iShares Ibonds Dec 2025 TermIBDQETF
13F holders, Q1 2024 (March 31)345holders
1famous investor
$24.81avg. 13F price*
At the end of Q1 2024, 345 institutions reported holding iShares Ibonds Dec 2025 Term (IBDQ) in their 13F filings. The largest holders were Bank of America Corp. ($180.3M), Morgan Stanley ($81.1M) and UBS Group AG ($71.0M). One famous investor held it Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio).
- Company
- iShares Ibonds Dec 2025 Term
- CUSIP
- 46434VBD1
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 45 | $25.5M |
| Exits | 20 | $32.3M |
Ownership 345 holders
| Bank of America Corp. | 0.02% | Add +7.2% | 7,267,162 | $180.3M |
| Morgan Stanley | 0.01% | Reduce -15.4% | 3,268,890 | $81.1M |
| UBS Group AG | 0.02% | Reduce -3.5% | 2,861,149 | $71.0M |
| HM Payson & Co. | 1.16% | Add +18.0% | 2,507,331 | $62.2M |
| Mercer Global Advisors Inc. | 0.17% | Add +44.0% | 2,391,368 | $59.3M |
| Envestnet Asset Management Inc. | 0.02% | Add +20.6% | 1,977,723 | $49.1M |
| Capital Advisors Inc. | 0.96% | Add +8.9% | 1,803,360 | $44.7M |
| Ameriprise Financial Inc. | 0.01% | Add +7.3% | 1,708,259 | $42.4M |
| LPL Financial LLC | 0.02% | Reduce -7.4% | 1,673,431 | $41.5M |
| Wells Fargo & Company | 0.01% | Add +1.7% | 1,555,030 | $38.6M |
| NewEdge Advisors, LLC | 0.33% | Reduce -37.3% | 1,547,419 | $38.4M |
| Raymond James Financial Services Advisors, Inc. | 0.06% | Add +6.4% | 1,528,694 | $37.9M |
| Royal Bank of Canada | 0.01% | Add +39.3% | 1,350,690 | $33.5M |
| US Bancorp \de | 0.05% | Add +4.2% | 1,340,314 | $33.3M |
| Gratus Wealth Advisors, LLC | 4.89% | Add +8.8% | 1,076,626 | $26.6M |
| Stifel Financial Corp. | 0.03% | Add +6.1% | 1,042,747 | $25.9M |
| Kathmere Capital Management, LLC | 2.87% | Add +7.7% | 1,011,562 | $25.1M |
| Sound View Wealth Advisors Group, LLC | 2.66% | Add +19.7% | 1,005,183 | $24.9M |
| Sigma Investment Counselors Inc. | 1.56% | Add +0.5% | 976,169 | $24.2M |
| Captrust Financial Advisors | 0.08% | Add +15.0% | 823,299 | $20.4M |
| Mariner, LLC | 0.04% | Reduce -5.6% | 819,582 | $20.3M |
| Commonwealth Equity Services, LLC | 0.03% | Add +13.1% | 769,177 | $19.1M |
| Glenview Trust Co | 0.40% | Add +14.2% | 754,267 | $18.7M |
| RVW Wealth, LLC | 1.87% | Reduce -2.7% | 732,358 | $18.2M |
| Raymond James & Associates | 0.01% | Add +6.6% | 719,164 | $17.8M |
| Truist Financial Corp. | 0.03% | Add +1.4% | 712,877 | $17.7M |
| Benjamin F. Edwards & Company, Inc. | 0.32% | Add +13.2% | 712,257 | $17.7M |
| Capital Investment Advisors, LLC | 0.38% | Add +5.0% | 659,879 | $16.4M |
| Keeler Thomas Management LLC | 5.58% | Add +7.3% | 655,094 | $16.3M |
| Howland Capital Management LLC | 0.78% | Add +12.2% | 654,271 | $16.2M |
| Summit Asset Management, LLC | 1.73% | Add +3.3% | 586,460 | $14.6M |
| Ashton Thomas Private Wealth, LLC | 0.82% | Reduce -0.5% | 579,784 | $14.4M |
| MV Capital Management, Inc. | 1.61% | Reduce -3.5% | 568,775 | $14.1M |
| MCF Advisors LLC | 1.07% | Add +0.2% | 556,516 | $13.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +13.2% | 540,152 | $13.4M |
| Creative Planning | 0.01% | Add +30.4% | 523,885 | $13.0M |
| Buffington Mohr McNeal | 2.32% | Add +4.8% | 516,120 | $12.8M |
| Arrow Financial Corp | 1.26% | Add +3.4% | 512,829 | $12.7M |
| Journey Advisory Group, LLC | 1.49% | Add +2944.3% | 487,082 | $12.1M |
| Cwm, LLC | 0.06% | Add +20.9% | 482,027 | $12.0M |
| CENTRAL TRUST Co | 0.29% | Add +3.7% | 470,009 | $11.7M |
| Beacon Pointe Advisors, LLC | 0.12% | Reduce -0.5% | 430,114 | $10.7M |
| Kestra Advisory Services, LLC | 0.07% | Add +25.3% | 424,133 | $10.5M |
| Strid Group, LLC | 1.84% | Add +39.0% | 412,093 | $10.2M |
| Windsor Capital Management, LLC | 3.01% | Reduce -9.8% | 390,792 | $9.7M |
| Global Retirement Partners, LLC | 0.35% | Add +17.0% | 374,989 | $9.3M |
| Renaissance Technologies | 0.01% | Add +45.8% | 357,201 | $8.9M |
| Signature Wealth Management Group | 3.87% | Reduce -0.9% | 343,778 | $8.5M |
| Commonwealth Financial Services, LLC | 1.93% | Reduce -0.3% | 330,733 | $8.2M |
| Osaic Holdings, Inc. | 0.02% | Reduce -24.6% | 319,528 | $7.9M |
| Lyell Wealth Management, LP | 0.78% | Add +4.1% | 310,508 | $7.7M |
| PFG Private Wealth Management, LLC | 4.71% | Reduce -4.8% | 301,791 | $7.5M |
| Hamel Associates, Inc. | 2.39% | Add +3.8% | 300,855 | $7.5M |
| Leavell Investment Management, Inc. | 0.43% | Add +1.5% | 297,651 | $7.4M |
| Arcadia Investment Advisors LLC | 4.06% | Add +8.3% | 286,817 | $7.1M |
| Kesler, Norman & Wride, LLC | 1.50% | Add +8.9% | 285,635 | $7.1M |
| Fulton Breakefield Broenniman LLC | 0.54% | Reduce -3.0% | 284,781 | $7.1M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +0.2% | 279,459 | $6.9M |
| Peloton Wealth Strategists | 2.82% | Add +3.0% | 274,785 | $6.8M |
| TLWM | 1.46% | Reduce -0.5% | 265,041 | $6.6M |
| Houlihan Financial Resource Group, Ltd. | 2.93% | Add +12.2% | 263,582 | $6.5M |
| Allworth Financial LP | 0.05% | Reduce -17.1% | 259,988 | $6.5M |
| Scissortail Wealth Management, LLC | 1.63% | Reduce -0.2% | 248,835 | $6.2M |
| InterOcean Capital Group, LLC | 0.15% | Add +2.1% | 246,671 | $6.1M |
| IMA Advisory Services, Inc. | 2.85% | Reduce -22.9% | 243,228 | $6.0M |
| United Capital Financial Advisors, LLC | 0.05% | Add +0.0% | 239,058 | $5.9M |
| IFP Advisors, Inc | 0.25% | Add +4.5% | 233,745 | $5.8M |
| Platte River Wealth Advisors, LLC | 1.64% | Reduce -13.7% | 231,933 | $5.8M |
| Sandy Spring Bank | 0.26% | Add +0.1% | 230,262 | $5.7M |
| Mesirow Financial Investment Management, Inc. | 0.13% | Add +20.9% | 229,790 | $5.7M |
| FinTrust Capital Advisors, LLC | 1.09% | Reduce -0.8% | 227,603 | $5.6M |
| New England Private Wealth Advisors LLC | 0.93% | New | 213,072 | $5.3M |
| Leo Wealth, LLC | 0.52% | Add +9.1% | 204,977 | $5.1M |
| Laurel Wealth Advisors LLC | 0.86% | Add +18.6% | 200,618 | $5.0M |
| Praetorian Wealth Management, Inc. | 1.28% | Reduce -0.5% | 193,308 | $4.8M |
| EP Wealth Advisors, LLC | 0.06% | Reduce -1.1% | 192,959 | $4.8M |
| Aviance Capital Partners, LLC | 0.69% | Reduce -0.8% | 185,855 | $4.6M |
| Madden Advisory Services, Inc. | 2.41% | Add +16.9% | 184,489 | $4.6M |
| IRON Financial LLC | 2.53% | Add +0.1% | 183,252 | $4.5M |
| Asset Dedication, LLC | 0.33% | Add +77.7% | 180,635 | $4.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -5.7% | 178,080 | $4.4M |
| Private Advisor Group, LLC | 0.03% | Add +18.6% | 174,032 | $4.3M |
| Ogorek Anthony Joseph /NY/ | 1.50% | Add +0.8% | 173,804 | $4.3M |
| Avantax Advisory Services, Inc. | 0.04% | Add +140.1% | 171,606 | $4.3M |
| MML Investors Services, LLC | 0.02% | Add +4.4% | 167,608 | $4.2M |
| Round Rock Advisors LLC | 0.98% | Add +33.6% | 164,856 | $4.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.09% | Reduce -32.4% | 162,938 | $4.0M |
| Krilogy Financial LLC | 0.30% | Add +6.5% | 160,052 | $4.0M |
| Harbor Advisory Corp. | 1.34% | No change | 158,086 | $3.9M |
| Sax Wealth Advisors, LLC | 0.45% | Add +17.5% | 156,503 | $3.9M |
| Droms Strauss Advisors Inc. /Mo/ | 1.41% | Add +43.7% | 154,889 | $3.8M |
| Spinnaker Trust | 0.25% | Add +21.2% | 153,589 | $3.8M |
| Confluence Investment Management LLC | 0.05% | Add +1.3% | 150,343 | $3.7M |
| Cetera Investment Advisers | 0.01% | Add +194.7% | 142,724 | $3.5M |
| 4Thought Financial Group Inc. | 2.26% | Add +17.5% | 138,359 | $3.4M |
| Atria Investments, Inc | 0.05% | Add +0.8% | 137,597 | $3.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +10.7% | 136,006 | $3.4M |
| Deutsche Bank AG | 0.00% | Add +85.7% | 132,111 | $3.3M |
| Cary Street Partners Investment Advisory LLC | 0.13% | Reduce -12.6% | 127,793 | $3.2M |
| Virginia Wealth Management Group, Inc. | 2.58% | Reduce -2.9% | 127,120 | $3.2M |
"% of holder's portfolio" is IBDQ's weight in each manager's 13F, not the share of iShares Ibonds Dec 2025 Term the manager owns.