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 |
|---|---|---|---|---|---|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 16, 2024 Q3 2024 |
126,804
shares
|
$2.96 Million
0.58% of portfolio
|
Q3 2024
Added 9.13%
|
|
|
Valmark Advisers, Inc.
|
Jan 30, 2025 Q4 2024 |
126,273
shares
|
$2.95 Million
0.05% of portfolio
|
Q4 2024
Added 15.31%
|
|
|
Equitable Holdings, Inc.
New York, NY |
Feb 12, 2025 Q4 2024 |
124,139
shares
|
$2.9 Million
0.03% of portfolio
|
Q4 2024
Added 60.6%
|
|
|
1858 Wealth Management, LLC
Akron, OH |
Jan 27, 2025 Q4 2024 |
123,989
shares
|
$2.9 Million
2.29% of portfolio
|
Q4 2024
Added 1.65%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jan 30, 2025 Q4 2024 |
123,427
shares
|
$2.88 Million
1.27% of portfolio
|
Q4 2024
Added 19.69%
|
|
|
Asset Advisors Investment Management, LLC
|
Feb 04, 2025 Q4 2024 |
123,331
shares
|
$2.88 Million
0.3% of portfolio
|
Q4 2024
Added 4.16%
|
|
|
Flavin Financial Services, Inc.
Melbourne, FL |
Jan 24, 2025 Q4 2024 |
120,780
shares
|
$2.82 Million
2.68% of portfolio
|
Q4 2024
New holding
|
|
|
Archer Investment Corp
|
Jan 28, 2025 Q4 2024 |
120,017
shares
|
$2.8 Million
0.75% of portfolio
|
Q4 2024
Added 2981.31%
|
|
|
Stockman Wealth Management, Inc.
|
Jan 28, 2025 Q4 2024 |
118,060
shares
|
$2.76 Million
0.44% of portfolio
|
Q4 2024
Added 7.36%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
117,439
shares
|
$2.74 Million
0.01% of portfolio
|
Q3 2024
Reduced 3.26%
|
|
|
Creative Planning
Overland Park, KS |
Feb 14, 2025 Q4 2024 |
114,702
shares
|
$2.68 Million
0.0% of portfolio
|
Q4 2024
Added 8.44%
|
|
|
Lantz Financial LLC
|
Jan 21, 2025 Q4 2024 |
110,144
shares
|
$2.57 Million
0.72% of portfolio
|
Q4 2024
Reduced 5.81%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
108,707
shares
|
$2.54 Million
0.34% of portfolio
|
Q3 2024
Added 0.07%
|
|
|
Orion Portfolio Solutions, LLC
|
Feb 12, 2025 Q4 2024 |
104,383
shares
|
$2.44 Million
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Scs Capital Management LLC
Boston, MA |
Feb 14, 2025 Q4 2024 |
104,121
shares
|
$2.43 Million
0.05% of portfolio
|
Q4 2024
Added 0.25%
|
|
|
Allworth Financial LP
|
Jan 30, 2025 Q4 2024 |
103,760
shares
|
$2.42 Million
0.01% of portfolio
|
Q4 2024
Added 2.16%
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
103,636
shares
|
$2.42 Million
0.16% of portfolio
|
Q4 2023
Added 543.26%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
103,354
shares
|
$2.41 Million
0.27% of portfolio
|
Q2 2023
Added 23.71%
|
|
|
Atria Investments LLC
Charlotte, NC |
Feb 06, 2025 Q4 2024 |
100,208
shares
|
$2.34 Million
0.03% of portfolio
|
Q4 2024
Added 903.18%
|
|
|
Regal Investment Advisors LLC
Kentwood, MI |
Feb 13, 2025 Q4 2024 |
91,371
shares
|
$2.13 Million
0.16% of portfolio
|
Q4 2024
Added 127.03%
|
|
|
Howland Capital Management LLC
|
Jan 28, 2025 Q4 2024 |
91,313
shares
|
$2.13 Million
0.1% of portfolio
|
Q4 2024
Added 44.7%
|
|
|
Private Advisor Group, LLC
|
Jan 31, 2025 Q4 2024 |
90,950
shares
|
$2.12 Million
0.01% of portfolio
|
Q4 2024
Added 0.42%
|
|
|
Portland Global Advisors LLC
|
Feb 12, 2025 Q4 2024 |
89,781
shares
|
$2.1 Million
0.26% of portfolio
|
Q4 2024
Added 16.04%
|
|
|
Signaturefd, LLC
Atlanta, GA |
Feb 10, 2025 Q4 2024 |
89,351
shares
|
$2.09 Million
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Stratos Wealth Partners, Ltd.
|
Jan 27, 2025 Q4 2024 |
83,847
shares
|
$1.96 Million
0.03% of portfolio
|
Q4 2024
Reduced 1.18%
|