Institutional and Fund Ownership - Buyers
Major holders that have opened new positions in iShares Trust - iShares iBonds Dec 2025 Term Treasury ETF include Cornerstone Planning, LLC, Congress Wealth Management LLC / DE /, High Note Wealth, LLC, Wolf Group Capital Advisors, Merit Financial Group, LLC, Sovereign Financial Group, Inc., Pure Financial Advisors, Inc., Cascade Investment Group, Inc., Tower Research Capital LLC (TRC), Rossmore Private Capital, Essex Savings Bank, Jupiter Wealth Management LLC, Mairs & Power Inc, Liberty Wealth Management Llc, Modern Wealth Management, LLC, Hamel Associates, Inc., Woodley Farra Manion Portfolio Management Inc, Prime Capital Investment Advisors, LLC, Precision Wealth Strategies, LLC, and Sowell Financial Services LLC .
This page shows changes in the ownership structure by listing institutions, funds, and major shareholders that have increased their holdings or opened new positions in the last reporting period. Green rows indicate new positions. Click the link icon to see the full transaction history.
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| File Date | Source | Investor | Type | Avg Price (Est) |
Shares | Δ Shares (%) |
Reported Value ($1000) |
Δ Value (%) |
Port Alloc (%) |
|
|---|---|---|---|---|---|---|---|---|---|---|
| 2025-08-04 | 13F | Balentine LLC | 42,259 | 26.69 | 987 | 26.70 | ||||
| 2025-08-06 | 13F | Savant Capital, LLC | 14,697 | 343 | ||||||
| 2025-08-11 | 13F | United Capital Financial Advisers, Llc | 651,802 | 72.95 | 15,226 | 72.89 | ||||
| 2025-08-12 | 13F | Laurel Wealth Advisors LLC | 250,289 | 2,235.87 | 11 | -96.00 | ||||
| 2025-07-14 | 13F | UMA Financial Services, Inc. | 9,783 | 0.35 | 229 | 0.44 | ||||
| 2025-08-06 | 13F/A | Flagship Private Wealth, LLC | 10,917 | 1.64 | 255 | 1.59 | ||||
| 2025-08-11 | 13F | Principal Securities, Inc. | 20,148 | 1.89 | 471 | 1.95 | ||||
| 2025-08-12 | 13F | Nemes Rush Group LLC | 57 | 1.79 | 1 | 0.00 | ||||
| 2025-07-18 | 13F | Panoramic Capital Partners, LLC | 9,049 | 211 | ||||||
| 2025-08-04 | 13F | Jim Saulnier & Associates, Llc | 10,848 | 1.06 | 253 | 1.20 | ||||
| 2025-08-11 | 13F | Regal Investment Advisors LLC | 229,726 | 0.92 | 5,366 | 0.86 | ||||
| 2025-08-07 | 13F | Hughes Financial Services, LLC | 49,564 | 23.50 | 1,155 | 23.53 | ||||
| 2025-07-22 | 13F | Merit Financial Group, LLC | 49,635 | 1,159 | ||||||
| 2025-08-06 | 13F | Commonwealth Equity Services, Llc | 395,444 | 0.28 | 9 | 0.00 | ||||
| 2025-04-29 | 13F | Hm Payson & Co | 4,517,615 | 9.17 | 105,577 | 9.41 | ||||
| 2025-07-11 | 13F | Farther Finance Advisors, LLC | 10,751 | 79.81 | 251 | 80.58 | ||||
| 2025-07-24 | 13F | Us Bancorp \de\ | 650 | 15 | ||||||
| 2025-07-30 | 13F | Princeton Global Asset Management LLC | 10,461 | 0.09 | 244 | 0.00 | ||||
| 2025-08-11 | 13F | Aptus Capital Advisors, LLC | 190 | 1.06 | 4 | 0.00 | ||||
| 2025-07-28 | 13F | Axxcess Wealth Management, Llc | 8,580 | 200 | ||||||
| 2025-07-14 | 13F/A | Seek First Inc. | 29,888 | 1.07 | 698 | 1.01 | ||||
| 2025-08-14 | 13F | Visionary Wealth Advisors | 11,791 | 275 | ||||||
| 2025-07-23 | 13F | Spectrum Asset Management, Inc. (NB/CA) | 12,684 | 2.01 | 296 | 2.07 | ||||
| 2025-07-08 | 13F | Gradient Investments LLC | 201,887 | 2.11 | 4,716 | 2.08 | ||||
| 2025-08-15 | 13F | Howland Capital Management Llc | 112,620 | 5.50 | 2,631 | 5.45 | ||||
| 2025-08-14 | 13F | Jupiter Wealth Management LLC | 14,300 | 334 | ||||||
| 2025-08-13 | 13F | SCS Capital Management LLC | 99,248 | 0.20 | 2,318 | 0.17 | ||||
| 2025-04-01 | 13F | Cornerstone Planning, LLC | 740,480 | 17,268 | ||||||
| 2025-07-14 | 13F | AdvisorNet Financial, Inc | 643 | 1.10 | 15 | 7.14 | ||||
| 2025-07-24 | 13F | Ronald Blue Trust, Inc. | 91 | 1.11 | 2 | 0.00 | ||||
| 2025-08-11 | 13F | FSA Wealth Management LLC | 89 | 2 | ||||||
| 2025-08-19 | 13F | Advisory Services Network, LLC | 9,533 | 2.43 | 223 | 2.30 | ||||
| 2025-08-05 | 13F | Fourth Dimension Wealth, LLC | 83,088 | 225.39 | 1,941 | 225.50 | ||||
| 2025-08-01 | 13F | Liberty Wealth Management Llc | 11,297 | 264 | ||||||
| 2025-04-11 | 13F | Safeguard Financial, LLC | 57,810 | 7.89 | 1,351 | 8.17 | ||||
| 2025-07-22 | 13F | Simplicity Wealth,LLC | 8,575 | 200 | ||||||
| 2025-08-06 | 13F | Cannon Financial Strategists, Inc. | 62,356 | 1.03 | 1,457 | 0.97 | ||||
| 2025-07-23 | 13F | Valmark Advisers, Inc. | 147,036 | 7.31 | 3,435 | 7.25 | ||||
| 2025-08-13 | 13F | Hamel Associates, Inc. | 9,998 | 234 | ||||||
| 2025-05-15 | 13F | Wealth Management Strategies, Inc. | 394,006 | 11.86 | 9,208 | 11,128.05 | ||||
| 2025-07-15 | 13F | McCarthy & Cox | 8,594 | 0.30 | 201 | 0.00 | ||||
| 2025-07-15 | 13F | Beacon Financial Planning, Inc | 40,387 | 0.77 | 943 | 0.75 | ||||
| 2025-07-23 | 13F | Madden Advisory Services, Inc. | 13,891 | 14.83 | 324 | 14.89 | ||||
| 2025-07-18 | 13F | Precision Wealth Strategies, LLC | 9,712 | 227 | ||||||
| 2025-08-08 | 13F | Gts Securities Llc | 24,645 | 1.55 | 576 | 1.41 | ||||
| 2025-08-14 | 13F | Goldman Sachs Group Inc | 454,653 | 200.98 | 10,621 | 200.85 | ||||
| 2025-08-12 | 13F | Proequities, Inc. | 0 | 0 | ||||||
| 2025-08-29 | 13F | Centaurus Financial, Inc. | 8,960 | 0 | ||||||
| 2025-08-08 | 13F | Woodley Farra Manion Portfolio Management Inc | 9,887 | 231 | ||||||
| 2025-08-04 | 13F | Pensionmark Financial Group, Llc | 16,734 | 0.13 | 391 | 0.00 | ||||
| 2025-08-14 | 13F | Crestmont Private Wealth LLC | 79,081 | 2.05 | 1,847 | 1.99 | ||||
| 2025-08-14 | 13F | Strategic Wealth Designers | 16 | 0 | ||||||
| 2025-07-25 | 13F | Endowment Wealth Management, Inc. | 46,901 | 12.13 | 1,096 | 12.08 | ||||
| 2025-08-14 | 13F | Benjamin Edwards Inc | 25,024 | 20.14 | 585 | 20.16 | ||||
| 2025-08-14 | 13F | Connecticut Wealth Management, LLC | 1,180,466 | 17.82 | 27,576 | 17.77 | ||||
| 2025-08-12 | 13F | OneAscent Financial Services LLC | 480,174 | 115.47 | 11 | 120.00 | ||||
| 2025-07-11 | 13F | Trinity Wealth Management, LLC | 237,937 | 8.38 | 5,558 | 8.34 | ||||
| 2025-08-13 | 13F | RFP Financial Group LLC | 27,820 | 7.93 | 650 | 7.81 | ||||
| 2025-07-21 | 13F | Cliftonlarsonallen Wealth Advisors, Llc | 1,061,348 | 0.96 | 24,793 | 0.92 | ||||
| 2025-07-30 | 13F | Granite Harbor Advisors, Inc. | 35,536 | 1.57 | 830 | 1.59 | ||||
| 2025-07-28 | 13F | Harbour Investments, Inc. | 5,355 | 1.11 | 125 | 1.63 | ||||
| 2025-08-11 | 13F | Annis Gardner Whiting Capital Advisors, LLC | 867 | 20 | ||||||
| 2025-08-14 | 13F | Atomi Financial Group, Inc. | 106,694 | 40.78 | 2,492 | 40.71 | ||||
| 2025-08-07 | 13F | Rossmore Private Capital | 16,841 | 393 | ||||||
| 2025-08-12 | 13F | Reliant Wealth Planning | 62,576 | 1.00 | 1,462 | 0.97 | ||||
| 2025-08-15 | 13F | CI Private Wealth, LLC | 8,680 | 203 | ||||||
| 2025-08-14 | 13F | Hrt Financial Lp | 54,815 | 1 | ||||||
| 2025-07-24 | 13F | Cascade Investment Group, Inc. | 23,546 | 550 | ||||||
| 2025-07-31 | 13F | Washington Trust Advisors, Inc. | 35,871 | 0.08 | 838 | 0.00 | ||||
| 2025-07-14 | 13F | Sowell Financial Services LLC | 9,200 | 215 | ||||||
| 2025-07-31 | 13F | Carrera Capital Advisors | 22,346 | 1.07 | 522 | 1.16 | ||||
| 2025-08-11 | 13F | CFS Investment Advisory Services, LLC | 16,905 | 0.05 | 0 | |||||
| 2025-08-14 | 13F | Mariner, LLC | 203,031 | 27.65 | 4,743 | 27.58 | ||||
| 2025-07-15 | 13F | RVW Wealth, LLC | 21,858 | 1.09 | 511 | 0.99 | ||||
| 2025-07-22 | 13F | Belpointe Asset Management LLC | 218,700 | 330.76 | 5,109 | 330.69 | ||||
| 2025-07-30 | NP | Northern Lights Fund Trust IV - Brookstone Ultra-Short Bond ETF | 613,590 | 3.63 | 14,333 | 3.55 | ||||
| 2025-08-01 | 13F | Austin Private Wealth, LLC | 75,979 | 6.96 | 1,775 | 6.87 | ||||
| 2025-07-21 | 13F | Ameritas Advisory Services, LLC | 166 | 4 | ||||||
| 2025-08-13 | 13F | Portland Global Advisors LLC | 105,636 | 6.31 | 2,468 | 6.24 | ||||
| 2025-04-18 | 13F | Wolf Group Capital Advisors | 90,402 | 2,113 | ||||||
| 2025-07-09 | 13F | Krilogy Financial LLC | 699,134 | 2.78 | 16,332 | 2.74 | ||||
| 2025-07-23 | 13F | High Note Wealth, LLC | 92,785 | 2,167 | ||||||
| 2025-08-14 | 13F | Modern Wealth Management, LLC | 11,058 | 258 | ||||||
| 2025-06-23 | NP | LDRT - iShares iBonds 1-5 Year Treasury Ladder ETF | 166,764 | 200.00 | 3,897 | 200.00 | ||||
| 2025-07-18 | 13F | Pure Financial Advisors, Inc. | 26,462 | 618 | ||||||
| 2025-07-24 | 13F | Leo Wealth, LLC | 53,788 | 15.43 | 1,256 | 15.34 | ||||
| 2025-08-12 | 13F | Change Path, LLC | 430,547 | 3.46 | 10,058 | 3.41 | ||||
| 2025-08-11 | 13F | Citigroup Inc | 8 | 0 | ||||||
| 2025-08-07 | 13F | Parkside Financial Bank & Trust | 108,947 | 0.22 | 2,545 | 0.20 | ||||
| 2025-07-28 | 13F | Lunt Capital Management, Inc. | 185,425 | 1.91 | 4,332 | 1.86 | ||||
| 2025-07-29 | 13F | Straight Path Wealth Management | 23,257 | 1.44 | 543 | 1.50 | ||||
| 2025-08-14 | 13F | Kovitz Investment Group Partners, LLC | 376,043 | 5.71 | 8,784 | 5.67 | ||||
| 2025-08-08 | 13F | TD Capital Management LLC | 4,856 | 145.01 | 113 | 145.65 | ||||
| 2025-07-23 | 13F | Evexia Wealth Llc | 46,916 | 163.19 | 1,095 | 163.61 | ||||
| 2025-07-15 | 13F | Focused Wealth Management, Inc | 33,605 | 0.65 | 785 | 0.64 | ||||
| 2025-07-23 | 13F | Prime Capital Investment Advisors, LLC | 9,823 | 229 | ||||||
| 2025-08-06 | 13F | Prospera Financial Services Inc | 146,641 | 55.71 | 3,426 | 55.68 | ||||
| 2025-08-12 | 13F | Boreal Capital Management LLC | 0 | 117 | ||||||
| 2025-08-12 | 13F | Fortis Capital Management LLC | 11,375 | 0.59 | 266 | 0.38 | ||||
| 2025-07-16 | 13F | Signaturefd, Llc | 112,208 | 18.46 | 2,621 | 18.44 | ||||
| 2025-08-12 | 13F | Archer Investment Corp | 219,659 | 51.29 | 5,131 | 51.22 | ||||
| 2025-08-14 | 13F | Stifel Financial Corp | 672,692 | 1.14 | 15,714 | 1.10 | ||||
| 2025-08-14 | 13F | Bank Of America Corp /de/ | 4,042,892 | 0.45 | 94,442 | 0.41 | ||||
| 2025-07-25 | 13F | Sovereign Financial Group, Inc. | 27,884 | 651 | ||||||
| 2025-07-08 | 13F | Advance Capital Management, Inc. | 9,335 | 1.07 | 218 | 1.40 | ||||
| 2025-08-19 | 13F | Asset Dedication, LLC | 328,697 | 32.92 | 7,678 | 32.86 | ||||
| 2025-08-15 | 13F | Tower Research Capital LLC (TRC) | 18,221 | 426 | ||||||
| 2025-07-29 | 13F | Accretive Wealth Partners, LLC | 158,534 | 6.06 | 3,703 | 6.29 | ||||
| 2025-08-11 | 13F | Midwest Professional Planners, LTD. | 219,651 | 2.42 | 5,131 | 2.37 | ||||
| 2025-08-14 | 13F | Royal Bank Of Canada | 580,493 | 5.08 | 13,561 | 5.03 | ||||
| 2025-08-04 | 13F | Atria Investments Llc | 109,392 | 3.18 | 2,555 | 3.15 | ||||
| 2025-08-14 | 13F | Vista Private Wealth Partners. LLC | 875,124 | 24.42 | 20,443 | 24.37 | ||||
| 2025-07-16 | 13F | Rebalance, Llc | 161,584 | 136.66 | 3,775 | 136.61 | ||||
| 2025-07-10 | 13F | Oliver Lagore Vanvalin Investment Group | 2,321 | 0.13 | 54 | 0.00 | ||||
| 2025-08-14 | 13F | Talon Private Wealth, LLC | 554 | 13 | ||||||
| 2025-08-12 | 13F | Associated Banc-corp | 76,008 | 2.06 | 1,776 | 2.01 | ||||
| 2025-07-21 | 13F | Asset Advisors Investment Management, LLC | 219,979 | 7.03 | 5,139 | 6.97 | ||||
| 2025-07-16 | 13F | MKT Advisors LLC | 533,920 | 2.78 | 12,435 | 2.65 | ||||
| 2025-08-08 | 13F | Cetera Investment Advisers | 208,051 | 1.73 | 4,860 | 1.69 | ||||
| 2025-07-11 | 13F | Prosperity Planning, Inc. | 279 | 4.89 | ||||||
| 2025-07-25 | 13F | Stephens Consulting, LLC | 274 | 1.11 | 6 | 0.00 | ||||
| 2025-07-24 | 13F/A | TFR Capital, LLC. | 127,277 | 39.57 | 2,973 | 39.51 | ||||
| 2025-07-11 | 13F | Lantz Financial LLC | 119,815 | 8.53 | 2,799 | 8.49 | ||||
| 2025-07-24 | 13F | Riverchase Wealth Management, Llc | 60,003 | 7.15 | 1,402 | 7.11 | ||||
| 2025-08-06 | 13F | Black Swift Group, LLC | 33,750 | 82.43 | 788 | 82.41 | ||||
| 2025-08-13 | 13F | Baird Financial Group, Inc. | 271,617 | 27.16 | 6,345 | 27.08 | ||||
| 2025-07-24 | 13F | Lokken Investment Group LLC | 8,899 | 208 | ||||||
| 2025-07-16 | 13F | Novem Group | 49,811 | 4.69 | 1,164 | 4.68 | ||||
| 2025-07-10 | 13F | Wealth Enhancement Advisory Services, Llc | 659,594 | 0.35 | 15,369 | 0.05 | ||||
| 2025-08-04 | 13F | Savvy Advisors, Inc. | 27,594 | 3.45 | 645 | 3.37 | ||||
| 2025-07-30 | 13F | Probity Advisors, Inc. | 156,192 | 4.05 | 3,649 | 3.99 | ||||
| 2025-07-24 | 13F | Costello Asset Management, INC | 16,924 | 29.67 | 395 | 29.51 | ||||
| 2025-08-15 | 13F | Scissortail Wealth Management, LLC | 517,095 | 1.78 | 12,079 | 1.74 | ||||
| 2025-08-13 | 13F | Willis Johnson & Associates, Inc. | 10,178 | 13.06 | 238 | 12.86 | ||||
| 2025-04-17 | 13F | Montecito Bank & Trust | 51,743 | 13.74 | 1,209 | 14.06 | ||||
| 2025-07-23 | 13F | Horizon Advisory Services, Inc. | 797,361 | 2.32 | 18,626 | 2.28 | ||||
| 2025-08-01 | 13F | Schmidt P J Investment Management Inc | 43,141 | 23.17 | 1,008 | 23.11 | ||||
| 2025-08-12 | 13F | Coldstream Capital Management Inc | 231,181 | 16.92 | 5,400 | 16.88 | ||||
| 2025-08-01 | 13F | Koss-Olinger Consulting, LLC | 23,917 | 1.67 | 559 | 1.45 | ||||
| 2025-08-13 | 13F | Congress Wealth Management LLC / DE / | 158,521 | 3,703 | ||||||
| 2025-07-17 | 13F | Janney Montgomery Scott LLC | 342,885 | 13.49 | 8 | 14.29 | ||||
| 2025-07-11 | 13F | Essex Savings Bank | 16,841 | 393 | ||||||
| 2025-08-11 | 13F | Wealthspire Advisors, LLC | 169,088 | 1.72 | 3,950 | 1.67 | ||||
| 2025-08-05 | 13F | Bank Of Montreal /can/ | 64,380 | 286.43 | 1,504 | 286.38 | ||||
| 2025-07-18 | 13F | Consolidated Portfolio Review Corp | 45,063 | 8.38 | 1,053 | 8.34 | ||||
| 2025-08-12 | 13F | Franklin Resources Inc | 440 | 10 | ||||||
| 2025-08-14 | 13F | Mairs & Power Inc | 13,886 | 324 | ||||||
| 2025-07-21 | 13F | Mattern Capital Management, Llc | 11,720 | 2.41 | 274 | 2.25 | ||||
| 2025-08-05 | 13F | Gould Asset Management Llc /ca/ | 91,812 | 4.20 | 2,145 | 4.13 | ||||
| 2025-08-04 | 13F | Templeton & Phillips Capital Management, LLC | 77,443 | 12.43 | 1,809 | 12.43 | ||||
| 2025-08-05 | 13F | Huntington National Bank | 577 | 1.77 |
