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 |
|---|---|---|---|---|---|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
77,987
shares
|
$1.82 Million
0.15% of portfolio
|
Q4 2024
Added 102.54%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
76,665
shares
|
$1.79 Million
0.37% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
76,125
shares
|
$1.78 Million
0.18% of portfolio
|
Q4 2024
Added 39.47%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
74,274
shares
|
$1.73 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
73,536
shares
|
$1.72 Million
0.16% of portfolio
|
Q4 2024
Added 53.39%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
72,293
shares
|
$1.69 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
71,334
shares
|
$1.66 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
71,050
shares
|
$1.66 Million
0.05% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Nov 08, 2024 Q3 2024 |
70,865
shares
|
$1.65 Million
1.12% of portfolio
|
Q3 2024
Added 35.23%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
69,463
shares
|
$1.62 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Feb 11, 2025 Q4 2024 |
68,880
shares
|
$1.61 Million
1.27% of portfolio
|
Q4 2024
Added 356.76%
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
68,816
shares
|
$1.61 Million
0.8% of portfolio
|
Q4 2024
Added 25.24%
|
|
|
Kovitz Investment Group Partners, LLC
|
Nov 14, 2024 Q3 2024 |
67,396
shares
|
$1.57 Million
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Creative One Wealth, LLC
Overland Park, KS |
Nov 13, 2024 Q3 2024 |
66,012
shares
|
$1.54 Million
0.06% of portfolio
|
Q3 2024
Added 32.5%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
65,812
shares
|
$1.54 Million
0.07% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
63,032
shares
|
$1.47 Million
0.03% of portfolio
|
Q4 2024
Reduced 18.82%
|
|
|
Crestmont Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
62,873
shares
|
$1.47 Million
0.66% of portfolio
|
Q4 2024
Added 142.22%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
61,298
shares
|
$1.43 Million
0.25% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
60,722
shares
|
$1.42 Million
0.12% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Oct 29, 2024 Q3 2024 |
60,681
shares
|
$1.42 Million
0.64% of portfolio
|
Q3 2024
Added 11.28%
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
59,555
shares
|
$1.39 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
58,659
shares
|
$1.37 Million
0.04% of portfolio
|
Q4 2024
Added 8.26%
|
|
|
Advisory Research Inc
Chicago, IL |
Nov 13, 2024 Q3 2024 |
56,110
shares
|
$1.31 Million
0.26% of portfolio
|
Q3 2024
New holding
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Nov 15, 2024 Q3 2024 |
55,784
shares
|
$1.3 Million
0.0% of portfolio
|
Q3 2024
Added 41.45%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
55,518
shares
|
$1.3 Million
0.12% of portfolio
|
Q4 2024
Reduced 61.19%
|