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 |
|---|---|---|---|---|---|
|
Leo Wealth, LLC
Hurst, TX |
Nov 14, 2025 Q3 2025 |
31,193
shares
|
$727,420
0.09% of portfolio
|
Q3 2025
Reduced 42.01%
|
|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
30,754
shares
|
$717,183
0.0% of portfolio
|
Q3 2025
Reduced 39.88%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 06, 2025 Q3 2025 |
29,745
shares
|
$693,653
0.0% of portfolio
|
Q3 2025
Reduced 0.95%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
29,327
shares
|
$683,905
0.01% of portfolio
|
Q3 2025
Added 10.83%
|
|
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
Oct 29, 2025 Q3 2025 |
28,647
shares
|
$668,048
0.44% of portfolio
|
Q3 2025
Added 21.66%
|
|
|
Seek First Inc.
Campbell, CA |
Nov 12, 2025 Q3 2025 |
28,461
shares
|
$663,710
0.48% of portfolio
|
Q3 2025
Reduced 4.77%
|
|
|
Savvy Advisors, Inc.
New York, NY |
Nov 06, 2025 Q3 2025 |
28,334
shares
|
$660,748
0.03% of portfolio
|
Q3 2025
Added 2.68%
|
|
|
Boston Family Office LLC
Boston, MA |
Nov 12, 2025 Q3 2025 |
28,188
shares
|
$657,344
0.04% of portfolio
|
Q3 2025
Reduced 42.6%
|
|
|
Modera Wealth Management, LLC
|
Oct 31, 2025 Q3 2025 |
27,447
shares
|
$640,064
0.01% of portfolio
|
Q3 2025
Added 30.66%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
27,234
shares
|
$635,096
0.01% of portfolio
|
Q3 2025
Added 8.83%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Nov 07, 2025 Q3 2025 |
27,218
shares
|
$634,723
0.2% of portfolio
|
Q3 2025
Reduced 82.83%
|
|
|
Simplicity Wealth,Llc
|
Oct 30, 2025 Q3 2025 |
25,980
shares
|
$605,853
0.04% of portfolio
|
Q3 2025
Added 202.97%
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
25,428
shares
|
$592,980
0.16% of portfolio
|
Q3 2025
Added 9.33%
|
|
|
Element Wealth, LLC
|
Oct 29, 2025 Q3 2025 |
24,434
shares
|
$569,800
0.26% of portfolio
|
Q2 2025
Reduced 31.71%
|
|
|
Stratos Wealth Advisors, LLC
|
Nov 06, 2025 Q3 2025 |
24,332
shares
|
$567,422
0.03% of portfolio
|
Q3 2025
Reduced 96.92%
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
24,253
shares
|
$565,579
0.0% of portfolio
|
Q3 2025
Reduced 1.75%
|
|
|
Koss Olinger Consulting, LLC
|
Oct 20, 2025 Q3 2025 |
23,917
shares
|
$557,744
0.04% of portfolio
|
Q2 2025
Added 1.67%
|
|
|
Duncker Streett & CO Inc
|
Oct 23, 2025 Q3 2025 |
23,847
shares
|
$556,112
0.1% of portfolio
|
Q3 2025
Reduced 5.93%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Nov 13, 2025 Q3 2025 |
22,884
shares
|
$533,654
0.0% of portfolio
|
Q3 2025
Reduced 1.0%
|
|
|
Carrera Capital Advisors
Troy, MI |
Nov 04, 2025 Q3 2025 |
22,585
shares
|
$526,682
0.09% of portfolio
|
Q3 2025
Added 1.07%
|
|
|
Rvw Wealth, LLC
|
Oct 20, 2025 Q3 2025 |
22,062
shares
|
$514,485
0.04% of portfolio
|
Q3 2025
Added 0.93%
|
|
|
Compass Ion Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
21,906
shares
|
$510,847
0.05% of portfolio
|
Q3 2025
Reduced 3.78%
|
|
|
D.A. Davidson & Co.
|
Oct 22, 2025 Q3 2025 |
21,806
shares
|
$508,515
0.0% of portfolio
|
Q3 2025
Reduced 71.5%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
21,749
shares
|
$507,186
0.07% of portfolio
|
Q3 2025
Added 15.9%
|
|
|
Thoroughbred Financial Services, LLC
|
Nov 10, 2025 Q3 2025 |
21,667
shares
|
$505,274
0.03% of portfolio
|
Q3 2025
Reduced 22.64%
|
|