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 |
|---|---|---|---|---|---|
|
Coldstream Capital Management Inc
|
Feb 14, 2025 Q4 2024 |
21,825
shares
|
$509,832
0.01% of portfolio
|
Q4 2024
Added 5.39%
|
|
|
Straight Path Wealth Management
|
Feb 06, 2025 Q4 2024 |
21,706
shares
|
$507,052
0.22% of portfolio
|
Q4 2024
Added 14.65%
|
|
|
Rvw Wealth, LLC
|
Jan 23, 2025 Q4 2024 |
21,474
shares
|
$501,632
0.05% of portfolio
|
Q4 2024
Reduced 18.04%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Jan 31, 2025 Q4 2024 |
21,310
shares
|
$497,801
0.03% of portfolio
|
Q4 2024
Reduced 5.69%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Feb 06, 2025 Q4 2024 |
20,725
shares
|
$484,136
0.11% of portfolio
|
Q4 2024
Reduced 37.01%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Jan 27, 2025 Q4 2024 |
20,435
shares
|
$477,361
0.08% of portfolio
|
Q4 2024
Added 8.91%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
20,318
shares
|
$474,628
0.42% of portfolio
|
Q3 2024
Added 5.51%
|
|
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
Jan 31, 2025 Q4 2024 |
20,236
shares
|
$472,712
0.04% of portfolio
|
Q4 2024
Added 118.98%
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Feb 13, 2025 Q4 2024 |
20,057
shares
|
$468,531
0.41% of portfolio
|
Q3 2024
Reduced 4.29%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
19,775
shares
|
$461,944
0.01% of portfolio
|
Q4 2024
Reduced 1.59%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
19,704
shares
|
$460,285
0.02% of portfolio
|
Q4 2021
Reduced 0.8%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Feb 14, 2025 Q4 2024 |
19,307
shares
|
$451,011
0.01% of portfolio
|
Q4 2024
Reduced 82.08%
|
|
|
Whalen Wealth Management Inc.
Las Vegas, NV |
Jan 17, 2025 Q4 2024 |
18,715
shares
|
$437,182
0.3% of portfolio
|
Q4 2024
Added 33.98%
|
|
|
Cibc Private Wealth Group, LLC
|
Feb 12, 2025 Q4 2024 |
18,400
shares
|
$429,824
0.0% of portfolio
|
Q2 2023
Reduced 7.07%
|
|
|
Northstar Group, Inc.
|
Jan 28, 2025 Q4 2024 |
17,760
shares
|
$414,873
0.07% of portfolio
|
Q4 2024
Added 106.63%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Feb 14, 2025 Q4 2024 |
17,650
shares
|
$412,304
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Rinkey Investments
San Diego, CA |
Feb 14, 2025 Q4 2024 |
17,366
shares
|
$405,669
0.13% of portfolio
|
Q4 2024
New holding
|
|
|
Evexia Wealth LLC
Stevens Point, WI |
Feb 13, 2025 Q4 2024 |
17,359
shares
|
$405,506
0.14% of portfolio
|
Q4 2024
Added 51.69%
|
|
|
Global Endowment Management, LP
Charlotte, NC |
Feb 13, 2025 Q4 2024 |
17,270
shares
|
$403,427
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Feb 12, 2025 Q4 2024 |
16,699
shares
|
$390,088
0.01% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Pinnacle Bancorp, Inc.
|
Jan 14, 2025 Q4 2024 |
16,275
shares
|
$380,184
0.13% of portfolio
|
Q4 2024
Added 9.65%
|
|
|
Empowered Funds, LLC
|
Jan 28, 2025 Q4 2024 |
16,240
shares
|
$379,366
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Cambria Investment Management, L.P.
|
Feb 14, 2025 Q4 2024 |
16,240
shares
|
$379,366
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Koshinski Asset Management, Inc.
|
Jan 16, 2025 Q4 2024 |
15,953
shares
|
$372,662
0.0% of portfolio
|
Q4 2024
Reduced 2.78%
|
|
|
Comerica Bank
|
Feb 14, 2025 Q4 2024 |
15,722
shares
|
$367,265
0.0% of portfolio
|
Q4 2024
Added 86.57%
|