Who owns Ishares Ibonds Dec 2025 Term T?
- Ticker: IBTF
- CUSIP Number: 46436e866
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Analyze quarterly positions in Ishares Ibonds Dec 2025 Term T with up to 7 years of data, all consolidated into one spreadsheet
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Who bought or sold Ishares Ibonds Dec 2025 Term T this quarter?
Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
---|---|---|---|---|---|
Hm Payson & Co | 3.8M | $90M | 4% | Sep 2024 |
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Morgan Stanley | 3.7M | $134M | -2% | Jun 2024 |
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Bank of America Corporation | 3.5M | $82M | 5% | Sep 2024 |
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Wells Fargo & Company | 2.9M | $67M | -4% | Sep 2024 |
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Captrust Financial Advisors | 2.5M | $59M | -84% | Sep 2024 |
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GLOBALT Investments LLC / GA | 2.5M | $59M | -5% | Sep 2024 |
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Capital Investment Advisors | 2.4M | $56M | 2% | Sep 2024 |
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Hills Bank And Trust Company | 2.1M | $50M | 2% | Sep 2024 |
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Goss Wealth Management | 2.1M | $48M | -1% | Jun 2024 |
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LPL Financial | 1.9M | $44M | 15% | Sep 2024 |
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Raymond James Financial Services Advisors | 1.7M | $40M | 5% | Sep 2024 |
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Golub Group | 1.6M | $37M | 2% | Sep 2024 |
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Colony | 1.4M | $32M | -22% | Sep 2024 |
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Stratos Wealth Advisors | 1.3M | $30M | 7% | Sep 2024 |
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Integrated Wealth Concepts | 1.1M | $26M | 17% | Sep 2024 |
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Renaissance Technologies | 962k | $23M | 41% | Sep 2024 |
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CliftonLarsonAllen Wealth Advisors | 933k | $22M | 4% | Sep 2024 |
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Rockefeller Capital Management | 860k | $20M | -19% | Jun 2024 |
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Advisor Group Holdings | 749k | $18M | 53% | Sep 2024 |
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Northwestern Mutual Wealth Management Company | 724k | $17M | 0% | Sep 2024 |
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Connecticut Wealth Management | 723k | $17M | 14% | Sep 2024 |
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Envestnet Asset Management | 721k | $17M | 31% | Sep 2024 |
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Moseley Investment Management | 661k | $16M | 87% | Sep 2024 |
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MV Capital Management | 659k | $15M | -1% | Sep 2024 |
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Stifel Financial | 598k | $14M | 10% | Jun 2024 |
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Vista Private Wealth Partners | 568k | $13M | 0% | Sep 2024 |
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Carnegie Capital Asset Management | 561k | $13M | 7% | Sep 2024 |
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FinTrust Capital Advisors | 541k | $13M | 2% | Sep 2024 |
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Thrivent Financial for Lutherans | 525k | $12M | 48% | Sep 2024 |
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Ashton Thomas Private Wealth | 503k | $12M | -3% | Sep 2024 |
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Krilogy Financial | 486k | $11M | 6% | Sep 2024 |
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Raymond James & Associates | 455k | $11M | 5% | Sep 2024 |
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Royal Bank of Canada | 453k | $11M | 1% | Sep 2024 |
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Steward Partners Investment Advisory | 432k | $10M | 6% | Jun 2024 |
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Scissortail Wealth Management | 416k | $9.7M | 2% | Jun 2024 |
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Central Trust & Investment | 412k | $9.6M | 9% | Sep 2024 |
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Mesirow Financial Investment Management International Equity | 401k | $9.4M | 0% | Sep 2024 |
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Lido Advisors | 400k | $9.3M | 0% | Jun 2024 |
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MKT Advisors | 394k | $9.2M | 12% | Sep 2024 |
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Strategic Blueprint | 374k | $8.7M | 58% | Sep 2024 |
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Baltimore-Washington Financial Advisors | 370k | $8.7M | 3% | Sep 2024 |
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Financial Engines Advisors L.L.C | 367k | $8.6M | -2% | Sep 2024 |
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Commonwealth Equity Services | 332k | $7.8M | 18% | Sep 2024 |
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Keeler THomas Management | 317k | $7.4M | -1% | Sep 2024 |
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Mercer Global Advisors | 304k | $3.7M | 65% | Jun 2024 |
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Americana Partners | 304k | $7.1M | 100% | Sep 2024 |
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Eldridge Investment Advisors | 303k | $7.1M | 55% | Sep 2024 |
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McGuire Investment Group | 296k | $6.9M | 7% | Sep 2024 |
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CWM | 264k | $6.2M | 152% | Sep 2024 |
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Cetera Investment Advisers | 261k | $6.0M | -14% | Jun 2024 |
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Atlantic Private Wealth | 258k | $6.0M | 7% | Sep 2024 |
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Atria Wealth Solutions | 253k | $5.9M | 8% | Sep 2024 |
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Transcend Wealth Collective | 246k | $5.8M | -10% | Sep 2024 |
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Park Avenue Securities | 237k | $5.5M | 24% | Sep 2024 |
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Sanctuary Advisors | 231k | $5.4M | 100% | Jun 2024 |
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Kerntke Otto McGlone Wealth Management Group | 224k | $5.2M | 44% | Sep 2024 |
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Leavell Investment Management | 217k | $5.1M | 37% | Sep 2024 |
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Oppenheimer Asset Management | 213k | $5.0M | -2% | Sep 2024 |
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Shelton Wealth Management | 213k | $5.0M | 19% | Sep 2024 |
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49 Wealth Management | 212k | $5.0M | 100% | Sep 2024 |
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Gradient Investments | 211k | $4.9M | -9% | Sep 2024 |
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Janney Montgomery Scott | 207k | $4.8M | 1% | Sep 2024 |
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Lunt Capital Management | 204k | $4.8M | -2% | Sep 2024 |
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Cambridge Investment Research Advisors | 200k | $4.7M | -58% | Sep 2024 |
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Kestra Advisory Services | 196k | $4.6M | 11% | Sep 2024 |
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Brookstone Capital Management | 194k | $4.5M | 8% | Sep 2024 |
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PSI Advisors | 189k | $4.4M | 4% | Sep 2024 |
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Global Retirement Partners | 169k | $4.0M | 0% | Sep 2024 |
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D.A. Davidson & Co. | 166k | $3.9M | 8% | Jun 2024 |
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Sontag Advisory | 164k | $3.8M | -8% | Sep 2024 |
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Boston Family Office | 159k | $3.7M | 66% | Jun 2024 |
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Asset Dedication | 145k | $3.4M | -29% | Sep 2024 |
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Branch Banking & Trust Company | 143k | $3.3M | 1% | Jun 2024 |
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Leo Wealth | 143k | $3.4M | -7% | Sep 2024 |
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Mariner Wealth Advisors | 141k | $3.3M | -77% | Sep 2024 |
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Essential Planning | 130k | $3.0M | -2% | Sep 2024 |
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Probity Advisors | 127k | $3.0M | 9% | Sep 2024 |
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1858 Wealth Management | 122k | $2.9M | 2% | Sep 2024 |
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Wealth Enhancement Advisory Services | 121k | $2.8M | 100% | Jun 2024 |
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United Capital Financial Advisers | 121k | $2.8M | 5% | Sep 2024 |
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Lantz Financial | 117k | $2.7M | 20% | Sep 2024 |
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Synovus Financial Corp. | 113k | $2.7M | 28% | Sep 2024 |
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Flow Traders US | 112k | $2.6M | -1% | Sep 2024 |
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Stockman Asset Management | 110k | $2.6M | 8% | Sep 2024 |
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ValMark Advisers | 110k | $2.6M | 20% | Sep 2024 |
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Parkside Financial Bank & Trust | 109k | $2.5M | 0% | Sep 2024 |
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Benjamin Edwards | 108k | $2.5M | 1163% | Sep 2024 |
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Creative Planning | 106k | $2.5M | -9% | Sep 2024 |
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Belpointe Asset Management | 105k | $2.4M | 100% | Jun 2024 |
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SCS Capital Management | 104k | $2.4M | 0% | Jun 2024 |
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Accretive Wealth Partners | 103k | $2.4M | 2% | Sep 2024 |
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Hanson McClain Advisors | 102k | $2.4M | -8% | Sep 2024 |
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IFG Advisory | 97k | $2.3M | 7% | Sep 2024 |
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Asset Advisors Investment Management | 96k | $2.2M | 292% | Jun 2024 |
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HighTower Advisors | 93k | $2.2M | 15% | Jun 2024 |
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Private Advisor | 91k | $2.1M | -33% | Sep 2024 |
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Stratos Wealth Partners | 85k | $2.0M | 3% | Sep 2024 |
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Altus Wealth Group | 84k | $2.0M | -16% | Sep 2024 |
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Benjamin F. Edwards & Company | 83k | $1.9M | 399% | Jun 2024 |
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IFP Advisors | 82k | $1.9M | 74% | Jun 2024 |
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Gould Asset Management | 79k | $1.9M | 0% | Sep 2024 |
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Summit Wealth Partners | 79k | $1.8M | 5% | Sep 2024 |
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Kestra Private Wealth Services | 78k | $1.8M | 1% | Sep 2024 |
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STAR Financial Bank | 71k | $1.7M | 35% | Sep 2024 |
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Associated Banc- | 68k | $1.6M | 1% | Jun 2024 |
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Kovitz Investment Group Partners | 67k | $1.6M | 100% | Sep 2024 |
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Equitable Holdings | 67k | $1.5M | 3% | Jun 2024 |
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Change Path | 66k | $1.5M | 32% | Sep 2024 |
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Portland Global Advisors | 65k | $1.5M | 30% | Jun 2024 |
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Pamela Horwath | 63k | $1.5M | 7% | Sep 2024 |
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Midwest Professional Planners | 63k | $1.5M | 60% | Jun 2024 |
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A. Montag and Associates | 62k | $1.4M | 0% | Sep 2024 |
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Fullcircle Wealth | 61k | $1.4M | 11% | Sep 2024 |
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Cannon Financial Strategists | 60k | $1.4M | 1% | Sep 2024 |
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Honkamp Krueger Financial Services | 60k | $1.4M | 0% | Jun 2024 |
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Phillips Financial Management | 60k | $1.4M | 2% | Sep 2024 |
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Money Concepts Capital Corp | 60k | $1.4M | 49% | Sep 2024 |
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Mml Investors Services | 56k | $1.3M | 41% | Sep 2024 |
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Montecito Bank & Trust | 55k | $1.3M | 0% | Sep 2024 |
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Country Club Bank | 55k | $1.3M | 4% | Jun 2024 |
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Reliant Wealth Planning | 55k | $1.3M | 16% | Sep 2024 |
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Silver Oak Securities | 55k | $1.3M | 323% | Sep 2024 |
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Sigma Planning | 54k | $1.3M | -1% | Sep 2024 |
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Farther Finance Advisors | 53k | $1.2M | 11% | Sep 2024 |
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4J Wealth Management | 49k | $1.1M | 3% | Sep 2024 |
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Safeguard Financial | 48k | $1.1M | 2% | Sep 2024 |
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Austin Private Wealth | 48k | $1.1M | -4% | Sep 2024 |
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Carmel Capital Partners | 45k | $1.0M | 0% | Sep 2024 |
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Mill Creek Capital Advisors | 44k | $1.0M | 0% | Sep 2024 |
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Dorsey & Whitney Trust Company | 43k | $1.0M | 100% | Sep 2024 |
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Crew Capital Management | 42k | $992k | -14% | Sep 2024 |
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Foundry Financial Group | 41k | $965k | 4% | Sep 2024 |
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Horizons Wealth Management | 41k | $949k | 1% | Sep 2024 |
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Regal Investment Advisors | 40k | $943k | 0% | Sep 2024 |
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Element Wealth | 40k | $928k | -13% | Sep 2024 |
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Cooper Financial Group | 39k | $903k | 1% | Jun 2024 |
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True Link Financial Advisors | 39k | $902k | 100% | Sep 2024 |
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HPM Partners | 38k | $898k | 39% | Sep 2024 |
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Wealth Advisory Solutions | 37k | $859k | 1% | Sep 2024 |
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Snowden Capital Advisors | 36k | $844k | -86% | Sep 2024 |
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Barrett & Company | 36k | $838k | 34% | Sep 2024 |
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Klaas Financial Asset Advisors | 34k | $806k | -25% | Sep 2024 |
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Thoroughbred Financial Services | 33k | $772k | -6% | Sep 2024 |
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Black Swift Group | 33k | $771k | 100% | Sep 2024 |
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Focused Wealth Management | 33k | $764k | 2% | Sep 2024 |
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Fairhaven Wealth Management | 32k | $759k | 10% | Sep 2024 |
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One + One Wealth Management | 32k | $758k | 0% | Sep 2024 |
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Conrad Siegel Investment Advisors | 32k | $752k | 44% | Sep 2024 |
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Richard P Slaughter Associates | 31k | $718k | 13% | Sep 2024 |
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Consolidated Portfolio Review Corp | 30k | $706k | 10% | Jun 2024 |
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Goldman Sachs Group | 13k | $291k | -71% | Jun 2024 |
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Who sold out of Ishares Ibonds Dec 2025 Term T?
Fund or Company Name | Date Sold | Shares Held | Valued At |
---|---|---|---|
Level Four Advisory Services | Mar 2024 | 215k | $5.0M |
OneAscent Financial Services | Jun 2024 | 169k | $3.9M |
Strategic Financial Concepts | Jun 2024 | 67k | $2.9M |
Relative Value Partners | Mar 2024 | 45k | $1.0M |
International Assets Investment Management | Jun 2024 | 33k | $762k |
Lake Street Advisors Group | Jun 2024 | 31k | $712k |