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iShares iBonds Dec 2025 Term Treasury ETF (IBTF) Institutional Ownership

iShares iBonds Dec 2025 Term Treasury ETF logo

Institutional Ownership Changes (13F Filings) for iShares iBonds Dec 2025 Term Treasury ETF (NASDAQ:IBTF)

Number of
Institutional Buyers
(last 12 months)
52
Total
Institutional Inflows
(last 12 months)
$77.48M
Number of
Institutional Sellers
(last 12 months)
28
Total
Institutional Outflows
(last 12 months)
$389.18M
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IBTF Institutional Buying and Selling by Quarter

iShares iBonds Dec 2025 Term Treasury ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/16/2025 American Trust11,328$265K0.1%+5.3%0.012%
5/16/2025 NewEdge Advisors LLC1,444,458$33.76M0.2%-6.7%1.583%
5/16/2025 Integrated Wealth Concepts LLC1,163,718$27.20M0.3%-7.0%1.275%
5/15/2025 Baird Financial Group Inc.213,609$4.99M0.0%-3.4%0.234%
5/14/2025 Dorsey & Whitney Trust CO LLC13,886$325K0.0%-67.7%0.015%
5/13/2025 Mill Creek Capital Advisors LLC86,385$2.02M0.0%+98.6%0.095%
5/13/2025 Boston Family Office LLC74,200$1.73M0.1%-54.0%0.081%
5/12/2025 Scissortail Wealth Management LLC508,067$11.87M3.1%+9.1%0.557%
5/9/2025 Atlantic Private Wealth LLC322,973$7.55M5.6%-15.6%0.354%
5/8/2025 Bank of Jackson Hole Trust2,891$68K0.0%+60.3%0.003%
5/7/2025 Portland Global Advisors LLC99,363$2.32M0.3%+10.7%0.109%
5/7/2025 GLOBALT Investments LLC GA201,650$4.71M0.2%-9.3%0.221%
5/6/2025 AllSquare Wealth Management LLC10,004$234K0.1%-7.0%0.011%
5/5/2025 Archer Investment Corp145,189$3.39M0.9%+21.0%0.159%
5/1/2025 Gould Asset Management LLC CA88,112$2.06M0.4%+5.2%0.097%
5/1/2025 Hughes Financial Services LLC40,134$935K0.2%+19.5%0.044%
4/30/2025 Leavell Investment Management Inc.270,075$6.31M0.3%-0.4%0.296%
4/30/2025 49 Wealth Management LLC304,868$7.13M0.9%-2.6%0.334%
4/29/2025 Strategic Blueprint LLC448,858$10.49M0.6%+2.1%0.471%
4/28/2025 Private Trust Co. NA14,004$327K0.0%+4.1%0.015%
4/25/2025 Washington Trust Advisors Inc.35,842$838K0.1%N/A0.038%
4/24/2025 Mascoma Wealth Management LLC9,077$212K0.1%-32.3%0.010%
4/24/2025 Klaas Financial Asset Advisors LLC96,464$2.25M0.4%+104.1%0.101%
4/24/2025 Transcend Capital Advisors LLC190,781$4.46M0.3%-1.3%0.200%
4/23/2025 Pinnacle Bancorp Inc.23,765$555K0.2%+46.0%0.025%
4/23/2025 Fourth Dimension Wealth LLC25,535$597K0.3%-6.2%0.027%
4/22/2025 Cambridge Investment Research Advisors Inc.200,580$4.69M0.0%+1.1%0.210%
4/22/2025 Crews Bank & Trust22,065$516K0.1%-5.0%0.023%
4/22/2025 RFP Financial Group LLC25,777$602K0.2%N/A0.027%
4/21/2025 True Link Financial Advisors LLC106,103$2.48M0.2%+36.1%0.111%
4/21/2025 PSI Advisors LLC236,190$5.52M1.8%-4.8%0.248%
4/17/2025 Montecito Bank & Trust51,743$1.21M0.2%+13.7%0.054%
4/17/2025 Janney Montgomery Scott LLC302,120$7.06M0.0%+28.0%0.317%
4/17/2025 Rebalance LLC68,277$1.60M0.1%N/A0.072%
4/16/2025 Byrne Asset Management LLC1,121$26K0.0%N/A0.001%
4/15/2025 GPS Wealth Strategies Group LLC325,223$7.60M1.0%-5.6%0.341%
4/14/2025 Farther Finance Advisors LLC5,979$139K0.0%-13.3%0.006%
4/10/2025 Horizons Wealth Management41,628$973K0.7%-1.4%0.044%
2/18/2025 Fourth Dimension Wealth LLC27,215$635K0.3%N/A0.028%
2/18/2025 49 Wealth Management LLC313,005$7.30M1.0%+47.7%0.320%
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2/18/2025 Novem Group59,796$1.39M0.2%N/A0.061%
2/17/2025 Captrust Financial Advisors1,851,301$43.17M0.1%-26.9%1.895%
2/17/2025 Cary Street Partners Financial LLC17,650$412K0.0%N/A0.018%
2/17/2025 Baird Financial Group Inc.221,025$5.15M0.0%+27.9%0.226%
2/17/2025 Ameriprise Financial Inc.223,204$5.21M0.0%+23.7%0.228%
2/14/2025 Kovitz Investment Group Partners LLC49,142$1.15M0.0%-27.1%0.050%
2/14/2025 Integrated Wealth Concepts LLC1,251,806$29.19M0.3%+13.4%1.281%
2/13/2025 United Capital Financial Advisors LLC163,969$3.82M0.0%+35.9%0.168%
2/12/2025 Boston Family Office LLC161,452$3.77M0.3%+5.8%0.165%
2/12/2025 Portland Global Advisors LLC89,781$2.09M0.3%+16.0%0.092%
2/12/2025 JPMorgan Chase & Co.13,955$325K0.0%+342.2%0.014%
2/11/2025 TIAA Trust National Association10,000$233K0.0%N/A0.010%
2/11/2025 OLD Point Trust & Financial Services N A1,600$37K0.0%N/A0.002%
2/11/2025 Atlantic Private Wealth LLC382,633$8.92M6.7%+48.5%0.392%
2/10/2025 GLOBALT Investments LLC GA222,300$5.18M0.2%-91.1%0.228%
2/10/2025 Eldridge Investment Advisors Inc.335,838$7.83M1.8%+10.7%0.344%
2/10/2025 Hills Bank & Trust Co2,168,442$50.57M3.8%+2.4%2.219%
2/10/2025 Hughes Financial Services LLC33,597$783K0.2%N/A0.034%
2/10/2025 Farther Finance Advisors LLC6,900$161K0.0%-86.9%0.007%
2/5/2025 Kohmann Bosshard Financial Services LLC6,291$147K0.0%N/A0.006%
2/3/2025 Transcend Capital Advisors LLC193,325$4.51M0.3%-21.5%0.198%
1/31/2025 Bank of Jackson Hole Trust1,803$42K0.0%N/A0.002%
1/29/2025 Leavell Investment Management Inc.271,233$6.33M0.3%+25.3%0.278%
1/28/2025 Barrett & Company Inc.38,730$903K0.4%+8.2%0.040%
1/28/2025 Archer Investment Corp120,017$2.80M0.7%+2,981.3%0.123%
1/24/2025 GPS Wealth Strategies Group LLC344,505$8.03M1.0%N/A0.353%
1/24/2025 Costello Asset Management INC13,313$310K0.2%+114.4%0.014%
1/23/2025 RVW Wealth LLC21,474$501K0.0%-18.0%0.022%
1/23/2025 Crews Bank & Trust23,215$541K0.1%N/A0.024%
1/23/2025 Strategic Blueprint LLC439,715$10.25M0.6%+17.7%0.450%
1/22/2025 Klaas Financial Asset Advisors LLC47,262$1.10M0.2%+37.4%0.048%
1/21/2025 Montecito Bank & Trust45,493$1.06M0.2%-17.9%0.047%
1/17/2025 Janney Montgomery Scott LLC235,986$5.50M0.0%+14.3%0.242%
1/16/2025 True Link Financial Advisors LLC77,987$1.82M0.2%+102.5%0.080%
1/14/2025 Pinnacle Bancorp Inc.16,275$380K0.1%+9.6%0.017%
1/13/2025 PSI Advisors LLC248,072$5.79M1.7%+31.0%0.254%
1/7/2025 Horizons Wealth Management42,209$984K0.8%+4.2%0.043%
12/26/2024 JPMorgan Chase & Co.3,156$74K0.0%-71.1%0.003%
11/29/2024 American Trust10,757$252K0.0%N/A0.011%
11/15/2024 Kovitz Investment Group Partners LLC67,396$1.58M0.0%N/A0.069%
11/15/2024 Integrated Wealth Concepts LLC1,103,491$25.84M0.3%+17.3%1.129%
11/14/2024 Flow Traders U.S. LLC111,594$2.61M0.1%-0.8%0.114%
11/14/2024 Captrust Financial Advisors2,533,742$59.34M0.2%-83.5%2.593%
11/13/2024 Boston Family Office LLC152,549$3.57M0.2%-4.1%0.156%
11/12/2024 49 Wealth Management LLC211,988$4.97M0.8%N/A0.217%
11/7/2024 GLOBALT Investments LLC GA2,506,964$58.71M2.2%-5.4%2.566%
11/6/2024 Archer Investment Corp3,895$91K0.0%+40.0%0.004%
11/6/2024 Dearborn Partners LLC16,703$391K0.0%N/A0.017%
11/5/2024 Mascoma Wealth Management LLC13,398$314K0.1%+47.6%0.014%
11/1/2024 Leavell Investment Management Inc.216,504$5.07M0.3%+36.8%0.222%
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10/29/2024 Janney Montgomery Scott LLC206,523$4.84M0.0%+1.5%0.211%
10/29/2024 Princeton Global Asset Management LLC10,083$236K0.0%+9.3%0.010%
10/29/2024 Farther Finance Advisors LLC52,762$1.24M0.0%+11.2%0.054%
10/28/2024 Hills Bank & Trust Co2,117,812$49.60M3.7%+2.4%2.168%
10/25/2024 Strategic Blueprint LLC373,588$8.75M0.5%+58.2%0.382%
10/25/2024 True Link Financial Advisors LLC38,505$902K0.1%N/A0.039%
10/23/2024 Klaas Financial Asset Advisors LLC34,401$806K0.1%-25.0%0.035%
10/23/2024 PSI Advisors LLC189,404$4.44M1.3%+3.6%0.194%
10/22/2024 Eastern Bank5,668$133K0.0%N/A0.006%
10/9/2024 Pinnacle Bancorp Inc.14,843$348K0.1%-11.6%0.015%
(Data available from 1/1/2016 forward)

IBTF Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IBTF shares?

During the previous two years, 68 institutional investors and hedge funds held shares of iShares iBonds Dec 2025 Term Treasury ETF. The most heavily invested institutionals were Hills Bank & Trust Co ($50.57M), Captrust Financial Advisors ($43.17M), NewEdge Advisors LLC ($33.76M), Integrated Wealth Concepts LLC ($27.20M), InterOcean Capital Group LLC ($16.41M), Ashton Thomas Private Wealth LLC ($12.03M), and Scissortail Wealth Management LLC ($11.87M).Learn more on IBTF's institutional investors.

Which institutional investors have been buying iShares iBonds Dec 2025 Term Treasury ETF stock?

Of the 63 institutional investors that purchased iShares iBonds Dec 2025 Term Treasury ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: GLOBALT Investments LLC GA ($2.72M), Hills Bank & Trust Co ($1.78M), Captrust Financial Advisors ($1.28M), InterOcean Capital Group LLC ($627.51K), Strategic Blueprint LLC ($448.86K), Scissortail Wealth Management LLC ($414.89K), and Integrated Wealth Concepts LLC ($372.86K).

How much institutional buying is happening at iShares iBonds Dec 2025 Term Treasury ETF?

Institutional investors have bought a total of 11,580,368 shares in the last 24 months. This purchase volume represents approximately $269.29M in transactions.

Which iShares iBonds Dec 2025 Term Treasury ETF major shareholders have been selling company stock?

Of the 31 institutional investors that sold iShares iBonds Dec 2025 Term Treasury ETF stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Captrust Financial Advisors ($13.54M), GLOBALT Investments LLC GA ($2.45M), NewEdge Advisors LLC ($104.42K), Boston Family Office LLC ($98.75K), Integrated Wealth Concepts LLC ($88.09K), Atlantic Private Wealth LLC ($59.66K), and Transcend Capital Advisors LLC ($55.54K).

How much institutional selling is happening at iShares iBonds Dec 2025 Term Treasury ETF?

Institutional investors have sold a total of 16,679,926 shares in the last 24 months. This volume of shares sold represents approximately $390.23M in transactions.



This page (NASDAQ:IBTF) was last updated on 6/5/2025 by MarketBeat.com Staff
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