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 |
|---|---|---|---|---|---|
|
Hm Payson & CO
Portland, ME |
Oct 17, 2025 Q3 2025 |
5,143,296
shares
|
$120 Million
1.78% of portfolio
|
Q2 2025
Reduced 12.13%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2025 Q3 2025 |
3,637,216
shares
|
$84.8 Million
0.01% of portfolio
|
Q3 2025
Added 2.27%
|
|
|
Bank Of America Corp
Charlotte, NC |
Nov 14, 2025 Q3 2025 |
3,607,395
shares
|
$84.1 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.77%
|
|
|
Lpl Financial LLC
Fort Mill, SC |
Nov 12, 2025 Q3 2025 |
2,982,206
shares
|
$69.5 Million
0.02% of portfolio
|
Q3 2025
Added 16.76%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
2,645,525
shares
|
$61.7 Million
0.92% of portfolio
|
Q3 2023
Added 20.83%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
2,379,201
shares
|
$55.5 Million
0.96% of portfolio
|
Q3 2025
Reduced 4.32%
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
1,686,025
shares
|
$39.3 Million
0.05% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Connecticut Wealth Management, LLC
|
Nov 13, 2025 Q3 2025 |
1,317,353
shares
|
$30.7 Million
1.38% of portfolio
|
Q3 2025
Added 11.6%
|
|
|
Ubs Group Ag
|
Nov 13, 2025 Q3 2025 |
1,255,416
shares
|
$29.3 Million
0.0% of portfolio
|
Q3 2025
Reduced 34.21%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
1,223,317
shares
|
$28.5 Million
1.23% of portfolio
|
Q3 2025
Added 459.36%
|
|
|
Wells Fargo & Company
San Francisco, CA |
Nov 13, 2025 Q3 2025 |
1,153,804
shares
|
$26.9 Million
0.01% of portfolio
|
Q3 2025
Added 3.75%
|
|
|
Integrated Wealth Concepts LLC
|
Nov 14, 2025 Q3 2025 |
1,114,964
shares
|
$26 Million
0.26% of portfolio
|
Q3 2025
Reduced 2.98%
|
|
|
Hills Bank & Trust CO
|
Nov 13, 2025 Q3 2025 |
1,013,478
shares
|
$23.6 Million
1.47% of portfolio
|
Q3 2025
Reduced 53.48%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
1,001,688
shares
|
$23.4 Million
0.17% of portfolio
|
Q3 2025
Added 53.68%
|
|
|
Captrust Financial Advisors
Raleigh, NC |
Nov 19, 2025 Q3 2025 |
935,003
shares
|
$21.8 Million
0.05% of portfolio
|
Q3 2025
Reduced 8.59%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Nov 14, 2025 Q3 2025 |
891,071
shares
|
$20.8 Million
0.03% of portfolio
|
Q3 2025
Added 4.86%
|
|
|
Vista Private Wealth Partners. LLC
|
Oct 30, 2025 Q3 2025 |
875,267
shares
|
$20.4 Million
6.17% of portfolio
|
Q3 2025
Added 0.02%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
864,560
shares
|
$20.2 Million
0.83% of portfolio
|
Q3 2025
Added 23.66%
|
|
|
Raymond James Financial Inc
St. Petersburg, FL |
Nov 14, 2025 Q3 2025 |
829,363
shares
|
$19.3 Million
0.01% of portfolio
|
Q3 2025
Reduced 34.94%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
818,559
shares
|
$19.1 Million
0.01% of portfolio
|
Q3 2025
Added 24.13%
|
|
|
Horizon Advisory Services, Inc.
West Henrietta, NY |
Oct 15, 2025 Q3 2025 |
812,269
shares
|
$18.9 Million
9.71% of portfolio
|
Q3 2025
Added 1.87%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
740,480
shares
|
$17.3 Million
6.6% of portfolio
|
Q4 2024
New holding
|
|
|
Delta Wealth Advisors LLC
Indianapolis, IN |
Oct 21, 2025 Q3 2025 |
726,014
shares
|
$16.9 Million
13.27% of portfolio
|
Q3 2025
Added 4.42%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
706,251
shares
|
$16.5 Million
0.41% of portfolio
|
Q1 2024
Added 4.09%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
704,703
shares
|
$16.4 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.76%
|
|