IBTF Institutional Ownership & Shareholders
ISHARES IBONDS DEC 2025 TERM (IBTF) is currently held by 1 institutional investors tracked by InsiderSet, with a combined reported market value of approximately $8.21M based on the latest available SEC Form 13F filings for the quarter ended December 31, 2024.
Wealth Management Strategies, Inc. is currently the largest disclosed institutional shareholder of IBTF tracked by InsiderSet, reporting ownership valued at approximately $8.21M in its December 31, 2024 SEC Form 13F filing. Based on current market prices and the latest disclosed share count, the position is now estimated to be worth approximately $8.21M, representing an estimated loss of -0.09% since the filing period.
The top 10 institutional shareholders tracked on this page collectively account for approximately 100% of the total disclosed IBTF value among the investors covered in this analysis. Major shareholders include Wealth Management Strategies, Inc., and several other long-term asset managers with concentrated positions in ISHARES IBONDS DEC 2025 TERM (IBTF).
This page ranks the largest institutional IBTF shareholders using publicly disclosed SEC Form 13F data, including reported values, estimated current holding values, portfolio allocation percentages, ownership concentration metrics, and historical holding changes across major hedge funds and investment firms.
Institutional Holders
1
Total Reported Value
$8.21M
Largest Holder
Wealth Management Strategies, Inc.
Largest Position
$8.21M
Insider Transactions (90d)
0
Latest Filing Quarter
Q4 2024
New Institutional Positions
11
Funds Exiting Positions
0
| Name | Investor/Manager | Portfolio % | Quantity | Reported Balance | Current Estimated Value | Gain/loss Since Filing | Estimated Portfolio Performance |
|---|---|---|---|---|---|---|---|
| Wealth Management Strategies, Inc. | 6.28% | 352,231 | $8,214,018 | $8,206,982 | -$7,036 | -0.09% |
Frequently asked questions about IBTF
Who are the largest institutional holders of IBTF?
The largest institutional holders of IBTF reported in the latest SEC Form 13F filings include Wealth Management Strategies, Inc.. InsiderSet ranks institutional holders by their latest reported IBTF position.
What is IBTF institutional ownership?
This page tracks IBTF positions reported by institutional investment managers through SEC Form 13F. ISHARES IBONDS DEC 2025 TERM (IBTF) institutional ownership on InsiderSet reflects disclosed 13F holdings among the managers we analyze, not every shareholder of the stock.
How many institutions own IBTF?
InsiderSet currently tracks 1 institutional managers reporting IBTF holdings in the latest available 13F data. This count reflects institutions included in the SEC Form 13F filings analyzed by InsiderSet and should not be interpreted as the total number of IBTF shareholders.
How much IBTF stock do institutions own?
Institutional investment managers disclosed approximately $8.21M in IBTF holdings for Q4 2024. This figure is reported 13F value as of the filing period, not necessarily today's market value.
When was IBTF institutional ownership last updated?
The latest IBTF institutional ownership data on InsiderSet is based on SEC Form 13F filings for the quarter ended December 31, 2024. Form 13F filings are generally reported after the quarter ends, so the holdings shown represent the latest publicly disclosed positions rather than real-time institutional holdings.
Are institutional IBTF holdings real-time?
No. Form 13F data is not real-time. It represents positions reported by institutional investment managers as of the end of the reporting quarter. An institution may have changed its IBTF position after the reporting date.
Are institutions buying or selling IBTF?
Institutional buying and selling can be analyzed by comparing IBTF positions across consecutive 13F reporting periods. InsiderSet's IBTF Ownership Changes page shows institutions that increased, reduced, initiated, or exited positions based on reported 13F holdings. View IBTF ownership changes.
How has IBTF institutional ownership changed over time?
InsiderSet tracks IBTF institutional holdings across multiple 13F reporting periods, allowing investors to compare institutional holder counts, reported value, and reported shares over time.