iShares Ibonds Dec 2025 TermIBDQETF
13F holders, Q1 2025 (March 31)398holders +8
33new positions
22sold out
2famous investors
$25.15avg. 13F price*
At the end of Q1 2025, 398 institutions reported holding iShares Ibonds Dec 2025 Term (IBDQ) in their 13F filings, up 8 from Q4 2024. 33 opened new positions and 22 sold out. The largest holders were Bank of America Corp. ($181.9M), Morgan Stanley ($95.2M) and HM Payson & Co. ($82.7M). 2 famous investors held it, including Jim Simons / Peter Brown (0.1% 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $56.9M |
| Exits | 22 | $33.5M |
All 13F filers, Q4 2024 → Q1 2025: 6,619,343 shares bought and 5,942,970 shares sold, net +676,373 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 398 holders
| Bank of America Corp. | 0.02% | Add +5.0% | 7,232,531 | $181.9M |
| Morgan Stanley | 0.01% | Reduce -7.9% | 3,785,376 | $95.2M |
| HM Payson & Co. | 1.45% | Add +8.1% | 3,287,717 | $82.7M |
| UBS Group AG | 0.02% | Reduce -9.0% | 2,894,587 | $72.8M |
| Envestnet Asset Management Inc. | 0.02% | Add +5.3% | 2,481,868 | $62.4M |
| Mercer Global Advisors Inc. | 0.14% | Add +13.5% | 2,464,751 | $62.0M |
| LPL Financial LLC | 0.02% | Add +7.3% | 2,405,411 | $60.5M |
| Raymond James Financial Inc. | 0.02% | Add +5.1% | 2,318,731 | $58.3M |
| Sound View Wealth Advisors Group, LLC | 4.30% | Add +2.9% | 2,082,429 | $52.4M |
| Commonwealth Equity Services, LLC | 0.06% | Add +20.8% | 1,645,540 | $41.4M |
| Renaissance Technologies | 0.05% | Add +7.3% | 1,388,265 | $34.9M |
| Captrust Financial Advisors | 0.09% | Add +4.3% | 1,355,397 | $34.1M |
| Gratus Wealth Advisors, LLC | 5.11% | Add +3.5% | 1,236,860 | $31.1M |
| Royal Bank of Canada | 0.01% | Reduce -11.2% | 1,150,568 | $28.9M |
| Ameriprise Financial Inc. | 0.01% | Reduce -31.5% | 1,079,533 | $27.2M |
| Wells Fargo & Company | 0.01% | Reduce -16.3% | 1,070,735 | $26.9M |
| Kathmere Capital Management, LLC | 2.23% | Add +9.9% | 1,043,946 | $26.3M |
| NewEdge Advisors, LLC | 0.15% | Reduce -4.0% | 1,031,825 | $26.0M |
| Howland Capital Management LLC | 1.11% | Add +2.7% | 989,283 | $24.9M |
| Sigma Investment Counselors Inc. | 1.48% | Reduce -5.4% | 963,931 | $24.2M |
| RVW Wealth, LLC | 2.28% | Add +0.8% | 963,807 | $24.2M |
| US Bancorp \de | 0.03% | Reduce -22.9% | 949,089 | $23.9M |
| Mariner, LLC | 0.04% | Add +13.4% | 946,593 | $23.8M |
| Glenview Trust Co | 0.46% | Add +0.0% | 933,659 | $23.5M |
| Matthew Goff Investment Advisor, LLC | 4.22% | Reduce -8.3% | 909,462 | $22.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +7.5% | 882,765 | $22.2M |
| Truist Financial Corp. | 0.03% | Add +1.4% | 808,772 | $20.3M |
| HighTower Advisors, LLC | 0.03% | New | 781,420 | $19.7M |
| Capital Investment Advisors, LLC | 0.37% | Add +2.8% | 747,772 | $18.8M |
| MCF Advisors LLC | 1.22% | Add +7.7% | 671,825 | $16.9M |
| Journey Advisory Group, LLC | 1.38% | Add +32.4% | 669,562 | $16.8M |
| Summit Asset Management, LLC | 2.85% | Add +2.0% | 655,414 | $16.5M |
| Mesirow Financial Investment Management, Inc. | 0.30% | Add +9.6% | 610,972 | $15.4M |
| Creative Planning | 0.01% | Reduce -8.3% | 605,112 | $15.2M |
| Osaic Holdings, Inc. | 0.03% | Add +9.4% | 596,304 | $15.0M |
| CENTRAL TRUST Co | 0.36% | Reduce -10.4% | 589,042 | $14.8M |
| Cwm, LLC | 0.06% | Add +10.1% | 588,090 | $14.8M |
| MV Capital Management, Inc. | 1.56% | Reduce -0.1% | 577,139 | $14.5M |
| Kestra Advisory Services, LLC | 0.07% | Add +0.9% | 575,079 | $14.5M |
| Strid Group, LLC | 2.17% | Add +0.5% | 555,121 | $14.0M |
| Arrow Financial Corp | 1.52% | Reduce -2.0% | 542,074 | $13.6M |
| Ruggaard & Associates LLC | 5.86% | Add +1.2% | 532,182 | $13.4M |
| NovaPoint Capital, LLC | 3.79% | Reduce -1.3% | 489,057 | $12.3M |
| Keeler Thomas Management LLC | 5.86% | Reduce -23.7% | 475,685 | $12.0M |
| Benjamin Edwards Inc. | 0.16% | Add +4.9% | 462,586 | $11.6M |
| Beacon Pointe Advisors, LLC | 0.13% | Add +1.5% | 456,416 | $11.5M |
| Kesler, Norman & Wride, LLC | 2.17% | New | 453,205 | $11.4M |
| Rebalance, LLC | 0.80% | Add +28.1% | 429,323 | $10.8M |
| Novem Group | 1.52% | Add +2.5% | 426,747 | $10.7M |
| Balentine LLC | 0.44% | Add +67.6% | 417,169 | $10.5M |
| Integrated Advisors Network LLC | 0.52% | Add +35.0% | 408,839 | $10.3M |
| Sanctuary Advisors, LLC | 0.07% | Add +0.2% | 404,584 | $10.2M |
| Leavell Investment Management, Inc. | 0.49% | Add +2.8% | 396,844 | $10.0M |
| First National Trust Co | 0.37% | Add +11.8% | 367,535 | $9.2M |
| Signature Wealth Management Group | 3.52% | Add +0.8% | 359,184 | $9.0M |
| Brighton Securities Corp. | 4.39% | Add +6.5% | 358,354 | $9.0M |
| JPMorgan Chase & Co. | 0.00% | Add +1.8% | 353,366 | $8.9M |
| Lyell Wealth Management, LP | 0.83% | Reduce -4.8% | 353,095 | $8.9M |
| IFP Advisors, Inc | 0.27% | Add +10.5% | 348,871 | $8.8M |
| Arcadia Investment Advisors LLC | 4.84% | Add +2.3% | 343,956 | $8.7M |
| Atria Wealth Solutions, Inc. | 0.10% | Add +2.6% | 330,153 | $8.3M |
| Beaumont Asset Management, L.L.C. | 4.96% | Reduce -22.6% | 326,209 | $8.2M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -5.4% | 325,850 | $8.2M |
| InvesTrust | 2.14% | Reduce -3.6% | 310,896 | $7.8M |
| Scissortail Wealth Management, LLC | 1.99% | Add +4.4% | 307,907 | $7.7M |
| Madden Advisory Services, Inc. | 3.60% | Add +3.4% | 306,881 | $7.7M |
| Windsor Capital Management, LLC | 2.33% | Reduce -0.9% | 301,992 | $7.6M |
| Allworth Financial LP | 0.04% | Reduce -5.8% | 301,580 | $7.6M |
| Peloton Wealth Strategists | 3.15% | Reduce -1.1% | 292,840 | $7.4M |
| Spinnaker Trust | 0.48% | Add +24.9% | 290,886 | $7.3M |
| Deutsche Bank AG | 0.00% | Add +107.5% | 276,368 | $7.0M |
| Houlihan Financial Resource Group, Ltd. | 2.99% | Reduce -3.4% | 264,339 | $6.6M |
| New England Private Wealth Advisors LLC | 1.01% | Reduce -7.9% | 260,462 | $6.6M |
| Fulton Breakefield Broenniman LLC | 0.46% | Reduce -5.0% | 255,622 | $6.4M |
| TLWM | 1.27% | Reduce -1.7% | 253,210 | $6.4M |
| Wolf Group Capital Advisors | 2.07% | New | 244,755 | $6.2M |
| United Capital Financial Advisors, LLC | 0.05% | Add +2.9% | 239,818 | $6.0M |
| Hamel Associates, Inc. | 2.01% | Reduce -21.8% | 235,283 | $5.9M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +5.6% | 234,826 | $5.9M |
| Safeguard Financial, LLC | 1.26% | Add +22.1% | 227,886 | $5.7M |
| Buffington Mohr McNeal | 1.12% | Reduce -7.6% | 226,433 | $5.7M |
| Cetera Investment Advisers | 0.01% | Add +18.2% | 223,039 | $5.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.10% | Add +10.9% | 216,737 | $5.5M |
| Sandy Spring Bank | 0.23% | Reduce -2.2% | 213,139 | $5.4M |
| Laurel Wealth Advisors LLC | 0.83% | Reduce -0.3% | 212,010 | $5.3M |
| Stifel Financial Corp. | 0.01% | Reduce -55.9% | 209,085 | $5.3M |
| Integrated Wealth Concepts LLC | 0.06% | Add +52.1% | 202,481 | $5.1M |
| Atria Investments, Inc | 0.06% | Add +2.6% | 201,417 | $5.1M |
| GAMMA Investing LLC | 0.38% | Add +21.8% | 201,335 | $5.1M |
| MML Investors Services, LLC | 0.02% | Add +1.6% | 198,778 | $5.0M |
| Sax Wealth Advisors, LLC | 0.36% | Add +10.0% | 198,587 | $5.0M |
| Aviance Capital Partners, LLC | 0.70% | Add +6.5% | 197,234 | $5.0M |
| EP Wealth Advisors, LLC | 0.04% | Reduce -6.6% | 196,879 | $5.0M |
| Moneco Advisors, LLC | 0.51% | Add +8.1% | 195,446 | $4.9M |
| Crews Bank & Trust | 0.80% | Reduce -2.7% | 187,085 | $4.7M |
| Sowell Financial Services LLC | 0.21% | Add +3.6% | 181,204 | $4.6M |
| 4Thought Financial Group Inc. | 2.78% | Add +15.4% | 178,938 | $4.5M |
| Parallel Advisors, LLC | 0.10% | Reduce -16.6% | 176,994 | $4.5M |
| Droms Strauss Advisors Inc. /Mo/ | 1.52% | Add +3.1% | 175,569 | $4.4M |
| 4J Wealth Management LLC | 3.48% | Add +142.8% | 175,514 | $4.4M |
"% 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.