iShares Ibonds Dec 2025 TermIBDQETF
13F holders, Q2 2024 (June 30)356holders +11
29new positions
20sold out
2famous investors
$24.82avg. 13F price*
At the end of Q2 2024, 356 institutions reported holding iShares Ibonds Dec 2025 Term (IBDQ) in their 13F filings, up 11 from Q1 2024. 29 opened new positions and 20 sold out. The largest holders were Bank of America Corp. ($185.4M), Morgan Stanley ($85.0M) and UBS Group AG ($75.3M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 29 | $33.2M |
| Exits | 20 | $62.6M |
All 13F filers, Q1 2024 → Q2 2024: 5,936,405 shares bought and 4,252,250 shares sold, net +1,684,155 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 356 holders
| Bank of America Corp. | 0.02% | Add +2.6% | 7,455,762 | $185.4M |
| Morgan Stanley | 0.01% | Add +4.7% | 3,420,938 | $85.0M |
| UBS Group AG | 0.02% | Add +5.9% | 3,030,874 | $75.3M |
| HM Payson & Co. | 1.21% | Add +6.9% | 2,681,190 | $66.7M |
| Mercer Global Advisors Inc. | 0.15% | Reduce -1.7% | 2,350,553 | $55.1M |
| Envestnet Asset Management Inc. | 0.02% | Add +3.0% | 2,037,651 | $50.7M |
| LPL Financial LLC | 0.02% | Add +8.1% | 1,808,412 | $45.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -0.2% | 1,704,438 | $42.3M |
| NewEdge Advisors, LLC | 0.27% | Reduce -3.7% | 1,489,769 | $37.0M |
| Wells Fargo & Company | 0.01% | Reduce -6.3% | 1,456,660 | $36.2M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Reduce -4.9% | 1,454,358 | $36.2M |
| US Bancorp \de | 0.05% | Reduce -0.8% | 1,330,232 | $33.1M |
| Stifel Financial Corp. | 0.04% | Add +21.7% | 1,268,730 | $31.5M |
| Royal Bank of Canada | 0.01% | Reduce -10.2% | 1,212,345 | $30.1M |
| Kathmere Capital Management, LLC | 3.11% | Add +16.4% | 1,178,001 | $29.3M |
| Gratus Wealth Advisors, LLC | 4.75% | Add +2.8% | 1,106,997 | $27.5M |
| Sound View Wealth Advisors Group, LLC | 2.71% | Add +5.4% | 1,059,376 | $26.3M |
| Sigma Investment Counselors Inc. | 1.51% | Reduce -0.5% | 971,150 | $24.1M |
| Captrust Financial Advisors | 0.08% | Add +15.8% | 953,647 | $23.7M |
| Benjamin F. Edwards & Company, Inc. | 0.40% | Add +29.5% | 922,286 | $22.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +59.3% | 860,333 | $21.4M |
| Commonwealth Equity Services, LLC | 0.03% | Add +9.1% | 839,035 | $20.9M |
| Mariner, LLC | 0.04% | Add +0.1% | 820,554 | $20.4M |
| Glenview Trust Co | 0.41% | Add +7.6% | 811,732 | $20.2M |
| Truist Financial Corp. | 0.03% | Add +10.5% | 787,644 | $19.6M |
| Howland Capital Management LLC | 0.93% | Add +19.9% | 784,327 | $19.5M |
| Raymond James & Associates | 0.01% | Add +7.0% | 769,743 | $19.1M |
| RVW Wealth, LLC | 1.90% | Add +4.4% | 764,455 | $19.0M |
| Capital Investment Advisors, LLC | 0.38% | Add +2.9% | 679,019 | $16.9M |
| Keeler Thomas Management LLC | 5.58% | Add +0.5% | 658,343 | $16.4M |
| Summit Asset Management, LLC | 1.76% | Add +2.0% | 598,378 | $14.9M |
| Creative Planning | 0.02% | Add +10.2% | 577,153 | $14.3M |
| MV Capital Management, Inc. | 1.60% | Add +0.3% | 570,539 | $14.2M |
| MCF Advisors LLC | 1.05% | Reduce -0.1% | 556,217 | $13.8M |
| Ashton Thomas Private Wealth, LLC | 0.76% | Reduce -5.0% | 550,797 | $13.7M |
| CENTRAL TRUST Co | 0.32% | Add +12.9% | 530,887 | $13.2M |
| Arrow Financial Corp | 1.28% | Add +2.8% | 527,025 | $13.1M |
| Cwm, LLC | 0.06% | Add +5.0% | 505,898 | $12.6M |
| Journey Advisory Group, LLC | 1.50% | Add +3.8% | 505,709 | $12.6M |
| Strid Group, LLC | 2.01% | Add +18.5% | 488,177 | $12.1M |
| Buffington Mohr McNeal | 2.12% | Reduce -5.8% | 485,917 | $12.1M |
| Kestra Advisory Services, LLC | 0.07% | Add +12.3% | 476,518 | $11.8M |
| Beacon Pointe Advisors, LLC | 0.12% | Reduce -2.9% | 417,559 | $10.4M |
| Global Retirement Partners, LLC | 0.31% | Add +7.0% | 401,229 | $10.0M |
| Renaissance Technologies | 0.02% | Add +9.6% | 391,300 | $9.7M |
| Osaic Holdings, Inc. | 0.02% | Add +10.3% | 352,468 | $8.8M |
| Signature Wealth Management Group | 3.77% | Add +0.8% | 346,522 | $8.6M |
| JPMorgan Chase & Co. | 0.00% | Add +233.3% | 343,288 | $8.5M |
| Sanctuary Advisors, LLC | 0.06% | — | 343,979 | $8.5M |
| Lyell Wealth Management, LP | 0.74% | Reduce -0.1% | 310,033 | $7.7M |
| PFG Private Wealth Management, LLC | 4.62% | Add +1.6% | 306,633 | $7.6M |
| Atria Wealth Solutions, Inc. | 0.08% | Add +7.9% | 301,588 | $7.5M |
| Hamel Associates, Inc. | 2.34% | Reduce -0.6% | 299,087 | $7.4M |
| Windsor Capital Management, LLC | 2.30% | Reduce -23.5% | 298,789 | $7.4M |
| Leavell Investment Management, Inc. | 0.41% | Add +0.1% | 297,880 | $7.4M |
| Kesler, Norman & Wride, LLC | 1.56% | Add +3.8% | 296,408 | $7.4M |
| Arcadia Investment Advisors LLC | 4.16% | Add +2.9% | 294,981 | $7.3M |
| Peloton Wealth Strategists | 2.94% | Add +2.9% | 282,785 | $7.0M |
| Fulton Breakefield Broenniman LLC | 0.51% | Reduce -1.6% | 280,156 | $7.0M |
| Allworth Financial LP | 0.04% | Add +3.3% | 268,465 | $6.7M |
| Houlihan Financial Resource Group, Ltd. | 4.55% | Add +1.9% | 268,535 | $6.7M |
| Citadel Advisors | 0.01% | New | 264,598 | $6.6M |
| Scissortail Wealth Management, LLC | 1.62% | Add +2.8% | 255,709 | $6.4M |
| Focus Partners Wealth | 0.02% | Add +1250.3% | 252,996 | $6.3M |
| IFP Advisors, Inc | 0.25% | Add +6.7% | 249,315 | $6.2M |
| Mesirow Financial Investment Management, Inc. | 0.14% | Add +8.0% | 248,120 | $6.2M |
| FinTrust Capital Advisors, LLC | 1.05% | Add +1.5% | 230,990 | $5.7M |
| Sandy Spring Bank | 0.25% | Reduce -2.6% | 224,263 | $5.6M |
| Leo Wealth, LLC | 0.57% | Add +9.3% | 224,137 | $5.6M |
| New England Private Wealth Advisors LLC | 0.95% | Add +2.3% | 218,007 | $5.4M |
| Confluence Investment Management LLC | 0.08% | Add +43.0% | 214,998 | $5.3M |
| United Capital Financial Advisors, LLC | 0.04% | Reduce -15.7% | 201,589 | $5.0M |
| Laurel Wealth Advisors LLC | 0.88% | Add +0.3% | 201,163 | $5.0M |
| Praetorian Wealth Management, Inc. | 1.28% | Add +3.7% | 200,451 | $5.0M |
| Madden Advisory Services, Inc. | 2.53% | Add +8.4% | 199,944 | $5.0M |
| EP Wealth Advisors, LLC | 0.05% | Reduce -0.4% | 192,210 | $4.8M |
| Aviance Capital Partners, LLC | 0.68% | Add +3.3% | 192,052 | $4.8M |
| Private Advisor Group, LLC | 0.03% | Add +8.6% | 189,054 | $4.7M |
| OneDigital Investment Advisors LLC | 0.06% | New | 185,270 | $4.6M |
| Asset Dedication, LLC | 0.32% | Add +1.4% | 183,133 | $4.6M |
| IRON Financial LLC | 2.55% | Reduce -0.3% | 182,721 | $4.5M |
| MML Investors Services, LLC | 0.02% | Add +5.4% | 176,702 | $4.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.4% | 175,560 | $4.4M |
| Ogorek Anthony Joseph /NY/ | 1.51% | Add +0.5% | 174,593 | $4.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +27.7% | 173,660 | $4.3M |
| Spinnaker Trust | 0.27% | Add +11.2% | 170,792 | $4.2M |
| Sax Wealth Advisors, LLC | 0.40% | Add +7.0% | 167,487 | $4.2M |
| Harbor Advisory Corp. | 1.40% | Add +2.9% | 162,686 | $4.0M |
| Krilogy Financial LLC | 0.29% | Add +0.5% | 160,788 | $4.0M |
| Droms Strauss Advisors Inc. /Mo/ | 1.44% | Add +3.6% | 160,488 | $4.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.09% | Reduce -1.9% | 159,771 | $4.0M |
| Summit Investment Advisory Services, LLC | 4.42% | New | 151,317 | $3.8M |
| Matthew Goff Investment Advisor, LLC | 0.76% | Add +58.0% | 150,677 | $3.7M |
| 4Thought Financial Group Inc. | 2.27% | Add +6.1% | 146,748 | $3.6M |
| Diversify Advisory Services, LLC | 0.20% | New | 145,303 | $3.6M |
| Cetera Investment Advisers | 0.01% | Reduce -5.6% | 134,738 | $3.3M |
| Deutsche Bank AG | 0.00% | Add +0.9% | 133,337 | $3.3M |
| CGN Advisors LLC | 0.39% | Add +7.1% | 133,082 | $3.3M |
| Round Rock Advisors LLC | 0.80% | Reduce -19.4% | 132,936 | $3.3M |
| Beaumont Asset Management, L.L.C. | 2.05% | Add +21.0% | 128,242 | $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.