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 307 institutions that hold shares in the stock, with a total of 85.6 Million shares, which have been reported (via 13F filing form) to have a value of $2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2024 Q3 2024 |
211,988
shares
|
$4.95 Million
0.81% of portfolio
|
Q3 2024
New holding
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Feb 07, 2025 Q4 2024 |
203,216
shares
|
$4.74 Million
0.01% of portfolio
|
Q4 2024
Added 28.67%
|
|
|
Brookstone Capital Management
|
Jan 13, 2025 Q4 2024 |
201,659
shares
|
$4.7 Million
0.08% of portfolio
|
Q4 2024
Added 3.88%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Oct 28, 2024 Q3 2024 |
199,875
shares
|
$4.66 Million
0.02% of portfolio
|
Q3 2024
Reduced 57.93%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Feb 11, 2025 Q4 2024 |
194,095
shares
|
$4.53 Million
0.0% of portfolio
|
Q4 2024
Added 1233.25%
|
|
|
Transcend Capital Advisors, LLC
|
Feb 03, 2025 Q4 2024 |
193,325
shares
|
$4.51 Million
0.33% of portfolio
|
Q4 2024
Reduced 21.52%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Nov 14, 2024 Q3 2024 |
180,436
shares
|
$4.21 Million
0.0% of portfolio
|
Q3 2024
Added 37.54%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
175,931
shares
|
$4.1 Million
0.12% of portfolio
|
Q4 2024
Added 3.98%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Nov 13, 2024 Q3 2024 |
172,806
shares
|
$4.03 Million
0.01% of portfolio
|
Q3 2024
Added 3.55%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Feb 03, 2025 Q4 2024 |
165,054
shares
|
$3.85 Million
0.04% of portfolio
|
Q4 2024
Added 0.61%
|
|
|
Boston Family Office LLC
Boston, MA |
Feb 12, 2025 Q4 2024 |
161,452
shares
|
$3.77 Million
0.26% of portfolio
|
Q4 2024
Added 5.84%
|
|
|
Midwest Professional Planners, Ltd.
Wausau, WI |
Feb 10, 2025 Q4 2024 |
152,666
shares
|
$3.56 Million
1.1% of portfolio
|
Q4 2024
Added 51.05%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jan 29, 2025 Q4 2024 |
152,376
shares
|
$3.55 Million
0.39% of portfolio
|
Q4 2024
New holding
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
141,087
shares
|
$3.29 Million
0.01% of portfolio
|
Q3 2024
Reduced 77.29%
|
|
|
Money Concepts Capital Corp
|
Jan 27, 2025 Q4 2024 |
140,651
shares
|
$3.28 Million
0.26% of portfolio
|
Q4 2024
Added 135.21%
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
132,444
shares
|
$3.09 Million
0.11% of portfolio
|
Q4 2024
Added 0.6%
|
|
|
Asset Dedication, LLC
|
Jan 22, 2025 Q4 2024 |
129,742
shares
|
$3.03 Million
0.24% of portfolio
|
Q4 2024
Reduced 10.55%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
126,804
shares
|
$2.96 Million
0.58% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
126,273
shares
|
$2.95 Million
0.05% of portfolio
|
Q4 2024
Added 15.31%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
124,139
shares
|
$2.9 Million
0.03% of portfolio
|
Q4 2024
Added 60.6%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jan 27, 2025 Q4 2024 |
123,989
shares
|
$2.89 Million
2.29% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Belpointe Asset Management LLC
|
Nov 12, 2024 Q3 2024 |
123,642
shares
|
$2.88 Million
0.19% of portfolio
|
Q3 2024
Added 17.65%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
123,427
shares
|
$2.88 Million
1.27% of portfolio
|
Q4 2024
Added 19.69%
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
123,331
shares
|
$2.88 Million
0.3% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jan 24, 2025 Q4 2024 |
120,780
shares
|
$2.82 Million
2.68% of portfolio
|
Q4 2024
New holding
|