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 |
| Quantum Financial Advisors, LLC | 0.54% | Add +8.7% | 137,692 | $3.5M |
| Ironwood Financial, llc | 0.72% | Add +25.0% | 136,162 | $3.4M |
| Asset Dedication, LLC | 0.23% | Reduce -25.8% | 135,969 | $3.4M |
| Sowell Financial Services LLC | 0.16% | Add +81.7% | 135,848 | $3.4M |
| Virginia Wealth Management Group, Inc. | 2.13% | New | 135,120 | $3.4M |
| Krilogy Financial LLC | 0.23% | Reduce -16.5% | 134,299 | $3.4M |
| Avantax Advisory Services, Inc. | 0.02% | Add +4.4% | 128,477 | $3.2M |
| Wrapmanager Inc. | 0.83% | Add +3.8% | 127,723 | $3.2M |
| Probity Advisors, Inc. | 0.61% | Add +6.7% | 125,956 | $3.2M |
| Precedent Wealth Partners, LLC | 1.03% | Add +13.7% | 124,913 | $3.1M |
| Round Rock Advisors LLC | 0.73% | Reduce -6.6% | 124,141 | $3.1M |
| Citadel Advisors | 0.00% | Reduce -53.3% | 123,576 | $3.1M |
| Safeguard Financial, LLC | 0.72% | Add +35.1% | 122,285 | $3.1M |
| Associated Banc-Corp | 0.09% | Add +0.2% | 119,719 | $3.0M |
| Balentine LLC | 0.12% | Add +34.1% | 119,706 | $3.0M |
| Resonant Capital Advisors, LLC | 0.22% | Add +295.5% | 119,197 | $3.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +9.8% | 118,388 | $3.0M |
| Integrated Wealth Concepts LLC | 0.04% | Add +34.4% | 118,098 | $3.0M |
| Fortis Capital Management LLC | 0.60% | Reduce -8.0% | 117,935 | $3.0M |
| Foundation Wealth Management, LLC | 2.24% | Add +1.6% | 117,772 | $3.0M |
| Sonata Capital Group Inc. | 1.24% | New | 117,004 | $2.9M |
| Heck Capital Advisors, LLC | 0.33% | Add +2.7% | 114,792 | $2.9M |
| Atria Investments, Inc | 0.03% | Reduce -6.7% | 109,137 | $2.7M |
| Cowa, LLC | 1.28% | New | 106,882 | $2.7M |
| Executive Wealth Management, LLC | 0.21% | Add +299.3% | 106,862 | $2.7M |
| GAMMA Investing LLC | 0.27% | Add +174.6% | 106,819 | $2.7M |
| STAR Financial Bank | 1.77% | Add +19.7% | 104,390 | $2.6M |
| Sabal Trust CO | 0.14% | Add +59.7% | 102,778 | $2.6M |
| Stonebrook Private Inc. | 0.66% | Add +38.4% | 99,810 | $2.5M |
| Advance Capital Management, Inc. | 0.11% | Add +4.1% | 99,614 | $2.5M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Add +28.9% | 99,435 | $2.5M |
| Cary Street Partners Investment Advisory LLC | 0.09% | Add +1.2% | 98,987 | $2.5M |
| LifePlan Financial, LLC | 2.12% | Add +2.0% | 98,301 | $2.5M |
| Phillips Financial Management, LLC | 0.18% | Add +1.6% | 94,310 | $2.4M |
| Hilltop Holdings Inc. | 0.15% | Add +4.4% | 93,585 | $2.3M |
| Archford Capital Strategies, LLC | 0.35% | Reduce -1.2% | 93,252 | $2.3M |
| Wick Capital Partners, LLC | 0.75% | Reduce -10.7% | 92,785 | $2.3M |
| Smith, Moore & Co. | 0.21% | Add +2.2% | 89,070 | $2.2M |
| First Fiduciary Investment Counsel, Inc. | 0.44% | Reduce -5.3% | 86,847 | $2.2M |
| Valley Wealth Managers, Inc. | 0.16% | Reduce -0.3% | 85,791 | $2.2M |
| Eldridge Investment Advisors, Inc. | 0.50% | Add +1.5% | 84,692 | $2.1M |
| Foundry Financial Group, Inc. | 1.28% | Add +1.8% | 81,875 | $2.1M |
| Covington Investment Advisors Inc. | 0.30% | Add +5.6% | 80,417 | $2.0M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -0.1% | 80,175 | $2.0M |
| Cornell Pochily Investment Advisors, Inc. | 0.70% | Add +4.7% | 79,919 | $2.0M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +29.7% | 78,914 | $2.0M |
| McGlone Suttner Wealth Management, Inc. | 0.40% | Add +31.3% | 76,823 | $1.9M |
| AMG National Trust Bank | 0.05% | Add +13.7% | 73,214 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +5.8% | 73,156 | $1.8M |
| Princeton Global Asset Management LLC | 0.35% | Add +12.5% | 70,770 | $1.8M |
| PSI Advisors, LLC | 0.51% | Add +12.9% | 69,549 | $1.7M |
| Masso Torrence Wealth Management Inc. | 0.94% | Reduce -9.5% | 69,507 | $1.7M |
| Sigma Planning Corp | 0.05% | Add +3.5% | 68,372 | $1.7M |
| Baron Silver Stevens Financial Advisors, LLC | 0.29% | New | 66,768 | $1.7M |
| Meitav Investment House Ltd. | 0.03% | Reduce -7.6% | 66,835 | $1.7M |
| Segment Wealth Management, LLC | 0.11% | Add +1.9% | 62,878 | $1.6M |
| AlTi Global, Inc. | 0.04% | No change | 62,560 | $1.6M |
| 4J Wealth Management LLC | 1.20% | Reduce -2.8% | 61,867 | $1.6M |
| Regions Financial Corp. | 0.01% | Add +53.2% | 61,303 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -37.9% | 60,635 | $1.5M |
| Element Wealth, LLC | 0.79% | Reduce -7.7% | 59,576 | $1.5M |
| Chesley Taft & Associates LLC | 0.07% | Add +11.5% | 59,482 | $1.5M |
| Integrated Advisors Network LLC | 0.07% | Add +101.1% | 57,970 | $1.5M |
| Savant Capital, LLC | 0.01% | Reduce -1.3% | 57,616 | $1.4M |
| Mayflower Financial Advisors, LLC | 0.22% | Add +463.4% | 57,138 | $1.4M |
| Harbor Investment Advisory, LLC | 0.14% | Add +17.1% | 56,994 | $1.4M |
| Northwest Bancshares, Inc. | 0.24% | Add +0.1% | 55,493 | $1.4M |
| Redwood Financial Network Corp | 1.06% | Add +1.2% | 53,794 | $1.4M |
| Exchange Capital Management, Inc. | 0.21% | Add +7.3% | 52,832 | $1.3M |
| REDW Wealth LLC | 0.34% | Add +155.6% | 52,561 | $1.3M |
| Stokes Family Office, LLC | 0.14% | Add +1.5% | 50,510 | $1.3M |
| Steele Capital Management, Inc. | 0.07% | Add +66.2% | 50,474 | $1.3M |
| Cary Street Partners Asset Management LLC | 0.16% | Reduce -4.7% | 48,618 | $1.2M |
| Timber Creek Capital Management LLC | 0.34% | New | 48,364 | $1.2M |
| Jane Street Group, LLC | 0.00% | Reduce -24.3% | 48,252 | $1.2M |
| Cherry Tree Wealth Management, LLC | 0.28% | Add +3.6% | 47,352 | $1.2M |
| NovaPoint Capital, LLC | 0.36% | Add +189.0% | 46,145 | $1.2M |
| Klaas Financial Asset Advisors, LLC | 0.20% | Reduce -19.8% | 46,066 | $1.2M |
| Gould Asset Management LLC | 0.25% | Add +0.0% | 45,885 | $1.2M |
| Conrad Siegel Investment Advisors, Inc. | 0.31% | Add +44.2% | 45,012 | $1.1M |
| TD Waterhouse Canada Inc. | 0.01% | Add +3.5% | 43,945 | $1.1M |
| Newman Dignan & Sheerar, Inc. | 0.26% | Reduce -22.1% | 43,487 | $1.1M |
| Montecito Bank & Trust | 0.18% | Add +49.0% | 43,164 | $1.1M |
| Hills Bank & Trust Co | 0.08% | Add +10.4% | 42,894 | $1.1M |
| Black Swift Group, LLC | 0.24% | Reduce -10.5% | 42,500 | $1.1M |
| Weaver Consulting Group | 0.33% | Reduce -3.0% | 41,765 | $1.0M |
| Horan Securities, Inc. | 0.40% | Reduce -4.5% | 41,635 | $1.0M |
| Barrett & Company, Inc. | 0.44% | Reduce -0.8% | 40,284 | $1.0M |
| Clearwater Capital Advisors, LLC | 0.10% | New | 39,962 | $1.0M |
| Blue Square Asset Management, LLC | 0.53% | Add +9.4% | 39,467 | $991K |
| Summit Wealth Partners, LLC | 0.18% | Add +13.3% | 37,997 | $954K |
| Cannon Financial Strategists, Inc. | 0.17% | Add +1.0% | 37,713 | $947K |
| Comerica Bank | 0.00% | Add +31.2% | 37,676 | $946K |
| HRT Financial LP | 0.00% | New | 37,687 | $945K |
| Thoroughbred Financial Services, LLC | 0.06% | Add +2.4% | 37,124 | $931K |
| Consolidated Portfolio Review Corp | 0.20% | Add +4.0% | 36,114 | $906K |
| Commonwealth Financial Services, LLC | 0.18% | Reduce -26.0% | 35,964 | $900K |
| Roble, Belko & Company, Inc | 0.14% | Add +2.2% | 35,654 | $895K |
| Sightline Wealth Advisors, LLC | 0.49% | Reduce -34.6% | 35,598 | $893K |
| Koshinski Asset Management, Inc. | 0.07% | Add +16.1% | 34,399 | $863K |
| Fairhaven Wealth Management, LLC | 0.26% | Add +9.2% | 34,294 | $861K |
| One Plus One Wealth Management, LLC | 0.51% | Add +24.0% | 34,067 | $855K |
| American Money Management, LLC | 0.16% | Reduce -13.7% | 32,822 | $824K |
| Reliant Wealth Planning | 0.34% | Add +14.6% | 31,337 | $787K |
| Syntegra Private Wealth Group, LLC | 0.09% | Add +35.1% | 30,577 | $767K |
| First Interstate Bank | 0.05% | No change | 30,258 | $759K |
| Cypress Point Wealth Management, LLC | 0.30% | Add +50.0% | 30,000 | $753K |
| Fullcircle Wealth LLC | 0.34% | Add +2.5% | 29,928 | $751K |
| Heartland Bank & Trust Co | 0.39% | Add +16.5% | 28,629 | $719K |
| Old Mission Capital LLC | 0.02% | Reduce -50.3% | 28,544 | $716K |
| Woodmont Investment Counsel LLC | 0.05% | Reduce -11.6% | 27,311 | $686K |
| IMA Advisory Services, Inc. | 0.15% | Reduce -12.8% | 27,166 | $682K |
| Atwater Malick LLC | 0.22% | No change | 27,164 | $682K |
| Crescent Grove Advisors, LLC | 0.07% | No change | 26,937 | $676K |
| Brookstone Capital Management | 0.01% | Add +31.8% | 26,915 | $676K |
| Modern Wealth Management, LLC | 0.04% | New | 26,531 | $666K |
| Robinson Smith Wealth Advisors LLC | 0.56% | No change | 26,357 | $662K |
| Avantax Planning Partners, Inc. | 0.02% | Add +0.4% | 26,092 | $655K |
| Ritholtz Wealth Management | 0.02% | Reduce -52.6% | 25,413 | $638K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.34% | Reduce -10.4% | 25,109 | $630K |
| Godshalk Welsh Capital Management, Inc. | 0.40% | Add +11.6% | 25,050 | $629K |
| BCS Wealth Management | 0.26% | No change | 24,808 | $623K |
| Principal Securities, Inc. | 0.01% | Reduce -2.1% | 24,618 | $618K |
| Empirical Asset Management, LLC | 0.22% | Add +0.1% | 24,476 | $614K |
| Crestmont Private Wealth LLC | 0.27% | Add +42.6% | 24,292 | $610K |
| James Investment Research, Inc. | 0.07% | Add +9.0% | 24,115 | $605K |
| Accretive Wealth Partners, LLC | 0.25% | Add +28.1% | 23,876 | $599K |
| Strategic Blueprint, LLC | 0.04% | Reduce -5.9% | 23,511 | $590K |
| Spectrum Wealth Counsel, LLC | 0.07% | Add +1.7% | 23,455 | $589K |
| First Manhattan Co. Llc. | 0.00% | New | 22,940 | $576K |
| Bank of New York Mellon Corp | 0.00% | Add +4.4% | 22,884 | $574K |
| Raymond James Trust N.A. | 0.01% | Add +16.7% | 22,760 | $571K |
| Dearborn Partners LLC | 0.02% | Add +0.8% | 22,641 | $568K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 22,000 | $552K |
| Cornerstone Wealth Management, LLC | 0.04% | Add +0.3% | 21,949 | $551K |
| Dakota Wealth Management | 0.01% | No change | 21,745 | $546K |
| Baird Financial Group, Inc. | 0.00% | Add +2.5% | 21,687 | $544K |
| L.M. Kohn & Company | 0.14% | Add +41.1% | 21,643 | $543K |
| Kintra Wealth, LLC | 0.35% | Add +41.3% | 20,589 | $517K |
| Patriot Investment Management Group, Inc. | 0.04% | Add +5.2% | 20,233 | $508K |
| Farther Finance Advisors, LLC | 0.02% | Add +12.1% | 20,173 | $506K |
| Rebalance, LLC | 0.04% | New | 20,118 | $505K |
| Blue Trust, Inc. | 0.01% | No change | 20,259 | $504K |
| 1900 Wealth Management LLC | 0.04% | Add +1.0% | 20,058 | $503K |
| Jackson Hole Capital Partners, LLC | 0.10% | Reduce -6.0% | 18,958 | $476K |
| Waterford Advisors, LLC | 0.24% | Add +60.0% | 18,830 | $473K |
| Lee Financial Co | 0.07% | New | 18,500 | $464K |
| Neuberger Berman Group LLC | 0.00% | Reduce -29.1% | 18,500 | $464K |
| Mutual Advisors, LLC | 0.01% | Reduce -3.9% | 18,459 | $463K |
| American Planning Services, Inc. | 0.36% | Add +10.9% | 18,258 | $458K |
| Schmidt P J Investment Management Inc. | 0.08% | Reduce -2.4% | 18,090 | $454K |
| Barclays PLC | 0.00% | No change | 17,975 | $451K |
| Mattern Capital Management, LLC | 0.05% | Add +81.6% | 17,013 | $427K |
| Marex Group Ltd | 0.01% | No change | 17,000 | $427K |
| American Trust | 0.03% | New | 16,660 | $418K |
| Sunbelt Securities, Inc. | 0.04% | No change | 16,462 | $413K |
| Straight Path Wealth Management | 0.18% | Add +2.0% | 16,455 | $413K |
| Willis Johnson & Associates, Inc. | 0.03% | No change | 16,440 | $413K |
| Merit Financial Group, LLC | 0.01% | Add +76.8% | 16,297 | $409K |
| Advisory Services Network, LLC | 0.01% | No change | 16,300 | $405K |
| Duncker Streett & Co. Inc. | 0.07% | No change | 16,121 | $405K |
| &partners | 0.01% | Reduce -19.8% | 15,596 | $391K |
| Up Strategic Wealth Investment Advisors LLC | 0.43% | No change | 15,409 | $387K |
| Valley Forge Investment Consultants Inc. Adv | 0.13% | Add +1.0% | 14,623 | $367K |
| KOM Wealth Management Group, LLC | 0.29% | New | 14,038 | $352K |
| M3 Advisory Group, LLC | 0.26% | New | 13,951 | $350K |
| Black Cypress Capital Management, LLC | 0.31% | Reduce -5.8% | 13,896 | $349K |
| Bank of Montreal | 0.00% | Add +20.0% | 13,866 | $348K |
| Granite Bay Wealth Management, LLC | 0.19% | Reduce -12.7% | 13,800 | $346K |
| Arcadia Investment Management Corp. | 0.06% | No change | 13,750 | $345K |
| KPP Advisory Services LLC | 0.08% | No change | 13,740 | $345K |
| Horizons Wealth Management | 0.26% | Reduce -1.2% | 13,332 | $335K |
| Oppenheimer & Co. Inc. | 0.01% | New | 13,236 | $332K |
| Provenance Wealth Advisors, LLC | 0.04% | Add +86.3% | 12,983 | $326K |
| Beacon Financial Planning, Inc. | 0.20% | Reduce -14.0% | 12,735 | $320K |
| Autumn Glory Partners, LLC | 0.12% | No change | 12,471 | $313K |
| Johnson Bixby & Associates, LLC | 0.05% | Add +1.0% | 11,968 | $300K |
| Gilbert & Cook, Inc. | 0.04% | No change | 11,870 | $298K |
| J. L. Bainbridge & Co., Inc. | 0.03% | Add +3.6% | 11,861 | $298K |
| Seneca House Advisors | 0.13% | Add +23.4% | 11,848 | $297K |
| MKT Advisors LLC | 0.14% | Reduce -17.9% | 11,692 | $293K |
| Aptus Capital Advisors, LLC | 0.00% | New | 11,618 | $292K |
| Wealthspire Advisors, LLC | 0.00% | No change | 11,545 | $290K |
| E&G Advisors, LLC | 0.08% | No change | 11,500 | $289K |
| Ledyard National Bank | 0.03% | No change | 11,135 | $279K |
| Pine Haven Investment Counsel, Inc | 0.23% | Add +2.3% | 11,100 | $279K |
| World Investment Advisors | 0.01% | New | 11,000 | $276K |
| Anchor Capital Advisors LLC | 0.01% | No change | 10,800 | $271K |
| Bank of New Hampshire | 0.07% | Reduce -9.3% | 10,780 | $271K |
| Nwam LLC | 0.02% | New | 10,743 | $270K |
| United Community Bank | 0.10% | No change | 10,696 | $268K |
| Eagle Strategies LLC | 0.05% | Add +0.4% | 10,506 | $264K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -8.0% | 10,393 | $261K |
| Marathon Capital Management | 0.06% | New | 10,350 | $260K |
| Claret Asset Management Corp | 0.04% | No change | 9,875 | $248K |
| Equitable Holdings, Inc. | 0.00% | Add +1.7% | 9,804 | $246K |
| Swmg, LLC | 0.09% | Reduce -9.5% | 9,108 | $228K |
| Calton & Associates, Inc. | 0.09% | New | 8,928 | $224K |
| Wealth Effects LLC | 0.08% | No change | 8,746 | $220K |
| StoneX Group Inc. | 0.02% | New | 8,625 | $216K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 8,566 | $215K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 8,566 | $215K |
| Blue Barn Wealth, LLC | 0.11% | No change | 8,456 | $212K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -37.7% | 8,392 | $211K |
| Addison Advisors LLC | 0.06% | Add +9.7% | 8,350 | $210K |
| CIBC Private Wealth Group LLC | 0.00% | Add +93.9% | 8,304 | $208K |
| Adirondack Trust Co. | 0.08% | Add +8.0% | 8,304 | $208K |
| Cypress Wealth Services, LLC | 0.04% | No change | 8,183 | $205K |
| Harbour Investments, Inc. | 0.01% | Add +66.2% | 8,112 | $204K |
| Private Trust Co. NA | 0.02% | Reduce -5.5% | 8,076 | $203K |
| Ballast Advisors LLC | 0.06% | No change | 7,776 | $195K |
| Ancora Advisors LLC | 0.00% | New | 7,707 | $193K |
| Householder Group Estate & Retirement Specialist, LLC | 0.06% | Reduce -2.0% | 7,710 | $193K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 7,500 | $188K |
| Jones Financial Companies LLLP | 0.00% | Add +80.3% | 7,354 | $185K |
| Wells Financial Advisors INC | 0.23% | Reduce -59.8% | 6,800 | $171K |
| Bogart Wealth, LLC | 0.01% | Add +15.0% | 6,154 | $154K |
| Maryland Capital Advisors Inc. | 0.07% | Reduce -14.8% | 6,034 | $151K |
| Front Row Advisors LLC | 0.05% | Reduce -6.7% | 5,830 | $146K |
| Cordgrass Capital Advisors, LLC | 0.04% | Reduce -12.2% | 5,655 | $142K |
| Koesten, Hirschmann & Crabtree, INC. | 0.07% | Add +3.9% | 5,080 | $128K |
| Coastline Trust Co | 0.01% | New | 4,222 | $106K |
| Elevate Wealth Advisory, Inc. | 0.07% | New | 3,925 | $99K |
| Knights of Columbus Asset Advisors LLC | 0.01% | No change | 3,921 | $98K |
| CVA Family Office, LLC | 0.02% | No change | 3,835 | $96K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 3,700 | $93K |
| Trust Co | 0.01% | Add +16.7% | 3,538 | $89K |
| Anchor Investment Management, LLC | 0.01% | No change | 3,430 | $86K |
| Pinnacle Bancorp, Inc. | 0.02% | No change | 3,205 | $80K |
| First Horizon Advisors, Inc. | 0.00% | No change | 2,846 | $71K |
| Legacy Bridge, LLC | 0.04% | Reduce -58.7% | 2,606 | $65K |
| Foster Dykema Cabot & Partners, LLC | 0.01% | New | 2,500 | $63K |
| Evergreen Private Wealth LLC | 0.02% | Reduce -7.0% | 2,088 | $52K |
| Geneos Wealth Management Inc. | 0.00% | Add +6.8% | 2,069 | $52K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,048 | $51K |
| Sachetta, LLC | 0.02% | No change | 2,000 | $50K |
| Iron Horse Wealth Management, LLC | 0.02% | New | 1,806 | $45K |
| Bokf, NA | 0.00% | New | 1,750 | $44K |
| Creekmur Asset Management LLC | 0.01% | No change | 1,738 | $44K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,658 | $42K |
| Stephens Consulting, LLC | 0.01% | Add +0.8% | 1,596 | $40K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Reduce -99.1% | 1,510 | $37K |
| Eastern Bank | 0.00% | New | 1,440 | $36K |
| FMR LLC | 0.00% | Reduce -59.2% | 1,359 | $34K |
| Hemington Wealth Management | 0.01% | New | 1,143 | $28K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 1,055 | $26K |
| Motco | 0.00% | No change | 970 | $24K |
| NFSG Corp | 0.01% | No change | 883 | $22K |
| Creative Financial Designs Inc. | 0.00% | New | 835 | $21K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $20K |
| Signaturefd, LLC | 0.00% | Reduce -58.8% | 700 | $18K |
| Valley National Advisers Inc. | 0.00% | Reduce -85.6% | 707 | $17K |
| Kennebec Savings Bank | 0.02% | — | 640 | $16K |
| Fifth Third Bancorp | 0.00% | No change | 569 | $14K |
| Mascoma Wealth Management LLC | 0.00% | No change | 543 | $14K |
| Dunhill Financial, LLC | 0.01% | No change | 403 | $10K |
| North Star Investment Management Corp. | 0.00% | New | 294 | $7K |
| AlphaMark Advisors, LLC | 0.00% | No change | 200 | $5K |
| Concourse Financial Group Securities, Inc. | 0.00% | No change | 198 | $5K |
| BlackRock, Inc. | 0.00% | — | 141 | $4K |
| Carolinas Wealth Consulting LLC | 0.00% | No change | 109 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 50 | $1K |
| Citigroup Inc. | 0.00% | Add +600.0% | 28 | $703 |
"% 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.