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 326 institutions that hold shares in the stock, with a total of 66.9 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 |
|---|---|---|---|---|---|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
103,354
shares
|
$2.41 Million
0.27% of portfolio
|
Q2 2023
Added 23.71%
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
101,035
shares
|
$2.36 Million
0.06% of portfolio
|
Q3 2025
Added 0.64%
|
|
|
Scs Capital Management LLC
Boston, MA |
Nov 13, 2025 Q3 2025 |
99,449
shares
|
$2.32 Million
0.03% of portfolio
|
Q3 2025
Added 0.2%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Nov 10, 2025 Q3 2025 |
97,157
shares
|
$2.27 Million
0.07% of portfolio
|
Q3 2025
Reduced 8.94%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Nov 14, 2025 Q3 2025 |
95,027
shares
|
$2.22 Million
0.02% of portfolio
|
Q3 2025
Reduced 10.39%
|
|
|
Ifg Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
93,466
shares
|
$2.18 Million
0.1% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Private Advisor Group, LLC
|
Nov 12, 2025 Q3 2025 |
90,811
shares
|
$2.12 Million
0.01% of portfolio
|
Q3 2025
Reduced 2.2%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
90,402
shares
|
$2.11 Million
0.73% of portfolio
|
Q1 2025
New holding
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
89,686
shares
|
$2.09 Million
0.33% of portfolio
|
Q2 2025
Reduced 7.03%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
87,767
shares
|
$2.05 Million
0.02% of portfolio
|
Q1 2025
Reduced 15.92%
|
|
|
Gould Asset Management LLC
Claremont, CA |
Oct 28, 2025 Q3 2025 |
87,102
shares
|
$2.03 Million
0.38% of portfolio
|
Q3 2025
Reduced 5.13%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Nov 10, 2025 Q3 2025 |
86,385
shares
|
$2.01 Million
0.04% of portfolio
|
Q1 2025
Added 98.59%
|
|
|
Goldman Sachs Group Inc
New York, NY |
Nov 14, 2025 Q3 2025 |
85,608
shares
|
$2 Million
0.0% of portfolio
|
Q3 2025
Reduced 81.17%
|
|
|
Essential Planning, Llc.
Portsmouth, NH |
Oct 28, 2025 Q3 2025 |
85,373
shares
|
$1.99 Million
0.69% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
82,574
shares
|
$1.93 Million
0.03% of portfolio
|
Q2 2024
Added 399.18%
|
|
|
Stratos Wealth Partners, Ltd.
|
Nov 06, 2025 Q3 2025 |
82,499
shares
|
$1.92 Million
0.02% of portfolio
|
Q3 2025
Added 12.4%
|
|
|
Allworth Financial LP
|
Dec 02, 2025 Q3 2025 |
82,048
shares
|
$1.91 Million
0.01% of portfolio
|
Q3 2025
Reduced 10.32%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
81,450
shares
|
$1.9 Million
0.05% of portfolio
|
Q3 2025
Reduced 37.72%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Nov 04, 2025 Q3 2025 |
80,956
shares
|
$1.89 Million
0.72% of portfolio
|
Q3 2025
Reduced 2.57%
|
|
|
Crestmont Private Wealth LLC
|
Nov 12, 2025 Q3 2025 |
78,434
shares
|
$1.83 Million
0.61% of portfolio
|
Q3 2025
Reduced 0.82%
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Nov 06, 2025 Q3 2025 |
77,443
shares
|
$1.81 Million
1.3% of portfolio
|
Q2 2025
Added 12.43%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
77,140
shares
|
$1.8 Million
0.05% of portfolio
|
Q3 2025
Added 1.49%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
74,435
shares
|
$1.74 Million
0.69% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
74,079
shares
|
$1.73 Million
0.12% of portfolio
|
Q3 2025
Added 35.57%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
69,230
shares
|
$1.61 Million
0.26% of portfolio
|
Q3 2025
Added 39.68%
|
|