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 |
| CGN Advisors LLC | 0.39% | Reduce -17.4% | 124,241 | $3.1M |
| Foundation Wealth Management, LLC | 2.41% | New | 119,288 | $3.0M |
| Associated Banc-Corp | 0.09% | Add +5.4% | 118,055 | $2.9M |
| Sonata Capital Group Inc. | 1.29% | Add +15.1% | 114,609 | $2.8M |
| Rockefeller Capital Management L.P. | 0.01% | Add +292.9% | 114,568 | $2.8M |
| Probity Advisors, Inc. | 0.59% | Add +73.8% | 114,397 | $2.8M |
| Quantum Financial Advisors, LLC | 0.52% | Add +549.4% | 114,304 | $2.8M |
| Heck Capital Advisors, LLC | 0.43% | Reduce -2.4% | 114,296 | $2.8M |
| Wrapmanager Inc. | 0.78% | Add +2.6% | 113,656 | $2.8M |
| Parallel Advisors, LLC | 0.08% | Add +70.4% | 112,406 | $2.8M |
| Wick Capital Partners, LLC | 2.60% | Reduce -17.8% | 107,841 | $2.7M |
| Beaumont Asset Management, L.L.C. | 1.75% | Reduce -3.5% | 105,957 | $2.6M |
| JPMorgan Chase & Co. | 0.00% | Add +0.7% | 102,987 | $2.6M |
| Moneco Advisors, LLC | 0.40% | Add +38.3% | 101,136 | $2.5M |
| Benjamin Edwards Inc. | 0.47% | Add +0.6% | 96,016 | $2.4M |
| Matthew Goff Investment Advisor, LLC | 0.48% | Add +86.8% | 95,354 | $2.4M |
| Precedent Wealth Partners, LLC | 1.01% | Add +13.3% | 94,932 | $2.4M |
| LifePlan Financial, LLC | 2.15% | Add +3.7% | 94,714 | $2.3M |
| Fortis Capital Management LLC | 0.60% | Reduce -0.2% | 92,515 | $2.3M |
| Archford Capital Strategies, LLC | 0.38% | Reduce -2.9% | 90,712 | $2.3M |
| Ironwood Financial, llc | 0.52% | Add +6.4% | 90,330 | $2.2M |
| First Fiduciary Investment Counsel, Inc. | 0.46% | Add +8.1% | 89,065 | $2.2M |
| Integrated Wealth Concepts LLC | 0.03% | Add +2.0% | 87,136 | $2.2M |
| Valley Wealth Managers, Inc. | 0.16% | Reduce -3.5% | 84,599 | $2.1M |
| Hilltop Holdings Inc. | 0.23% | Add +6.0% | 83,882 | $2.1M |
| Thrivent Financial for Lutherans | 0.00% | Add +42.6% | 83,640 | $2.1M |
| Foundry Financial Group, Inc. | 1.46% | Add +8.4% | 82,290 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -1.7% | 80,389 | $2.0M |
| Masso Torrence Wealth Management Inc. | 1.16% | Add +15.6% | 78,743 | $2.0M |
| First National Trust Co | 0.08% | Add +32.6% | 78,419 | $1.9M |
| Coldstream Capital Management Inc. | 0.05% | Add +15.5% | 78,236 | $1.9M |
| Advance Capital Management, Inc. | 0.13% | New | 78,164 | $1.9M |
| Cornell Pochily Investment Advisors, Inc. | 0.77% | Reduce -1.0% | 77,772 | $1.9M |
| Phillips Financial Management, LLC | 0.16% | Add +22.8% | 77,651 | $1.9M |
| Cary Street Partners Asset Management LLC | 0.29% | Reduce -9.2% | 76,311 | $1.9M |
| Smith, Moore & Co. | 0.20% | Add +158.2% | 75,913 | $1.9M |
| McGlone Suttner Wealth Management, Inc. | 0.35% | Add +29.5% | 75,804 | $1.9M |
| Paradigm, Strategies in Wealth Management, LLC | 1.15% | Reduce -6.8% | 75,090 | $1.9M |
| Covington Investment Advisors Inc. | 0.30% | Add +27.8% | 74,707 | $1.9M |
| Meitav Investment House Ltd. | 0.04% | Reduce -6.0% | 72,311 | $1.8M |
| 4J Wealth Management LLC | 1.40% | Add +17.3% | 65,170 | $1.6M |
| Safeguard Financial, LLC | 0.52% | Add +28.8% | 64,429 | $1.6M |
| AMG National Trust Bank | 0.05% | Reduce -3.4% | 64,379 | $1.6M |
| Prime Capital Investment Advisors, LLC | 0.02% | Add +8.5% | 63,968 | $1.6M |
| Sightline Wealth Advisors, LLC | 1.03% | Add +2.1% | 63,297 | $1.6M |
| Sigma Planning Corp | 0.05% | Add +461.6% | 61,810 | $1.5M |
| Sowell Financial Services LLC | 0.07% | Add +5.0% | 61,596 | $1.5M |
| Northwest Bancshares, Inc. | 0.24% | Add +19.1% | 60,707 | $1.5M |
| Segment Wealth Management, LLC | 0.11% | Add +11.1% | 60,483 | $1.5M |
| Savant Capital, LLC | 0.02% | Reduce -6.9% | 59,704 | $1.5M |
| Princeton Global Asset Management LLC | 0.35% | Add +28.9% | 58,623 | $1.5M |
| Susquehanna International Group, LLP | 0.00% | New | 58,428 | $1.4M |
| Stonebrook Private Inc. | 0.41% | Add +74.2% | 56,179 | $1.4M |
| Element Wealth, LLC | 0.81% | Add +8.1% | 55,853 | $1.4M |
| Ritholtz Wealth Management | 0.05% | Reduce -4.3% | 54,853 | $1.4M |
| Newman Dignan & Sheerar, Inc. | 0.36% | Reduce -20.1% | 54,451 | $1.4M |
| PSI Advisors, LLC | 0.48% | Add +13.3% | 53,368 | $1.3M |
| Redwood Financial Network Corp | 1.12% | Add +5.8% | 51,680 | $1.3M |
| Klaas Financial Asset Advisors, LLC | 0.25% | Reduce -4.2% | 49,874 | $1.2M |
| Stokes Family Office, LLC | 0.15% | No change | 49,785 | $1.2M |
| Exchange Capital Management, Inc. | 0.20% | Add +17.3% | 49,780 | $1.2M |
| NovaPoint Capital, LLC | 0.42% | Add +16.7% | 48,231 | $1.2M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +51.4% | 47,547 | $1.2M |
| Chesley Taft & Associates LLC | 0.06% | Add +5.8% | 45,532 | $1.1M |
| Austin Private Wealth, LLC | 0.13% | Add +35.6% | 45,073 | $1.1M |
| Harbor Investment Advisory, LLC | 0.12% | Add +10.5% | 44,818 | $1.1M |
| Woodmont Investment Counsel LLC | 0.09% | Reduce -93.7% | 43,475 | $1.1M |
| Balentine LLC | 0.03% | Add +375.1% | 43,381 | $1.1M |
| Farmers National Bank | 0.32% | Add +4.4% | 42,989 | $1.1M |
| Weaver Consulting Group | 0.39% | Add +12.3% | 42,623 | $1.1M |
| Granite Bay Wealth Management, LLC | 0.59% | Reduce -98.8% | 42,016 | $1.0M |
| Barrett & Company, Inc. | 0.48% | Add +0.3% | 40,559 | $1.0M |
| Cherry Tree Wealth Management, LLC | 0.25% | Add +12.5% | 40,400 | $1.0M |
| American Money Management, LLC | 0.21% | Reduce -21.7% | 40,388 | $1.0M |
| Horan Securities, Inc. | 0.44% | Add +4.9% | 37,915 | $941K |
| Cannon Financial Strategists, Inc. | 0.18% | Add +4.7% | 36,996 | $918K |
| Regions Financial Corp. | 0.01% | Add +12.3% | 35,544 | $882K |
| Roble, Belko & Company, Inc | 0.15% | Add +0.0% | 34,883 | $865K |
| Lincoln National Corp. | 0.01% | Reduce -28.1% | 34,152 | $847K |
| Beacon Financial Group | 0.09% | Add +52.0% | 32,472 | $806K |
| Gould Asset Management LLC | 0.19% | Add +33.6% | 32,375 | $803K |
| PFG Investments, LLC | 0.05% | New | 31,977 | $793K |
| Consolidated Portfolio Review Corp | 0.21% | Add +5.2% | 31,745 | $788K |
| Conrad Siegel Investment Advisors, Inc. | 0.22% | New | 30,616 | $760K |
| Summit Wealth Partners, LLC | 0.16% | No change | 30,382 | $754K |
| Steele Capital Management, Inc. | 0.04% | No change | 30,364 | $753K |
| First Interstate Bank | 0.05% | Add +0.1% | 30,258 | $751K |
| Granite Harbor Advisors, Inc. | 0.51% | Add +2.1% | 30,116 | $747K |
| Black Swift Group, LLC | 0.19% | Reduce -65.8% | 30,080 | $746K |
| Waterloo Capital, L.P. | 0.09% | Reduce -2.7% | 29,881 | $741K |
| Fairhaven Wealth Management, LLC | 0.24% | New | 28,773 | $714K |
| Comerica Bank | 0.00% | Add +0.5% | 28,534 | $708K |
| Hills Bank & Trust Co | 0.06% | Add +246.7% | 28,378 | $704K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.40% | No change | 28,017 | $695K |
| Rothschild Wealth LLC | 0.24% | — | 27,299 | $677K |
| Crescent Grove Advisors, LLC | 0.07% | No change | 27,239 | $676K |
| Atwater Malick LLC | 0.24% | Add +5.5% | 27,164 | $674K |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -10.7% | 27,067 | $671K |
| Koshinski Asset Management, Inc. | 0.07% | New | 27,010 | $670K |
| Treynor Bancshares, Inc. | 0.38% | Add +0.1% | 26,681 | $662K |
| Robinson Smith Wealth Advisors LLC | 0.63% | No change | 26,357 | $654K |
| Neuberger Berman Group LLC | 0.00% | New | 25,675 | $637K |
| Avantax Planning Partners, Inc. | 0.02% | Add +39.9% | 25,348 | $629K |
| Principal Securities, Inc. | 0.02% | Add +57.1% | 25,227 | $626K |
| Reliant Wealth Planning | 0.30% | No change | 25,075 | $622K |
| BCS Wealth Management | 0.20% | Add +99.7% | 24,808 | $615K |
| Integrated Advisors Network LLC | 0.03% | New | 23,540 | $584K |
| Heartland Bank & Trust Co | 0.34% | New | 23,437 | $581K |
| Alterna Wealth Management, Inc. | 0.46% | Add +53.4% | 22,692 | $563K |
| Dearborn Partners LLC | 0.02% | Add +8.2% | 22,370 | $555K |
| Patriot Investment Management Group, Inc. | 0.04% | No change | 22,288 | $553K |
| Syntegra Private Wealth Group, LLC | 0.07% | New | 22,226 | $551K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +1.9% | 22,097 | $548K |
| Resonant Capital Advisors, LLC | 0.05% | New | 22,070 | $548K |
| Dorsey & Whitney Trust CO LLC | 0.04% | Reduce -15.4% | 22,000 | $546K |
| Dakota Wealth Management | 0.01% | Reduce -2.6% | 21,745 | $539K |
| GAMMA Investing LLC | 0.10% | New | 20,656 | $512K |
| Mutual Advisors, LLC | 0.02% | Add +14.6% | 20,509 | $509K |
| Blue Trust, Inc. | 0.01% | New | 20,259 | $503K |
| Jackson Hole Capital Partners, LLC | 0.11% | Reduce -6.5% | 20,158 | $500K |
| Spectrum Wealth Counsel, LLC | 0.06% | No change | 20,114 | $499K |
| Venture Visionary Partners LLC | 0.02% | Add +4.2% | 20,063 | $498K |
| Cypress Point Wealth Management, LLC | 0.25% | New | 20,000 | $496K |
| 1900 Wealth Management LLC | 0.04% | No change | 19,865 | $493K |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +33.8% | 19,714 | $489K |
| Schmidt P J Investment Management Inc. | 0.09% | Reduce -1.3% | 18,778 | $466K |
| Focus Partners Wealth | 0.00% | No change | 18,736 | $465K |
| Eldridge Investment Advisors, Inc. | 0.12% | Reduce -45.9% | 18,687 | $464K |
| Barclays PLC | 0.00% | No change | 17,975 | $446K |
| Baird Financial Group, Inc. | 0.00% | Add +54.0% | 17,949 | $445K |
| Farther Finance Advisors, LLC | 0.03% | Reduce -0.1% | 17,633 | $436K |
| CFS Investment Advisory Services, LLC | 0.07% | Reduce -8.7% | 17,424 | $432K |
| KPP Advisory Services LLC | 0.12% | New | 17,197 | $427K |
| Godshalk Welsh Capital Management, Inc. | 0.28% | Add +17.2% | 17,050 | $423K |
| Marex Group Ltd | 0.01% | New | 17,000 | $422K |
| Wells Financial Advisors INC | 0.29% | No change | 16,930 | $420K |
| Accretive Wealth Partners, LLC | 0.18% | New | 16,630 | $411K |
| Sunbelt Securities, Inc. | 0.05% | No change | 16,462 | $408K |
| Willis Johnson & Associates, Inc. | 0.04% | No change | 16,440 | $408K |
| American Planning Services, Inc. | 0.29% | Add +24.5% | 16,352 | $406K |
| Brookstone Capital Management | 0.01% | New | 16,326 | $405K |
| Montecito Bank & Trust | 0.08% | New | 16,292 | $404K |
| International Assets Investment Management, LLC | 0.04% | Add +31.7% | 16,010 | $396K |
| REDW Wealth LLC | 0.10% | Add +65.6% | 15,486 | $384K |
| Up Strategic Wealth Investment Advisors LLC | 0.63% | No change | 15,409 | $382K |
| Bank of New York Mellon Corp | 0.00% | Add +38.1% | 15,191 | $377K |
| James Investment Research, Inc. | 0.04% | New | 15,115 | $375K |
| Raymond James Trust N.A. | 0.01% | Add +33.9% | 14,838 | $368K |
| MKT Advisors LLC | 0.20% | Add +0.2% | 14,830 | $366K |
| Duncker Streett & Co. Inc. | 0.07% | No change | 14,753 | $366K |
| Mission Creek Capital Partners, Inc. | 0.09% | Reduce -23.1% | 14,662 | $364K |
| Crestmont Private Wealth LLC | 0.18% | New | 14,614 | $363K |
| Valley Forge Investment Consultants Inc. Adv | 0.14% | New | 14,345 | $356K |
| Straight Path Wealth Management | 0.20% | Add +11.9% | 14,246 | $353K |
| Beacon Financial Planning, Inc. | 0.24% | Add +19.0% | 13,902 | $345K |
| Black Cypress Capital Management, LLC | 0.32% | — | 13,896 | $345K |
| Arcadia Investment Management Corp. | 0.06% | No change | 13,750 | $341K |
| Horizons Wealth Management | 0.22% | No change | 13,751 | $340K |
| Householder Group Estate & Retirement Specialist, LLC | 0.10% | Reduce -8.5% | 13,697 | $340K |
| L.M. Kohn & Company | 0.09% | New | 13,523 | $336K |
| Executive Wealth Management, LLC | 0.03% | New | 13,403 | $331K |
| Swmg, LLC | 0.15% | Reduce -14.5% | 13,055 | $324K |
| Seneca House Advisors | 0.14% | New | 12,833 | $318K |
| Bank of New Hampshire | 0.08% | No change | 12,805 | $318K |
| &partners | 0.04% | New | 12,524 | $311K |
| Gilbert & Cook, Inc. | 0.04% | No change | 11,870 | $294K |
| Waterford Advisors, LLC | 0.12% | Reduce -9.2% | 11,751 | $292K |
| Johnson Bixby & Associates, LLC | 0.05% | Add +13.1% | 11,740 | $291K |
| Cassia Capital Partners, LLC | 0.19% | No change | 11,582 | $287K |
| Wealthspire Advisors, LLC | 0.00% | No change | 11,545 | $286K |
| E&G Advisors, LLC | 0.09% | No change | 11,500 | $285K |
| Mgo One Seven LLC | 0.01% | Add +17.7% | 11,016 | $273K |
| NorthCoast Asset Management LLC | 0.00% | No change | 10,880 | $270K |
| Anchor Capital Advisors LLC | 0.01% | No change | 10,800 | $268K |
| United Community Bank | 0.10% | Add +19.1% | 10,661 | $264K |
| Pine Haven Investment Counsel, Inc | 0.23% | Add +6.0% | 10,550 | $262K |
| Kintra Wealth, LLC | 0.18% | New | 10,000 | $248K |
| Claret Asset Management Corp | 0.04% | No change | 9,875 | $245K |
| J. L. Bainbridge & Co., Inc. | 0.03% | New | 9,560 | $237K |
| Childress Capital Advisors, LLC | 0.07% | Add +3.9% | 9,435 | $234K |
| Mattern Capital Management, LLC | 0.03% | New | 9,202 | $228K |
| Bank of Montreal | 0.00% | Add +57.2% | 8,792 | $218K |
| Wealth Effects LLC | 0.08% | No change | 8,746 | $217K |
| Strategic Blueprint, LLC | 0.02% | New | 8,590 | $213K |
| Private Trust Co. NA | 0.02% | Add +11.8% | 8,516 | $211K |
| Avior Wealth Management, LLC | 0.01% | No change | 8,431 | $209K |
| Aerodigm Wealth, LLC | 0.08% | Reduce -50.0% | 8,350 | $207K |
| Valley National Advisers Inc. | 0.03% | Reduce -42.3% | 8,377 | $207K |
| CIBC Private Wealth Group LLC | 0.00% | New | 8,308 | $205K |
| Apollon Wealth Management, LLC | 0.01% | New | 8,249 | $205K |
| Autumn Glory Partners, LLC | 0.10% | No change | 8,199 | $203K |
| Cypress Wealth Services, LLC | 0.05% | No change | 8,183 | $203K |
| BSW Wealth Partners | 0.03% | New | 8,161 | $202K |
| Ballast Advisors LLC | 0.07% | New | 7,776 | $193K |
| Addison Advisors LLC | 0.07% | Reduce -7.9% | 7,714 | $191K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 7,500 | $186K |
| Provenance Wealth Advisors, LLC | 0.02% | Reduce -2.2% | 6,968 | $173K |
| Knights of Columbus Asset Advisors LLC | 0.01% | Add +77.3% | 6,493 | $161K |
| Front Row Advisors LLC | 0.06% | Add +7.1% | 6,245 | $155K |
| Legacy Bridge, LLC | 0.09% | Add +14.9% | 6,181 | $153K |
| Adirondack Trust Co. | 0.06% | Add +43.8% | 6,183 | $153K |
| Cordgrass Capital Advisors, LLC | 0.05% | Add +0.1% | 5,885 | $146K |
| Bogart Wealth, LLC | 0.01% | Add +12.8% | 5,350 | $133K |
| Global Assets Advisory, LLC | 0.08% | New | 5,104 | $126K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | No change | 4,890 | $121K |
| Harbour Investments, Inc. | 0.00% | Add +25.0% | 4,843 | $120K |
| Pinnacle Bancorp, Inc. | 0.03% | Reduce -75.9% | 4,414 | $110K |
| Signaturefd, LLC | 0.00% | New | 4,323 | $107K |
| Maryland Capital Advisors Inc. | 0.06% | Add +37.4% | 3,709 | $92K |
| HHM Wealth Advisors, LLC | 0.02% | No change | 3,700 | $92K |
| Anchor Investment Management, LLC | 0.01% | No change | 3,430 | $85K |
| Trust Co | 0.01% | New | 3,031 | $75K |
| First Horizon Advisors, Inc. | 0.00% | No change | 2,846 | $71K |
| Sachetta, LLC | 0.03% | No change | 2,700 | $67K |
| Evergreen Private Wealth LLC | 0.03% | Reduce -97.8% | 2,243 | $56K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,048 | $51K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,938 | $48K |
| First Manhattan Co. Llc. | 0.00% | Add +21.4% | 1,790 | $44K |
| Creekmur Asset Management LLC | 0.01% | Reduce -30.2% | 1,738 | $43K |
| AlTi Global, Inc. | 0.00% | Reduce -97.3% | 1,660 | $41K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,658 | $41K |
| Stephens Consulting, LLC | 0.01% | Add +0.6% | 1,570 | $39K |
| Tyler-Stone Wealth Management | 0.02% | No change | 1,540 | $38K |
| Godsey & Gibb, Inc. | 0.00% | Reduce -6.0% | 1,500 | $37K |
| BlackRock Inc. | 0.00% | Add +854.8% | 1,289 | $32K |
| BOK Financial Private Wealth, Inc. | 0.00% | Reduce -21.2% | 1,055 | $26K |
| Motco | 0.00% | No change | 970 | $24K |
| NFSG Corp | 0.01% | No change | 883 | $22K |
| Jones Financial Companies LLLP | 0.00% | New | 818 | $20K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $20K |
| Bradley & Co. Private Wealth Management, LLC | 0.02% | No change | 786 | $20K |
| Grove Bank & Trust | 0.00% | No change | 755 | $19K |
| BNP Paribas Financial Markets | 0.00% | Add +2785.7% | 606 | $15K |
| Fifth Third Bancorp | 0.00% | Reduce -57.1% | 569 | $14K |
| Mascoma Wealth Management LLC | 0.00% | Reduce -80.1% | 543 | $13K |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.8% | 515 | $13K |
| Eagle Bay Advisors LLC | 0.01% | New | 404 | $10K |
| Dunhill Financial, LLC | 0.01% | New | 403 | $10K |
| Atwood & Palmer Inc. | 0.00% | New | 350 | $9K |
| FMR LLC | 0.00% | Reduce -25.7% | 228 | $6K |
| AlphaMark Advisors, LLC | 0.00% | No change | 200 | $5K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 198 | $5K |
| Beaird Harris Wealth Management, LLC | 0.00% | New | 121 | $3K |
| Carolinas Wealth Consulting LLC | 0.00% | New | 109 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 100 | $2K |
"% 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.