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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)
53
Total
Institutional Inflows
(last 12 months)
$106.84M
Number of
Institutional Sellers
(last 12 months)
22
Total
Institutional Outflows
(last 12 months)
$379.89M
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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
5/5/2025Archer 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%
2/18/2025 Novem Group59,796$1.39M0.2%N/A0.061%
2/17/2025Captrust Financial Advisors1,851,301$43.17M0.1%-26.9%1.895%
2/17/2025Cary Street Partners Financial LLC17,650$412K0.0%N/A0.018%
2/17/2025Baird Financial Group Inc.221,025$5.15M0.0%+27.9%0.226%
2/17/2025Ameriprise Financial Inc.223,204$5.21M0.0%+23.7%0.228%
2/14/2025Kovitz Investment Group Partners LLC49,142$1.15M0.0%-27.1%0.050%
2/14/2025Integrated Wealth Concepts LLC1,251,806$29.19M0.3%+13.4%1.281%
2/13/2025United Capital Financial Advisors LLC163,969$3.82M0.0%+35.9%0.168%
2/12/2025Boston Family Office LLC161,452$3.77M0.3%+5.8%0.165%
2/12/2025Portland Global Advisors LLC89,781$2.09M0.3%+16.0%0.092%
2/12/2025JPMorgan Chase & Co.13,955$325K0.0%+342.2%0.014%
2/11/2025TIAA Trust National Association10,000$233K0.0%N/A0.010%
2/11/2025OLD Point Trust & Financial Services N A1,600$37K0.0%N/A0.002%
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2/11/2025Atlantic Private Wealth LLC382,633$8.92M6.7%+48.5%0.392%
2/10/2025GLOBALT Investments LLC GA222,300$5.18M0.2%-91.1%0.228%
2/10/2025Eldridge 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%
2/5/2025Kohmann 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%
1/31/2025Bank 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%
1/28/2025Archer 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%
1/24/2025Costello Asset Management INC13,313$310K0.2%+114.4%0.014%
1/23/2025RVW 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%
12/26/2024JPMorgan Chase & Co.3,156$74K0.0%-71.1%0.003%
11/29/2024American Trust10,757$252K0.0%N/A0.011%
11/15/2024Kovitz Investment Group Partners LLC67,396$1.58M0.0%N/A0.069%
11/15/2024Integrated Wealth Concepts LLC1,103,491$25.84M0.3%+17.3%1.129%
11/14/2024Flow Traders U.S. LLC111,594$2.61M0.1%-0.8%0.114%
11/14/2024Captrust Financial Advisors2,533,742$59.34M0.2%-83.5%2.593%
11/13/2024Boston 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%
11/7/2024GLOBALT Investments LLC GA2,506,964$58.71M2.2%-5.4%2.566%
11/6/2024Archer Investment Corp3,895$91K0.0%+40.0%0.004%
11/6/2024Dearborn 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%
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%
10/22/2024Eastern Bank5,668$133K0.0%N/A0.006%
10/9/2024 Pinnacle Bancorp Inc.14,843$348K0.1%-11.6%0.015%
8/7/2024Ashton Thomas Private Wealth LLC517,985$12.03M0.7%-4.8%0.530%
8/2/2024 Mascoma Wealth Management LLC9,076$211K0.1%-35.4%0.009%
8/2/2024Archer Investment Corp2,783$65K0.0%+545.7%0.003%
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8/1/2024Eldridge Investment Advisors Inc.196,071$4.55M1.1%+228.0%0.201%
7/31/2024 Farther Finance Advisors LLC47,434$1.10M0.1%-4.9%0.049%
7/31/2024IFG Advisory LLC90,113$2.09M0.1%+7.5%0.092%
7/27/2024 Strategic Blueprint LLC236,172$5.48M0.4%+12.4%0.242%
7/26/2024 Cambridge Investment Research Advisors Inc.475,066$11.03M0.0%-2.5%0.486%
7/25/2024 Hills Bank & Trust Co2,067,890$48.02M3.9%+6.7%2.117%
7/23/2024 PSI Advisors LLC182,794$4.24M1.3%+246.1%0.187%
7/22/2024 Horizons Wealth Management40,221$935K0.7%-17.5%0.041%
7/17/2024 Montecito Bank & Trust55,422$1.29M0.3%+16.1%0.057%
7/17/2024 Leavell Investment Management Inc.158,225$3.67M0.2%+9.9%0.162%
(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), Integrated Wealth Concepts LLC ($29.19M), InterOcean Capital Group LLC ($16.41M), Ashton Thomas Private Wealth LLC ($12.03M), Strategic Blueprint LLC ($10.49M), and NewEdge Advisors LLC ($10.34M).Learn more on IBTF's institutional investors.

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

Of the 65 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), Cambridge Investment Research Advisors Inc. ($413.64K), and Scissortail Wealth Management LLC ($403.78K).

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

Institutional investors have bought a total of 11,641,752 shares in the last 24 months. This purchase volume represents approximately $274.47M in transactions.

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

Of the 25 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 ($2.43M), Transcend Capital Advisors LLC ($55.54K), Farther Finance Advisors LLC ($49.24K), Cambridge Investment Research Advisors Inc. ($28.61K), Ashton Thomas Private Wealth LLC ($26.48K), and GPS Wealth Strategies Group LLC ($19.28K).

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

Institutional investors have sold a total of 16,282,639 shares in the last 24 months. This volume of shares sold represents approximately $380.94M in transactions.



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