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 |
|---|---|---|---|---|---|
|
Creative One Wealth, LLC
Overland Park, KS |
Feb 13, 2025 Q4 2024 |
368,332
shares
|
$8.6 Million
0.29% of portfolio
|
Q4 2024
Added 457.98%
|
|
|
Lido Advisors, LLC
Los Angeles, CA |
Feb 14, 2025 Q4 2024 |
358,196
shares
|
$8.37 Million
0.04% of portfolio
|
Q4 2024
Reduced 6.88%
|
|
|
Financial Engines Advisors L.L.C.
Santa Clara, CA |
Feb 11, 2025 Q4 2024 |
356,588
shares
|
$8.33 Million
0.02% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Wealth Management Strategies, Inc.
Pittsburgh, PA |
Feb 20, 2025 Q4 2024 |
352,231
shares
|
$8.23 Million
6.38% of portfolio
|
Q4 2024
New holding
|
|
|
Gps Wealth Strategies Group, LLC
|
Jan 24, 2025 Q4 2024 |
344,505
shares
|
$8.05 Million
1.07% of portfolio
|
Q4 2024
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
Feb 10, 2025 Q4 2024 |
335,838
shares
|
$7.85 Million
1.82% of portfolio
|
Q4 2024
Added 10.73%
|
|
|
49 Wealth Management, LLC
Austin, TX |
Feb 14, 2025 Q4 2024 |
313,005
shares
|
$7.31 Million
1.04% of portfolio
|
Q4 2024
Added 47.65%
|
|
|
Park Avenue Securities LLC
|
Jan 14, 2025 Q4 2024 |
306,172
shares
|
$7.15 Million
0.07% of portfolio
|
Q4 2024
Added 29.46%
|
|
|
Mai Capital Management
|
Feb 14, 2025 Q4 2024 |
303,634
shares
|
$7.09 Million
0.05% of portfolio
|
Q4 2024
New holding
|
|
|
Keeler T Homas Management LLC
|
Feb 04, 2025 Q4 2024 |
303,081
shares
|
$7.08 Million
2.63% of portfolio
|
Q4 2024
Reduced 4.39%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Feb 14, 2025 Q4 2024 |
301,108
shares
|
$7.03 Million
5.4% of portfolio
|
Q4 2024
Added 34.71%
|
|
|
Ambassador Advisors, LLC
Lancaster, PA |
Feb 13, 2025 Q4 2024 |
297,643
shares
|
$6.95 Million
1.26% of portfolio
|
Q4 2024
New holding
|
|
|
Mc Guire Investment Group, LLC
|
Jan 21, 2025 Q4 2024 |
297,293
shares
|
$6.94 Million
1.06% of portfolio
|
Q4 2024
Added 0.53%
|
|
|
Sound View Wealth Advisors Group, LLC
|
Feb 07, 2025 Q4 2024 |
296,858
shares
|
$6.93 Million
0.56% of portfolio
|
Q4 2024
Added 971.61%
|
|
|
Wolfstich Capital, LLC
Medfield, MA |
Feb 06, 2025 Q4 2024 |
294,180
shares
|
$6.87 Million
6.08% of portfolio
|
Q4 2024
New holding
|
|
|
Shelton Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
278,713
shares
|
$6.51 Million
3.46% of portfolio
|
Q4 2024
Added 31.12%
|
|
|
Leavell Investment Management, Inc.
|
Jan 29, 2025 Q4 2024 |
271,233
shares
|
$6.34 Million
0.32% of portfolio
|
Q4 2024
Added 25.28%
|
|
|
Cwm, LLC
|
Feb 04, 2025 Q4 2024 |
249,216
shares
|
$5.82 Million
0.02% of portfolio
|
Q4 2024
Reduced 5.72%
|
|
|
Psi Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
248,072
shares
|
$5.79 Million
1.73% of portfolio
|
Q4 2024
Added 30.98%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jan 31, 2025 Q4 2024 |
239,389
shares
|
$5.59 Million
0.06% of portfolio
|
Q4 2024
Reduced 5.49%
|
|
|
Janney Montgomery Scott LLC
|
Jan 17, 2025 Q4 2024 |
235,986
shares
|
$5.51 Million
0.02% of portfolio
|
Q4 2024
Added 14.27%
|
|
|
D.A. Davidson & Co.
|
Jan 31, 2025 Q4 2024 |
231,528
shares
|
$5.41 Million
0.04% of portfolio
|
Q4 2024
Added 9.08%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Feb 14, 2025 Q4 2024 |
223,204
shares
|
$5.21 Million
0.0% of portfolio
|
Q4 2024
Added 23.7%
|
|
|
Gradient Investments LLC
|
Jan 21, 2025 Q4 2024 |
222,672
shares
|
$5.2 Million
0.14% of portfolio
|
Q4 2024
Added 5.72%
|
|
|
Globalt Investments LLC / Ga
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
222,300
shares
|
$5.19 Million
0.2% of portfolio
|
Q4 2024
Reduced 91.13%
|