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 |
| AE Wealth Management LLC | 0.04% | Reduce -6.3% | 174,932 | $4.4M |
| Virginia Wealth Management Group, Inc. | 2.71% | Add +13.1% | 174,705 | $4.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.7% | 172,770 | $4.3M |
| Alterna Wealth Management, Inc. | 3.29% | Reduce -5.2% | 172,426 | $4.3M |
| Praetorian Wealth Management, Inc. | 1.04% | Reduce -10.9% | 169,107 | $4.3M |
| Resonant Capital Advisors, LLC | 0.29% | Reduce -1.0% | 166,457 | $4.2M |
| Harbor Advisory Corp. | 1.37% | No change | 162,106 | $4.1M |
| Drive Wealth Management, LLC | 0.95% | New | 160,691 | $4.0M |
| CGN Advisors LLC | 0.39% | Add +2.5% | 157,949 | $4.0M |
| Leo Wealth, LLC | 0.56% | Reduce -0.2% | 153,579 | $3.9M |
| IRON Financial LLC | 2.16% | Reduce -15.2% | 153,544 | $3.9M |
| Sabal Trust CO | 0.21% | Add +13.7% | 149,145 | $3.8M |
| Probity Advisors, Inc. | 0.68% | Add +3.3% | 140,487 | $3.5M |
| Prime Capital Investment Advisors, LLC | 0.04% | Add +64.1% | 139,988 | $3.5M |
| Ironwood Financial, llc | 0.75% | Reduce -5.6% | 139,021 | $3.5M |
| Private Advisor Group, LLC | 0.02% | Add +4.5% | 136,926 | $3.4M |
| Jane Street Group, LLC | 0.01% | New | 134,980 | $3.4M |
| McGlone Suttner Wealth Management, Inc. | 0.56% | Add +28.1% | 134,764 | $3.4M |
| Wrapmanager Inc. | 0.89% | Add +2.3% | 134,182 | $3.4M |
| Krilogy Financial LLC | 0.21% | Reduce -7.7% | 129,660 | $3.3M |
| Diversify Advisory Services, LLC | 0.20% | Reduce -7.6% | 126,624 | $3.2M |
| Sonata Capital Group Inc. | 1.35% | Reduce -0.7% | 123,244 | $3.1M |
| Orion Porfolio Solutions, LLC | 0.03% | Reduce -10.6% | 120,251 | $3.0M |
| Orion Portfolio Solutions, LLC | 0.03% | Reduce -10.6% | 120,251 | $3.0M |
| Round Rock Advisors LLC | 0.56% | Add +7.4% | 119,424 | $3.0M |
| Modern Wealth Management, LLC | 0.10% | Add +41.1% | 119,022 | $3.0M |
| Foundation Wealth Management, LLC | 2.31% | Reduce -0.8% | 117,251 | $2.9M |
| Members Wealth LLC | 2.21% | Add +10.3% | 116,676 | $2.9M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -10.3% | 116,149 | $2.9M |
| Associated Banc-Corp | 0.09% | Reduce -2.7% | 115,179 | $2.9M |
| Stonebrook Private Inc. | 0.75% | Add +4.1% | 114,698 | $2.9M |
| Heck Capital Advisors, LLC | 0.32% | Reduce -0.2% | 114,658 | $2.9M |
| Regions Financial Corp. | 0.02% | Add +3.5% | 106,706 | $2.7M |
| Smith, Moore & Co. | 0.25% | Add +0.4% | 105,775 | $2.7M |
| Quantum Financial Advisors, LLC | 0.39% | Add +5.3% | 104,519 | $2.6M |
| Precedent Wealth Partners, LLC | 0.72% | Reduce -11.7% | 102,498 | $2.6M |
| Advance Capital Management, Inc. | 0.12% | Reduce -0.1% | 100,606 | $2.5M |
| Phillips Financial Management, LLC | 0.18% | No change | 94,310 | $2.4M |
| AMG National Trust Bank | 0.07% | Reduce -9.2% | 93,268 | $2.3M |
| Blue Trust, Inc. | 0.03% | Add +75.8% | 92,331 | $2.3M |
| Archford Capital Strategies, LLC | 0.33% | Reduce -0.5% | 90,479 | $2.3M |
| Prospera Financial Services Inc | 0.05% | New | 90,117 | $2.3M |
| Klaas Financial Asset Advisors, LLC | 0.39% | Add +80.2% | 89,873 | $2.3M |
| First Fiduciary Investment Counsel, Inc. | 0.48% | Reduce -2.9% | 88,727 | $2.2M |
| Hurley Capital, LLC | 1.64% | Add +2.6% | 85,940 | $2.2M |
| Cowa, LLC | 0.90% | New | 83,533 | $2.1M |
| Cornell Pochily Investment Advisors, Inc. | 0.73% | Add +2.5% | 82,875 | $2.1M |
| Coldstream Capital Management Inc. | 0.04% | Reduce -0.2% | 82,234 | $2.1M |
| Valley Wealth Managers, Inc. | 0.16% | Reduce -3.5% | 81,895 | $2.1M |
| Covington Investment Advisors Inc. | 0.31% | Add +0.5% | 79,987 | $2.0M |
| Riverchase Wealth Management, LLC | 1.40% | Add +3.5% | 79,747 | $2.0M |
| STAR Financial Bank | 1.46% | Reduce -26.5% | 79,449 | $2.0M |
| First Manhattan Co. Llc. | 0.01% | Add +77.1% | 75,179 | $1.9M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +1.8% | 73,882 | $1.9M |
| Crestmont Private Wealth LLC | 0.79% | Add +23.1% | 72,268 | $1.8M |
| Foundry Financial Group, Inc. | 1.11% | Reduce -5.6% | 71,586 | $1.8M |
| Cary Street Partners Financial LLC | 0.06% | Reduce -2.6% | 70,718 | $1.8M |
| Clearwater Capital Advisors, LLC | 0.17% | No change | 68,954 | $1.7M |
| Mayflower Financial Advisors, LLC | 0.26% | Add +0.1% | 68,483 | $1.7M |
| PSI Advisors, LLC | 0.56% | No change | 68,255 | $1.7M |
| Baron Silver Stevens Financial Advisors, LLC | 0.30% | Add +0.1% | 67,188 | $1.7M |
| Endowment Wealth Management, Inc. | 1.05% | Add +93.8% | 64,761 | $1.6M |
| Princeton Global Asset Management LLC | 0.32% | Reduce -5.1% | 64,491 | $1.6M |
| TFR Capital, LLC. | 0.65% | Add +36.9% | 61,790 | $1.6M |
| AlTi Global, Inc. | 0.04% | Reduce -2.6% | 60,900 | $1.5M |
| Rockefeller Capital Management L.P. | 0.00% | Add +40.8% | 60,015 | $1.5M |
| Northwest Bancshares, Inc. | 0.28% | Add +11.0% | 59,926 | $1.5M |
| Exchange Capital Management, Inc. | 0.24% | Add +7.3% | 59,837 | $1.5M |
| Citadel Advisors | 0.00% | Reduce -22.6% | 59,341 | $1.5M |
| Hills Bank & Trust Co | 0.10% | Add +6.6% | 58,486 | $1.5M |
| Harbor Investment Advisory, LLC | 0.14% | Reduce -0.3% | 58,164 | $1.5M |
| Redwood Financial Network Corp | 1.11% | Add +2.5% | 57,832 | $1.5M |
| Paradigm, Strategies in Wealth Management, LLC | 0.96% | Reduce -13.4% | 56,614 | $1.4M |
| Stokes Family Office, LLC | 0.16% | Add +10.8% | 55,962 | $1.4M |
| OneDigital Investment Advisors LLC | 0.02% | Add +3.5% | 54,471 | $1.4M |
| Heartland Bank & Trust Co | 0.70% | Add +23.1% | 53,909 | $1.4M |
| Wick Capital Partners, LLC | 0.40% | Reduce -39.6% | 53,675 | $1.3M |
| Element Wealth, LLC | 0.72% | Reduce -12.0% | 53,577 | $1.3M |
| Austin Private Wealth, LLC | 0.12% | Reduce -5.5% | 53,355 | $1.3M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 52,927 | $1.3M |
| LifePlan Financial, LLC | 1.15% | Reduce -19.7% | 52,301 | $1.3M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -3.0% | 51,743 | $1.3M |
| BlackRock, Inc. | 0.00% | Add +85.3% | 51,741 | $1.3M |
| Weaver Consulting Group | 0.39% | Reduce -0.1% | 51,715 | $1.3M |
| Montecito Bank & Trust | 0.22% | Add +4.7% | 50,329 | $1.3M |
| Sigma Planning Corp | 0.04% | Reduce -13.0% | 50,065 | $1.3M |
| Thrivent Financial for Lutherans | 0.00% | Reduce -58.4% | 50,142 | $1.3M |
| Gould Asset Management LLC | 0.26% | Reduce -0.1% | 49,760 | $1.3M |
| Chesley Taft & Associates LLC | 0.06% | Reduce -20.4% | 49,684 | $1.2M |
| Conrad Siegel Investment Advisors, Inc. | 0.32% | Add +0.3% | 49,638 | $1.2M |
| Fullcircle Wealth LLC | 0.51% | Add +32.7% | 49,187 | $1.2M |
| One Plus One Wealth Management, LLC | 0.67% | Add +61.3% | 48,873 | $1.2M |
| Masso Torrence Wealth Management Inc. | 0.65% | Reduce -33.9% | 48,639 | $1.2M |
| Timber Creek Capital Management LLC | 0.32% | No change | 48,364 | $1.2M |
| TD Waterhouse Canada Inc. | 0.01% | Add +8.3% | 48,169 | $1.2M |
| Kintra Wealth, LLC | 0.81% | Add +4.1% | 47,991 | $1.2M |
| Cherry Tree Wealth Management, LLC | 0.29% | No change | 47,352 | $1.2M |
| TABR Capital Management, LLC | 1.23% | Reduce -16.1% | 46,955 | $1.2M |
| Oldfather Financial Services, LLC | 0.44% | Add +35.4% | 45,878 | $1.2M |
| Fortis Capital Management LLC | 0.22% | Reduce -38.0% | 45,162 | $1.1M |
| Steele Capital Management, Inc. | 0.06% | No change | 44,491 | $1.1M |
| Blue Barn Wealth, LLC | 0.58% | Add +4.0% | 44,315 | $1.1M |
| Consolidated Portfolio Review Corp | 0.17% | Add +10.3% | 43,381 | $1.1M |
| Reliant Wealth Planning | 0.49% | Reduce -9.3% | 43,004 | $1.1M |
| International Assets Investment Management, LLC | 0.09% | Reduce -3.1% | 42,741 | $1.1M |
| Farmers National Bank | 0.30% | Reduce -0.1% | 42,440 | $1.1M |
| Savant Capital, LLC | 0.01% | Add +0.5% | 41,194 | $1.0M |
| Roble, Belko & Company, Inc | 0.16% | Add +0.0% | 40,248 | $1.0M |
| Barrett & Company, Inc. | 0.43% | Reduce -0.5% | 40,169 | $1.0M |
| Horan Securities, Inc. | 0.38% | Reduce -0.5% | 39,544 | $995K |
| Eldridge Investment Advisors, Inc. | 0.23% | Reduce -33.3% | 39,428 | $992K |
| Blue Square Asset Management, LLC | 0.53% | Add +0.3% | 39,399 | $991K |
| Merit Financial Group, LLC | 0.01% | Reduce -8.0% | 39,004 | $981K |
| Cannon Financial Strategists, Inc. | 0.17% | Add +0.7% | 38,456 | $967K |
| POM Investment Strategies, LLC | 1.13% | Reduce -9.4% | 38,412 | $966K |
| Comerica Bank | 0.00% | Reduce -1.8% | 37,103 | $933K |
| Csenge Advisory Group | 0.05% | Add +7.4% | 36,785 | $924K |
| GeoWealth Management, LLC | 0.04% | Add +5.7% | 36,731 | $924K |
| Thoroughbred Financial Services, LLC | 0.06% | Add +0.1% | 36,706 | $923K |
| PFG Private Wealth Management, LLC | 0.49% | Reduce -89.1% | 36,010 | $906K |
| Koshinski Asset Management, Inc. | 0.08% | Add +4.2% | 35,204 | $885K |
| 10Elms LLP | 1.03% | Add +3.7% | 34,489 | $867K |
| Black Swift Group, LLC | 0.20% | Reduce -6.4% | 34,250 | $861K |
| Newman Dignan & Sheerar, Inc. | 0.23% | Reduce -15.2% | 33,854 | $851K |
| Atwater Malick LLC | 0.29% | Add +24.0% | 33,690 | $847K |
| Brookstone Capital Management | 0.01% | Reduce -0.1% | 31,850 | $801K |
| Summit Wealth Partners, LLC | 0.16% | Reduce -14.2% | 31,821 | $800K |
| Rothschild Wealth LLC | 0.22% | Add +6.8% | 31,527 | $793K |
| Bank of New York Mellon Corp | 0.00% | Add +10.1% | 30,389 | $764K |
| First Interstate Bank | 0.05% | Reduce -2.0% | 30,258 | $761K |
| Cypress Point Wealth Management, LLC | 0.24% | No change | 30,000 | $755K |
| Jones Financial Companies LLLP | 0.00% | Add +75.6% | 29,743 | $748K |
| Patriot Investment Management Group, Inc. | 0.06% | Add +5.1% | 29,438 | $740K |
| Commonwealth Financial Services, LLC | 0.15% | Reduce -14.3% | 29,268 | $736K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.38% | No change | 27,102 | $682K |
| PNC Financial Services Group, Inc. | 0.00% | Add +596.2% | 26,830 | $675K |
| Avantax Planning Partners, Inc. | 0.02% | Add +3.4% | 26,778 | $673K |
| Godshalk Welsh Capital Management, Inc. | 0.44% | Add +2.5% | 26,700 | $672K |
| National Bank of Canada | 0.00% | New | 26,501 | $666K |
| James Investment Research, Inc. | 0.08% | Add +8.3% | 26,115 | $657K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -24.7% | 25,866 | $650K |
| Accretive Wealth Partners, LLC | 0.23% | Add +7.9% | 25,844 | $648K |
| Cornerstone Financial Group, LLC | 0.58% | Add +0.8% | 25,687 | $645K |
| KOM Wealth Management Group, LLC | 0.56% | Add +20.7% | 25,529 | $642K |
| Seneca House Advisors | 0.27% | Reduce -7.2% | 25,215 | $634K |
| RFP Financial Group LLC | 0.25% | New | 25,020 | $629K |
| BCS Wealth Management | 0.16% | No change | 24,808 | $624K |
| Principal Securities, Inc. | 0.01% | No change | 24,558 | $615K |
| REDW Wealth LLC | 0.23% | Reduce -44.6% | 24,225 | $609K |
| Duncker Streett & Co. Inc. | 0.12% | No change | 23,862 | $600K |
| Montis Financial, LLC | 0.18% | Reduce -5.1% | 23,711 | $596K |
| Ritholtz Wealth Management | 0.02% | Reduce -5.4% | 23,326 | $587K |
| Cove Private Wealth, LLC | 0.31% | New | 23,312 | $586K |
| Granite Harbor Advisors, Inc. | 0.31% | Reduce -36.7% | 23,203 | $584K |
| BridgePort Financial Solutions, LLC | 0.26% | No change | 22,810 | $574K |
| Baird Financial Group, Inc. | 0.00% | Reduce -0.7% | 22,785 | $573K |
| Strategic Blueprint, LLC | 0.03% | Reduce -4.7% | 22,428 | $564K |
| Advisory Services Network, LLC | 0.01% | Add +2.8% | 22,315 | $561K |
| Dearborn Partners LLC | 0.03% | Reduce -1.8% | 22,143 | $557K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 22,000 | $553K |
| Susquehanna International Group, LLP | 0.00% | New | 21,945 | $552K |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.3% | 21,931 | $552K |
| Straight Path Wealth Management | 0.22% | Add +2.8% | 21,211 | $533K |
| Summit Investment Advisors, Inc. | 0.47% | Reduce -89.4% | 20,961 | $526K |
| Empirical Asset Management, LLC | 0.18% | Add +0.1% | 20,835 | $524K |
| Meitav Investment House Ltd. | 0.01% | Reduce -43.1% | 20,875 | $523K |
| Dakota Wealth Management | 0.01% | Reduce -4.6% | 20,680 | $520K |
| DecisionMap Wealth Management, LLC | 0.39% | Add +2.7% | 20,399 | $513K |
| United Community Bank | 0.19% | Add +122.6% | 19,933 | $501K |
| L.M. Kohn & Company | 0.13% | Reduce -9.8% | 19,520 | $491K |
| Steward Partners Investment Advisory, LLC | 0.00% | Add +6.4% | 19,315 | $486K |
| American Money Management, LLC | 0.09% | Reduce -0.7% | 19,239 | $484K |
| Jackson Hole Capital Partners, LLC | 0.09% | No change | 18,958 | $477K |
| Bank of Montreal | 0.00% | Add +10.7% | 18,567 | $467K |
| Lee Financial Co | 0.07% | New | 18,500 | $465K |
| Neuberger Berman Group LLC | 0.00% | No change | 18,500 | $465K |
| Barclays PLC | 0.00% | No change | 17,975 | $452K |
| Schmidt P J Investment Management Inc. | 0.08% | Add +0.1% | 17,902 | $450K |
| Venture Visionary Partners LLC | 0.02% | Reduce -9.3% | 17,861 | $449K |
| Sunbelt Securities, Inc. | 0.04% | No change | 17,365 | $437K |
| American Trust | 0.11% | Add +3.2% | 17,191 | $432K |
| Mattern Capital Management, LLC | 0.05% | Add +0.4% | 17,080 | $430K |
| Mutual Advisors, LLC | 0.01% | Add +5.6% | 16,992 | $428K |
| Waterford Advisors, LLC | 0.18% | New | 16,947 | $426K |
| StoneX Group Inc. | 0.02% | Add +92.7% | 16,807 | $423K |
| Provenance Wealth Advisors, LLC | 0.06% | Reduce -16.8% | 16,788 | $422K |
| Willis Johnson & Associates, Inc. | 0.03% | No change | 16,440 | $413K |
| Meredith Wealth Planning | 0.18% | Add +0.7% | 16,241 | $408K |
| Trust Co of Kansas | 0.21% | New | 16,027 | $403K |
| Tableaux LLC | 0.29% | New | 15,838 | $398K |
| Johnson Bixby & Associates, LLC | 0.06% | Add +27.0% | 15,391 | $387K |
| KPP Advisory Services LLC | 0.07% | No change | 15,240 | $383K |
| Robinson Smith Wealth Advisors LLC | 0.32% | Reduce -43.0% | 15,010 | $378K |
| Autumn Glory Partners, LLC | 0.18% | Add +15.9% | 14,591 | $367K |
| Old Mission Capital LLC | 0.01% | New | 14,438 | $363K |
| Mgo One Seven LLC | 0.01% | New | 14,277 | $359K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.0% | 14,313 | $358K |
| Calton & Associates, Inc. | 0.08% | New | 14,157 | $356K |
| Beacon Financial Planning, Inc. | 0.20% | Add +0.3% | 14,101 | $355K |
| J. L. Bainbridge & Co., Inc. | 0.04% | No change | 14,061 | $354K |
| Black Cypress Capital Management, LLC | 0.32% | No change | 13,896 | $349K |
| Ashton Thomas Private Wealth, LLC | 0.01% | Reduce -97.6% | 13,785 | $347K |
| Arcadia Investment Management Corp. | 0.06% | No change | 13,750 | $346K |
| Avidian Wealth Enterprises, LLC | 0.02% | New | 13,499 | $339K |
| Granite Bay Wealth Management, LLC | 0.11% | No change | 12,800 | $322K |
| Pine Haven Investment Counsel, Inc | 0.27% | Add +5.4% | 12,700 | $319K |
| Valley Forge Investment Consultants Inc. Adv | 0.11% | Reduce -14.4% | 12,680 | $319K |
| Financial Advisory Corp | 0.05% | New | 12,241 | $308K |
| Horizons Wealth Management | 0.23% | Reduce -2.4% | 12,008 | $302K |
| Pinnacle Wealth Management Group, Inc. | 0.21% | No change | 12,000 | $302K |
| Gilbert & Cook, Inc. | 0.04% | No change | 11,870 | $299K |
| Wealthspire Advisors, LLC | 0.00% | No change | 11,545 | $290K |
| E&G Advisors, LLC | 0.08% | No change | 11,500 | $289K |
| World Investment Advisors | 0.01% | No change | 11,000 | $277K |
| Landing Point Financial Group, LLC | 0.21% | Reduce -21.2% | 10,854 | $273K |
| Brass Tax Wealth Management, Inc. | 0.06% | New | 10,851 | $273K |
| Syntegra Private Wealth Group, LLC | 0.03% | Reduce -0.0% | 10,738 | $270K |
| Eagle Strategies LLC | 0.05% | Add +0.3% | 10,721 | $270K |
| AlphaCore Capital LLC | 0.02% | New | 10,700 | $269K |
| Harbour Investments, Inc. | 0.01% | Add +42.5% | 10,667 | $268K |
| Rossmore Private Capital | 0.03% | New | 10,556 | $265K |
| Stonebridge Financial Group, LLC | 0.03% | No change | 10,379 | $261K |
| Bank of New Hampshire | 0.07% | Reduce -3.9% | 10,355 | $260K |
| Marathon Capital Management | 0.07% | New | 10,175 | $256K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | Reduce -23.7% | 10,000 | $252K |
| Seven Springs Wealth Group, LLC | 0.09% | No change | 9,988 | $251K |
| Edge Financial Advisors LLC | 0.15% | New | 9,689 | $244K |
| NorthCoast Asset Management LLC | 0.00% | No change | 9,623 | $242K |
| Postrock Partners LLC | 0.12% | No change | 9,600 | $241K |
| Ledyard National Bank | 0.02% | No change | 9,535 | $240K |
| MKT Advisors LLC | 0.11% | Reduce -8.4% | 9,445 | $237K |
| Ancora Advisors LLC | 0.01% | Add +0.0% | 9,191 | $231K |
| Sightline Wealth Advisors, LLC | 0.12% | Reduce -51.8% | 9,172 | $231K |
| Wealth Effects LLC | 0.09% | No change | 8,746 | $220K |
| Woodley Farra Manion Portfolio Management Inc. | 0.01% | New | 8,728 | $220K |
| &partners | 0.00% | Reduce -28.1% | 8,660 | $218K |
| Trinity Wealth Management, LLC | 0.10% | No change | 8,522 | $214K |
| Moneta Group Investment Advisors LLC | 0.00% | New | 8,457 | $213K |
| M3 Advisory Group, LLC | 0.17% | Reduce -30.0% | 8,449 | $212K |
| Physician Wealth Advisors, Inc. | 0.04% | Add +45.4% | 8,441 | $212K |
| Woodmont Investment Counsel LLC | 0.02% | Reduce -64.0% | 8,311 | $209K |
| Addison Advisors LLC | 0.06% | Reduce -8.9% | 8,254 | $208K |
| Penobscot Investment Management Company, Inc. | 0.02% | Reduce -10.8% | 8,250 | $207K |
| Private Trust Co. NA | 0.02% | Add +1.6% | 8,203 | $206K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 8,000 | $201K |
| Adirondack Trust Co. | 0.08% | Reduce -3.3% | 8,001 | $201K |
| Asset Dedication, LLC | 0.02% | Reduce -66.8% | 7,580 | $191K |
| BNP Paribas Financial Markets | 0.00% | Reduce -88.1% | 7,127 | $179K |
| Spectrum Wealth Counsel, LLC | 0.02% | Reduce -71.1% | 6,819 | $171K |
| Cloud Capital Management, LLC | 0.12% | — | 6,639 | $166K |
| Cordgrass Capital Advisors, LLC | 0.05% | Add +14.6% | 6,487 | $163K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 6,200 | $156K |
| Bogart Wealth, LLC | 0.01% | Add +0.0% | 6,157 | $155K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 6,000 | $151K |
| Maryland Capital Advisors Inc. | 0.07% | Add +49.8% | 5,992 | $151K |
| Front Row Advisors LLC | 0.06% | No change | 5,830 | $147K |
| Trust Co. of Vermont | 0.01% | New | 5,268 | $132K |
| Koesten, Hirschmann & Crabtree, INC. | 0.07% | No change | 5,080 | $128K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 5,027 | $126K |
| Wells Financial Advisors INC | 0.16% | Reduce -45.4% | 4,500 | $113K |
| Coastline Trust Co | 0.01% | No change | 4,222 | $106K |
| Elevate Wealth Advisory, Inc. | 0.07% | No change | 3,925 | $99K |
| CVA Family Office, LLC | 0.01% | No change | 3,835 | $96K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 3,700 | $93K |
| Trust Co | 0.01% | No change | 3,538 | $89K |
| Spire Wealth Management | 0.00% | New | 3,384 | $85K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -10.9% | 3,267 | $82K |
| First Horizon Advisors, Inc. | 0.00% | No change | 3,071 | $77K |
| Legacy Bridge, LLC | 0.04% | No change | 2,906 | $73K |
| Geneos Wealth Management Inc. | 0.00% | Add +38.5% | 2,868 | $72K |
| 2UniFi Bank | 0.04% | Add +60.4% | 2,699 | $68K |
| MAI Capital Management | 0.00% | No change | 2,229 | $56K |
| Evergreen Private Wealth LLC | 0.02% | No change | 2,088 | $53K |
| FMR LLC | 0.00% | Add +154.6% | 1,945 | $49K |
| Creekmur Asset Management LLC | 0.01% | No change | 1,738 | $44K |
| NFSG Corp | 0.01% | Add +90.6% | 1,683 | $42K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -18.6% | 1,668 | $42K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,658 | $42K |
| Stephens Consulting, LLC | 0.01% | Add +0.6% | 1,624 | $41K |
| Signaturefd, LLC | 0.00% | New | 1,595 | $40K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 1,539 | $39K |
| Eastern Bank | 0.00% | No change | 1,440 | $36K |
| Tower Research Capital LLC (TRC) | 0.00% | New | 1,183 | $30K |
| Hemington Wealth Management | 0.00% | No change | 1,143 | $28K |
| Centricity Wealth Management, LLC | 0.02% | No change | 1,000 | $25K |
| Motco | 0.00% | No change | 970 | $24K |
| Creative Financial Designs Inc. | 0.00% | Add +0.7% | 852 | $21K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $20K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | No change | 786 | $20K |
| Eq Wealth Advisors, LLC | 0.02% | New | 753 | $19K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 740 | $19K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Reduce -51.9% | 732 | $18K |
| 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 |
| Dunhill Financial, LLC | 0.00% | Reduce -50.0% | 403 | $10K |
| Smartleaf Asset Management LLC | 0.00% | New | 141 | $4K |
"% 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.