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 |
|
True Link Financial Advisors, LLC
|
Jul 24, 2025 Q2 2025 |
89,941
shares
|
$2.1 Million
0.15% of portfolio
|
Q2 2025
Reduced 15.23%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
89,686
shares
|
$2.09 Million
0.33% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
87,767
shares
|
$2.05 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.92%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jul 11, 2025 Q2 2025 |
87,690
shares
|
$2.04 Million
0.18% of portfolio
|
Q2 2025
Reduced 5.16%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Aug 11, 2025 Q2 2025 |
86,385
shares
|
$2.01 Million
0.05% of portfolio
|
Q1 2025
Added 98.59%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Aug 05, 2025 Q2 2025 |
83,088
shares
|
$1.94 Million
0.82% of portfolio
|
Q2 2025
Added 225.39%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
82,574
shares
|
$1.93 Million
0.03% of portfolio
|
Q2 2024
Added 399.18%
|
|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
79,962
shares
|
$1.86 Million
0.0% of portfolio
|
Q2 2025
Reduced 8.89%
|
|
|
Crestmont Private Wealth LLC
|
Aug 13, 2025 Q2 2025 |
79,081
shares
|
$1.84 Million
0.67% of portfolio
|
Q2 2025
Added 2.05%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Aug 04, 2025 Q2 2025 |
77,443
shares
|
$1.81 Million
1.31% of portfolio
|
Q2 2025
Added 12.43%
|
|
|
D.A. Davidson & Co.
|
Jul 30, 2025 Q2 2025 |
76,512
shares
|
$1.78 Million
0.01% of portfolio
|
Q2 2025
Reduced 63.42%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
76,008
shares
|
$1.77 Million
0.05% of portfolio
|
Q2 2025
Added 2.06%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
75,979
shares
|
$1.77 Million
0.15% of portfolio
|
Q2 2025
Added 6.96%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Aug 05, 2025 Q2 2025 |
74,435
shares
|
$1.74 Million
0.72% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Stratos Wealth Partners, Ltd.
|
Jul 29, 2025 Q2 2025 |
73,396
shares
|
$1.71 Million
0.02% of portfolio
|
Q2 2025
Reduced 11.64%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 2025 |
68,063
shares
|
$1.59 Million
0.13% of portfolio
|
Q2 2025
Reduced 2.02%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
67,281
shares
|
$1.57 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.21%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Jul 22, 2025 Q2 2025 |
65,021
shares
|
$1.52 Million
0.12% of portfolio
|
Q2 2025
Reduced 0.44%
|
|
|
Bank Of Montreal
Toronto, A6 |
Aug 05, 2025 Q2 2025 |
64,380
shares
|
$1.5 Million
0.0% of portfolio
|
Q2 2025
Added 286.43%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
63,055
shares
|
$1.47 Million
0.14% of portfolio
|
Q2 2025
Reduced 43.62%
|
|
|
Reliant Wealth Planning
|
Aug 12, 2025 Q2 2025 |
62,576
shares
|
$1.46 Million
0.67% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
62,356
shares
|
$1.45 Million
0.23% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
60,003
shares
|
$1.4 Million
0.89% of portfolio
|
Q2 2025
Added 7.15%
|
|
|
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.
|
Aug 11, 2025 Q2 2025 |
57,733
shares
|
$1.35 Million
0.04% of portfolio
|
Q2 2025
Reduced 0.14%
|