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

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

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$11.56M
Number of
Institutional Sellers
(last 12 months)
23
Total
Institutional Outflows
(last 12 months)
$32.59M
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IBTF Institutional Buying and Selling by Quarter

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

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
1/1/2026JPMorgan Chase & Co.5,419$127K0.0%+16.1%0.006%
12/2/2025IFP Advisors Inc81,450$1.90M0.0%-37.7%0.094%
11/19/2025Captrust Financial Advisors935,003$21.85M0.0%-8.6%1.081%
11/18/2025Reliant Wealth Planning61,955$1.45M0.5%-1.0%0.072%
11/17/2025NewEdge Advisors LLC683,168$15.96M0.1%-48.2%0.790%
11/17/2025United Capital Financial Advisors LLC1,001,688$23.40M0.2%+53.7%1.158%
11/17/2025Integrated Wealth Concepts LLC1,114,964$26.05M0.2%-3.0%1.289%
11/17/2025Hughes Financial Services LLC69,230$1.61M0.3%+39.7%0.080%
11/17/2025Ameriprise Financial Inc.180,795$4.22M0.0%-17.4%0.209%
11/12/2025RFP Financial Group LLC19,909$465K0.2%-28.4%0.023%
11/12/202549 Wealth Management LLC8,722$204K0.0%-96.3%0.010%
11/10/2025Cary Street Partners Financial LLC17,219$402K0.0%-2.4%0.020%
11/10/2025Thoroughbred Financial Services LLC21,667$506K0.0%-22.6%0.025%
11/10/2025Portland Global Advisors LLC106,377$2.49M0.3%+0.7%0.123%
11/10/2025Washington Trust Advisors Inc.33,687$787K0.1%-6.1%0.039%
11/7/2025Burling Wealth Partners LLC8,776$205K0.0%N/A0.010%
11/7/2025JPMorgan Chase & Co.5,419$127K0.0%+16.1%0.006%
11/6/2025True Link Financial Advisors LLC66,217$1.55M0.1%-26.4%0.077%
11/5/2025Prime Capital Investment Advisors LLC11,256$263K0.0%+14.6%0.013%
11/4/2025Transcend Capital Advisors LLC117,451$2.74M0.2%-6.9%0.136%
11/4/2025Fourth Dimension Wealth LLC80,956$1.89M0.7%-2.6%0.094%
11/4/2025High Note Wealth LLC103,677$2.42M0.5%+11.7%0.120%
11/3/2025GPS Wealth Strategies Group LLC311,999$7.29M0.8%-0.4%0.361%
11/3/2025Archer Investment Corp226,307$5.29M1.2%+3.0%0.262%
10/31/2025First Command Advisory Services Inc.1,422$33K0.0%N/A0.002%
10/30/2025CNB Bank6,075$142K0.1%N/A0.007%
10/28/2025Leavell Investment Management Inc.119,206$2.79M0.1%-20.1%0.138%
10/28/2025Gould Asset Management LLC CA87,102$2.04M0.4%-5.1%0.101%
10/24/2025Pinnacle Bancorp Inc.7,550$176K0.1%-66.4%0.009%
10/23/2025Strategic Blueprint LLC153,527$3.59M0.2%-55.7%0.177%
10/22/2025Crews Bank & Trust16,275$380K0.1%-9.5%0.019%
10/20/2025Klaas Financial Asset Advisors LLC81,909$1.91M0.3%-8.7%0.095%
10/16/2025Rebalance LLC198,822$4.65M0.3%+23.0%0.230%
10/15/2025Private Trust Co. NA4,295$100K0.0%-53.3%0.005%
10/14/2025GLOBALT Investments LLC GA162,900$3.81M0.1%-7.5%0.188%
10/14/2025Farther Finance Advisors LLC15,222$356K0.0%+41.6%0.018%
10/8/2025OLD Point Trust & Financial Services N A6,800$159K0.1%+88.9%0.008%
10/7/2025Montecito Bank & Trust42,706$998K0.2%N/A0.049%
8/15/2025Captrust Financial Advisors1,022,812$23.89M0.1%-15.3%1.182%
8/15/2025Ameriprise Financial Inc.218,772$5.11M0.0%-3.2%0.253%
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8/14/2025Jupiter Wealth Management LLC14,300$334K0.2%N/A0.017%
8/13/2025RFP Financial Group LLC27,820$650K0.3%+7.9%0.032%
8/13/2025Portland Global Advisors LLC105,636$2.47M0.3%+6.3%0.122%
8/13/2025Baird Financial Group Inc.271,617$6.35M0.0%+27.2%0.314%
8/13/2025Boston Family Office LLC49,109$1.15M0.1%-33.8%0.057%
8/12/2025Archer Investment Corp219,659$5.13M1.2%+51.3%0.254%
8/12/2025JPMorgan Chase & Co.4,666$109K0.0%-19.8%0.005%
8/7/202549 Wealth Management LLC234,229$5.47M0.6%-23.2%0.271%
8/7/2025Hughes Financial Services LLC49,564$1.16M0.2%+23.5%0.057%
8/5/2025Fourth Dimension Wealth LLC83,088$1.94M0.8%+225.4%0.096%
8/5/2025GPS Wealth Strategies Group LLC313,328$7.32M0.8%-3.7%0.362%
8/5/2025Gould Asset Management LLC CA91,812$2.15M0.4%+4.2%0.106%
8/1/2025Transcend Capital Advisors LLC126,151$2.95M0.2%-33.9%0.146%
7/31/2025Leavell Investment Management Inc.149,145$3.48M0.2%-44.8%0.172%
7/31/2025GLOBALT Investments LLC GA176,125$4.11M0.2%-12.7%0.204%
7/30/2025Strategic Blueprint LLC346,406$8.09M0.4%-22.8%0.400%
7/29/2025Private Trust Co. NA9,205$215K0.0%-34.3%0.011%
7/24/2025True Link Financial Advisors LLC89,941$2.10M0.1%-15.2%0.104%
7/23/2025High Note Wealth LLC92,785$2.17M0.5%N/A0.107%
7/23/2025Prime Capital Investment Advisors LLC9,823$229K0.0%N/A0.011%
7/21/2025Crews Bank & Trust17,990$420K0.1%-18.5%0.021%
7/17/2025Janney Montgomery Scott LLC342,885$8.01M0.0%+13.5%0.396%
7/16/2025Rebalance LLC161,584$3.78M0.3%+136.7%0.187%
7/11/2025Farther Finance Advisors LLC10,751$251K0.0%+79.8%0.012%
7/11/2025Pinnacle Bancorp Inc.22,478$525K0.2%-5.4%0.026%
7/11/2025Essex Savings Bank16,841$393K0.1%N/A0.019%
7/10/2025Klaas Financial Asset Advisors LLC89,686$2.10M0.3%-7.0%0.104%
5/16/2025American Trust11,328$265K0.1%+5.3%0.012%
5/16/2025NewEdge Advisors LLC1,444,458$33.76M0.2%-6.7%1.583%
5/16/2025Integrated Wealth Concepts LLC1,163,718$27.20M0.3%-7.0%1.275%
5/15/2025Baird Financial Group Inc.213,609$4.99M0.0%-3.4%0.234%
5/14/2025Dorsey & Whitney Trust CO LLC13,886$325K0.0%-67.7%0.015%
5/13/2025Mill Creek Capital Advisors LLC86,385$2.02M0.0%+98.6%0.095%
5/13/2025Boston Family Office LLC74,200$1.73M0.1%-54.0%0.081%
5/12/2025Scissortail Wealth Management LLC508,067$11.87M3.1%+9.1%0.557%
5/9/2025Atlantic Private Wealth LLC322,973$7.55M5.6%-15.6%0.354%
5/8/2025Bank of Jackson Hole Trust2,891$68K0.0%+60.3%0.003%
5/7/2025Portland Global Advisors LLC99,363$2.32M0.3%+10.7%0.109%
5/7/2025GLOBALT Investments LLC GA201,650$4.71M0.2%-9.3%0.221%
5/6/2025AllSquare Wealth Management LLC10,004$234K0.1%-7.0%0.011%
5/5/2025Archer Investment Corp145,189$3.39M0.9%+21.0%0.159%
5/1/2025Gould Asset Management LLC CA88,112$2.06M0.4%+5.2%0.097%
5/1/2025Hughes Financial Services LLC40,134$935K0.2%+19.5%0.044%
4/30/2025Leavell Investment Management Inc.270,075$6.31M0.3%-0.4%0.296%
4/30/202549 Wealth Management LLC304,868$7.13M0.9%-2.6%0.334%
4/29/2025Strategic Blueprint LLC448,858$10.49M0.6%+2.1%0.471%
4/28/2025Private Trust Co. NA14,004$327K0.0%+4.1%0.015%
4/25/2025Washington Trust Advisors Inc.35,842$838K0.1%N/A0.038%
4/24/2025Mascoma Wealth Management LLC9,077$212K0.1%-32.3%0.010%
4/24/2025Klaas Financial Asset Advisors LLC96,464$2.25M0.4%+104.1%0.101%
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4/24/2025Transcend Capital Advisors LLC190,781$4.46M0.3%-1.3%0.200%
4/23/2025Pinnacle Bancorp Inc.23,765$555K0.2%+46.0%0.025%
4/23/2025Fourth Dimension Wealth LLC25,535$597K0.3%-6.2%0.027%
4/22/2025Cambridge Investment Research Advisors Inc.200,580$4.69M0.0%+1.1%0.210%
4/22/2025Crews Bank & Trust22,065$516K0.1%-5.0%0.023%
4/22/2025RFP Financial Group LLC25,777$602K0.2%N/A0.027%
4/21/2025True Link Financial Advisors LLC106,103$2.48M0.2%+36.1%0.111%
4/21/2025PSI Advisors LLC236,190$5.52M1.8%-4.8%0.248%
4/17/2025Montecito Bank & Trust51,743$1.21M0.2%+13.7%0.054%
4/17/2025Janney Montgomery Scott LLC302,120$7.06M0.0%+28.0%0.317%


IBTF Institutional Ownership - Frequently Asked Questions

During the previous two years, 67 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), Integrated Wealth Concepts LLC ($26.05M), United Capital Financial Advisors LLC ($23.40M), Captrust Financial Advisors ($21.85M), NewEdge Advisors LLC ($15.96M), Scissortail Wealth Management LLC ($11.87M), and Janney Montgomery Scott LLC ($8.01M).Learn more on iShares iBonds Dec 2025 Term Treasury ETF's institutional investors.

Of the 56 institutional investors that purchased iShares iBonds Dec 2025 Term Treasury ETF's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: United Capital Financial Advisors LLC ($393.22K), GPS Wealth Strategies Group LLC ($344.51K), 49 Wealth Management LLC ($313.01K), Integrated Wealth Concepts LLC ($310.92K), Archer Investment Corp ($223.52K), Strategic Blueprint LLC ($212.69K), and Rebalance LLC ($198.82K).

Institutional investors have bought a total of 494,660 shares in the last 24 months. This purchase volume represents approximately $11.56M in transactions.

Of the 23 institutional investors that sold iShares iBonds Dec 2025 Term Treasury ETF's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: NewEdge Advisors LLC ($636.61K), 49 Wealth Management LLC ($225.51K), Strategic Blueprint LLC ($192.88K), Captrust Financial Advisors ($87.81K), IFP Advisors Inc ($49.32K), Ameriprise Financial Inc. ($37.98K), and Integrated Wealth Concepts LLC ($34.19K).

Institutional investors have sold a total of 1,394,875 shares in the last 24 months. This volume of shares sold represents approximately $32.59M in transactions.


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Institutional ownership data for NASDAQ:IBTF is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 1/1/2026. New 13F filings are added each quarter as they're published.
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