iShares Ibonds Dec 2025 TermIBDQETF
13F holders, Q3 2024 (September 30)363holders +7
34new positions
24sold out
2famous investors
$25.26avg. 13F price*
At the end of Q3 2024, 363 institutions reported holding iShares Ibonds Dec 2025 Term (IBDQ) in their 13F filings, up 7 from Q2 2024. 34 opened new positions and 24 sold out. The largest holders were Bank of America Corp. ($162.9M), Morgan Stanley ($92.5M) and UBS Group AG ($79.2M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $26.6M |
| Exits | 24 | $18.8M |
All 13F filers, Q2 2024 → Q3 2024: 7,012,274 shares bought and 4,747,485 shares sold, net +2,264,789 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 363 holders
| Bank of America Corp. | 0.01% | Reduce -12.9% | 6,490,663 | $162.9M |
| Morgan Stanley | 0.01% | Add +7.7% | 3,684,180 | $92.5M |
| UBS Group AG | 0.02% | Add +4.1% | 3,154,145 | $79.2M |
| HM Payson & Co. | 1.19% | Add +3.0% | 2,761,929 | $69.3M |
| Mercer Global Advisors Inc. | 0.13% | Reduce -4.1% | 2,255,101 | $56.5M |
| Envestnet Asset Management Inc. | 0.02% | Add +6.4% | 2,168,094 | $54.4M |
| LPL Financial LLC | 0.02% | Add +6.9% | 1,933,788 | $48.5M |
| Ameriprise Financial Inc. | 0.01% | Reduce -3.0% | 1,653,743 | $41.4M |
| Sound View Wealth Advisors Group, LLC | 3.28% | Add +51.0% | 1,599,171 | $40.1M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +4.6% | 1,520,883 | $38.2M |
| Wells Fargo & Company | 0.01% | Reduce -2.6% | 1,419,195 | $35.6M |
| Royal Bank of Canada | 0.01% | Add +10.7% | 1,342,410 | $33.7M |
| US Bancorp \de | 0.04% | Reduce -1.3% | 1,312,670 | $32.9M |
| Gratus Wealth Advisors, LLC | 4.75% | Add +4.9% | 1,161,494 | $29.1M |
| Kathmere Capital Management, LLC | 2.51% | Reduce -9.7% | 1,064,045 | $26.7M |
| Captrust Financial Advisors | 0.07% | Add +5.5% | 1,006,092 | $25.3M |
| NewEdge Advisors, LLC | 0.16% | Reduce -32.6% | 1,003,593 | $25.2M |
| Sigma Investment Counselors Inc. | 1.46% | Add +2.2% | 992,492 | $24.9M |
| Commonwealth Equity Services, LLC | 0.04% | Add +15.5% | 968,786 | $24.3M |
| Howland Capital Management LLC | 0.98% | Add +15.0% | 902,124 | $22.6M |
| RVW Wealth, LLC | 2.02% | Add +13.3% | 865,912 | $21.7M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +0.1% | 861,584 | $21.6M |
| Truist Financial Corp. | 0.03% | Add +4.8% | 825,447 | $20.7M |
| Glenview Trust Co | 0.39% | Add +0.7% | 817,737 | $20.5M |
| Mariner, LLC | 0.03% | Reduce -7.3% | 760,541 | $19.1M |
| Capital Investment Advisors, LLC | 0.37% | Add +4.5% | 709,335 | $17.8M |
| Renaissance Technologies | 0.03% | Add +79.9% | 704,100 | $17.7M |
| Raymond James & Associates | 0.01% | Reduce -12.1% | 676,600 | $17.0M |
| Keeler Thomas Management LLC | 5.24% | Add +0.2% | 659,633 | $16.6M |
| CENTRAL TRUST Co | 0.37% | Add +19.9% | 636,744 | $16.0M |
| Summit Asset Management, LLC | 1.77% | Add +3.1% | 617,003 | $15.5M |
| Creative Planning | 0.02% | Add +6.7% | 615,690 | $15.5M |
| Cwm, LLC | 0.06% | Add +16.9% | 591,170 | $14.8M |
| MV Capital Management, Inc. | 1.52% | Reduce -0.2% | 569,436 | $14.3M |
| MCF Advisors LLC | 0.99% | Add +1.6% | 564,998 | $14.2M |
| Arrow Financial Corp | 1.25% | Add +1.8% | 536,684 | $13.5M |
| Ashton Thomas Private Wealth, LLC | 0.72% | Reduce -2.9% | 534,821 | $13.4M |
| Ruggaard & Associates LLC | 5.63% | Add +1274.5% | 515,225 | $12.9M |
| Strid Group, LLC | 1.93% | Add +3.5% | 505,284 | $12.7M |
| Journey Advisory Group, LLC | 1.51% | No change | 505,709 | $12.6M |
| Kestra Advisory Services, LLC | 0.07% | Add +0.3% | 478,125 | $12.0M |
| Matthew Goff Investment Advisor, LLC | 2.21% | Add +206.6% | 462,016 | $11.6M |
| Sanctuary Advisors, LLC | 0.07% | Add +33.1% | 457,784 | $11.5M |
| Stifel Financial Corp. | 0.01% | Reduce -65.9% | 432,603 | $10.9M |
| Global Retirement Partners, LLC | 0.31% | Add +1.3% | 406,557 | $10.2M |
| Benjamin Edwards Inc. | 0.15% | Add +244.6% | 405,657 | $10.2M |
| Beacon Pointe Advisors, LLC | 0.12% | Reduce -3.0% | 404,897 | $10.2M |
| Focus Partners Wealth | 0.03% | Add +56.4% | 395,785 | $9.9M |
| Osaic Holdings, Inc. | 0.02% | Add +7.0% | 377,161 | $9.5M |
| Signature Wealth Management Group | 3.52% | Add +1.0% | 350,126 | $8.8M |
| Atria Wealth Solutions, Inc. | 0.09% | Add +14.9% | 346,647 | $8.7M |
| Lyell Wealth Management, LP | 0.76% | Add +7.0% | 331,891 | $8.3M |
| JPMorgan Chase & Co. | 0.00% | Reduce -5.6% | 323,946 | $8.1M |
| First National Trust Co | 0.31% | Add +283.2% | 323,442 | $8.1M |
| Leavell Investment Management, Inc. | 0.40% | Add +8.4% | 322,947 | $8.1M |
| PFG Private Wealth Management, LLC | 4.68% | Add +4.9% | 321,722 | $8.1M |
| Buffington Mohr McNeal | 1.31% | Reduce -34.9% | 316,417 | $7.9M |
| Windsor Capital Management, LLC | 2.24% | Add +2.8% | 307,170 | $7.7M |
| Kesler, Norman & Wride, LLC | 1.51% | Add +3.2% | 305,929 | $7.7M |
| Arcadia Investment Advisors LLC | 4.11% | Add +3.7% | 305,837 | $7.7M |
| Hamel Associates, Inc. | 2.28% | Reduce -0.7% | 297,112 | $7.5M |
| Scissortail Wealth Management, LLC | 1.75% | Reduce -99.8% | 418 | $7.2M |
| IFP Advisors, Inc | 0.26% | Add +14.7% | 285,852 | $7.2M |
| Peloton Wealth Strategists | 2.89% | Add +0.5% | 284,125 | $7.1M |
| Fulton Breakefield Broenniman LLC | 0.48% | Reduce -1.4% | 276,321 | $6.9M |
| Houlihan Financial Resource Group, Ltd. | 2.76% | Reduce -1.1% | 265,444 | $6.7M |
| Allworth Financial LP | 0.04% | Reduce -2.8% | 261,092 | $6.6M |
| TLWM | 1.31% | New | 257,013 | $6.5M |
| Madden Advisory Services, Inc. | 2.91% | Add +26.5% | 252,856 | $6.3M |
| Mesirow Financial Investment Management, Inc. | 0.12% | Reduce -1.9% | 243,439 | $6.1M |
| Rothschild Wealth LLC | 1.80% | Add +4.2% | 30,570 | $6.0M |
| FinTrust Capital Advisors, LLC | 0.99% | Add +0.5% | 232,039 | $5.8M |
| New England Private Wealth Advisors LLC | 0.91% | Add +3.4% | 225,357 | $5.7M |
| Sandy Spring Bank | 0.23% | Reduce -0.2% | 223,812 | $5.6M |
| United Capital Financial Advisors, LLC | 0.04% | Add +6.8% | 215,343 | $5.4M |
| Leo Wealth, LLC | 0.48% | Reduce -6.2% | 210,204 | $5.3M |
| Praetorian Wealth Management, Inc. | 1.26% | Add +0.6% | 201,651 | $5.1M |
| Beaumont Asset Management, L.L.C. | 2.90% | Add +54.7% | 198,417 | $5.0M |
| Laurel Wealth Advisors LLC | 0.80% | Reduce -1.4% | 198,303 | $5.0M |
| EP Wealth Advisors, LLC | 0.04% | Add +1.1% | 194,346 | $4.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +11.5% | 193,662 | $4.9M |
| Private Advisor Group, LLC | 0.03% | Add +2.3% | 193,400 | $4.9M |
| Spinnaker Trust | 0.29% | Add +11.2% | 189,890 | $4.8M |
| MML Investors Services, LLC | 0.02% | Add +5.9% | 187,049 | $4.7M |
| Alterna Wealth Management, Inc. | 4.16% | Add +152.1% | 184,665 | $4.6M |
| IRON Financial LLC | 2.50% | Add +0.2% | 183,099 | $4.6M |
| Aviance Capital Partners, LLC | 0.60% | Reduce -5.2% | 182,113 | $4.6M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.4% | 176,252 | $4.4M |
| OneDigital Investment Advisors LLC | 0.05% | Reduce -6.7% | 172,820 | $4.3M |
| Parallel Advisors, LLC | 0.10% | Add +49.2% | 171,565 | $4.3M |
| Sax Wealth Advisors, LLC | 0.38% | Add +1.9% | 170,751 | $4.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.10% | Add +6.0% | 169,289 | $4.2M |
| Moneco Advisors, LLC | 0.52% | Add +51.9% | 166,940 | $4.2M |
| Droms Strauss Advisors Inc. /Mo/ | 1.47% | Add +2.8% | 165,042 | $4.1M |
| Cetera Investment Advisers | 0.01% | Add +21.2% | 163,302 | $4.1M |
| Harbor Advisory Corp. | 1.33% | No change | 162,686 | $4.1M |
| 4Thought Financial Group Inc. | 2.31% | Add +1.5% | 148,947 | $3.7M |
| Deutsche Bank AG | 0.00% | Add +8.5% | 144,629 | $3.6M |
| Diversify Advisory Services, LLC | 0.19% | Reduce -1.9% | 142,604 | $3.6M |
| CGN Advisors LLC | 0.35% | Add +5.0% | 139,789 | $3.5M |
"% 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.