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 |
|
Montag A & Associates Inc
Atlanta, GA |
Aug 07, 2025 Q2 2025 |
55,939
shares
|
$1.3 Million
0.06% of portfolio
|
Q2 2025
Reduced 16.1%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
54,815
shares
|
$1.28 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
54,643
shares
|
$1.27 Million
0.1% of portfolio
|
Q2 2025
Reduced 10.75%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
53,788
shares
|
$1.25 Million
0.1% of portfolio
|
Q2 2025
Added 15.43%
|
|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
52,784
shares
|
$1.23 Million
1.13% of portfolio
|
Q2 2025
Reduced 0.09%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
51,743
shares
|
$1.21 Million
0.22% of portfolio
|
Q1 2025
Added 13.74%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
51,153
shares
|
$1.19 Million
0.01% of portfolio
|
Q2 2025
Reduced 86.77%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
49,811
shares
|
$1.16 Million
0.15% of portfolio
|
Q2 2025
Added 4.69%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
49,635
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
49,564
shares
|
$1.16 Million
0.2% of portfolio
|
Q2 2025
Added 23.5%
|
|
|
Boston Family Office LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
49,109
shares
|
$1.15 Million
0.08% of portfolio
|
Q2 2025
Reduced 33.82%
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Jul 23, 2025 Q2 2025 |
46,916
shares
|
$1.09 Million
0.34% of portfolio
|
Q2 2025
Added 163.19%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
46,901
shares
|
$1.09 Million
0.69% of portfolio
|
Q2 2025
Added 12.13%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
45,239
shares
|
$1.05 Million
0.0% of portfolio
|
Q2 2025
Reduced 18.98%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
45,063
shares
|
$1.05 Million
0.15% of portfolio
|
Q2 2025
Added 8.38%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
43,141
shares
|
$1.01 Million
0.18% of portfolio
|
Q2 2025
Added 23.17%
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Aug 13, 2025 Q2 2025 |
42,900
shares
|
$1 Million
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
42,401
shares
|
$988,791
0.19% of portfolio
|
Q2 2025
Reduced 7.2%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
42,259
shares
|
$985,479
0.04% of portfolio
|
Q2 2025
Added 26.69%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
41,404
shares
|
$965,541
0.69% of portfolio
|
Q2 2025
Reduced 0.54%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
40,789
shares
|
$951,199
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
40,387
shares
|
$941,824
0.53% of portfolio
|
Q2 2025
Added 0.77%
|
|
|
Wealth Advisory Solutions, LLC
|
Jul 14, 2025 Q2 2025 |
39,780
shares
|
$927,669
0.24% of portfolio
|
Q2 2025
Reduced 1.23%
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
38,056
shares
|
$887,465
0.0% of portfolio
|
Q2 2025
Reduced 60.94%
|
|
|
Washington Trust Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
35,871
shares
|
$836,511
0.07% of portfolio
|
Q2 2025
Added 0.08%
|