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 329 institutions that hold shares in the stock, with a total of 71.1 Million shares, which have been reported (via 13F filing form) to have a value of $1.66 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 |
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Aug 13, 2025 Q2 2025 |
343,301
shares
|
$8.01 Million
0.02% of portfolio
|
Q2 2025
Reduced 13.08%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
342,885
shares
|
$8 Million
0.02% of portfolio
|
Q2 2025
Added 13.49%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
317,172
shares
|
$7.4 Million
0.07% of portfolio
|
Q2 2025
Reduced 4.07%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
314,746
shares
|
$7.34 Million
0.03% of portfolio
|
Q2 2025
Reduced 2.74%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
313,481
shares
|
$7.31 Million
1.82% of portfolio
|
Q1 2025
Reduced 6.66%
|
|
|
Gps Wealth Strategies Group, LLC
|
Aug 05, 2025 Q2 2025 |
313,328
shares
|
$7.31 Million
0.89% of portfolio
|
Q2 2025
Reduced 3.66%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
281,593
shares
|
$6.57 Million
0.05% of portfolio
|
Q1 2025
Reduced 7.26%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
271,617
shares
|
$6.33 Million
0.01% of portfolio
|
Q2 2025
Added 27.16%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Aug 14, 2025 Q2 2025 |
260,719
shares
|
$6.08 Million
1.01% of portfolio
|
Q2 2025
Reduced 5.17%
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Aug 12, 2025 Q2 2025 |
250,289
shares
|
$5.84 Million
0.15% of portfolio
|
Q2 2025
Added 2235.87%
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
247,283
shares
|
$5.77 Million
0.48% of portfolio
|
Q1 2025
Added 90.6%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
237,937
shares
|
$5.55 Million
2.24% of portfolio
|
Q2 2025
Added 8.38%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Aug 07, 2025 Q2 2025 |
237,830
shares
|
$5.55 Million
0.42% of portfolio
|
Q2 2025
Reduced 46.91%
|
|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
236,816
shares
|
$5.52 Million
0.01% of portfolio
|
Q2 2025
Reduced 60.83%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
235,688
shares
|
$5.5 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.08%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Aug 07, 2025 Q2 2025 |
234,229
shares
|
$5.46 Million
0.58% of portfolio
|
Q2 2025
Reduced 23.17%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
234,212
shares
|
$5.46 Million
0.13% of portfolio
|
Q2 2025
Reduced 3.71%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
231,181
shares
|
$5.39 Million
0.09% of portfolio
|
Q2 2025
Added 16.92%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Aug 11, 2025 Q2 2025 |
229,726
shares
|
$5.36 Million
0.42% of portfolio
|
Q2 2025
Added 0.92%
|
|
|
Asset Advisors Investment Management, LLC
|
Jul 21, 2025 Q2 2025 |
219,979
shares
|
$5.13 Million
0.51% of portfolio
|
Q2 2025
Added 7.03%
|
|
|
Archer Investment Corp
|
Aug 12, 2025 Q2 2025 |
219,659
shares
|
$5.12 Million
1.22% of portfolio
|
Q2 2025
Added 51.29%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Aug 11, 2025 Q2 2025 |
219,651
shares
|
$5.12 Million
1.4% of portfolio
|
Q2 2025
Added 2.42%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
218,772
shares
|
$5.1 Million
0.0% of portfolio
|
Q2 2025
Reduced 3.18%
|
|
|
Belpointe Asset Management LLC
|
Jul 22, 2025 Q2 2025 |
218,700
shares
|
$5.1 Million
0.24% of portfolio
|
Q2 2025
Added 330.76%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
215,717
shares
|
$5.03 Million
0.41% of portfolio
|
Q4 2022
Added 12.14%
|