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 |
|---|---|---|---|---|---|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
77,140
shares
|
$1.8 Million
0.05% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
74,435
shares
|
$1.74 Million
0.69% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
74,079
shares
|
$1.73 Million
0.12% of portfolio
|
Q3 2025
Added 35.57%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
69,230
shares
|
$1.61 Million
0.26% of portfolio
|
Q3 2025
Added 39.68%
|
|
|
Austin Private Wealth, LLC
|
Oct 17, 2025 Q3 2025 |
68,672
shares
|
$1.6 Million
0.14% of portfolio
|
Q3 2025
Reduced 9.62%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
68,063
shares
|
$1.59 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Nov 14, 2025 Q3 2025 |
67,765
shares
|
$1.58 Million
0.0% of portfolio
|
Q3 2025
Added 221.02%
|
|
|
True Link Financial Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
66,217
shares
|
$1.54 Million
0.1% of portfolio
|
Q3 2025
Reduced 26.38%
|
|
|
Kestra Advisory Services, LLC
|
Nov 13, 2025 Q3 2025 |
65,076
shares
|
$1.52 Million
0.01% of portfolio
|
Q3 2025
Reduced 55.63%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Nov 14, 2025 Q3 2025 |
64,767
shares
|
$1.51 Million
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
62,944
shares
|
$1.47 Million
0.21% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Reliant Wealth Planning
|
Nov 18, 2025 Q3 2025 |
61,955
shares
|
$1.44 Million
0.54% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Nov 06, 2025 Q3 2025 |
60,285
shares
|
$1.41 Million
0.75% of portfolio
|
Q3 2025
Added 28.54%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
58,997
shares
|
$1.38 Million
0.78% of portfolio
|
Q3 2025
Reduced 1.68%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
57,810
shares
|
$1.35 Million
0.3% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
57,733
shares
|
$1.35 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.14%
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
52,674
shares
|
$1.23 Million
1.0% of portfolio
|
Q3 2025
Reduced 0.21%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Oct 14, 2025 Q3 2025 |
52,234
shares
|
$1.22 Million
0.09% of portfolio
|
Q3 2025
Reduced 19.67%
|
|
|
Creative Planning
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
51,597
shares
|
$1.2 Million
0.0% of portfolio
|
Q3 2025
Reduced 46.78%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
51,283
shares
|
$1.2 Million
0.01% of portfolio
|
Q3 2025
Added 3.32%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Nov 12, 2025 Q3 2025 |
49,795
shares
|
$1.16 Million
0.35% of portfolio
|
Q3 2025
Added 6.14%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Nov 12, 2025 Q3 2025 |
48,315
shares
|
$1.13 Million
0.05% of portfolio
|
Q3 2025
Reduced 13.63%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Nov 12, 2025 Q3 2025 |
48,051
shares
|
$1.12 Million
0.14% of portfolio
|
Q3 2025
Added 6.63%
|
|
|
Kestra Private Wealth Services, LLC
|
Nov 14, 2025 Q3 2025 |
47,174
shares
|
$1.1 Million
0.02% of portfolio
|
Q3 2025
Reduced 29.89%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
46,057
shares
|
$1.07 Million
0.18% of portfolio
|
Q3 2025
Added 6.76%
|
|