%
|
|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
7,479
shares
|
$174,410
0.0% of portfolio
|
Q3 2025
Added 4.65%
|
|
|
Old Point Trust & Financial Services N A
|
Oct 08, 2025 Q3 2025 |
6,800
shares
|
$158,576
0.05% of portfolio
|
Q3 2025
Added 88.89%
|
|
|
Assetmark, Inc
|
Nov 06, 2025 Q3 2025 |
6,146
shares
|
$143,324
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
6,075
shares
|
$141,669
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Jpmorgan Chase & CO
New York, NY |
Nov 26, 2025 Q3 2025 |
5,419
shares
|
$126,371
0.0% of portfolio
|
Q3 2025
Reduced 6.86%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
5,410
shares
|
$126,161
0.0% of portfolio
|
Q3 2025
Added 1.03%
|
|
|
Td Capital Management LLC
Memphis, TN |
Nov 24, 2025 Q3 2025 |
4,907
shares
|
$114,431
0.01% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
4,882
shares
|
$113,848
0.01% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
4,295
shares
|
$100,159
0.01% of portfolio
|
Q3 2025
Reduced 53.34%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Nov 10, 2025 Q3 2025 |
3,447
shares
|
$80,384
0.0% of portfolio
|
Q3 2025
Added 0.03%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3,316
shares
|
$77,329
0.02% of portfolio
|
Q1 2023
New holding
|
|