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 |
|---|---|---|---|---|---|
|
Snowden Capital Advisors LLC
New York, NY |
Feb 14, 2025 Q4 2024 |
34,872
shares
|
$814,609
0.03% of portfolio
|
Q4 2024
Reduced 3.18%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Feb 10, 2025 Q4 2024 |
33,597
shares
|
$784,825
0.16% of portfolio
|
Q4 2024
New holding
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Feb 07, 2025 Q4 2024 |
32,857
shares
|
$767,539
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Focused Wealth Management, Inc
|
Jan 28, 2025 Q4 2024 |
32,753
shares
|
$765,110
0.1% of portfolio
|
Q4 2024
Added 0.44%
|
|
|
Thoroughbred Financial Services, LLC
|
Feb 12, 2025 Q4 2024 |
32,461
shares
|
$758,288
0.05% of portfolio
|
Q4 2024
Reduced 1.58%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
32,414
shares
|
$757,191
0.24% of portfolio
|
Q3 2024
Added 10.36%
|
|
|
Cerity Partners LLC
New York, NY |
Feb 13, 2025 Q4 2024 |
31,270
shares
|
$730,467
0.0% of portfolio
|
Q4 2024
Reduced 18.42%
|
|
|
Compass Ion Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
30,082
shares
|
$702,715
0.09% of portfolio
|
Q3 2024
Added 3.71%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
30,030
shares
|
$701,500
0.0% of portfolio
|
Q4 2024
Added 39.9%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jan 13, 2025 Q4 2024 |
29,497
shares
|
$689,049
0.19% of portfolio
|
Q4 2024
Reduced 8.15%
|
|
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
Feb 18, 2025 Q4 2024 |
27,215
shares
|
$635,742
0.33% of portfolio
|
Q4 2024
New holding
|
|
|
Savvy Advisors, Inc.
New York, NY |
Feb 13, 2025 Q4 2024 |
26,581
shares
|
$620,932
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
Geneos Wealth Management Inc.
|
Jan 21, 2025 Q4 2024 |
26,554
shares
|
$620,301
0.02% of portfolio
|
Q4 2024
Added 14.99%
|
|
|
Bcs Wealth Management
|
Jan 13, 2025 Q4 2024 |
26,315
shares
|
$614,718
0.15% of portfolio
|
Q1 2024
Added 100.36%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Feb 14, 2025 Q4 2024 |
25,500
shares
|
$595,680
0.01% of portfolio
|
Q4 2024
Added 9.9%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Feb 04, 2025 Q4 2024 |
25,444
shares
|
$594,371
0.15% of portfolio
|
Q4 2024
Added 6.27%
|
|
|
Duncker Streett & CO Inc
|
Feb 05, 2025 Q4 2024 |
25,351
shares
|
$592,199
0.11% of portfolio
|
Q4 2024
Added 48.87%
|
|
|
Gts Securities LLC
New York, NY |
Feb 18, 2025 Q4 2024 |
25,193
shares
|
$588,508
0.03% of portfolio
|
Q4 2024
Reduced 22.55%
|
|
|
Richard P Slaughter Associates Inc
|
Jan 14, 2025 Q4 2024 |
25,150
shares
|
$587,504
0.17% of portfolio
|
Q4 2024
Reduced 17.99%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jan 23, 2025 Q4 2024 |
23,215
shares
|
$542,302
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Koss Olinger Consulting, LLC
|
Feb 10, 2025 Q4 2024 |
22,942
shares
|
$535,925
0.05% of portfolio
|
Q4 2024
Added 0.97%
|
|
|
Erts Wealth Advisors, LLC
|
Jan 17, 2025 Q4 2024 |
22,809
shares
|
$532,818
0.1% of portfolio
|
Q4 2024
New holding
|
|
|
Signature Wealth Management Group
|
Feb 10, 2025 Q4 2024 |
22,666
shares
|
$529,477
0.22% of portfolio
|
Q4 2024
Added 13.56%
|
|
|
Kfg Wealth Management, LLC
Granger, IN |
Jan 21, 2025 Q4 2024 |
22,078
shares
|
$515,742
0.13% of portfolio
|
Q4 2024
Added 63.44%
|
|
|
Carrera Capital Advisors
Troy, MI |
Feb 06, 2025 Q4 2024 |
21,957
shares
|
$512,915
0.12% of portfolio
|
Q4 2024
Added 1.45%
|