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 |
|---|---|---|---|---|---|
|
New Edge Advisors, LLC
New Orleans, LA |
Nov 14, 2025 Q3 2025 |
683,168
shares
|
$15.9 Million
0.08% of portfolio
|
Q3 2025
Reduced 48.24%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
655,864
shares
|
$15.3 Million
1.65% of portfolio
|
Q2 2025
Reduced 1.29%
|
|
|
Moseley Investment Management Inc
|
Oct 27, 2025 Q3 2025 |
607,725
shares
|
$14.2 Million
4.47% of portfolio
|
Q3 2025
Reduced 5.2%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
589,764
shares
|
$13.8 Million
0.03% of portfolio
|
Q3 2025
Added 3749.13%
|
|
|
Carnegie Capital Asset Management, LLC
|
Oct 16, 2025 Q3 2025 |
578,860
shares
|
$13.5 Million
0.27% of portfolio
|
Q3 2025
Reduced 8.31%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
565,565
shares
|
$13.2 Million
0.02% of portfolio
|
Q3 2025
Reduced 14.26%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
541,251
shares
|
$12.6 Million
2.2% of portfolio
|
Q3 2024
Added 1.77%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
Nov 17, 2025 Q3 2025 |
534,122
shares
|
$12.5 Million
6.41% of portfolio
|
Q3 2025
Added 35.56%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Oct 17, 2025 Q3 2025 |
533,571
shares
|
$12.4 Million
4.76% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
526,907
shares
|
$12.3 Million
2.81% of portfolio
|
Q3 2025
Added 1.9%
|
|
|
Apella Capital, LLC
|
Oct 17, 2025 Q3 2025 |
483,006
shares
|
$11.3 Million
0.26% of portfolio
|
Q3 2025
Reduced 8.93%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
Nov 14, 2025 Q3 2025 |
466,111
shares
|
$10.9 Million
0.0% of portfolio
|
Q2 2025
Added 5.08%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
455,378
shares
|
$10.6 Million
0.01% of portfolio
|
Q3 2024
Added 5.38%
|
|
|
Asset Dedication, LLC
|
Nov 20, 2025 Q3 2025 |
418,052
shares
|
$9.75 Million
0.67% of portfolio
|
Q3 2025
Added 27.18%
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 12, 2025 Q3 2025 |
402,532
shares
|
$9.39 Million
0.27% of portfolio
|
Q3 2025
Reduced 6.51%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Nov 12, 2025 Q3 2025 |
384,131
shares
|
$8.96 Million
0.41% of portfolio
|
Q3 2025
Reduced 3.18%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 22, 2025 Q3 2025 |
382,949
shares
|
$8.93 Million
0.01% of portfolio
|
Q3 2025
Reduced 3.16%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
378,893
shares
|
$8.84 Million
0.06% of portfolio
|
Q4 2024
Added 3.54%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
378,018
shares
|
$8.82 Million
0.02% of portfolio
|
Q3 2025
Added 10.25%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Nov 10, 2025 Q3 2025 |
377,248
shares
|
$8.8 Million
0.17% of portfolio
|
Q3 2025
Reduced 2.69%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Nov 12, 2025 Q3 2025 |
375,983
shares
|
$8.77 Million
0.01% of portfolio
|
Q3 2025
Reduced 44.11%
|
|
|
Farmer Steven Patrick
|
Jul 06, 2022 Q2 2022 |
369,286
shares
|
$8.61 Million
0.14% of portfolio
|
Q2 2022
New holding
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Nov 14, 2025 Q3 2025 |
365,571
shares
|
$8.53 Million
0.02% of portfolio
|
Q3 2025
Added 55.11%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 10, 2025 Q3 2025 |
356,776
shares
|
$8.32 Million
0.04% of portfolio
|
Q3 2025
Reduced 5.12%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
347,530
shares
|
$8.1 Million
0.17% of portfolio
|
Q3 2025
Reduced 9.93%
|
|