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 |
| Fortis Capital Management LLC | 0.68% | Add +38.5% | 128,122 | $3.2M |
| Quantum Financial Advisors, LLC | 0.55% | Add +10.8% | 126,641 | $3.1M |
| Wrapmanager Inc. | 0.85% | Add +8.3% | 123,108 | $3.1M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -28.3% | 123,026 | $3.1M |
| Members Wealth LLC | 2.04% | — | 121,158 | $3.0M |
| Associated Banc-Corp | 0.09% | Add +1.3% | 119,532 | $3.0M |
| Probity Advisors, Inc. | 0.61% | Add +3.2% | 118,036 | $2.9M |
| Benjamin Edwards Inc. | 0.56% | Add +22.6% | 117,706 | $2.9M |
| Atria Investments, Inc | 0.04% | Reduce -15.0% | 116,966 | $2.9M |
| Foundation Wealth Management, LLC | 2.26% | Reduce -2.8% | 115,947 | $2.9M |
| Parallel Advisors, LLC | 0.07% | Add +2.3% | 115,015 | $2.9M |
| Heck Capital Advisors, LLC | 0.35% | Reduce -2.2% | 111,790 | $2.8M |
| Moneco Advisors, LLC | 0.40% | Add +8.7% | 109,905 | $2.7M |
| Precedent Wealth Partners, LLC | 1.10% | Add +15.7% | 109,828 | $2.7M |
| Ironwood Financial, llc | 0.61% | Add +20.6% | 108,926 | $2.7M |
| Thrivent Financial for Lutherans | 0.01% | Add +28.9% | 107,777 | $2.7M |
| Wick Capital Partners, LLC | 0.90% | Reduce -3.7% | 103,896 | $2.6M |
| Cary Street Partners Investment Advisory LLC | 0.10% | Reduce -23.4% | 97,845 | $2.4M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -14.7% | 97,698 | $2.4M |
| LifePlan Financial, LLC | 2.21% | Add +1.8% | 96,390 | $2.4M |
| Advance Capital Management, Inc. | 0.11% | Add +22.4% | 95,714 | $2.4M |
| Archford Capital Strategies, LLC | 0.38% | Add +4.0% | 94,355 | $2.3M |
| Phillips Financial Management, LLC | 0.19% | Add +19.5% | 92,804 | $2.3M |
| First Fiduciary Investment Counsel, Inc. | 0.49% | Add +3.0% | 91,725 | $2.3M |
| Safeguard Financial, LLC | 0.63% | Add +40.5% | 90,508 | $2.3M |
| Hilltop Holdings Inc. | 0.26% | Add +6.8% | 89,621 | $2.2M |
| Balentine LLC | 0.10% | Add +105.7% | 89,232 | $2.2M |
| Integrated Wealth Concepts LLC | 0.03% | Add +0.8% | 87,847 | $2.2M |
| STAR Financial Bank | 1.67% | New | 87,201 | $2.2M |
| Smith, Moore & Co. | 0.22% | Add +14.8% | 87,145 | $2.2M |
| Valley Wealth Managers, Inc. | 0.17% | Add +1.8% | 86,076 | $2.1M |
| First National Trust Co | 0.09% | Add +7.6% | 84,413 | $2.1M |
| Eldridge Investment Advisors, Inc. | 0.52% | Add +346.5% | 83,436 | $2.1M |
| Foundry Financial Group, Inc. | 1.38% | Reduce -2.2% | 80,445 | $2.0M |
| Coldstream Capital Management Inc. | 0.05% | Add +2.5% | 80,225 | $2.0M |
| Platte River Wealth Advisors, LLC | 0.55% | Reduce -65.9% | 79,092 | $2.0M |
| Wealth Enhancement Advisory Services, LLC | 0.00% | Reduce -4.0% | 77,139 | $1.9M |
| Paradigm, Strategies in Wealth Management, LLC | 1.17% | Add +2.4% | 76,870 | $1.9M |
| Masso Torrence Wealth Management Inc. | 1.06% | Reduce -2.5% | 76,766 | $1.9M |
| Cornell Pochily Investment Advisors, Inc. | 0.72% | Reduce -1.9% | 76,325 | $1.9M |
| Covington Investment Advisors Inc. | 0.30% | Add +1.9% | 76,167 | $1.9M |
| Sowell Financial Services LLC | 0.09% | Add +21.4% | 74,772 | $1.9M |
| Alterna Wealth Management, Inc. | 1.59% | Add +222.8% | 73,245 | $1.8M |
| Meitav Investment House Ltd. | 0.03% | Add +0.0% | 72,319 | $1.8M |
| Stonebrook Private Inc. | 0.52% | Add +28.4% | 72,129 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +45.4% | 69,145 | $1.7M |
| Sigma Planning Corp | 0.05% | Add +6.9% | 66,087 | $1.6M |
| Element Wealth, LLC | 0.90% | Add +15.5% | 64,525 | $1.6M |
| AMG National Trust Bank | 0.04% | No change | 64,379 | $1.6M |
| Sabal Trust CO | 0.10% | New | 64,352 | $1.6M |
| Jane Street Group, LLC | 0.00% | New | 63,762 | $1.6M |
| 4J Wealth Management LLC | 1.31% | Reduce -2.3% | 63,649 | $1.6M |
| Princeton Global Asset Management LLC | 0.35% | Add +7.3% | 62,901 | $1.6M |
| AlTi Global, Inc. | 0.04% | Add +3668.7% | 62,560 | $1.6M |
| Segment Wealth Management, LLC | 0.11% | Add +2.1% | 61,738 | $1.5M |
| PSI Advisors, LLC | 0.48% | Add +15.5% | 61,619 | $1.5M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -4.9% | 60,834 | $1.5M |
| Savant Capital, LLC | 0.01% | Reduce -2.3% | 58,361 | $1.5M |
| McGlone Suttner Wealth Management, Inc. | 0.30% | Reduce -22.8% | 58,526 | $1.4M |
| Klaas Financial Asset Advisors, LLC | 0.26% | Add +15.2% | 57,463 | $1.4M |
| Old Mission Capital LLC | 0.04% | New | 57,416 | $1.4M |
| Newman Dignan & Sheerar, Inc. | 0.36% | Add +2.6% | 55,844 | $1.4M |
| Northwest Bancshares, Inc. | 0.23% | Reduce -8.7% | 55,413 | $1.4M |
| Sightline Wealth Advisors, LLC | 0.84% | Reduce -14.0% | 54,424 | $1.4M |
| Austin Private Wealth, LLC | 0.15% | Add +20.3% | 54,205 | $1.3M |
| Ritholtz Wealth Management | 0.04% | Reduce -2.1% | 53,672 | $1.3M |
| Chesley Taft & Associates LLC | 0.07% | Add +17.1% | 53,332 | $1.3M |
| Redwood Financial Network Corp | 1.11% | Add +2.8% | 53,149 | $1.3M |
| Cary Street Partners Asset Management LLC | 0.19% | Reduce -33.2% | 51,008 | $1.3M |
| Stokes Family Office, LLC | 0.15% | No change | 49,785 | $1.2M |
| Exchange Capital Management, Inc. | 0.20% | Reduce -1.1% | 49,222 | $1.2M |
| Harbor Investment Advisory, LLC | 0.13% | Add +8.6% | 48,680 | $1.2M |
| Commonwealth Financial Services, LLC | 0.25% | Reduce -85.3% | 48,615 | $1.2M |
| Black Swift Group, LLC | 0.27% | Add +57.9% | 47,490 | $1.2M |
| Gould Asset Management LLC | 0.26% | Add +41.7% | 45,865 | $1.1M |
| Cherry Tree Wealth Management, LLC | 0.29% | Add +13.1% | 45,688 | $1.1M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | New | 44,346 | $1.1M |
| Horan Securities, Inc. | 0.47% | Add +15.0% | 43,605 | $1.1M |
| Weaver Consulting Group | 0.37% | Add +1.0% | 43,061 | $1.1M |
| TD Waterhouse Canada Inc. | 0.01% | New | 42,478 | $1.1M |
| Farmers National Bank | 0.31% | Reduce -4.0% | 41,292 | $1.0M |
| Barrett & Company, Inc. | 0.46% | Add +0.2% | 40,625 | $1.0M |
| Regions Financial Corp. | 0.01% | Add +12.6% | 40,008 | $995K |
| GAMMA Investing LLC | 0.13% | Add +88.3% | 38,903 | $967K |
| Hills Bank & Trust Co | 0.08% | Add +37.0% | 38,866 | $966K |
| American Money Management, LLC | 0.20% | Reduce -5.8% | 38,037 | $946K |
| Ruggaard & Associates LLC | 0.43% | New | 37,486 | $932K |
| Cannon Financial Strategists, Inc. | 0.18% | Add +1.0% | 37,350 | $929K |
| Thoroughbred Financial Services, LLC | 0.06% | Add +34.0% | 36,266 | $901K |
| Blue Square Asset Management, LLC | 0.52% | New | 36,090 | $897K |
| Roble, Belko & Company, Inc | 0.15% | Add +0.0% | 34,884 | $867K |
| Consolidated Portfolio Review Corp | 0.20% | Add +9.3% | 34,709 | $863K |
| Summit Wealth Partners, LLC | 0.17% | Add +10.4% | 33,532 | $834K |
| Fairhaven Wealth Management, LLC | 0.26% | Add +9.2% | 31,413 | $781K |
| Conrad Siegel Investment Advisors, Inc. | 0.23% | Add +2.0% | 31,215 | $776K |
| IMA Advisory Services, Inc. | 0.34% | Reduce -87.2% | 31,166 | $775K |
| Woodmont Investment Counsel LLC | 0.06% | Reduce -29.0% | 30,878 | $768K |
| Steele Capital Management, Inc. | 0.04% | No change | 30,364 | $755K |
| First Interstate Bank | 0.05% | No change | 30,258 | $752K |
| Resonant Capital Advisors, LLC | 0.06% | Add +36.6% | 30,140 | $749K |
| Koshinski Asset Management, Inc. | 0.07% | Add +9.7% | 29,625 | $736K |
| Rothschild Wealth LLC | 0.24% | Add +7.5% | 29,334 | $729K |
| Fullcircle Wealth LLC | 0.36% | — | 29,195 | $727K |
| Montecito Bank & Trust | 0.15% | Add +77.9% | 28,978 | $720K |
| Integrated Advisors Network LLC | 0.04% | Add +22.5% | 28,826 | $717K |
| Comerica Bank | 0.00% | Add +0.6% | 28,718 | $714K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.41% | No change | 28,017 | $697K |
| One Plus One Wealth Management, LLC | 0.39% | New | 27,467 | $683K |
| Reliant Wealth Planning | 0.31% | Add +9.1% | 27,350 | $680K |
| Atwater Malick LLC | 0.23% | No change | 27,164 | $675K |
| Crescent Grove Advisors, LLC | 0.07% | Reduce -1.1% | 26,937 | $670K |
| Executive Wealth Management, LLC | 0.12% | Add +99.7% | 26,760 | $665K |
| Robinson Smith Wealth Advisors LLC | 0.58% | No change | 26,357 | $655K |
| Neuberger Berman Group LLC | 0.00% | Add +1.7% | 26,100 | $649K |
| Avantax Planning Partners, Inc. | 0.02% | Add +2.5% | 25,983 | $646K |
| Principal Securities, Inc. | 0.02% | Reduce -0.4% | 25,137 | $625K |
| Strategic Blueprint, LLC | 0.04% | Add +190.8% | 24,983 | $621K |
| BCS Wealth Management | 0.30% | No change | 24,808 | $617K |
| Heartland Bank & Trust Co | 0.35% | Add +4.8% | 24,573 | $611K |
| Empirical Asset Management, LLC | 0.23% | New | 24,441 | $608K |
| Spectrum Wealth Counsel, LLC | 0.07% | Add +14.6% | 23,055 | $573K |
| Syntegra Private Wealth Group, LLC | 0.07% | Add +1.8% | 22,631 | $563K |
| Dearborn Partners LLC | 0.02% | Add +0.4% | 22,463 | $558K |
| Godshalk Welsh Capital Management, Inc. | 0.37% | Add +31.7% | 22,450 | $558K |
| James Investment Research, Inc. | 0.07% | Add +46.3% | 22,115 | $550K |
| Dorsey & Whitney Trust CO LLC | 0.04% | No change | 22,000 | $547K |
| Bank of New York Mellon Corp | 0.00% | Add +44.3% | 21,922 | $545K |
| Cornerstone Wealth Management, LLC | 0.04% | Reduce -0.9% | 21,892 | $544K |
| Dakota Wealth Management | 0.01% | No change | 21,745 | $541K |
| Baird Financial Group, Inc. | 0.00% | Add +17.9% | 21,165 | $526K |
| REDW Wealth LLC | 0.13% | Add +32.8% | 20,567 | $511K |
| Brookstone Capital Management | 0.01% | Add +25.1% | 20,424 | $508K |
| Blue Trust, Inc. | 0.01% | No change | 20,259 | $503K |
| Jackson Hole Capital Partners, LLC | 0.11% | No change | 20,158 | $501K |
| Cypress Point Wealth Management, LLC | 0.24% | No change | 20,000 | $497K |
| 1900 Wealth Management LLC | 0.05% | No change | 19,865 | $494K |
| Raymond James Trust N.A. | 0.01% | Add +31.4% | 19,505 | $485K |
| &partners | 0.02% | Add +55.3% | 19,447 | $483K |
| Mutual Advisors, LLC | 0.01% | Reduce -6.3% | 19,215 | $479K |
| Patriot Investment Management Group, Inc. | 0.04% | Reduce -13.7% | 19,238 | $478K |
| Accretive Wealth Partners, LLC | 0.19% | Add +12.1% | 18,646 | $464K |
| Schmidt P J Investment Management Inc. | 0.08% | Reduce -1.3% | 18,526 | $461K |
| Barclays PLC | 0.00% | No change | 17,975 | $447K |
| Farther Finance Advisors, LLC | 0.02% | Add +2.1% | 18,000 | $446K |
| Susquehanna International Group, LLP | 0.00% | Reduce -70.2% | 17,438 | $434K |
| Crestmont Private Wealth LLC | 0.20% | Add +16.6% | 17,032 | $423K |
| Marex Group Ltd | 0.01% | No change | 17,000 | $423K |
| Wells Financial Advisors INC | 0.28% | No change | 16,930 | $421K |
| Aerodigm Wealth, LLC | 0.19% | Add +100.0% | 16,700 | $415K |
| Sunbelt Securities, Inc. | 0.04% | No change | 16,462 | $409K |
| American Planning Services, Inc. | 0.29% | Add +0.7% | 16,459 | $409K |
| Willis Johnson & Associates, Inc. | 0.03% | No change | 16,440 | $409K |
| Advisory Services Network, LLC | 0.01% | New | 16,300 | $405K |
| Straight Path Wealth Management | 0.21% | Add +13.3% | 16,133 | $401K |
| Duncker Streett & Co. Inc. | 0.08% | Add +9.3% | 16,121 | $401K |
| NovaPoint Capital, LLC | 0.13% | Reduce -66.9% | 15,966 | $397K |
| Granite Bay Wealth Management, LLC | 0.21% | Reduce -62.4% | 15,800 | $393K |
| Up Strategic Wealth Investment Advisors LLC | 0.58% | No change | 15,409 | $383K |
| International Assets Investment Management, LLC | 0.04% | Reduce -5.0% | 15,210 | $378K |
| L.M. Kohn & Company | 0.10% | Add +13.4% | 15,333 | $369K |
| Beacon Financial Planning, Inc. | 0.25% | Add +6.5% | 14,801 | $368K |
| Black Cypress Capital Management, LLC | 0.35% | Add +6.2% | 14,756 | $367K |
| Kintra Wealth, LLC | 0.26% | Add +45.8% | 14,575 | $362K |
| Valley Forge Investment Consultants Inc. Adv | 0.14% | Add +1.0% | 14,482 | $360K |
| MKT Advisors LLC | 0.18% | Reduce -3.9% | 14,247 | $354K |
| Arcadia Investment Management Corp. | 0.06% | No change | 13,750 | $342K |
| KPP Advisory Services LLC | 0.09% | Reduce -20.1% | 13,740 | $342K |
| Horizons Wealth Management | 0.27% | Reduce -1.9% | 13,493 | $336K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -31.6% | 13,476 | $335K |
| Autumn Glory Partners, LLC | 0.16% | Add +52.1% | 12,471 | $310K |
| Bank of New Hampshire | 0.08% | Reduce -7.2% | 11,880 | $295K |
| Gilbert & Cook, Inc. | 0.04% | No change | 11,870 | $295K |
| Johnson Bixby & Associates, LLC | 0.05% | Add +0.9% | 11,852 | $295K |
| Waterford Advisors, LLC | 0.12% | Add +0.2% | 11,771 | $293K |
| Cassia Capital Partners, LLC | 0.19% | No change | 11,582 | $288K |
| Bank of Montreal | 0.00% | Add +31.4% | 11,557 | $287K |
| Wealthspire Advisors, LLC | 0.00% | No change | 11,545 | $287K |
| E&G Advisors, LLC | 0.08% | No change | 11,500 | $286K |
| J. L. Bainbridge & Co., Inc. | 0.03% | Add +19.8% | 11,450 | $285K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -35.2% | 11,294 | $281K |
| Ledyard National Bank | 0.03% | New | 11,135 | $277K |
| NorthCoast Asset Management LLC | 0.00% | No change | 10,880 | $270K |
| Pine Haven Investment Counsel, Inc | 0.23% | Add +2.8% | 10,850 | $270K |
| Anchor Capital Advisors LLC | 0.01% | No change | 10,800 | $268K |
| United Community Bank | 0.11% | Add +0.3% | 10,696 | $266K |
| Eagle Strategies LLC | 0.05% | New | 10,463 | $260K |
| Mayflower Financial Advisors, LLC | 0.04% | New | 10,142 | $252K |
| Swmg, LLC | 0.11% | Reduce -22.9% | 10,062 | $250K |
| Mgo One Seven LLC | 0.01% | Reduce -8.9% | 10,032 | $249K |
| Claret Asset Management Corp | 0.04% | No change | 9,875 | $245K |
| Equitable Holdings, Inc. | 0.00% | New | 9,636 | $240K |
| Seneca House Advisors | 0.10% | Reduce -25.2% | 9,600 | $239K |
| Childress Capital Advisors, LLC | 0.07% | No change | 9,435 | $235K |
| Mattern Capital Management, LLC | 0.03% | Add +1.8% | 9,367 | $233K |
| Merit Financial Group, LLC | 0.01% | New | 9,220 | $229K |
| Beacon Financial Group | 0.03% | Reduce -71.8% | 9,166 | $228K |
| Two Sigma Securities, LLC | 0.01% | New | 8,965 | $223K |
| Wealth Effects LLC | 0.08% | No change | 8,746 | $217K |
| Private Trust Co. NA | 0.02% | Add +0.4% | 8,551 | $213K |
| Blue Barn Wealth, LLC | 0.12% | New | 8,456 | $210K |
| Wolf Group Capital Advisors | 0.08% | New | 8,444 | $210K |
| Cypress Wealth Services, LLC | 0.05% | No change | 8,183 | $203K |
| BSW Wealth Partners | 0.03% | No change | 8,161 | $203K |
| Householder Group Estate & Retirement Specialist, LLC | 0.05% | Reduce -42.6% | 7,868 | $195K |
| Ballast Advisors LLC | 0.06% | No change | 7,776 | $193K |
| Adirondack Trust Co. | 0.08% | Add +24.4% | 7,689 | $191K |
| Addison Advisors LLC | 0.06% | Reduce -1.3% | 7,615 | $189K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 7,500 | $187K |
| Maryland Capital Advisors Inc. | 0.09% | Add +91.0% | 7,084 | $176K |
| Provenance Wealth Advisors, LLC | 0.02% | No change | 6,968 | $173K |
| Cordgrass Capital Advisors, LLC | 0.05% | Add +9.5% | 6,443 | $160K |
| Legacy Bridge, LLC | 0.09% | Add +2.0% | 6,306 | $157K |
| Front Row Advisors LLC | 0.05% | No change | 6,245 | $155K |
| Bogart Wealth, LLC | 0.01% | Add +0.0% | 5,352 | $133K |
| Valley National Advisers Inc. | 0.02% | Reduce -41.3% | 4,919 | $122K |
| Harbour Investments, Inc. | 0.00% | Add +0.8% | 4,880 | $121K |
| Koesten, Hirschmann & Crabtree, INC. | 0.08% | No change | 4,890 | $121K |
| Bramshill Investments, LLC | 0.01% | New | 4,349 | $108K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -48.5% | 4,283 | $106K |
| Jones Financial Companies LLLP | 0.00% | Add +398.5% | 4,078 | $101K |
| Knights of Columbus Asset Advisors LLC | 0.01% | Reduce -39.6% | 3,921 | $97K |
| CVA Family Office, LLC | 0.02% | New | 3,835 | $95K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 3,700 | $92K |
| Anchor Investment Management, LLC | 0.01% | No change | 3,430 | $85K |
| FMR LLC | 0.00% | Add +1360.5% | 3,330 | $83K |
| Pinnacle Bancorp, Inc. | 0.02% | Reduce -27.4% | 3,205 | $80K |
| Trust Co | 0.01% | No change | 3,031 | $75K |
| First Horizon Advisors, Inc. | 0.00% | No change | 2,846 | $71K |
| Evergreen Private Wealth LLC | 0.03% | Add +0.0% | 2,244 | $56K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,048 | $51K |
| Sachetta, LLC | 0.02% | Reduce -25.9% | 2,000 | $50K |
| Geneos Wealth Management Inc. | 0.00% | No change | 1,938 | $48K |
| Creekmur Asset Management LLC | 0.01% | No change | 1,738 | $43K |
| Signaturefd, LLC | 0.00% | Reduce -60.7% | 1,700 | $42K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,658 | $41K |
| Stephens Consulting, LLC | 0.01% | Add +0.8% | 1,583 | $39K |
| Tyler-Stone Wealth Management | 0.02% | Add +1.1% | 1,557 | $39K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 1,055 | $26K |
| Motco | 0.00% | No change | 970 | $24K |
| BNP Paribas Financial Markets | 0.00% | Add +50.5% | 912 | $23K |
| NFSG Corp | 0.01% | No change | 883 | $22K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $20K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | No change | 786 | $20K |
| Sound Income Strategies, LLC | 0.00% | New | 600 | $15K |
| Fifth Third Bancorp | 0.00% | No change | 569 | $14K |
| Biltmore Family Office, LLC | 0.00% | New | 560 | $14K |
| Mascoma Wealth Management LLC | 0.00% | No change | 543 | $13K |
| Dunhill Financial, LLC | 0.01% | No change | 403 | $10K |
| Penserra Capital Management LLC | 0.00% | New | 320 | $8K |
| AlphaMark Advisors, LLC | 0.00% | No change | 200 | $5K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 198 | $5K |
| BlackRock Inc. | 0.00% | Reduce -89.1% | 141 | $4K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 109 | $3K |
| Tower Research Capital LLC (TRC) | 0.00% | No change | 100 | $2K |
| PNC Financial Services Group, Inc. | 0.00% | Reduce -90.3% | 50 | $1K |
| Citigroup Inc. | 0.00% | New | 4 | $99 |
"% 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.