iShares Ibonds Dec 2025 TermIBDQETF
13F holders, Q3 2025 (September 30)362holders −31
16new positions
39sold out
$25.19avg. 13F price*
At the end of Q3 2025, 362 institutions reported holding iShares Ibonds Dec 2025 Term (IBDQ) in their 13F filings, down 31 from Q2 2025. 16 opened new positions and 39 sold out. The largest holders were Bank of America Corp. ($160.6M), HM Payson & Co. ($88.4M) and Morgan Stanley ($80.9M).
- Company
- iShares Ibonds Dec 2025 Term
- CUSIP
- 46434VBD1
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 16 | $5.9M |
| Exits | 39 | $76.8M |
All 13F filers, Q2 2025 → Q3 2025: 2,291,230 shares bought and 9,290,626 shares sold, net −6,999,396 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 362 holders
| Bank of America Corp. | 0.01% | Reduce -6.3% | 6,375,127 | $160.6M |
| HM Payson & Co. | 1.27% | Add +12.4% | 3,507,777 | $88.4M |
| Morgan Stanley | 0.00% | Reduce -15.1% | 3,212,382 | $80.9M |
| LPL Financial LLC | 0.02% | Add +10.5% | 2,669,916 | $67.3M |
| Raymond James Financial Inc. | 0.02% | Reduce -4.4% | 2,297,242 | $57.9M |
| UBS Group AG | 0.01% | Reduce -21.0% | 2,095,570 | $52.8M |
| Commonwealth Equity Services, LLC | 0.06% | Add +1.4% | 1,820,985 | $45.9M |
| Sound View Wealth Advisors Group, LLC | 2.85% | Reduce -10.1% | 1,644,079 | $41.4M |
| Gratus Wealth Advisors, LLC | 4.57% | Add +2.1% | 1,289,241 | $32.5M |
| Kathmere Capital Management, LLC | 2.20% | Add +12.9% | 1,229,636 | $31.0M |
| Royal Bank of Canada | 0.00% | Reduce -3.3% | 1,054,686 | $26.6M |
| Captrust Financial Advisors | 0.05% | Reduce -19.1% | 1,037,391 | $26.1M |
| RVW Wealth, LLC | 1.94% | Reduce -1.9% | 988,940 | $24.9M |
| Howland Capital Management LLC | 0.93% | Reduce -0.5% | 973,740 | $24.5M |
| Wells Fargo & Company | 0.00% | Reduce -8.1% | 926,784 | $23.3M |
| Mariner, LLC | 0.03% | Reduce -2.2% | 901,792 | $22.7M |
| Glenview Trust Co | 0.34% | Reduce -5.3% | 851,541 | $21.5M |
| NewEdge Advisors, LLC | 0.10% | Reduce -7.8% | 838,905 | $21.1M |
| Sigma Investment Counselors Inc. | 1.09% | Reduce -5.7% | 834,570 | $21.0M |
| Truist Financial Corp. | 0.03% | Reduce -1.3% | 786,165 | $19.8M |
| Matthew Goff Investment Advisor, LLC | 3.28% | Add +0.1% | 760,736 | $19.2M |
| Focus Partners Wealth | 0.03% | Reduce -9.8% | 750,980 | $18.9M |
| Osaic Holdings, Inc. | 0.03% | Add +33.8% | 741,566 | $18.7M |
| HighTower Advisors, LLC | 0.02% | Reduce -1.4% | 737,476 | $18.6M |
| Capital Investment Advisors, LLC | 0.30% | Reduce -1.3% | 718,061 | $18.1M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -27.1% | 681,899 | $17.2M |
| Rebalance, LLC | 1.03% | Add +55.7% | 679,446 | $17.1M |
| Summit Asset Management, LLC | 2.60% | Add +1.4% | 671,458 | $16.9M |
| US Bancorp \de | 0.02% | Reduce -26.6% | 650,307 | $16.4M |
| MCF Advisors LLC | 0.98% | Reduce -9.0% | 632,038 | $15.9M |
| Kestra Advisory Services, LLC | 0.07% | Reduce -6.5% | 612,343 | $15.4M |
| Mesirow Financial Investment Management, Inc. | 0.27% | Reduce -0.6% | 603,301 | $15.2M |
| Cwm, LLC | 0.04% | Reduce -2.2% | 568,925 | $14.3M |
| Journey Advisory Group, LLC | 1.06% | Reduce -1.5% | 568,766 | $14.3M |
| MV Capital Management, Inc. | 1.34% | Reduce -2.1% | 554,590 | $14.0M |
| Strid Group, LLC | 1.73% | Reduce -4.2% | 540,118 | $13.6M |
| Ruggaard & Associates LLC | 5.00% | Reduce -0.3% | 530,277 | $13.4M |
| Global Retirement Partners, LLC | 0.29% | Add +5.8% | 509,073 | $12.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -15.8% | 497,482 | $12.5M |
| NovaPoint Capital, LLC | 3.02% | Reduce -2.2% | 489,318 | $12.3M |
| CENTRAL TRUST Co | 0.25% | Reduce -1.0% | 477,667 | $12.0M |
| Ameriprise Financial Inc. | 0.00% | Reduce -45.7% | 476,318 | $12.0M |
| Mercer Global Advisors Inc. | 0.02% | Reduce -8.2% | 428,594 | $10.8M |
| Benjamin Edwards Inc. | 0.11% | Reduce -13.9% | 391,421 | $9.9M |
| Beacon Pointe Advisors, LLC | 0.08% | Reduce -7.7% | 380,808 | $9.6M |
| Balentine LLC | 0.35% | Reduce -7.9% | 375,865 | $9.5M |
| Signature Wealth Management Group | 3.56% | Reduce -0.1% | 364,471 | $9.2M |
| IFP Advisors, Inc | 0.23% | Add +0.6% | 357,214 | $9.0M |
| Baltimore-Washington Financial Advisors, Inc. | 0.38% | Reduce -2.4% | 354,070 | $8.9M |
| Beaumont Asset Management, L.L.C. | 4.48% | Add +3.4% | 353,730 | $8.9M |
| JPMorgan Chase & Co. | 0.00% | Reduce -23.1% | 346,137 | $8.7M |
| Scissortail Wealth Management, LLC | 1.77% | Add +1.9% | 322,125 | $8.1M |
| Cetera Investment Advisers | 0.01% | Add +50.4% | 320,572 | $8.1M |
| Kesler, Norman & Wride, LLC | 1.57% | Add +20.3% | 319,162 | $8.0M |
| Arcadia Investment Advisors LLC | 3.84% | Reduce -1.4% | 314,182 | $7.9M |
| Leavell Investment Management, Inc. | 0.33% | Reduce -10.3% | 311,329 | $7.8M |
| Sanctuary Advisors, LLC | 0.04% | Reduce -28.9% | 291,202 | $7.3M |
| First National Trust Co | 0.25% | Reduce -21.1% | 290,014 | $7.3M |
| Spinnaker Trust | 0.40% | Reduce -0.9% | 289,330 | $7.3M |
| InvesTrust | 2.64% | Reduce -6.7% | 286,074 | $7.2M |
| Peloton Wealth Strategists | 2.84% | Reduce -3.2% | 279,600 | $7.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -12.2% | 280,364 | $7.0M |
| Allworth Financial LP | 0.03% | Reduce -6.6% | 275,368 | $6.9M |
| Deutsche Bank AG | 0.00% | Add +1.4% | 275,300 | $6.9M |
| Merit Financial Group, LLC | 0.06% | Add +4.3% | 274,945 | $6.9M |
| Lyell Wealth Management, LP | 0.48% | Reduce -17.3% | 256,578 | $6.5M |
| United Capital Financial Advisors, LLC | 0.05% | Add +3.3% | 252,649 | $6.4M |
| TLWM | 1.12% | Reduce -0.4% | 246,721 | $6.2M |
| Integrated Wealth Concepts LLC | 0.06% | Add +5.4% | 244,925 | $6.2M |
| Fulton Breakefield Broenniman LLC | 0.38% | Reduce -1.9% | 231,251 | $5.8M |
| Hamel Associates, Inc. | 1.68% | Reduce -4.0% | 216,638 | $5.5M |
| Aviance Capital Partners, LLC | 0.63% | Add +3.6% | 210,849 | $5.3M |
| Krilogy Financial LLC | 0.19% | Add +13.5% | 205,441 | $5.2M |
| Stifel Financial Corp. | 0.00% | Add +0.6% | 199,646 | $5.0M |
| Parallel Advisors, LLC | 0.09% | Add +2.5% | 199,005 | $5.0M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -6.6% | 198,501 | $5.0M |
| Moneco Advisors, LLC | 0.42% | Reduce -1.7% | 197,873 | $5.0M |
| Virginia Wealth Management Group, Inc. | 2.82% | Add +8.3% | 194,135 | $4.9M |
| New England Private Wealth Advisors LLC | 0.61% | Add +0.2% | 183,663 | $4.6M |
| Atlantic Union Bankshares Corp | 0.09% | Reduce -11.3% | 181,228 | $4.6M |
| Modern Wealth Management, LLC | 0.09% | Add +11.1% | 177,349 | $4.5M |
| 4Thought Financial Group Inc. | 2.20% | Add +6.8% | 173,031 | $4.4M |
| Sax Wealth Advisors, LLC | 0.23% | Reduce -8.9% | 171,989 | $4.3M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.5% | 171,105 | $4.3M |
| Integrated Advisors Network LLC | 0.18% | Reduce -4.1% | 171,032 | $4.3M |
| Laurel Wealth Advisors LLC | 0.59% | Reduce -19.2% | 167,354 | $4.2M |
| Thrivent Financial for Lutherans | 0.01% | Add +134.5% | 167,285 | $4.2M |
| 4J Wealth Management LLC | 2.47% | Reduce -2.5% | 166,994 | $4.2M |
| Crews Bank & Trust | 0.61% | Reduce -9.6% | 166,230 | $4.2M |
| Atria Investments, Inc | 0.05% | Reduce -16.8% | 165,352 | $4.2M |
| Resonant Capital Advisors, LLC | 0.24% | Reduce -1.8% | 163,430 | $4.1M |
| Harbor Advisory Corp. | 1.21% | No change | 162,106 | $4.1M |
| MML Investors Services, LLC | 0.01% | Reduce -5.2% | 157,818 | $4.0M |
| Sowell Financial Services LLC | 0.15% | Reduce -7.7% | 156,883 | $4.0M |
| Drive Wealth Management, LLC | 0.84% | Reduce -0.5% | 156,860 | $4.0M |
| Hancock Whitney Corp. | 0.07% | Reduce -1.0% | 156,116 | $3.9M |
| Creative Planning | 0.00% | Reduce -64.5% | 155,364 | $3.9M |
| Probity Advisors, Inc. | 0.63% | Add +3.7% | 155,252 | $3.9M |
| Praetorian Wealth Management, Inc. | 0.76% | Reduce -4.7% | 147,564 | $3.7M |
| Beese Fulmer Investment Management, Inc. | 0.24% | Add +0.1% | 135,276 | $3.4M |
"% 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.