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 |
|---|---|---|---|---|---|
|
Gould Asset Management LLC
Claremont, CA |
Feb 07, 2025 Q4 2024 |
83,747
shares
|
$1.96 Million
0.41% of portfolio
|
Q4 2024
Added 5.47%
|
|
|
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%
|
|
|
Altus Wealth Group LLC
Colorado Springs, CO |
Feb 10, 2025 Q4 2024 |
79,469
shares
|
$1.86 Million
0.84% of portfolio
|
Q4 2024
Reduced 5.2%
|
|
|
True Link Financial Advisors, LLC
|
Jan 16, 2025 Q4 2024 |
77,987
shares
|
$1.82 Million
0.15% of portfolio
|
Q4 2024
Added 102.54%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Jan 27, 2025 Q4 2024 |
76,665
shares
|
$1.79 Million
0.37% of portfolio
|
Q4 2024
Reduced 2.41%
|
|
|
Silver Oak Securities, Inc
Jackson, TN |
Jan 27, 2025 Q4 2024 |
76,125
shares
|
$1.78 Million
0.18% of portfolio
|
Q4 2024
Added 39.47%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Feb 14, 2025 Q4 2024 |
74,925
shares
|
$1.75 Million
1.26% of portfolio
|
Q4 2024
Added 5.73%
|
|
|
Strategic Financial Concepts, LLC
San Antonio, TX |
Jan 27, 2025 Q4 2024 |
74,274
shares
|
$1.74 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Austin Private Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
73,536
shares
|
$1.72 Million
0.16% of portfolio
|
Q4 2024
Added 53.39%
|
|
|
Independent Advisor Alliance
|
Feb 07, 2025 Q4 2024 |
72,293
shares
|
$1.69 Million
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
71,334
shares
|
$1.67 Million
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Associated Banc Corp
Green Bay, WI |
Feb 10, 2025 Q4 2024 |
71,050
shares
|
$1.66 Million
0.05% of portfolio
|
Q4 2024
Added 1.47%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jan 08, 2025 Q4 2024 |
69,463
shares
|
$1.62 Million
0.14% of portfolio
|
Q4 2024
New holding
|
|
|
Templeton & Phillips Capital Management, LLC
Lookout Mountain, TN |
Feb 11, 2025 Q4 2024 |
68,880
shares
|
$1.61 Million
1.27% of portfolio
|
Q4 2024
Added 356.76%
|
|
|
Reliant Wealth Planning
|
Jan 28, 2025 Q4 2024 |
68,816
shares
|
$1.61 Million
0.8% of portfolio
|
Q4 2024
Added 25.24%
|
|
|
Montag A & Associates Inc
Atlanta, GA |
Jan 30, 2025 Q4 2024 |
65,812
shares
|
$1.54 Million
0.07% of portfolio
|
Q4 2024
Added 6.96%
|
|
|
Berger Financial Group, Inc
Plymouth, MN |
Feb 14, 2025 Q4 2024 |
64,771
shares
|
$1.51 Million
0.12% of portfolio
|
Q4 2024
Added 177.76%
|
|
|
Kestra Private Wealth Services, LLC
|
Jan 28, 2025 Q4 2024 |
63,032
shares
|
$1.47 Million
0.03% of portfolio
|
Q4 2024
Reduced 18.82%
|
|
|
Crestmont Private Wealth LLC
|
Jan 14, 2025 Q4 2024 |
62,873
shares
|
$1.47 Million
0.66% of portfolio
|
Q4 2024
Added 142.22%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Jan 31, 2025 Q4 2024 |
61,298
shares
|
$1.43 Million
0.25% of portfolio
|
Q4 2024
Added 1.45%
|
|
|
Phillips Financial Management, LLC
|
Feb 10, 2025 Q4 2024 |
60,722
shares
|
$1.42 Million
0.12% of portfolio
|
Q4 2024
Added 1.35%
|
|
|
Novem Group
Rochester, NY |
Feb 14, 2025 Q4 2024 |
59,796
shares
|
$1.4 Million
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Avantax Planning Partners, Inc.
|
Feb 07, 2025 Q4 2024 |
59,555
shares
|
$1.39 Million
0.05% of portfolio
|
Q4 2024
Reduced 1.03%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Feb 13, 2025 Q4 2024 |
58,802
shares
|
$1.37 Million
0.56% of portfolio
|
Q4 2024
Reduced 3.1%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Feb 03, 2025 Q4 2024 |
58,659
shares
|
$1.37 Million
0.04% of portfolio
|
Q4 2024
Added 8.26%
|