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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)
37
Total
Institutional Inflows
(last 12 months)
$180.00M
Number of
Institutional Sellers
(last 12 months)
12
Total
Institutional Outflows
(last 12 months)
$306.64M
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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
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%
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%
8/7/2024 Ashton 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%
8/2/2024 Archer Investment Corp2,783$65K0.0%+545.7%0.003%
8/1/2024 Eldridge 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%
7/31/2024 IFG 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%
7/9/2024 Lowe Wealth Advisors LLC4,429$103K0.0%N/A0.005%
7/2/2024 Transcend Capital Advisors LLC273,265$6.35M0.5%+69.4%0.280%
5/17/2024 Comerica Bank8,647$201K0.0%+20.7%0.009%
5/16/2024 Captrust 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%
5/9/2024 Portland Global Advisors LLC50,051$1.16M0.2%N/A0.052%
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5/4/2024 Gould Asset Management LLC CA44,955$1.04M0.3%+41.5%0.046%
5/3/2024 United Community Bank3,020$70K0.0%N/A0.003%
5/1/2024 Janney Montgomery Scott LLC204,367$4.75M0.0%+0.7%0.211%
4/25/2024 Klaas Financial Asset Advisors LLC38,856$903K0.2%-4.7%0.040%
4/25/2024 Cambridge Investment Research Advisors Inc.487,064$11.31M0.0%+8.7%0.504%
4/24/2024 Leavell 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%
4/23/2024 WASHINGTON TRUST Co12,950$301K0.0%N/A0.013%
4/23/2024 Strategic Blueprint LLC210,175$4.88M0.3%+77.8%0.217%
4/22/2024 Ashton 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%
2/20/2024 GLOBALT Investments LLC GA2,719,944$63.32M2.6%N/A4.657%
2/12/2024 Boston Family Office LLC95,946$2.23M0.2%+177.6%0.164%
2/9/2024 Atlantic Private Wealth LLC135,512$3.16M2.8%N/A0.232%
2/9/2024 Cambridge 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%
2/7/2024 Cary Street Partners Investment Advisory LLC10,320$240K0.0%-53.9%0.018%
2/7/2024 Hills Bank & Trust Co1,553,291$36.16M3.5%+48.8%2.660%
2/7/2024 Bogart Wealth LLC3,182$74K0.0%N/A0.005%
2/6/2024 Eldridge Investment Advisors Inc.57,115$1.33M0.3%+534.8%0.098%
2/5/2024 Transcend Capital Advisors LLC113,300$2.64M0.2%N/A0.194%
2/2/2024 Gould 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%
1/30/2024 Scissortail Wealth Management LLC403,775$9.42M3.0%+11.3%0.691%
1/25/2024 Strategic Blueprint LLC118,194$2.75M0.2%N/A0.202%
1/24/2024 Mascoma Wealth Management LLC16,826$392K0.1%+26.3%0.029%
1/24/2024 Private Trust Co. NA13,447$313K0.0%+65.6%0.023%
1/23/2024 Leavell Investment Management Inc.133,383$3.11M0.2%+50.0%0.228%
1/22/2024 Princeton Global Asset Management LLC10,955$255K0.1%N/A0.019%
1/17/2024 IFG 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%
11/27/2023 AllSquare Wealth Management LLC8,125$188K0.1%+662.9%0.014%
11/15/2023 Integrated Wealth Concepts LLC426,790$9.85M0.2%+17.0%0.731%
11/13/2023 Cary 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%
11/6/2023 Eldridge Investment Advisors Inc.8,998$207K0.1%N/A0.015%
10/26/2023 Hills Bank & Trust Co1,044,207$24.10M2.8%+15,716.5%1.788%
10/24/2023 Gould Asset Management LLC CA14,265$329K0.1%-5.3%0.024%
10/24/2023 Cambridge Investment Research Advisors Inc.132,136$3.05M0.0%-11.2%0.226%
10/23/2023 Scissortail 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%
10/16/2023 Leavell 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%
9/12/2023 Farther Finance Advisors LLC1,479$34K0.0%+211.4%0.003%
8/14/2023 Boston Family Office LLC29,591$684K0.1%-14.4%0.051%
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8/10/2023 Cary Street Partners Asset Management LLC18,117$419K0.1%+11.2%0.032%
8/9/2023 Flow Traders U.S. LLC82,714$1.91M0.1%N/A0.144%
8/8/2023 AllSquare Wealth Management LLC1,065$25K0.0%N/A0.002%
8/7/2023 Gould Asset Management LLC CA15,070$349K0.1%+4.8%0.026%
7/26/2023 Janney Montgomery Scott LLC9,082$210K0.0%N/A0.016%
7/21/2023 Hills Bank & Trust Co6,602$153K0.0%N/A0.012%
7/21/2023 IFG Advisory LLC64,795$1.50M0.1%+1.0%0.113%
7/20/2023 Scissortail Wealth Management LLC33,662$780K0.6%+7.4%0.059%
7/19/2023 Leavell Investment Management Inc.60,622$1.40M0.1%+67.4%0.106%
7/14/2023 Pinnacle Bancorp Inc.2,125$49K0.0%N/A0.004%
(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, 48 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), Capital Investment Advisors LLC ($33.93M), Integrated Wealth Concepts LLC ($25.84M), InterOcean Capital Group LLC ($16.41M), and Ashton Thomas Private Wealth LLC ($12.03M).Learn more on IBTF's institutional investors.

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

Of the 46 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 10,543,678 shares in the last 24 months. This purchase volume represents approximately $267.29M in transactions.

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

Of the 14 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 13,132,127 shares in the last 24 months. This volume of shares sold represents approximately $307.71M in transactions.


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This page (NASDAQ:IBTF) was last updated on 11/21/2024 by MarketBeat.com Staff
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