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 |
| Resonant Capital Advisors, LLC | 0.27% | No change | 166,457 | $4.2M |
| MML Investors Services, LLC | 0.01% | Reduce -16.3% | 166,442 | $4.2M |
| Harbor Advisory Corp. | 1.30% | No change | 162,106 | $4.1M |
| 4Thought Financial Group Inc. | 2.17% | Reduce -9.4% | 162,067 | $4.1M |
| Brighton Securities Corp. | 2.23% | Reduce -54.8% | 161,906 | $4.1M |
| Modern Wealth Management, LLC | 0.10% | Add +34.1% | 159,673 | $4.0M |
| Drive Wealth Management, LLC | 0.87% | Reduce -1.9% | 157,694 | $4.0M |
| Hancock Whitney Corp. | 0.08% | New | 157,670 | $4.0M |
| Praetorian Wealth Management, Inc. | 0.90% | Reduce -8.4% | 154,843 | $3.9M |
| Leo Wealth, LLC | 0.30% | Reduce -1.4% | 151,487 | $3.8M |
| Probity Advisors, Inc. | 0.66% | Add +6.6% | 149,731 | $3.8M |
| Greenline Partners, LLC | 0.51% | New | 149,018 | $3.8M |
| Windsor Capital Management, LLC | 1.06% | Reduce -52.1% | 144,565 | $3.6M |
| Ironwood Financial, llc | 0.75% | No change | 139,021 | $3.5M |
| IRON Financial LLC | 1.84% | Reduce -10.0% | 138,227 | $3.5M |
| Prospera Financial Services Inc | 0.06% | Add +53.3% | 138,179 | $3.5M |
| Beese Fulmer Investment Management, Inc. | 0.25% | New | 135,082 | $3.4M |
| Private Advisor Group, LLC | 0.02% | Reduce -3.9% | 131,609 | $3.3M |
| Sonata Capital Group Inc. | 1.24% | No change | 123,244 | $3.1M |
| McGlone Suttner Wealth Management, Inc. | 0.46% | Reduce -9.7% | 121,750 | $3.1M |
| Foundation Wealth Management, LLC | 2.06% | Add +0.1% | 117,346 | $3.0M |
| Heck Capital Advisors, LLC | 0.25% | Add +2.1% | 117,042 | $2.9M |
| Stonebrook Private Inc. | 0.69% | Add +1.6% | 116,528 | $2.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -4.9% | 114,388 | $2.9M |
| Associated Banc-Corp | 0.08% | Reduce -1.4% | 113,525 | $2.9M |
| Smith, Moore & Co. | 0.23% | Add +4.4% | 110,411 | $2.8M |
| Avantax Advisory Services, Inc. | 0.02% | Reduce -5.2% | 110,136 | $2.8M |
| Round Rock Advisors LLC | 0.47% | Reduce -9.7% | 107,880 | $2.7M |
| Diversify Advisory Services, LLC | 0.10% | Reduce -18.0% | 103,875 | $2.6M |
| TFR Capital, LLC. | 0.93% | Add +65.8% | 102,436 | $2.6M |
| Precedent Wealth Partners, LLC | 0.63% | Reduce -1.0% | 101,510 | $2.6M |
| Advance Capital Management, Inc. | 0.11% | Reduce -1.2% | 99,403 | $2.5M |
| Regions Financial Corp. | 0.02% | Reduce -10.8% | 95,179 | $2.4M |
| Phillips Financial Management, LLC | 0.17% | No change | 94,310 | $2.4M |
| AMG National Trust Bank | 0.06% | No change | 93,268 | $2.3M |
| Blue Trust, Inc. | 0.03% | Add +0.0% | 92,339 | $2.3M |
| Heartland Bank & Trust Co | 1.09% | Add +70.8% | 92,089 | $2.3M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +20.5% | 89,020 | $2.2M |
| Archford Capital Strategies, LLC | 0.28% | Reduce -4.6% | 86,309 | $2.2M |
| First Fiduciary Investment Counsel, Inc. | 0.43% | Reduce -3.3% | 85,792 | $2.2M |
| Hurley Capital, LLC | 1.51% | Reduce -0.6% | 85,404 | $2.2M |
| Cornell Pochily Investment Advisors, Inc. | 0.69% | Add +1.7% | 84,311 | $2.1M |
| Klaas Financial Asset Advisors, LLC | 0.34% | Reduce -6.3% | 84,185 | $2.1M |
| Riverchase Wealth Management, LLC | 1.34% | Add +5.3% | 83,954 | $2.1M |
| Coldstream Capital Management Inc. | 0.03% | Add +1.2% | 83,184 | $2.1M |
| Valley Wealth Managers, Inc. | 0.15% | Add +0.0% | 81,928 | $2.1M |
| Prime Capital Investment Advisors, LLC | 0.03% | Reduce -42.6% | 80,299 | $2.0M |
| Covington Investment Advisors Inc. | 0.29% | Reduce -0.6% | 79,510 | $2.0M |
| Cowa, LLC | 0.76% | Reduce -4.9% | 79,437 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.01% | New | 76,737 | $1.9M |
| First Manhattan Co. Llc. | 0.01% | Add +0.6% | 75,656 | $1.9M |
| Crestmont Private Wealth LLC | 0.67% | Add +2.3% | 73,942 | $1.9M |
| CGN Advisors LLC | 0.16% | Reduce -53.7% | 73,186 | $1.8M |
| Mayflower Financial Advisors, LLC | 0.25% | Add +4.2% | 71,347 | $1.8M |
| Thrivent Financial for Lutherans | 0.00% | Add +42.3% | 71,346 | $1.8M |
| Foundry Financial Group, Inc. | 1.02% | Reduce -0.7% | 71,062 | $1.8M |
| Clearwater Capital Advisors, LLC | 0.16% | No change | 68,954 | $1.7M |
| Endowment Wealth Management, Inc. | 0.89% | Add +6.0% | 68,672 | $1.7M |
| PSI Advisors, LLC | 0.86% | No change | 68,255 | $1.7M |
| Baron Silver Stevens Financial Advisors, LLC | 0.27% | Add +0.2% | 67,341 | $1.7M |
| Susquehanna International Group, LLP | 0.00% | Add +188.0% | 63,198 | $1.6M |
| Harbor Investment Advisory, LLC | 0.14% | Add +8.4% | 63,058 | $1.6M |
| AlTi Global, Inc. | 0.04% | Add +2.7% | 62,560 | $1.6M |
| Princeton Global Asset Management LLC | 0.28% | Reduce -3.6% | 62,153 | $1.6M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Add +19.3% | 61,703 | $1.6M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -14.0% | 60,832 | $1.5M |
| Northwest Bancshares, Inc. | 0.27% | Add +1.3% | 60,694 | $1.5M |
| Hills Bank & Trust Co | 0.09% | Add +1.2% | 59,196 | $1.5M |
| Redwood Financial Network Corp | 0.99% | Add +0.8% | 58,321 | $1.5M |
| Austin Private Wealth, LLC | 0.11% | Add +6.4% | 56,782 | $1.4M |
| Stokes Family Office, LLC | 0.15% | No change | 55,962 | $1.4M |
| OneDigital Investment Advisors LLC | 0.02% | Add +1.4% | 55,233 | $1.4M |
| Element Wealth, LLC | 0.62% | Reduce -0.3% | 53,439 | $1.3M |
| Wick Capital Partners, LLC | 0.35% | Reduce -87.3% | 6,791 | $1.3M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 52,927 | $1.3M |
| Gould Asset Management LLC | 0.26% | Add +5.6% | 52,535 | $1.3M |
| Blue Barn Wealth, LLC | 0.61% | Add +16.4% | 51,607 | $1.3M |
| Jones Financial Companies LLLP | 0.00% | Add +66.9% | 49,648 | $1.2M |
| Kintra Wealth, LLC | 0.75% | Add +3.4% | 49,603 | $1.2M |
| Fullcircle Wealth LLC | 0.46% | No change | 49,187 | $1.2M |
| One Plus One Wealth Management, LLC | 0.67% | Add +0.1% | 48,906 | $1.2M |
| TD Waterhouse Canada Inc. | 0.01% | No change | 48,169 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +145.5% | 47,425 | $1.2M |
| Masso Torrence Wealth Management Inc. | 0.55% | Reduce -2.6% | 47,364 | $1.2M |
| Cherry Tree Wealth Management, LLC | 0.28% | No change | 47,352 | $1.2M |
| Exchange Capital Management, Inc. | 0.18% | Reduce -21.3% | 47,115 | $1.2M |
| Consolidated Portfolio Review Corp | 0.16% | Add +8.1% | 46,905 | $1.2M |
| Weaver Consulting Group | 0.32% | Reduce -10.5% | 46,279 | $1.2M |
| Sigma Planning Corp | 0.03% | Reduce -8.4% | 45,881 | $1.2M |
| Oldfather Financial Services, LLC | 0.40% | No change | 45,878 | $1.2M |
| Steele Capital Management, Inc. | 0.05% | No change | 44,491 | $1.1M |
| Mosaic Family Wealth Partners, LLC | 0.14% | New | 44,419 | $1.1M |
| Reliant Wealth Planning | 0.43% | Add +1.3% | 43,581 | $1.1M |
| Paradigm, Strategies in Wealth Management, LLC | 0.70% | Reduce -24.9% | 42,500 | $1.1M |
| Farmers National Bank | 0.28% | Reduce -0.5% | 42,236 | $1.1M |
| Fortis Capital Management LLC | 0.16% | Reduce -7.8% | 41,615 | $1.0M |
| Alterna Wealth Management, Inc. | 0.83% | Reduce -76.0% | 41,379 | $1.0M |
| TABR Capital Management, LLC | 0.89% | Reduce -12.2% | 41,240 | $1.0M |
| Barrett & Company, Inc. | 0.38% | Add +0.2% | 40,233 | $1.0M |
| Roble, Belko & Company, Inc | 0.15% | Add +0.0% | 40,249 | $1.0M |
| Eldridge Investment Advisors, Inc. | 0.21% | Add +0.9% | 39,772 | $998K |
| Horan Securities, Inc. | 0.35% | Add +0.0% | 39,551 | $996K |
| Blue Square Asset Management, LLC | 0.47% | Add +0.3% | 39,515 | $995K |
| GeoWealth Management, LLC | 0.04% | Add +7.1% | 39,349 | $991K |
| Cannon Financial Strategists, Inc. | 0.15% | Add +1.0% | 38,839 | $978K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -35.3% | 38,822 | $978K |
| Chesley Taft & Associates LLC | 0.04% | Reduce -23.2% | 38,175 | $961K |
| Koshinski Asset Management, Inc. | 0.07% | Add +7.4% | 37,809 | $952K |
| Conrad Siegel Investment Advisors, Inc. | 0.21% | Reduce -26.0% | 36,742 | $925K |
| PFG Private Wealth Management, LLC | 0.47% | Reduce -0.1% | 35,991 | $906K |
| STAR Financial Bank | 0.57% | Reduce -54.9% | 35,817 | $902K |
| Csenge Advisory Group | 0.05% | Reduce -2.6% | 35,839 | $902K |
| Comerica Bank | 0.00% | Reduce -4.0% | 35,639 | $897K |
| Atwater Malick LLC | 0.27% | Reduce -0.4% | 33,550 | $845K |
| Brookstone Capital Management | 0.01% | Add +4.7% | 33,332 | $839K |
| International Assets Investment Management, LLC | 0.07% | Reduce -22.7% | 33,041 | $832K |
| 10Elms LLP | 0.92% | Reduce -4.8% | 32,829 | $827K |
| Thoroughbred Financial Services, LLC | 0.06% | Reduce -11.3% | 32,549 | $819K |
| PNC Financial Services Group, Inc. | 0.00% | Add +21.1% | 32,480 | $818K |
| REDW Wealth LLC | 0.32% | Add +33.1% | 32,256 | $812K |
| Bank of New York Mellon Corp | 0.00% | Add +4.8% | 31,850 | $802K |
| Pure Financial Advisors, LLC | 0.01% | New | 31,842 | $802K |
| Savant Capital, LLC | 0.01% | Reduce -23.2% | 31,629 | $796K |
| Godshalk Welsh Capital Management, Inc. | 0.48% | Add +15.7% | 30,900 | $778K |
| First Interstate Bank | 0.04% | No change | 30,258 | $762K |
| Cypress Point Wealth Management, LLC | 0.18% | No change | 30,000 | $755K |
| Patriot Investment Management Group, Inc. | 0.05% | No change | 29,438 | $741K |
| LifePlan Financial, LLC | 0.60% | Reduce -45.3% | 28,601 | $720K |
| HRT Financial LP | 0.00% | New | 28,399 | $715K |
| James Investment Research, Inc. | 0.08% | Add +3.8% | 27,115 | $683K |
| Jane Street Group, LLC | 0.00% | Reduce -79.9% | 27,089 | $682K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.38% | No change | 27,102 | $682K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 26,778 | $674K |
| Summit Wealth Partners, LLC | 0.13% | Reduce -18.0% | 26,098 | $657K |
| Accretive Wealth Partners, LLC | 0.21% | Add +0.1% | 25,866 | $651K |
| Cornerstone Financial Group, LLC | 0.55% | Add +0.2% | 25,742 | $648K |
| DecisionMap Wealth Management, LLC | 0.44% | Add +24.6% | 25,426 | $640K |
| Commonwealth Financial Services, LLC | 0.12% | Reduce -15.1% | 24,844 | $626K |
| Rothschild Wealth LLC | 0.15% | Reduce -22.5% | 24,436 | $615K |
| Principal Securities, Inc. | 0.01% | Reduce -2.7% | 23,889 | $602K |
| Duncker Streett & Co. Inc. | 0.11% | No change | 23,862 | $601K |
| Dearborn Partners LLC | 0.03% | Add +6.3% | 23,542 | $593K |
| Cove Private Wealth, LLC | 0.21% | Add +0.4% | 23,412 | $590K |
| Advisory Services Network, LLC | 0.01% | Add +4.9% | 23,401 | $589K |
| Black Swift Group, LLC | 0.12% | Reduce -31.8% | 23,375 | $589K |
| ADG Wealth Management Group, LLC | 0.50% | New | 23,275 | $586K |
| BridgePort Financial Solutions, LLC | 0.19% | Add +0.6% | 22,950 | $578K |
| Strategic Blueprint, LLC | 0.03% | Add +2.0% | 22,875 | $576K |
| Johnson Bixby & Associates, LLC | 0.08% | Add +48.3% | 22,824 | $575K |
| Baird Financial Group, Inc. | 0.00% | Reduce -1.7% | 22,404 | $564K |
| Aptus Capital Advisors, LLC | 0.01% | Add +1.8% | 22,334 | $562K |
| Granite Harbor Advisors, Inc. | 0.26% | Reduce -5.0% | 22,055 | $555K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 22,000 | $554K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +59.4% | 21,514 | $542K |
| Two Sigma Securities, LLC | 0.07% | New | 21,488 | $541K |
| Montis Financial, LLC | 0.15% | Reduce -9.4% | 21,486 | $541K |
| Empirical Asset Management, LLC | 0.16% | Add +0.2% | 20,873 | $526K |
| Great Valley Advisor Group, Inc. | 0.01% | Reduce -19.3% | 20,864 | $525K |
| Ritholtz Wealth Management | 0.01% | Reduce -11.5% | 20,650 | $520K |
| Summit Investment Advisors, Inc. | 0.43% | Reduce -1.9% | 20,554 | $516K |
| Straight Path Wealth Management | 0.17% | Reduce -4.3% | 20,301 | $511K |
| United Community Bank | 0.17% | Reduce -2.0% | 19,533 | $492K |
| Tableaux LLC | 0.28% | Add +23.0% | 19,481 | $491K |
| Dakota Wealth Management | 0.01% | Reduce -6.5% | 19,340 | $487K |
| American Money Management, LLC | 0.09% | Add +0.2% | 19,269 | $485K |
| Jackson Hole Capital Partners, LLC | 0.09% | No change | 18,958 | $477K |
| Silicon Valley Capital Partners | 0.05% | New | 18,660 | $470K |
| Mutual Advisors, LLC | 0.01% | Add +9.4% | 18,598 | $468K |
| Barclays PLC | 0.00% | No change | 17,975 | $453K |
| Schmidt P J Investment Management Inc. | 0.08% | Add +0.2% | 17,934 | $452K |
| Venture Visionary Partners LLC | 0.02% | Add +0.0% | 17,869 | $450K |
| Newman Dignan & Sheerar, Inc. | 0.10% | Reduce -47.5% | 17,768 | $447K |
| Rossmore Private Capital | 0.05% | Add +66.0% | 17,519 | $441K |
| Mattern Capital Management, LLC | 0.05% | Add +2.0% | 17,415 | $439K |
| Sunbelt Securities, Inc. | 0.04% | No change | 17,365 | $435K |
| American Trust | 0.04% | No change | 17,191 | $433K |
| Waterford Advisors, LLC | 0.16% | Reduce -81.5% | 3,133 | $430K |
| L.M. Kohn & Company | 0.11% | Reduce -14.6% | 16,664 | $420K |
| Willis Johnson & Associates, Inc. | 0.03% | No change | 16,440 | $414K |
| Meredith Wealth Planning | 0.15% | Add +1.0% | 16,409 | $413K |
| StoneX Group Inc. | 0.02% | Reduce -4.0% | 16,136 | $406K |
| Trust Co of Kansas | 0.19% | No change | 16,027 | $404K |
| Seneca House Advisors | 0.17% | Reduce -36.7% | 15,957 | $402K |
| KPP Advisory Services LLC | 0.06% | No change | 15,240 | $384K |
| Physician Wealth Advisors, Inc. | 0.06% | Add +72.4% | 14,552 | $366K |
| Provenance Wealth Advisors, LLC | 0.05% | Reduce -14.3% | 14,393 | $362K |
| CIBC Private Wealth Group LLC | 0.00% | Add +0.0% | 14,316 | $360K |
| Mgo One Seven LLC | 0.01% | Reduce -0.1% | 14,259 | $359K |
| Beacon Financial Planning, Inc. | 0.20% | Add +0.5% | 14,174 | $357K |
| J. L. Bainbridge & Co., Inc. | 0.03% | No change | 14,061 | $354K |
| KOM Wealth Management Group, LLC | 0.28% | Reduce -45.3% | 13,978 | $352K |
| Woodley Farra Manion Portfolio Management Inc. | 0.02% | Add +59.1% | 13,886 | $350K |
| Autumn Glory Partners, LLC | 0.16% | Reduce -8.6% | 13,339 | $336K |
| Pine Haven Investment Counsel, Inc | 0.26% | Add +2.4% | 13,000 | $327K |
| Calton & Associates, Inc. | 0.06% | Reduce -8.8% | 12,909 | $325K |
| Valley Forge Investment Consultants Inc. Adv | 0.10% | Add +1.0% | 12,811 | $323K |
| Granite Bay Wealth Management, LLC | 0.10% | No change | 12,800 | $322K |
| SMI Advisory Services, LLC | 0.06% | New | 12,762 | $321K |
| Financial Advisory Corp | 0.05% | Add +1.0% | 12,368 | $311K |
| Robinson Smith Wealth Advisors LLC | 0.25% | Reduce -18.7% | 12,208 | $307K |
| Pinnacle Wealth Management Group, Inc. | 0.17% | No change | 12,000 | $302K |
| Gilbert & Cook, Inc. | 0.04% | No change | 11,870 | $299K |
| Wealthspire Advisors, LLC | 0.00% | No change | 11,545 | $291K |
| E&G Advisors, LLC | 0.07% | Reduce -4.3% | 11,000 | $277K |
| World Investment Advisors | 0.01% | No change | 11,000 | $277K |
| Landing Point Financial Group, LLC | 0.17% | Add +0.6% | 10,924 | $275K |
| Eagle Strategies LLC | 0.04% | Add +0.4% | 10,768 | $271K |
| Arcadia Investment Management Corp. | 0.04% | Reduce -21.8% | 10,750 | $271K |
| Syntegra Private Wealth Group, LLC | 0.03% | No change | 10,738 | $270K |
| Harbour Investments, Inc. | 0.01% | Add +0.5% | 10,720 | $270K |
| AlphaCore Capital LLC | 0.01% | No change | 10,700 | $269K |
| Horizons Wealth Management | 0.19% | Reduce -11.5% | 10,626 | $268K |
| Stonebridge Financial Group, LLC | 0.03% | No change | 10,379 | $261K |
| Bank of New Hampshire | 0.06% | No change | 10,355 | $261K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 10,000 | $252K |
| Seven Springs Wealth Group, LLC | 0.06% | No change | 9,988 | $251K |
| Claret Asset Management Corp | 0.03% | New | 9,875 | $249K |
| Edge Financial Advisors LLC | 0.13% | No change | 9,689 | $243K |
| NorthCoast Asset Management LLC | 0.00% | No change | 9,623 | $242K |
| Postrock Partners LLC | 0.12% | No change | 9,600 | $242K |
| Ledyard National Bank | 0.02% | No change | 9,535 | $240K |
| MKT Advisors LLC | 0.09% | Add +0.1% | 9,451 | $237K |
| Ancora Advisors LLC | 0.00% | Add +0.0% | 9,193 | $231K |
| GTS Securities LLC | 0.01% | New | 8,851 | $223K |
| Wealth Effects LLC | 0.08% | No change | 8,746 | $220K |
| Corient Private Wealth LP | 0.00% | New | 8,600 | $217K |
| Trinity Wealth Management, LLC | 0.09% | No change | 8,522 | $215K |
| Addison Advisors LLC | 0.05% | Add +2.9% | 8,494 | $214K |
| M3 Advisory Group, LLC | 0.15% | No change | 8,449 | $213K |
| Private Trust Co. NA | 0.02% | Add +1.9% | 8,359 | $210K |
| Sightline Wealth Advisors, LLC | 0.10% | Reduce -9.3% | 8,324 | $210K |
| Penobscot Investment Management Company, Inc. | 0.02% | Reduce -2.4% | 8,050 | $203K |
| Adirondack Trust Co. | 0.07% | Add +0.5% | 8,039 | $202K |
| Neuberger Berman Group LLC | 0.00% | Reduce -56.6% | 8,025 | $202K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 8,000 | $201K |
| Asset Dedication, LLC | 0.01% | No change | 7,580 | $191K |
| Cordgrass Capital Advisors, LLC | 0.05% | Add +12.7% | 7,308 | $184K |
| Elevate Wealth Advisory, Inc. | 0.12% | Add +70.9% | 6,709 | $169K |
| Farther Finance Advisors, LLC | 0.00% | Add +105.1% | 6,700 | $169K |
| Wilmington Savings Fund Society, FSB | 0.00% | No change | 6,200 | $156K |
| Coastline Trust Co | 0.02% | Add +43.1% | 6,044 | $152K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 6,000 | $151K |
| Maryland Capital Advisors Inc. | 0.06% | No change | 5,992 | $151K |
| Bogart Wealth, LLC | 0.01% | Reduce -16.4% | 5,145 | $130K |
| Koesten, Hirschmann & Crabtree, INC. | 0.07% | No change | 5,080 | $128K |
| Pinnacle Bancorp, Inc. | 0.04% | No change | 5,027 | $127K |
| Geneos Wealth Management Inc. | 0.00% | Add +56.0% | 4,473 | $113K |
| CVA Family Office, LLC | 0.01% | No change | 3,835 | $97K |
| Black Cypress Capital Management, LLC | 0.08% | Reduce -72.6% | 3,810 | $96K |
| Front Row Advisors LLC | 0.03% | Reduce -35.7% | 3,750 | $94K |
| HHM Wealth Advisors, LLC | 0.01% | No change | 3,700 | $93K |
| 2UniFi Bank | 0.05% | Add +34.4% | 3,628 | $91K |
| Tower Research Capital LLC (TRC) | 0.00% | Add +201.8% | 3,570 | $90K |
| Trust Co | 0.01% | Reduce -0.0% | 3,537 | $89K |
| Spire Wealth Management | 0.00% | No change | 3,384 | $85K |
| BNP Paribas Financial Markets | 0.00% | Reduce -53.4% | 3,323 | $84K |
| First Horizon Advisors, Inc. | 0.00% | No change | 3,071 | $77K |
| Bokf, NA | 0.00% | New | 3,000 | $76K |
| Legacy Bridge, LLC | 0.03% | No change | 2,906 | $73K |
| FMR LLC | 0.00% | Add +31.6% | 2,559 | $64K |
| McIlrath & Eck, LLC | 0.01% | New | 2,407 | $61K |
| MAI Capital Management | 0.00% | No change | 2,229 | $56K |
| Ameritas Advisory Services, LLC | 0.00% | New | 1,992 | $50K |
| Bank of Montreal | 0.00% | Reduce -90.2% | 1,812 | $46K |
| Creekmur Asset Management LLC | 0.01% | No change | 1,738 | $44K |
| National Bank of Canada | 0.00% | Reduce -93.5% | 1,730 | $44K |
| NFSG Corp | 0.01% | No change | 1,683 | $42K |
| Bartlett & Co. Wealth Management LLC | 0.00% | No change | 1,668 | $42K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,658 | $42K |
| Signaturefd, LLC | 0.00% | No change | 1,595 | $40K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 1,539 | $39K |
| Stephens Consulting, LLC | 0.01% | Reduce -10.8% | 1,448 | $36K |
| Wells Financial Advisors INC | 0.05% | Reduce -68.0% | 1,440 | $36K |
| Eastern Bank | 0.00% | No change | 1,440 | $36K |
| 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 |
| 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 | 0.01% | No change | 753 | $19K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 740 | $19K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Reduce -2.7% | 712 | $17K |
| 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% | No change | 403 | $10K |
| Creative Capital Management Investments LLC | 0.00% | New | 262 | $7K |
| Avion Wealth | 0.00% | New | 185 | $4K |
| BlackRock, Inc. | 0.00% | Reduce -99.7% | 146 | $4K |
| Smartleaf Asset Management LLC | 0.00% | No change | 141 | $4K |
| Evergreen Private Wealth LLC | 0.00% | Reduce -94.1% | 123 | $3K |
| Citigroup Inc. | 0.00% | New | 6 | $151 |
"% 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.