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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)
38
Total
Institutional Inflows
(last 12 months)
$182.26M
Number of
Institutional Sellers
(last 12 months)
14
Total
Institutional Outflows
(last 12 months)
$307.05M
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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
1/22/2025Klaas 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%
11/12/202449 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%
11/5/2024Mascoma Wealth Management LLC13,398$314K0.1%+47.6%0.014%
11/1/2024Leavell 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%
10/29/2024Princeton Global Asset Management LLC10,083$236K0.0%+9.3%0.010%
10/29/2024Farther Finance Advisors LLC52,762$1.24M0.0%+11.2%0.054%
10/28/2024Hills Bank & Trust Co2,117,812$49.60M3.7%+2.4%2.168%
10/25/2024Strategic Blueprint LLC373,588$8.75M0.5%+58.2%0.382%
10/25/2024 True Link Financial Advisors LLC38,505$902K0.1%N/A0.039%
10/23/2024Klaas 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%
8/7/2024Ashton Thomas Private Wealth LLC517,985$12.03M0.7%-4.8%0.530%
8/2/2024Mascoma Wealth Management LLC9,076$211K0.1%-35.4%0.009%
8/2/2024Archer Investment Corp2,783$65K0.0%+545.7%0.003%
8/1/2024Eldridge Investment Advisors Inc.196,071$4.55M1.1%+228.0%0.201%
7/31/2024Farther Finance Advisors LLC47,434$1.10M0.1%-4.9%0.049%
7/31/2024IFG Advisory LLC90,113$2.09M0.1%+7.5%0.092%
7/27/2024Strategic Blueprint LLC236,172$5.48M0.4%+12.4%0.242%
7/26/2024Cambridge Investment Research Advisors Inc.475,066$11.03M0.0%-2.5%0.486%
7/25/2024Hills 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%
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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%
7/17/2024Leavell Investment Management Inc.158,225$3.67M0.2%+9.9%0.162%
7/9/2024 Lowe Wealth Advisors LLC4,429$103K0.0%N/A0.005%
7/2/2024Transcend Capital Advisors LLC273,265$6.35M0.5%+69.4%0.280%
5/17/2024Comerica Bank8,647$201K0.0%+20.7%0.009%
5/16/2024Captrust Financial Advisors13,870,659$322.22M1.1%+10.2%14.197%
5/14/2024InterOcean Capital Group LLC706,251$16.41M0.4%+4.1%0.723%
5/9/2024Portland Global Advisors LLC50,051$1.16M0.2%N/A0.052%
5/4/2024Gould Asset Management LLC CA44,955$1.04M0.3%+41.5%0.046%
5/3/2024United Community Bank3,020$70K0.0%N/A0.003%
5/1/2024 Janney Montgomery Scott LLC204,367$4.75M0.0%+0.7%0.211%
4/25/2024Klaas Financial Asset Advisors LLC38,856$903K0.2%-4.7%0.040%
4/25/2024Cambridge Investment Research Advisors Inc.487,064$11.31M0.0%+8.7%0.504%
4/24/2024Leavell Investment Management Inc.143,971$3.34M0.2%+7.9%0.149%
4/24/2024 PSI Advisors LLC52,808$1.23M0.4%+21.1%0.055%
4/23/2024WASHINGTON TRUST Co12,950$301K0.0%N/A0.013%
4/23/2024Strategic Blueprint LLC210,175$4.88M0.3%+77.8%0.217%
4/22/2024Ashton Thomas Private Wealth LLC543,915$12.64M0.7%-0.1%0.562%
4/16/2024 Pinnacle Bancorp Inc.16,794$390K0.1%+312.0%0.029%
2/20/2024GLOBALT Investments LLC GA2,719,944$63.32M2.6%N/A4.657%
2/12/2024Boston Family Office LLC95,946$2.23M0.2%+177.6%0.164%
2/9/2024Atlantic Private Wealth LLC135,512$3.16M2.8%N/A0.232%
2/9/2024Cambridge Investment Research Advisors Inc.447,992$10.43M0.0%+239.0%0.767%
2/9/2024InterOcean Capital Group LLC678,472$15.80M0.4%+761.6%1.162%
2/8/2024 Janney Montgomery Scott LLC203,007$4.73M0.0%+10.4%0.348%
2/7/2024Cary Street Partners Investment Advisory LLC10,320$240K0.0%-53.9%0.018%
2/7/2024Hills Bank & Trust Co1,553,291$36.16M3.5%+48.8%2.660%
2/7/2024Bogart Wealth LLC3,182$74K0.0%N/A0.005%
2/6/2024Eldridge Investment Advisors Inc.57,115$1.33M0.3%+534.8%0.098%
2/5/2024Transcend Capital Advisors LLC113,300$2.64M0.2%N/A0.194%
2/2/2024Gould Asset Management LLC CA31,770$740K0.2%+122.7%0.054%
2/1/2024 PSI Advisors LLC43,603$1.02M0.4%+53.8%0.075%
1/30/2024Scissortail Wealth Management LLC403,775$9.42M3.0%+11.3%0.691%
1/25/2024Strategic Blueprint LLC118,194$2.75M0.2%N/A0.202%
1/24/2024Mascoma Wealth Management LLC16,826$392K0.1%+26.3%0.029%
1/24/2024Private Trust Co. NA13,447$313K0.0%+65.6%0.023%
1/23/2024Leavell Investment Management Inc.133,383$3.11M0.2%+50.0%0.228%
1/22/2024Princeton Global Asset Management LLC10,955$255K0.1%N/A0.019%
1/17/2024IFG Advisory LLC73,698$1.72M0.1%+12.5%0.126%
1/8/2024 Horizons Wealth Management48,742$1.14M0.7%+12.6%0.083%
1/5/2024 Montecito Bank & Trust47,717$1.11M0.2%+340.0%0.082%
11/27/2023AllSquare Wealth Management LLC8,125$188K0.1%+662.9%0.014%
11/15/2023Integrated Wealth Concepts LLC426,790$9.85M0.2%+17.0%0.731%
11/13/2023Cary Street Partners Investment Advisory LLC22,378$516K0.0%+13,063.5%0.038%
11/8/2023 Janney Montgomery Scott LLC183,836$4.24M0.0%+1,924.2%0.315%
11/6/2023Eldridge Investment Advisors Inc.8,998$207K0.1%N/A0.015%
10/26/2023Hills Bank & Trust Co1,044,207$24.10M2.8%+15,716.5%1.788%
10/24/2023Gould Asset Management LLC CA14,265$329K0.1%-5.3%0.024%
10/24/2023Cambridge Investment Research Advisors Inc.132,136$3.05M0.0%-11.2%0.226%
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10/23/2023Scissortail Wealth Management LLC362,876$8.37M6.6%+978.0%0.621%
10/18/2023 Pinnacle Bancorp Inc.4,076$94K0.0%+91.8%0.007%
10/16/2023 Montecito Bank & Trust10,845$250K0.1%N/A0.019%
10/16/2023Leavell Investment Management Inc.88,938$2.05M0.1%+46.7%0.152%
10/13/2023 PSI Advisors LLC28,353$654K0.3%+150.0%0.049%
10/12/2023 Horizons Wealth Management43,278$999K0.7%+89.9%0.074%
10/10/2023 Confluence Investment Management LLC369,192$8.52M0.1%-1.7%0.632%
9/12/2023Farther Finance Advisors LLC1,479$34K0.0%+211.4%0.003%
8/14/2023Boston Family Office LLC29,591$684K0.1%-14.4%0.051%
8/10/2023Cary Street Partners Asset Management LLC18,117$419K0.1%+11.2%0.032%
(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, 49 institutional investors and hedge funds held shares of iShares iBonds Dec 2025 Term Treasury ETF. The most heavily invested institutionals were Captrust Financial Advisors ($59.34M), GLOBALT Investments LLC GA ($58.71M), Hills Bank & Trust Co ($49.60M), Integrated Wealth Concepts LLC ($25.84M), InterOcean Capital Group LLC ($16.41M), Ashton Thomas Private Wealth LLC ($12.03M), and Cambridge Investment Research Advisors Inc. ($11.03M).Learn more on IBTF's institutional investors.

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

Of the 47 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 ($1.73M), Captrust Financial Advisors ($1.28M), InterOcean Capital Group LLC ($641.08K), Integrated Wealth Concepts LLC ($548.45K), Cambridge Investment Research Advisors Inc. ($503.68K), and Scissortail Wealth Management LLC ($435.11K).

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

Institutional investors have bought a total of 10,556,428 shares in the last 24 months. This purchase volume represents approximately $264.29M in transactions.

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

Of the 16 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 ($12.86M), GLOBALT Investments LLC GA ($142.67K), Cambridge Investment Research Advisors Inc. ($28.61K), Ashton Thomas Private Wealth LLC ($26.48K), Klaas Financial Asset Advisors LLC ($13.40K), Cary Street Partners Investment Advisory LLC ($12.06K), and Boston Family Office LLC ($11.50K).

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

Institutional investors have sold a total of 13,147,693 shares in the last 24 months. This volume of shares sold represents approximately $308.03M in transactions.


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This page (NASDAQ:IBTF) was last updated on 1/22/2025 by MarketBeat.com Staff
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