iShares Ibonds Dec 2025 TermIBDQETF
13F holders, Q2 2025 (June 30)393holders −5
24new positions
21sold out
1famous investor
$25.21avg. 13F price*
At the end of Q2 2025, 393 institutions reported holding iShares Ibonds Dec 2025 Term (IBDQ) in their 13F filings, down 5 from Q1 2025. 24 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($171.3M), Morgan Stanley ($95.3M) and HM Payson & Co. ($78.5M). One famous investor held it 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $66.7M |
| Exits | 21 | $57.0M |
All 13F filers, Q1 2025 → Q2 2025: 4,801,204 shares bought and 11,103,662 shares sold, net −6,302,458 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 393 holders
| Bank of America Corp. | 0.01% | Reduce -5.9% | 6,803,529 | $171.3M |
| Morgan Stanley | 0.01% | Add +0.0% | 3,785,559 | $95.3M |
| HM Payson & Co. | 1.24% | Reduce -5.1% | 3,119,530 | $78.5M |
| UBS Group AG | 0.01% | Reduce -8.3% | 2,654,107 | $66.8M |
| LPL Financial LLC | 0.02% | Add +0.5% | 2,416,720 | $60.9M |
| Raymond James Financial Inc. | 0.02% | Add +3.6% | 2,401,901 | $60.5M |
| Sound View Wealth Advisors Group, LLC | 3.40% | Reduce -12.2% | 1,827,757 | $46.0M |
| Commonwealth Equity Services, LLC | 0.06% | Add +9.1% | 1,795,348 | $45.2M |
| Captrust Financial Advisors | 0.07% | Reduce -5.4% | 1,282,182 | $32.3M |
| Gratus Wealth Advisors, LLC | 4.81% | Add +2.1% | 1,262,358 | $31.8M |
| Royal Bank of Canada | 0.01% | Reduce -5.2% | 1,090,308 | $27.5M |
| Kathmere Capital Management, LLC | 2.11% | Add +4.3% | 1,088,851 | $27.4M |
| RVW Wealth, LLC | 2.16% | Add +4.6% | 1,008,412 | $25.4M |
| Wells Fargo & Company | 0.01% | Reduce -5.9% | 1,007,928 | $25.4M |
| Howland Capital Management LLC | 1.00% | Reduce -1.1% | 978,740 | $24.6M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +6.0% | 935,787 | $23.6M |
| Mariner, LLC | 0.03% | Reduce -2.6% | 922,020 | $23.2M |
| NewEdge Advisors, LLC | 0.12% | Reduce -11.8% | 910,149 | $22.9M |
| Glenview Trust Co | 0.39% | Reduce -3.6% | 899,685 | $22.7M |
| US Bancorp \de | 0.03% | Reduce -6.7% | 885,581 | $22.3M |
| Sigma Investment Counselors Inc. | 1.23% | Reduce -8.1% | 885,437 | $22.3M |
| Ameriprise Financial Inc. | 0.01% | Reduce -18.7% | 877,591 | $22.1M |
| Focus Partners Wealth | 0.05% | New | 832,177 | $21.0M |
| Truist Financial Corp. | 0.03% | Reduce -1.5% | 796,543 | $20.1M |
| Matthew Goff Investment Advisor, LLC | 3.54% | Reduce -16.4% | 760,151 | $19.1M |
| Capital Investment Advisors, LLC | 0.34% | Reduce -2.7% | 727,538 | $19.0M |
| HighTower Advisors, LLC | 0.02% | Reduce -4.3% | 747,536 | $18.8M |
| MCF Advisors LLC | 1.16% | Add +3.4% | 694,392 | $17.5M |
| Summit Asset Management, LLC | 2.72% | Add +1.0% | 662,035 | $16.7M |
| Kestra Advisory Services, LLC | 0.08% | Add +13.9% | 654,858 | $16.5M |
| Mesirow Financial Investment Management, Inc. | 0.30% | Reduce -0.7% | 606,747 | $15.3M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -76.2% | 590,606 | $14.9M |
| Cwm, LLC | 0.05% | Reduce -1.1% | 581,672 | $14.6M |
| Journey Advisory Group, LLC | 1.13% | Reduce -13.8% | 577,438 | $14.5M |
| MV Capital Management, Inc. | 1.47% | Reduce -1.8% | 566,520 | $14.3M |
| Strid Group, LLC | 2.00% | Add +1.5% | 563,681 | $14.2M |
| Osaic Holdings, Inc. | 0.02% | Reduce -7.0% | 554,452 | $14.0M |
| Ruggaard & Associates LLC | 5.38% | Reduce -0.1% | 531,633 | $13.4M |
| CW Advisors, LLC | 0.13% | New | 513,564 | $12.9M |
| NovaPoint Capital, LLC | 3.86% | Add +2.4% | 500,539 | $12.6M |
| CENTRAL TRUST Co | 0.28% | Reduce -18.1% | 482,420 | $12.1M |
| Global Retirement Partners, LLC | 0.30% | — | 481,109 | $12.1M |
| Arrow Financial Corp | 1.25% | Reduce -12.7% | 473,024 | $11.9M |
| Keeler Thomas Management LLC | 5.07% | Reduce -1.7% | 467,752 | $11.8M |
| Mercer Global Advisors Inc. | 0.03% | Reduce -81.0% | 467,048 | $11.8M |
| Benjamin Edwards Inc. | 0.15% | Reduce -1.7% | 454,869 | $11.5M |
| JPMorgan Chase & Co. | 0.00% | Add +27.4% | 450,061 | $11.3M |
| Citadel Advisors | 0.01% | Add +640.4% | 439,337 | $11.1M |
| Creative Planning | 0.01% | Reduce -27.7% | 437,627 | $11.0M |
| Rebalance, LLC | 0.75% | Add +1.6% | 436,312 | $11.0M |
| Beacon Pointe Advisors, LLC | 0.11% | Reduce -9.6% | 412,721 | $10.4M |
| Sanctuary Advisors, LLC | 0.06% | Add +1.3% | 409,784 | $10.3M |
| Balentine LLC | 0.40% | Reduce -2.2% | 408,023 | $10.3M |
| EP Wealth Advisors, LLC | 0.06% | Add +92.0% | 378,089 | $9.5M |
| First National Trust Co | 0.35% | No change | 367,535 | $9.3M |
| Signature Wealth Management Group | 3.62% | Add +1.6% | 364,816 | $9.2M |
| Baltimore-Washington Financial Advisors, Inc. | 0.43% | New | 362,597 | $9.1M |
| IFP Advisors, Inc | 0.26% | Add +1.8% | 355,174 | $8.9M |
| Leavell Investment Management, Inc. | 0.39% | Reduce -12.5% | 347,086 | $8.7M |
| Beaumont Asset Management, L.L.C. | 4.63% | Add +4.9% | 342,207 | $8.6M |
| Madden Advisory Services, Inc. | 3.56% | Add +8.2% | 332,080 | $8.4M |
| Arcadia Investment Advisors LLC | 4.16% | Reduce -7.3% | 318,728 | $8.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -2.0% | 319,214 | $8.0M |
| Atria Wealth Solutions, Inc. | 0.18% | Reduce -4.0% | 316,905 | $8.0M |
| Scissortail Wealth Management, LLC | 1.91% | Add +2.6% | 316,053 | $8.0M |
| Lyell Wealth Management, LP | 0.62% | Reduce -12.1% | 310,222 | $7.8M |
| InvesTrust | 2.98% | Reduce -1.4% | 306,615 | $7.7M |
| Allworth Financial LP | 0.04% | Reduce -2.2% | 294,848 | $7.4M |
| Spinnaker Trust | 0.44% | Add +0.4% | 292,050 | $7.4M |
| Peloton Wealth Strategists | 2.99% | Reduce -1.4% | 288,840 | $7.3M |
| Deutsche Bank AG | 0.00% | Reduce -1.8% | 271,457 | $6.8M |
| Novem Group | 0.85% | Reduce -37.6% | 266,424 | $6.7M |
| Kesler, Norman & Wride, LLC | 1.19% | Reduce -41.4% | 265,412 | $6.7M |
| Merit Financial Group, LLC | 0.07% | Add +575.7% | 263,554 | $6.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.11% | Add +20.1% | 260,361 | $6.6M |
| Houlihan Financial Resource Group, Ltd. | 2.66% | Reduce -3.5% | 254,942 | $6.4M |
| TLWM | 1.19% | Reduce -2.1% | 247,769 | $6.2M |
| United Capital Financial Advisors, LLC | 0.05% | Add +1.9% | 244,486 | $6.2M |
| Fulton Breakefield Broenniman LLC | 0.40% | Reduce -7.8% | 235,770 | $5.9M |
| Integrated Wealth Concepts LLC | 0.06% | Add +14.8% | 232,391 | $5.9M |
| Hamel Associates, Inc. | 1.92% | Reduce -4.1% | 225,618 | $5.7M |
| Cetera Investment Advisers | 0.01% | Reduce -4.4% | 213,175 | $5.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -9.5% | 212,515 | $5.4M |
| AE Wealth Management LLC | 0.04% | Add +19.9% | 209,816 | $5.3M |
| Laurel Wealth Advisors LLC | 0.78% | Reduce -2.4% | 207,038 | $5.2M |
| Atlantic Union Bankshares Corp | 0.12% | New | 204,261 | $5.1M |
| Aviance Capital Partners, LLC | 0.67% | Add +3.2% | 203,550 | $5.1M |
| Moneco Advisors, LLC | 0.47% | Add +3.0% | 201,229 | $5.1M |
| Atria Investments, Inc | 0.06% | Reduce -1.4% | 198,658 | $5.0M |
| Stifel Financial Corp. | 0.00% | Reduce -5.1% | 198,440 | $5.0M |
| Parallel Advisors, LLC | 0.10% | Add +9.7% | 194,181 | $4.9M |
| Sax Wealth Advisors, LLC | 0.29% | Reduce -4.9% | 188,888 | $4.8M |
| Crews Bank & Trust | 0.73% | Reduce -1.8% | 183,790 | $4.6M |
| New England Private Wealth Advisors LLC | 0.67% | Reduce -29.6% | 183,261 | $4.6M |
| Krilogy Financial LLC | 0.26% | Add +39.5% | 180,936 | $4.6M |
| Virginia Wealth Management Group, Inc. | 2.74% | Add +2.6% | 179,185 | $4.5M |
| Integrated Advisors Network LLC | 0.20% | Reduce -56.4% | 178,425 | $4.5M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.5% | 171,957 | $4.3M |
| 4J Wealth Management LLC | 2.91% | Reduce -2.4% | 171,297 | $4.3M |
| Sowell Financial Services LLC | 0.17% | Reduce -6.2% | 169,962 | $4.3M |
"% 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.