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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)
52
Total
Institutional Inflows
(last 12 months)
$106.51M
Number of
Institutional Sellers
(last 12 months)
17
Total
Institutional Outflows
(last 12 months)
$379.23M
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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
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%
2/18/2025Fourth Dimension Wealth LLC27,215$635K0.3%N/A0.028%
2/18/202549 Wealth Management LLC313,005$7.30M1.0%+47.7%0.320%
2/18/2025Novem 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%
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%
2/10/2025Hills Bank & Trust Co2,168,442$50.57M3.8%+2.4%2.219%
2/10/2025Hughes 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%
2/3/2025Transcend Capital Advisors LLC193,325$4.51M0.3%-21.5%0.198%
1/31/2025Bank of Jackson Hole Trust1,803$42K0.0%N/A0.002%
1/29/2025Leavell Investment Management Inc.271,233$6.33M0.3%+25.3%0.278%
1/28/2025Barrett & 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%
1/23/2025Crews Bank & Trust23,215$541K0.1%N/A0.024%
1/23/2025Strategic Blueprint LLC439,715$10.25M0.6%+17.7%0.450%
1/22/2025Klaas Financial Asset Advisors LLC47,262$1.10M0.2%+37.4%0.048%
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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%
1/16/2025True Link Financial Advisors LLC77,987$1.82M0.2%+102.5%0.080%
1/14/2025Pinnacle Bancorp Inc.16,275$380K0.1%+9.6%0.017%
1/13/2025PSI 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%
10/29/2024 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%
10/28/2024Hills 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%
10/25/2024True Link Financial Advisors LLC38,505$902K0.1%N/A0.039%
10/23/2024Klaas Financial Asset Advisors LLC34,401$806K0.1%-25.0%0.035%
10/23/2024PSI Advisors LLC189,404$4.44M1.3%+3.6%0.194%
10/22/2024Eastern Bank5,668$133K0.0%N/A0.006%
10/9/2024Pinnacle 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%
7/31/2024 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%
7/27/2024Strategic 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%
7/23/2024PSI 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%
7/17/2024Leavell 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%
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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%
4/24/2024PSI 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%
4/16/2024Pinnacle Bancorp Inc.16,794$390K0.1%+312.0%0.029%
2/20/2024GLOBALT Investments LLC GA2,719,944$63.32M2.6%N/A4.657%
(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, 66 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), Cambridge Investment Research Advisors Inc. ($11.03M), 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 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 ($439.72K), Scissortail Wealth Management LLC ($435.11K), and Integrated Wealth Concepts LLC ($432.42K).

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

Institutional investors have bought a total of 11,553,876 shares in the last 24 months. This purchase volume represents approximately $274.94M in transactions.

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

Of the 20 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 ($53.00K), 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 16,257,422 shares in the last 24 months. This volume of shares sold represents approximately $380.49M in transactions.


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This page (NASDAQ:IBTF) was last updated on 4/18/2025 by MarketBeat.com Staff
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