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 |
| Sowell Financial Services LLC | 0.23% | Add +28.8% | 174,942 | $4.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -1.2% | 174,063 | $4.4M |
| Droms Strauss Advisors Inc. /Mo/ | 1.39% | Add +3.2% | 170,325 | $4.3M |
| Resonant Capital Advisors, LLC | 0.31% | Add +41.0% | 168,133 | $4.2M |
| GAMMA Investing LLC | 0.35% | Add +54.8% | 165,358 | $4.1M |
| Harbor Advisory Corp. | 1.33% | Reduce -0.4% | 162,106 | $4.1M |
| 4Thought Financial Group Inc. | 2.41% | Add +4.1% | 155,038 | $3.9M |
| Virginia Wealth Management Group, Inc. | 2.40% | Add +14.3% | 154,505 | $3.9M |
| CGN Advisors LLC | 0.38% | Add +10.2% | 154,081 | $3.9M |
| Leo Wealth, LLC | 0.35% | Reduce -26.8% | 153,850 | $3.9M |
| Executive Wealth Management, LLC | 0.30% | Add +41.0% | 150,720 | $3.8M |
| Ironwood Financial, llc | 0.77% | Add +8.2% | 147,273 | $3.7M |
| Krilogy Financial LLC | 0.23% | Add +4.6% | 140,477 | $3.5M |
| Diversify Advisory Services, LLC | 0.19% | Reduce -3.9% | 137,033 | $3.4M |
| Probity Advisors, Inc. | 0.66% | Add +8.0% | 136,045 | $3.4M |
| Orion Porfolio Solutions, LLC | 0.03% | Add +1470.8% | 134,551 | $3.4M |
| Orion Portfolio Solutions, LLC | 0.03% | Add +1470.8% | 134,551 | $3.4M |
| Deutsche Bank AG | 0.00% | Reduce -7.9% | 133,187 | $3.3M |
| Integrated Wealth Concepts LLC | 0.04% | Add +12.7% | 133,082 | $3.3M |
| Wrapmanager Inc. | 0.84% | Add +2.8% | 131,234 | $3.3M |
| Sabal Trust CO | 0.19% | Add +27.6% | 131,173 | $3.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -32.2% | 131,044 | $3.3M |
| Avantax Advisory Services, Inc. | 0.02% | Add +0.8% | 129,479 | $3.2M |
| Sonata Capital Group Inc. | 1.29% | Add +6.0% | 124,064 | $3.1M |
| Thrivent Financial for Lutherans | 0.01% | Add +1.9% | 120,659 | $3.0M |
| Littlejohn Financial Services, Inc. | 2.67% | — | 119,163 | $3.0M |
| Associated Banc-Corp | 0.09% | Reduce -1.1% | 118,414 | $3.0M |
| Foundation Wealth Management, LLC | 2.30% | Add +0.4% | 118,192 | $3.0M |
| Precedent Wealth Partners, LLC | 0.95% | Reduce -7.1% | 116,069 | $2.9M |
| Heck Capital Advisors, LLC | 0.33% | Add +0.1% | 114,876 | $2.9M |
| Round Rock Advisors LLC | 0.57% | Reduce -10.4% | 111,163 | $2.8M |
| Stonebrook Private Inc. | 0.72% | Add +10.4% | 110,212 | $2.8M |
| STAR Financial Bank | 1.95% | Add +3.5% | 108,061 | $2.7M |
| Members Wealth LLC | 1.98% | — | 105,762 | $2.7M |
| Smith, Moore & Co. | 0.24% | Add +18.2% | 105,320 | $2.6M |
| McGlone Suttner Wealth Management, Inc. | 0.44% | Add +37.0% | 105,218 | $2.6M |
| Regions Financial Corp. | 0.02% | Add +68.1% | 103,061 | $2.6M |
| AMG National Trust Bank | 0.07% | Add +40.3% | 102,745 | $2.6M |
| Advance Capital Management, Inc. | 0.12% | Add +1.1% | 100,737 | $2.5M |
| Quantum Financial Advisors, LLC | 0.38% | Reduce -27.9% | 99,309 | $2.5M |
| Hilltop Holdings Inc. | 0.15% | Add +1.1% | 94,603 | $2.4M |
| Phillips Financial Management, LLC | 0.19% | No change | 94,310 | $2.4M |
| First Fiduciary Investment Counsel, Inc. | 0.47% | Add +5.2% | 91,352 | $2.3M |
| Archford Capital Strategies, LLC | 0.34% | Reduce -2.5% | 90,962 | $2.3M |
| Wick Capital Partners, LLC | 0.66% | Reduce -4.2% | 88,934 | $2.2M |
| Prime Capital Investment Advisors, LLC | 0.03% | Add +8.1% | 85,302 | $2.1M |
| Valley Wealth Managers, Inc. | 0.16% | Reduce -1.1% | 84,873 | $2.1M |
| Modern Wealth Management, LLC | 0.08% | Add +217.9% | 84,349 | $2.1M |
| Hurley Capital, LLC | 1.69% | — | 83,723 | $2.1M |
| Coldstream Capital Management Inc. | 0.04% | Add +2.8% | 82,422 | $2.1M |
| Cornell Pochily Investment Advisors, Inc. | 0.71% | Add +1.1% | 80,839 | $2.0M |
| Covington Investment Advisors Inc. | 0.30% | Reduce -1.0% | 79,617 | $2.0M |
| Riverchase Wealth Management, LLC | 1.44% | — | 77,026 | $1.9M |
| Citadel Advisors | 0.00% | Reduce -37.9% | 76,719 | $1.9M |
| Foundry Financial Group, Inc. | 1.18% | Reduce -7.4% | 75,817 | $1.9M |
| Masso Torrence Wealth Management Inc. | 0.97% | Add +5.8% | 73,537 | $1.8M |
| Fortis Capital Management LLC | 0.34% | Reduce -38.3% | 72,824 | $1.8M |
| Cary Street Partners Financial LLC | 0.06% | — | 72,631 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -0.8% | 72,591 | $1.8M |
| 4J Wealth Management LLC | 1.47% | Add +16.8% | 72,276 | $1.8M |
| Clearwater Capital Advisors, LLC | 0.17% | Add +72.5% | 68,954 | $1.7M |
| Mayflower Financial Advisors, LLC | 0.26% | Add +19.8% | 68,423 | $1.7M |
| PSI Advisors, LLC | 0.51% | Reduce -1.9% | 68,255 | $1.7M |
| Princeton Global Asset Management LLC | 0.32% | Reduce -4.0% | 67,939 | $1.7M |
| Baron Silver Stevens Financial Advisors, LLC | 0.29% | Add +0.5% | 67,090 | $1.7M |
| Paradigm, Strategies in Wealth Management, LLC | 1.08% | New | 65,400 | $1.6M |
| LifePlan Financial, LLC | 1.44% | Reduce -33.7% | 65,145 | $1.6M |
| AlTi Global, Inc. | 0.04% | No change | 62,560 | $1.6M |
| Chesley Taft & Associates LLC | 0.07% | Add +4.9% | 62,407 | $1.6M |
| Independent Advisor Alliance | 0.02% | New | 61,223 | $1.5M |
| Element Wealth, LLC | 0.80% | Add +2.3% | 60,914 | $1.5M |
| BNP Paribas Financial Markets | 0.00% | New | 59,927 | $1.5M |
| Eldridge Investment Advisors, Inc. | 0.34% | Reduce -30.2% | 59,103 | $1.5M |
| Crestmont Private Wealth LLC | 0.66% | Add +141.6% | 58,685 | $1.5M |
| Harbor Investment Advisory, LLC | 0.14% | Add +2.3% | 58,314 | $1.5M |
| Sigma Planning Corp | 0.05% | Reduce -15.8% | 57,547 | $1.4M |
| Redwood Financial Network Corp | 1.05% | Add +4.9% | 56,436 | $1.4M |
| Austin Private Wealth, LLC | 0.13% | New | 56,429 | $1.4M |
| TABR Capital Management, LLC | 1.23% | — | 55,964 | $1.4M |
| Exchange Capital Management, Inc. | 0.22% | Add +5.6% | 55,776 | $1.4M |
| Hills Bank & Trust Co | 0.10% | Add +28.0% | 54,886 | $1.4M |
| Northwest Bancshares, Inc. | 0.25% | Reduce -2.7% | 53,999 | $1.4M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | New | 53,341 | $1.3M |
| Brown Brothers Harriman & Co. | 0.01% | New | 52,927 | $1.3M |
| OneDigital Investment Advisors LLC | 0.02% | Reduce -69.5% | 52,625 | $1.3M |
| Blue Trust, Inc. | 0.02% | Add +159.2% | 52,518 | $1.3M |
| Weaver Consulting Group | 0.40% | Add +23.9% | 51,765 | $1.3M |
| Stokes Family Office, LLC | 0.14% | No change | 50,510 | $1.3M |
| Klaas Financial Asset Advisors, LLC | 0.22% | Add +8.3% | 49,869 | $1.2M |
| Gould Asset Management LLC | 0.26% | Add +8.6% | 49,820 | $1.2M |
| Conrad Siegel Investment Advisors, Inc. | 0.33% | Add +9.9% | 49,471 | $1.2M |
| Timber Creek Capital Management LLC | 0.35% | No change | 48,364 | $1.2M |
| Montecito Bank & Trust | 0.21% | Add +11.3% | 48,059 | $1.2M |
| Reliant Wealth Planning | 0.56% | Add +51.2% | 47,388 | $1.2M |
| Cherry Tree Wealth Management, LLC | 0.29% | No change | 47,352 | $1.2M |
| Kintra Wealth, LLC | 0.81% | Add +124.0% | 46,114 | $1.2M |
| TFR Capital, LLC. | 0.56% | — | 45,144 | $1.1M |
| Steele Capital Management, Inc. | 0.06% | Reduce -11.8% | 44,491 | $1.1M |
| TD Waterhouse Canada Inc. | 0.01% | Add +1.2% | 44,482 | $1.1M |
| International Assets Investment Management, LLC | 0.09% | New | 44,112 | $1.1M |
| Heartland Bank & Trust Co | 0.60% | Add +53.0% | 43,796 | $1.1M |
| REDW Wealth LLC | 0.38% | Reduce -16.8% | 43,751 | $1.1M |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -29.7% | 42,619 | $1.1M |
| Blue Barn Wealth, LLC | 0.56% | Add +403.7% | 42,591 | $1.1M |
| Farmers National Bank | 0.31% | — | 42,460 | $1.1M |
| First Manhattan Co. Llc. | 0.00% | Add +85.1% | 42,452 | $1.1M |
| Merit Financial Group, LLC | 0.02% | Add +160.3% | 42,414 | $1.1M |
| POM Investment Strategies, LLC | 0.80% | New | 42,393 | $1.1M |
| Savant Capital, LLC | 0.01% | Reduce -28.9% | 40,989 | $1.0M |
| Barrett & Company, Inc. | 0.43% | Add +0.2% | 40,364 | $1.0M |
| Roble, Belko & Company, Inc | 0.16% | Add +12.9% | 40,247 | $1.0M |
| Newman Dignan & Sheerar, Inc. | 0.26% | Reduce -8.2% | 39,918 | $1000K |
| Horan Securities, Inc. | 0.38% | Reduce -4.6% | 39,737 | $995K |
| Consolidated Portfolio Review Corp | 0.16% | Add +8.9% | 39,331 | $985K |
| Blue Square Asset Management, LLC | 0.49% | Reduce -0.5% | 39,266 | $984K |
| Cannon Financial Strategists, Inc. | 0.16% | Add +1.3% | 38,203 | $957K |
| Comerica Bank | 0.00% | Add +0.3% | 37,780 | $946K |
| Fullcircle Wealth LLC | 0.38% | Add +23.9% | 37,065 | $930K |
| Summit Wealth Partners, LLC | 0.19% | Reduce -2.4% | 37,072 | $929K |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -1.2% | 36,667 | $918K |
| Granite Harbor Advisors, Inc. | 0.51% | New | 36,630 | $918K |
| Black Swift Group, LLC | 0.19% | Reduce -13.9% | 36,590 | $917K |
| Meitav Investment House Ltd. | 0.02% | Reduce -45.1% | 36,665 | $916K |
| GeoWealth Management, LLC | 0.03% | New | 34,752 | $871K |
| Fairhaven Wealth Management, LLC | 0.27% | Add +0.1% | 34,346 | $860K |
| Great Valley Advisor Group, Inc. | 0.02% | New | 34,356 | $860K |
| Csenge Advisory Group | 0.05% | New | 34,242 | $858K |
| Commonwealth Financial Services, LLC | 0.17% | Reduce -5.1% | 34,142 | $855K |
| Oldfather Financial Services, LLC | 0.32% | New | 33,878 | $849K |
| Koshinski Asset Management, Inc. | 0.07% | Reduce -1.8% | 33,788 | $846K |
| Endowment Wealth Management, Inc. | 0.56% | New | 33,424 | $837K |
| 10Elms LLP | 1.04% | — | 33,264 | $833K |
| Brookstone Capital Management | 0.01% | Add +18.5% | 31,896 | $799K |
| First Interstate Bank | 0.05% | Add +2.1% | 30,888 | $774K |
| One Plus One Wealth Management, LLC | 0.45% | Reduce -11.0% | 30,306 | $759K |
| Cypress Point Wealth Management, LLC | 0.23% | No change | 30,000 | $752K |
| Rothschild Wealth LLC | 0.22% | Reduce -3.5% | 29,507 | $739K |
| Patriot Investment Management Group, Inc. | 0.05% | Add +38.5% | 28,018 | $702K |
| BlackRock, Inc. | 0.00% | Add +19706.4% | 27,927 | $700K |
| Bank of New York Mellon Corp | 0.00% | Add +20.6% | 27,600 | $691K |
| Seneca House Advisors | 0.27% | Add +129.3% | 27,170 | $681K |
| Atwater Malick LLC | 0.23% | No change | 27,164 | $680K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.38% | Add +7.9% | 27,102 | $679K |
| Crescent Grove Advisors, LLC | 0.07% | No change | 26,937 | $675K |
| Robinson Smith Wealth Advisors LLC | 0.56% | No change | 26,357 | $660K |
| Godshalk Welsh Capital Management, Inc. | 0.42% | Add +4.0% | 26,050 | $653K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -0.7% | 25,901 | $649K |
| Cornerstone Financial Group, LLC | 0.63% | — | 25,473 | $638K |
| Montis Financial, LLC | 0.19% | New | 24,982 | $626K |
| BCS Wealth Management | 0.15% | No change | 24,808 | $621K |
| Ritholtz Wealth Management | 0.02% | Reduce -3.0% | 24,653 | $618K |
| Principal Securities, Inc. | 0.01% | Reduce -0.2% | 24,558 | $615K |
| James Investment Research, Inc. | 0.07% | No change | 24,115 | $604K |
| Accretive Wealth Partners, LLC | 0.25% | Add +0.3% | 23,955 | $600K |
| Duncker Streett & Co. Inc. | 0.11% | Add +48.0% | 23,862 | $598K |
| Spectrum Wealth Counsel, LLC | 0.07% | Add +0.6% | 23,596 | $591K |
| Strategic Blueprint, LLC | 0.04% | Add +0.1% | 23,536 | $590K |
| Woodmont Investment Counsel LLC | 0.04% | Reduce -15.5% | 23,072 | $578K |
| Baird Financial Group, Inc. | 0.00% | Add +5.8% | 22,944 | $575K |
| BridgePort Financial Solutions, LLC | 0.26% | — | 22,810 | $573K |
| Asset Dedication, LLC | 0.04% | Reduce -83.2% | 22,813 | $571K |
| Dearborn Partners LLC | 0.02% | Reduce -0.4% | 22,549 | $565K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 22,000 | $551K |
| Aptus Capital Advisors, LLC | 0.01% | Add +88.2% | 21,866 | $548K |
| Advisory Services Network, LLC | 0.01% | Add +33.1% | 21,701 | $544K |
| Dakota Wealth Management | 0.01% | Reduce -0.3% | 21,680 | $543K |
| L.M. Kohn & Company | 0.14% | No change | 21,643 | $542K |
| KOM Wealth Management Group, LLC | 0.39% | Add +50.6% | 21,146 | $530K |
| IMA Advisory Services, Inc. | 0.06% | Reduce -23.3% | 20,829 | $522K |
| Empirical Asset Management, LLC | 0.17% | Reduce -15.0% | 20,811 | $521K |
| Straight Path Wealth Management | 0.20% | Add +25.4% | 20,630 | $517K |
| Provenance Wealth Advisors, LLC | 0.07% | Add +55.3% | 20,168 | $505K |
| DecisionMap Wealth Management, LLC | 0.39% | — | 19,855 | $497K |
| Venture Visionary Partners LLC | 0.02% | New | 19,701 | $494K |
| American Money Management, LLC | 0.09% | Reduce -41.0% | 19,379 | $485K |
| Sightline Wealth Advisors, LLC | 0.26% | Reduce -46.5% | 19,041 | $477K |
| Jackson Hole Capital Partners, LLC | 0.10% | No change | 18,958 | $475K |
| Neuberger Berman Group LLC | 0.00% | No change | 18,500 | $463K |
| Silicon Valley Capital Partners | 0.05% | New | 18,347 | $460K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +116.3% | 18,154 | $455K |
| Barclays PLC | 0.00% | No change | 17,975 | $450K |
| Schmidt P J Investment Management Inc. | 0.08% | Reduce -1.2% | 17,881 | $448K |
| Sunbelt Securities, Inc. | 0.04% | Add +5.5% | 17,365 | $435K |
| Mattern Capital Management, LLC | 0.06% | No change | 17,013 | $426K |
| Marex Group Ltd | 0.01% | No change | 17,000 | $426K |
| Jones Financial Companies LLLP | 0.00% | Add +130.3% | 16,939 | $424K |
| Bank of Montreal | 0.00% | Add +21.0% | 16,775 | $420K |
| American Trust | 0.03% | No change | 16,660 | $417K |
| Willis Johnson & Associates, Inc. | 0.03% | No change | 16,440 | $412K |
| Meredith Wealth Planning | 0.18% | New | 16,134 | $404K |
| Mutual Advisors, LLC | 0.01% | Reduce -12.8% | 16,093 | $404K |
| KPP Advisory Services LLC | 0.09% | Add +10.9% | 15,240 | $382K |
| Valley Forge Investment Consultants Inc. Adv | 0.13% | Add +1.3% | 14,813 | $371K |
| CIBC Private Wealth Group LLC | 0.00% | Add +72.3% | 14,309 | $359K |
| J. L. Bainbridge & Co., Inc. | 0.03% | Add +18.6% | 14,061 | $352K |
| Beacon Financial Planning, Inc. | 0.20% | Add +10.4% | 14,055 | $352K |
| Black Cypress Capital Management, LLC | 0.30% | No change | 13,896 | $348K |
| Landing Point Financial Group, LLC | 0.26% | — | 13,779 | $346K |
| Arcadia Investment Management Corp. | 0.06% | No change | 13,750 | $344K |
| Foster Dykema Cabot & Partners, LLC | 0.03% | Add +424.0% | 13,100 | $328K |
| Granite Bay Wealth Management, LLC | 0.12% | Reduce -7.3% | 12,800 | $321K |
| Autumn Glory Partners, LLC | 0.15% | Add +1.0% | 12,591 | $315K |
| Horizons Wealth Management | 0.24% | Reduce -7.8% | 12,297 | $308K |
| Johnson Bixby & Associates, LLC | 0.05% | Add +1.3% | 12,123 | $304K |
| M3 Advisory Group, LLC | 0.22% | Reduce -13.5% | 12,067 | $302K |
| Pine Haven Investment Counsel, Inc | 0.25% | Add +8.6% | 12,050 | $302K |
| Pinnacle Wealth Management Group, Inc. | 0.19% | New | 12,000 | $301K |
| Gilbert & Cook, Inc. | 0.04% | No change | 11,870 | $297K |
| &partners | 0.00% | Reduce -22.7% | 12,051 | $295K |
| Wealthspire Advisors, LLC | 0.00% | No change | 11,545 | $289K |
| E&G Advisors, LLC | 0.08% | No change | 11,500 | $288K |
| World Investment Advisors | 0.01% | No change | 11,000 | $276K |
| Bank of New Hampshire | 0.07% | No change | 10,780 | $270K |
| Syntegra Private Wealth Group, LLC | 0.03% | Reduce -64.9% | 10,742 | $269K |
| Eagle Strategies LLC | 0.05% | Add +1.8% | 10,691 | $268K |
| Stonebridge Financial Group, LLC | 0.03% | — | 10,379 | $260K |
| MKT Advisors LLC | 0.11% | Reduce -11.8% | 10,307 | $259K |
| Seven Springs Wealth Group, LLC | 0.10% | New | 9,988 | $250K |
| Claret Asset Management Corp | 0.04% | No change | 9,875 | $247K |
| NorthCoast Asset Management LLC | 0.00% | New | 9,623 | $241K |
| Postrock Partners LLC | 0.12% | — | 9,600 | $240K |
| Ledyard National Bank | 0.02% | Reduce -14.4% | 9,535 | $239K |
| Penobscot Investment Management Company, Inc. | 0.02% | New | 9,250 | $232K |
| Ancora Advisors LLC | 0.01% | Add +19.2% | 9,189 | $230K |
| Swmg, LLC | 0.09% | No change | 9,108 | $229K |
| Addison Advisors LLC | 0.06% | Add +8.6% | 9,064 | $227K |
| United Community Bank | 0.09% | Reduce -16.3% | 8,953 | $224K |
| Wealth Effects LLC | 0.08% | No change | 8,746 | $219K |
| StoneX Group Inc. | 0.01% | Add +1.1% | 8,722 | $218K |
| Corient Private Wealth LP | 0.00% | New | 8,600 | $215K |
| Trinity Wealth Management, LLC | 0.10% | New | 8,522 | $213K |
| Adirondack Trust Co. | 0.08% | Reduce -0.4% | 8,272 | $207K |
| Wells Financial Advisors INC | 0.28% | Add +21.2% | 8,240 | $206K |
| Cypress Wealth Services, LLC | 0.04% | No change | 8,183 | $205K |
| Fisher Asset Management | 0.00% | New | 8,173 | $205K |
| Private Trust Co. NA | 0.02% | Reduce -0.1% | 8,070 | $202K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | New | 8,000 | $200K |
| Harbour Investments, Inc. | 0.01% | Reduce -7.7% | 7,487 | $188K |
| Wilmington Savings Fund Society, FSB | 0.00% | New | 6,200 | $155K |
| Bogart Wealth, LLC | 0.01% | Add +0.0% | 6,156 | $154K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | Reduce -20.0% | 6,000 | $151K |
| Front Row Advisors LLC | 0.05% | No change | 5,830 | $146K |
| Physician Wealth Advisors, Inc. | 0.02% | New | 5,804 | $145K |
| Cordgrass Capital Advisors, LLC | 0.04% | Add +0.1% | 5,661 | $142K |
| Koesten, Hirschmann & Crabtree, INC. | 0.07% | No change | 5,080 | $127K |
| Pinnacle Bancorp, Inc. | 0.04% | Add +56.9% | 5,027 | $126K |
| Coastline Trust Co | 0.01% | No change | 4,222 | $106K |
| Maryland Capital Advisors Inc. | 0.05% | Reduce -33.7% | 4,000 | $100K |
| Elevate Wealth Advisory, Inc. | 0.07% | No change | 3,925 | $98K |
| PNC Financial Services Group, Inc. | 0.00% | Add +7608.0% | 3,854 | $97K |
| CVA Family Office, LLC | 0.02% | No change | 3,835 | $96K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 3,700 | $93K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -81.8% | 3,667 | $92K |
| Trust Co | 0.01% | No change | 3,538 | $89K |
| Anchor Investment Management, LLC | 0.01% | No change | 3,430 | $86K |
| First Horizon Advisors, Inc. | 0.00% | Add +7.9% | 3,071 | $77K |
| Legacy Bridge, LLC | 0.04% | Add +11.5% | 2,906 | $73K |
| MAI Capital Management | 0.00% | New | 2,229 | $56K |
| Evergreen Private Wealth LLC | 0.02% | No change | 2,088 | $52K |
| Geneos Wealth Management Inc. | 0.00% | Add +0.1% | 2,071 | $52K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 2,048 | $51K |
| Sachetta, LLC | 0.02% | No change | 2,000 | $50K |
| First United Bank & Trust | 0.02% | New | 1,937 | $49K |
| Bokf, NA | 0.00% | No change | 1,750 | $44K |
| Creekmur Asset Management LLC | 0.01% | No change | 1,738 | $44K |
| 2UniFi Bank | 0.03% | — | 1,683 | $42K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,658 | $42K |
| Stephens Consulting, LLC | 0.01% | Add +1.2% | 1,615 | $40K |
| Pension & Wealth Management Advisors, Inc. | 0.02% | New | 1,539 | $39K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +0.9% | 1,523 | $38K |
| Eastern Bank | 0.00% | No change | 1,440 | $36K |
| Hemington Wealth Management | 0.01% | No change | 1,143 | $28K |
| BOK Financial Private Wealth, Inc. | 0.00% | No change | 1,055 | $26K |
| Centricity Wealth Management, LLC | 0.02% | — | 1,000 | $25K |
| Motco | 0.00% | No change | 970 | $24K |
| NFSG Corp | 0.01% | No change | 883 | $22K |
| Creative Financial Designs Inc. | 0.00% | Add +1.3% | 846 | $21K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 815 | $20K |
| Dunhill Financial, LLC | 0.01% | Add +100.0% | 806 | $20K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $20K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | — | 786 | $20K |
| FMR LLC | 0.00% | Reduce -43.8% | 764 | $19K |
| Medallion Wealth Advisors, LLC | 0.01% | — | 740 | $19K |
| Valley National Advisers Inc. | 0.00% | No change | 707 | $17K |
| Kennebec Savings Bank | 0.02% | No change | 640 | $16K |
| Fifth Third Bancorp | 0.00% | No change | 569 | $14K |
| Mascoma Wealth Management LLC | 0.00% | No change | 543 | $14K |
| Whittier Trust Co. | 0.00% | New | 525 | $13K |
| Kestra Investment Management, LLC | 0.00% | New | 156 | $4K |
| Citigroup Inc. | 0.00% | Reduce -78.6% | 6 | $150 |
"% 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.