iShares Ibonds Dec 2025 TermIBDQETF
13F holders, Q4 2024 (December 31)390holders +27
35new positions
27sold out
3famous investors
$25.05avg. 13F price*
At the end of Q4 2024, 390 institutions reported holding iShares Ibonds Dec 2025 Term (IBDQ) in their 13F filings, up 27 from Q3 2024. 35 opened new positions and 27 sold out. The largest holders were Bank of America Corp. ($172.5M), Morgan Stanley ($103.0M) and UBS Group AG ($79.6M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Ken Fisher (0.0% of Fisher Asset Management's portfolio).
- Company
- iShares Ibonds Dec 2025 Term
- CUSIP
- 46434VBD1
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $25.1M |
| Exits | 27 | $22.1M |
All 13F filers, Q3 2024 → Q4 2024: 10,823,438 shares bought and 2,585,489 shares sold, net +8,237,949 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 390 holders
| Bank of America Corp. | 0.02% | Add +6.1% | 6,887,488 | $172.5M |
| Morgan Stanley | 0.01% | Add +11.6% | 4,110,339 | $103.0M |
| UBS Group AG | 0.02% | Add +0.8% | 3,179,517 | $79.6M |
| HM Payson & Co. | 1.29% | Add +10.2% | 3,042,207 | $76.2M |
| Envestnet Asset Management Inc. | 0.02% | Add +8.7% | 2,357,037 | $59.0M |
| LPL Financial LLC | 0.02% | Add +15.9% | 2,241,227 | $56.1M |
| Raymond James Financial Inc. | 0.02% | — | 2,205,709 | $55.3M |
| Mercer Global Advisors Inc. | 0.13% | Reduce -3.7% | 2,171,971 | $54.4M |
| Sound View Wealth Advisors Group, LLC | 4.08% | Add +26.6% | 2,024,550 | $50.7M |
| Ameriprise Financial Inc. | 0.01% | Reduce -4.7% | 1,575,939 | $39.5M |
| Commonwealth Equity Services, LLC | 0.05% | Add +40.6% | 1,362,365 | $34.1M |
| Captrust Financial Advisors | 0.09% | Add +29.2% | 1,299,473 | $32.6M |
| Royal Bank of Canada | 0.01% | Reduce -3.5% | 1,294,911 | $32.4M |
| Renaissance Technologies | 0.05% | Add +83.8% | 1,293,808 | $32.4M |
| Wells Fargo & Company | 0.01% | Reduce -9.9% | 1,279,178 | $32.0M |
| US Bancorp \de | 0.04% | Reduce -6.2% | 1,231,584 | $30.9M |
| Gratus Wealth Advisors, LLC | 4.79% | Add +2.9% | 1,194,657 | $29.9M |
| NewEdge Advisors, LLC | 0.16% | Add +7.1% | 1,075,161 | $26.9M |
| Sigma Investment Counselors Inc. | 1.50% | Add +2.7% | 1,019,186 | $25.5M |
| Matthew Goff Investment Advisor, LLC | 4.62% | Add +114.5% | 991,224 | $24.8M |
| Howland Capital Management LLC | 1.06% | Add +6.7% | 962,942 | $24.1M |
| RVW Wealth, LLC | 2.23% | Add +10.4% | 956,187 | $24.0M |
| Kathmere Capital Management, LLC | 2.14% | Reduce -10.8% | 949,518 | $23.8M |
| Glenview Trust Co | 0.44% | Add +14.2% | 933,448 | $23.4M |
| Focus Partners Wealth | 0.06% | Add +133.7% | 925,026 | $23.2M |
| Mariner, LLC | 0.04% | Add +9.8% | 834,872 | $20.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -4.7% | 820,966 | $20.6M |
| Truist Financial Corp. | 0.03% | Reduce -3.4% | 797,310 | $20.0M |
| Capital Investment Advisors, LLC | 0.37% | Add +2.5% | 727,318 | $18.2M |
| Cornerstone Planning, LLC | 6.85% | — | 715,929 | $17.9M |
| Creative Planning | 0.02% | Add +7.1% | 659,623 | $16.5M |
| CENTRAL TRUST Co | 0.40% | Add +3.2% | 657,205 | $16.5M |
| Summit Asset Management, LLC | 2.83% | Add +4.1% | 642,571 | $16.1M |
| MCF Advisors LLC | 1.10% | Add +10.4% | 623,986 | $15.6M |
| Keeler Thomas Management LLC | 5.56% | Reduce -5.5% | 623,279 | $15.6M |
| Ashton Thomas Private Wealth, LLC | 0.57% | Add +9.1% | 583,487 | $14.6M |
| MV Capital Management, Inc. | 1.55% | Add +1.4% | 577,558 | $14.5M |
| Kestra Advisory Services, LLC | 0.08% | Add +19.2% | 569,875 | $14.3M |
| Mesirow Financial Investment Management, Inc. | 0.28% | Add +128.9% | 557,249 | $14.0M |
| Arrow Financial Corp | 1.32% | Add +3.0% | 553,062 | $13.9M |
| Strid Group, LLC | 2.16% | Add +9.3% | 552,461 | $13.8M |
| Osaic Holdings, Inc. | 0.03% | Add +44.5% | 545,066 | $13.7M |
| Cwm, LLC | 0.06% | Reduce -9.6% | 534,205 | $13.4M |
| Ruggaard & Associates LLC | 5.78% | Add +2.0% | 525,686 | $13.2M |
| Journey Advisory Group, LLC | 1.51% | No change | 505,709 | $12.6M |
| NovaPoint Capital, LLC | 3.79% | Add +973.9% | 495,562 | $12.4M |
| Stifel Financial Corp. | 0.01% | Add +9.5% | 473,539 | $11.9M |
| Beacon Pointe Advisors, LLC | 0.12% | Add +11.0% | 449,516 | $11.3M |
| Benjamin Edwards Inc. | 0.16% | Add +8.7% | 441,125 | $11.1M |
| Beaumont Asset Management, L.L.C. | 6.12% | Add +112.5% | 421,587 | $10.6M |
| Global Retirement Partners, LLC | 0.30% | Add +3.7% | 421,546 | $10.6M |
| Novem Group | 1.55% | — | 416,415 | $10.4M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -11.8% | 403,867 | $10.2M |
| Leavell Investment Management, Inc. | 0.47% | Add +19.6% | 386,091 | $9.7M |
| Lyell Wealth Management, LP | 0.83% | Add +11.8% | 371,036 | $9.3M |
| Signature Wealth Management Group | 3.59% | Add +1.8% | 356,340 | $8.9M |
| JPMorgan Chase & Co. | 0.00% | Add +7.1% | 347,050 | $8.7M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Add +246.2% | 344,288 | $8.6M |
| Brighton Securities Corp. | 4.10% | — | 336,488 | $8.4M |
| Arcadia Investment Advisors LLC | 4.59% | Add +10.0% | 336,356 | $8.4M |
| Rebalance, LLC | 0.63% | Add +1565.2% | 335,005 | $8.4M |
| PFG Private Wealth Management, LLC | 4.70% | Add +2.4% | 329,319 | $8.2M |
| First National Trust Co | 0.31% | Add +1.6% | 328,607 | $8.2M |
| InvesTrust | 2.25% | — | 322,423 | $8.1M |
| Atria Wealth Solutions, Inc. | 0.09% | Reduce -7.2% | 321,642 | $8.1M |
| Allworth Financial LP | 0.04% | Add +22.7% | 320,333 | $8.0M |
| IFP Advisors, Inc | 0.26% | Add +10.5% | 315,835 | $7.9M |
| Windsor Capital Management, LLC | 2.27% | Reduce -0.8% | 304,848 | $7.6M |
| Integrated Advisors Network LLC | 0.36% | Add +422.3% | 302,792 | $7.6M |
| Hamel Associates, Inc. | 2.43% | Add +1.3% | 300,927 | $7.5M |
| Madden Advisory Services, Inc. | 3.45% | Add +17.4% | 296,719 | $7.4M |
| Peloton Wealth Strategists | 3.05% | Add +4.2% | 296,125 | $7.4M |
| Scissortail Wealth Management, LLC | 1.89% | Add +70462.2% | 294,950 | $7.4M |
| New England Private Wealth Advisors LLC | 1.12% | Add +25.5% | 282,843 | $7.1M |
| Houlihan Financial Resource Group, Ltd. | 2.92% | Add +3.1% | 273,599 | $6.9M |
| Fulton Breakefield Broenniman LLC | 0.48% | Reduce -2.6% | 269,107 | $6.7M |
| TLWM | 1.27% | Add +0.3% | 257,649 | $6.5M |
| Balentine LLC | 0.25% | Add +107.9% | 248,911 | $6.2M |
| Buffington Mohr McNeal | 1.02% | Reduce -22.5% | 245,168 | $6.1M |
| United Capital Financial Advisors, LLC | 0.05% | Add +8.2% | 233,081 | $5.8M |
| Spinnaker Trust | 0.37% | Add +22.7% | 232,947 | $5.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +14.9% | 222,458 | $5.6M |
| Sandy Spring Bank | 0.22% | Reduce -2.6% | 217,919 | $5.5M |
| Laurel Wealth Advisors LLC | 0.83% | Add +7.2% | 212,604 | $5.3M |
| Parallel Advisors, LLC | 0.12% | Add +23.8% | 212,311 | $5.3M |
| EP Wealth Advisors, LLC | 0.04% | Add +8.4% | 210,770 | $5.3M |
| Summit Investment Advisors, Inc. | 4.42% | — | 198,005 | $5.0M |
| Atria Investments, Inc | 0.06% | Add +79.9% | 196,310 | $4.9M |
| MML Investors Services, LLC | 0.02% | Add +4.6% | 195,668 | $4.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.09% | Add +15.4% | 195,402 | $4.9M |
| Crews Bank & Trust | 0.81% | — | 192,270 | $4.8M |
| Praetorian Wealth Management, Inc. | 1.15% | Reduce -5.9% | 189,717 | $4.8M |
| Cetera Investment Advisers | 0.01% | Add +15.6% | 188,701 | $4.7M |
| AE Wealth Management LLC | 0.04% | New | 186,657 | $4.7M |
| Safeguard Financial, LLC | 1.02% | Add +52.6% | 186,590 | $4.7M |
| Aviance Capital Partners, LLC | 0.64% | Add +1.6% | 185,114 | $4.6M |
| Alterna Wealth Management, Inc. | 3.84% | Reduce -1.6% | 181,806 | $4.6M |
| IRON Financial LLC | 2.55% | Reduce -1.1% | 181,159 | $4.5M |
| Moneco Advisors, LLC | 0.48% | Add +8.3% | 180,874 | $4.5M |
| Sax Wealth Advisors, LLC | 0.35% | Add +5.8% | 180,592 | $4.5M |
"% 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.