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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
Feb 13, 2025 Q4 2024 |
57,274
shares
|
$1.34 Million
0.0% of portfolio
|
Q4 2024
Added 2.67%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jan 27, 2025 Q4 2024 |
55,518
shares
|
$1.3 Million
0.12% of portfolio
|
Q4 2024
Reduced 61.19%
|
|
|
Country Club Bank
|
Jan 27, 2025 Q4 2024 |
53,854
shares
|
$1.26 Million
0.09% of portfolio
|
Q4 2024
Reduced 0.37%
|
|
|
Safeguard Financial, LLC
|
Jan 14, 2025 Q4 2024 |
53,581
shares
|
$1.25 Million
0.27% of portfolio
|
Q4 2024
Added 10.65%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Feb 12, 2025 Q4 2024 |
52,435
shares
|
$1.22 Million
0.91% of portfolio
|
Q4 2024
New holding
|
|
|
Kovitz Investment Group Partners, LLC
|
Feb 14, 2025 Q4 2024 |
49,142
shares
|
$1.15 Million
0.0% of portfolio
|
Q4 2024
Reduced 27.08%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jan 22, 2025 Q4 2024 |
47,262
shares
|
$1.1 Million
0.2% of portfolio
|
Q4 2024
Added 37.39%
|
|
|
Montecito Bank & Trust
|
Jan 17, 2025 Q4 2024 |
45,493
shares
|
$1.06 Million
0.18% of portfolio
|
Q4 2024
Reduced 17.92%
|
|
|
Carmel Capital Partners, LLC
|
Feb 06, 2025 Q4 2024 |
44,500
shares
|
$1.04 Million
0.44% of portfolio
|
Q2 2024
Reduced 73.2%
|
|
|
4 J Wealth Management LLC
|
Jan 23, 2025 Q4 2024 |
44,484
shares
|
$1.04 Million
0.99% of portfolio
|
Q4 2024
Reduced 8.98%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jan 27, 2025 Q4 2024 |
43,619
shares
|
$1.02 Million
0.59% of portfolio
|
Q4 2024
Added 112.26%
|
|
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
Jan 29, 2025 Q4 2024 |
43,500
shares
|
$1.02 Million
0.02% of portfolio
|
Q1 2024
Reduced 12.76%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Feb 07, 2025 Q4 2024 |
42,938
shares
|
$1 Million
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Knollwood Investment Advisory, LLC
Hunt Valley, MD |
Feb 14, 2025 Q4 2024 |
42,900
shares
|
$1 Million
0.1% of portfolio
|
Q4 2022
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jan 06, 2025 Q4 2024 |
42,209
shares
|
$986,002
0.75% of portfolio
|
Q4 2024
Added 4.21%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
40,789
shares
|
$952,831
0.2% of portfolio
|
Q4 2023
New holding
|
|
|
Element Wealth, LLC
|
Feb 03, 2025 Q4 2024 |
39,776
shares
|
$929,167
0.5% of portfolio
|
Q4 2024
Added 0.41%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Jan 28, 2025 Q4 2024 |
38,730
shares
|
$904,732
0.38% of portfolio
|
Q4 2024
Added 8.24%
|
|
|
Wealth Advisory Solutions, LLC
|
Feb 06, 2025 Q4 2024 |
37,953
shares
|
$886,582
0.25% of portfolio
|
Q4 2024
Added 3.48%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Feb 06, 2025 Q4 2024 |
37,836
shares
|
$883,848
0.55% of portfolio
|
Q4 2024
Reduced 8.12%
|
|
|
Cooper Financial Group
|
Jan 13, 2025 Q4 2024 |
37,319
shares
|
$871,771
0.11% of portfolio
|
Q4 2024
Added 7.05%
|
|
|
Regions Financial Corp
|
Feb 14, 2025 Q4 2024 |
37,261
shares
|
$870,416
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jan 27, 2025 Q4 2024 |
36,229
shares
|
$846,309
0.13% of portfolio
|
Q4 2024
Added 14.22%
|
|
|
Key Bridge Compliance, LLC
Covington, KY |
Oct 13, 2023 Q3 2023 |
35,660
shares
|
$833,017
0.26% of portfolio
|
Q3 2023
New holding
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jan 23, 2025 Q4 2024 |
35,399
shares
|
$826,920
0.46% of portfolio
|
Q4 2024
Added 39.97%
|