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 311 institutions that hold shares in the stock, with a total of 86.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.02 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Princeton Global Asset Management LLC
|
Jan 24, 2025 Q4 2024 |
10,095
shares
|
$235,819
0.05% of portfolio
|
Q4 2024
Added 0.12%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Jan 16, 2025 Q4 2024 |
10,000
shares
|
$233,600
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Tiaa Trust, National Association
Charlotte, NC |
Feb 11, 2025 Q4 2024 |
10,000
shares
|
$233,600
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beaumont Asset Management, L.L.C.
|
Jan 28, 2025 Q4 2024 |
10,000
shares
|
$233,600
0.14% of portfolio
|
Q3 2024
Reduced 9.71%
|
|
|
Aries Wealth Management
|
Jan 29, 2025 Q4 2024 |
9,773
shares
|
$228,297
0.06% of portfolio
|
Q4 2024
Reduced 36.73%
|
|
|
Prosperity Planning, Inc.
|
Jan 16, 2025 Q4 2024 |
9,704
shares
|
$226,685
0.07% of portfolio
|
Q4 2024
New holding
|
|
|
Truist Financial Corp
|
Jan 31, 2025 Q4 2024 |
9,680
shares
|
$226,124
0.0% of portfolio
|
Q4 2024
Reduced 93.47%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jan 06, 2025 Q4 2024 |
9,173
shares
|
$214,281
0.01% of portfolio
|
Q4 2024
Added 1.46%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
9,156
shares
|
$213,884
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Autumn Glory Partners, LLC
|
Jan 30, 2025 Q4 2024 |
9,023
shares
|
$210,777
0.1% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Jan 24, 2025 Q4 2024 |
8,865
shares
|
$207,086
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Portland Financial Advisors Inc
Port Washington, NY |
Feb 04, 2025 Q4 2024 |
8,849
shares
|
$206,712
0.56% of portfolio
|
Q4 2024
New holding
|
|
|
Warren Averett Asset Management, LLC
Birmingham, AL |
Feb 14, 2025 Q4 2024 |
8,670
shares
|
$202,531
0.0% of portfolio
|
Q4 2024
Added 0.09%
|
|
|
Modera Wealth Management, LLC
|
Feb 05, 2025 Q4 2024 |
8,601
shares
|
$200,919
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Washington Trust CO
|
Jan 30, 2025 Q4 2024 |
7,300
shares
|
$170,528
0.01% of portfolio
|
Q3 2024
Reduced 43.63%
|
|
|
Ae Wealth Management LLC
|
Feb 13, 2025 Q4 2024 |
7,151
shares
|
$167,047
0.0% of portfolio
|
Q4 2024
Reduced 22.36%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
6,900
shares
|
$161,184
0.01% of portfolio
|
Q4 2024
Reduced 86.92%
|
|
|
Kestra Investment Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
6,808
shares
|
$159,034
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kohmann Bosshard Financial Services, LLC
|
Feb 05, 2025 Q4 2024 |
6,291
shares
|
$146,957
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Uma Financial Services, Inc.
|
Feb 12, 2025 Q4 2024 |
5,847
shares
|
$136,585
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Eastern Bank
|
Jan 13, 2025 Q4 2024 |
5,668
shares
|
$132,404
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
Feb 05, 2025 Q4 2024 |
4,882
shares
|
$114,043
0.01% of portfolio
|
Q4 2024
Reduced 0.99%
|
|
|
Hara Capital LLC
Bellevue, WA |
Jan 31, 2025 Q4 2024 |
3,813
shares
|
$89,071
0.06% of portfolio
|
Q4 2024
Reduced 70.8%
|
|
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
Nov 04, 2024 Q3 2024 |
3,433
shares
|
$80,194
0.02% of portfolio
|
Q3 2024
Reduced 12.49%
|
|
|
Steward Financial Group LLC
|
Oct 20, 2023 Q3 2023 |
3,316
shares
|
$77,461
0.02% of portfolio
|
Q1 2023
New holding
|