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 319 institutions that hold shares in the stock, with a total of 65.3 Million shares, which have been reported (via 13F filing form) to have a value of $1.52 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
World Equity Group, Inc.
Schaumburg, IL |
Oct 24, 2025 Q3 2025 |
10,727
shares
|
$250,153
0.06% of portfolio
|
Q3 2025
New holding
|
|
|
Laurel Wealth Advisors LLC
Charlotte, NC |
Nov 12, 2025 Q3 2025 |
10,615
shares
|
$247,541
0.04% of portfolio
|
Q2 2025
Added 0.94%
|
|
|
Journey Advisory Group, LLC
|
Nov 10, 2025 Q3 2025 |
10,550
shares
|
$246,026
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Princeton Global Asset Management LLC
|
Oct 09, 2025 Q3 2025 |
10,470
shares
|
$244,160
0.04% of portfolio
|
Q3 2025
Added 0.09%
|
|
|
Hamel Associates, Inc.
|
Nov 12, 2025 Q3 2025 |
10,415
shares
|
$242,877
0.07% of portfolio
|
Q3 2025
Added 4.17%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Nov 10, 2025 Q3 2025 |
10,277
shares
|
$239,659
0.01% of portfolio
|
Q3 2025
Reduced 1.66%
|
|
|
All Square Wealth Management LLC
Albany, NY |
Aug 14, 2025 Q2 2025 |
10,004
shares
|
$233,293
0.13% of portfolio
|
Q1 2025
Reduced 6.97%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 28, 2025 Q3 2025 |
10,000
shares
|
$233,200
0.12% of portfolio
|
Q3 2024
Reduced 9.71%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Nov 12, 2025 Q3 2025 |
10,000
shares
|
$233,200
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 07, 2025 Q3 2025 |
9,893
shares
|
$230,704
0.01% of portfolio
|
Q3 2025
Added 0.06%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
9,821
shares
|
$229,025
0.04% of portfolio
|
Q3 2025
Added 0.39%
|
|
|
Advisory Services Network, LLC
|
Nov 18, 2025 Q3 2025 |
9,534
shares
|
$222,332
0.0% of portfolio
|
Q3 2025
Added 0.01%
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Oct 28, 2025 Q3 2025 |
9,279
shares
|
$216,386
0.46% of portfolio
|
Q1 2025
Added 4.86%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,156
shares
|
$213,517
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
9,100
shares
|
$212,212
0.09% of portfolio
|
Q3 2025
Added 3.92%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
9,076
shares
|
$211,652
0.05% of portfolio
|
Q2 2025
Reduced 0.01%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
8,966
shares
|
$209,087
0.05% of portfolio
|
Q3 2025
New holding
|
|
|
Lokken Investment Group LLC
|
Nov 04, 2025 Q3 2025 |
8,899
shares
|
$207,524
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
8,865
shares
|
$206,731
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
8,863
shares
|
$206,685
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Burling Wealth Partners, LLC
Chicago, IL |
Nov 07, 2025 Q3 2025 |
8,776
shares
|
$204,656
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
49 Wealth Management, LLC
Austin, TX |
Nov 12, 2025 Q3 2025 |
8,722
shares
|
$203,397
0.02% of portfolio
|
Q3 2025
Reduced 96.28%
|
|
|
Comerica Bank
|
Nov 13, 2025 Q3 2025 |
8,689
shares
|
$202,627
0.0% of portfolio
|
Q3 2025
Reduced 13.32%
|
|
|
Accurate Wealth Management, LLC
|
Oct 20, 2025 Q3 2025 |
8,628
shares
|
$201,204
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mc Carthy & Cox
Marysville, OH |
Oct 14, 2025 Q3 2025 |
8,620
shares
|
$201,018
0.05% of portfolio
|
Q3 2025
Added 0.3%
|
|