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 |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
Jan 29, 2025 Q4 2024 |
3,118
shares
|
$72,836
0.0% of portfolio
|
Q4 2024
Added 0.06%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Feb 14, 2025 Q4 2024 |
3,026
shares
|
$70,687
0.01% of portfolio
|
Q3 2024
Reduced 1.43%
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
2,500
shares
|
$58,400
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Td Capital Management LLC
Memphis, TN |
Feb 05, 2025 Q4 2024 |
1,969
shares
|
$45,995
0.0% of portfolio
|
Q4 2024
Added 1.49%
|
|
|
Capital Analysts, LLC
Fort Washington, PA |
Feb 14, 2025 Q4 2024 |
1,955
shares
|
$45,668
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
1,880
shares
|
$43,916
0.02% of portfolio
|
Q3 2023
Reduced 9.35%
|
|
|
Crewe Advisors LLC
|
Jan 27, 2025 Q4 2024 |
1,830
shares
|
$42,748
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Jan 31, 2025 Q4 2024 |
1,803
shares
|
$42,118
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Old Point Trust & Financial Services N A
|
Feb 11, 2025 Q4 2024 |
1,600
shares
|
$37,376
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of Montreal
Toronto, A6 |
Feb 13, 2025 Q4 2024 |
1,566
shares
|
$36,581
0.0% of portfolio
|
Q4 2024
Reduced 4.74%
|
|
|
Spire Wealth Management
|
Jan 24, 2025 Q4 2024 |
1,425
shares
|
$33,288
0.0% of portfolio
|
Q3 2024
Reduced 69.37%
|
|
|
Robbins Farley LLC
Manchester, NH |
Jan 24, 2025 Q4 2024 |
1,376
shares
|
$32,143
0.02% of portfolio
|
Q3 2023
Added 60.37%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
1,182
shares
|
$27,611
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Blair William & CO
Chicago, IL |
Feb 12, 2025 Q4 2024 |
1,153
shares
|
$26,934
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Balentine LLC
Atlanta, GA |
Jan 29, 2025 Q4 2024 |
1,075
shares
|
$25,112
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
934
shares
|
$21,818
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Plus Trust Department
Jackson, MS |
Feb 04, 2025 Q4 2024 |
865
shares
|
$20,206
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Kennebec Savings Bank
Augusta, ME |
Jan 23, 2025 Q4 2024 |
849
shares
|
$19,832
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
First Premier Bank
|
Jan 17, 2025 Q4 2024 |
742
shares
|
$17,333
0.0% of portfolio
|
Q4 2024
Added 6.46%
|
|
|
Synergy Asset Management, LLC
Bellevue, WA |
Jan 23, 2025 Q4 2024 |
713
shares
|
$16,655
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Van Hulzen Asset Management, LLC
|
Feb 10, 2025 Q4 2024 |
635
shares
|
$14,833
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Net Financial, Inc
|
Jan 13, 2025 Q4 2024 |
632
shares
|
$14,763
0.0% of portfolio
|
Q4 2024
Added 1.44%
|
|
|
Mattson Financial Services, LLC
Kentwood, MI |
Oct 08, 2024 Q3 2024 |
590
shares
|
$13,782
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Feb 06, 2025 Q4 2024 |
567
shares
|
$13,245
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Aptus Capital Advisors, LLC
|
Feb 14, 2025 Q4 2024 |
553
shares
|
$12,918
0.0% of portfolio
|
Q4 2024
Added 312.69%
|