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 |
| Brighton Securities Corp. | 1.63% | Reduce -23.3% | 124,268 | $3.1M |
| Leo Wealth, LLC | 0.40% | Reduce -18.2% | 123,875 | $3.1M |
| Sonata Capital Group Inc. | 1.14% | Reduce -0.2% | 122,944 | $3.1M |
| McGlone Suttner Wealth Management, Inc. | 0.43% | Add +0.6% | 122,495 | $3.1M |
| Stonebrook Private Inc. | 0.66% | Add +3.9% | 121,078 | $3.0M |
| Heck Capital Advisors, LLC | 0.23% | Add +2.1% | 119,544 | $3.0M |
| Private Advisor Group, LLC | 0.01% | Reduce -10.4% | 117,974 | $3.0M |
| Heartland Bank & Trust Co | 1.20% | Add +25.6% | 115,689 | $2.9M |
| Associated Banc-Corp | 0.08% | Add +1.2% | 114,900 | $2.9M |
| Phillips Financial Management, LLC | 0.19% | Add +19.8% | 112,989 | $2.8M |
| Smith, Moore & Co. | 0.22% | Add +2.3% | 112,892 | $2.8M |
| Round Rock Advisors LLC | 0.42% | Reduce -2.9% | 104,780 | $2.6M |
| TFR Capital, LLC. | 0.86% | Add +0.1% | 102,592 | $2.6M |
| Advance Capital Management, Inc. | 0.11% | Add +1.0% | 100,380 | $2.5M |
| Houlihan Financial Resource Group, Ltd. | 2.10% | Reduce -62.7% | 95,110 | $2.4M |
| Blue Trust, Inc. | 0.03% | Add +0.0% | 92,346 | $2.3M |
| Greenline Partners, LLC | 0.27% | Reduce -40.0% | 89,400 | $2.3M |
| Archford Capital Strategies, LLC | 0.27% | Add +3.1% | 88,983 | $2.2M |
| AMG National Trust Bank | 0.05% | Reduce -4.9% | 88,712 | $2.2M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -2.6% | 86,718 | $2.2M |
| Precedent Wealth Partners, LLC | 0.48% | Reduce -15.2% | 86,121 | $2.2M |
| IRON Financial LLC | 1.04% | Reduce -37.9% | 85,908 | $2.2M |
| Jones Financial Companies LLLP | 0.00% | Add +71.5% | 85,153 | $2.1M |
| Hills Bank & Trust Co | 0.13% | Add +43.1% | 84,699 | $2.1M |
| Riverchase Wealth Management, LLC | 1.18% | Reduce -1.1% | 83,021 | $2.1M |
| Hurley Capital, LLC | 1.18% | Reduce -2.8% | 83,016 | $2.1M |
| Coldstream Capital Management Inc. | 0.03% | Reduce -1.8% | 81,712 | $2.1M |
| First Fiduciary Investment Counsel, Inc. | 0.40% | Reduce -5.6% | 80,953 | $2.0M |
| Valley Wealth Managers, Inc. | 0.13% | Reduce -2.0% | 80,246 | $2.0M |
| Covington Investment Advisors Inc. | 0.26% | Reduce -1.2% | 78,551 | $2.0M |
| Mosaic Family Wealth Partners, LLC | 0.23% | Add +76.7% | 78,491 | $2.0M |
| Klaas Financial Asset Advisors, LLC | 0.29% | Reduce -7.5% | 77,896 | $2.0M |
| Mayflower Financial Advisors, LLC | 0.25% | Add +8.5% | 77,412 | $2.0M |
| Sequoia Financial Advisors, LLC | 0.01% | No change | 76,737 | $1.9M |
| Prime Capital Investment Advisors, LLC | 0.02% | Reduce -7.4% | 74,351 | $1.9M |
| First Manhattan Co. Llc. | 0.00% | Reduce -2.4% | 73,853 | $1.9M |
| Diversify Advisory Services, LLC | 0.06% | Reduce -28.7% | 74,029 | $1.9M |
| Crestmont Private Wealth LLC | 0.61% | Reduce -0.8% | 73,343 | $1.8M |
| Cornell Pochily Investment Advisors, Inc. | 0.55% | Reduce -13.7% | 72,728 | $1.8M |
| Jane Street Group, LLC | 0.00% | Add +165.3% | 71,858 | $1.8M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +51.5% | 71,843 | $1.8M |
| Foundry Financial Group, Inc. | 0.93% | Reduce -1.5% | 69,982 | $1.8M |
| Clearwater Capital Advisors, LLC | 0.15% | No change | 68,954 | $1.7M |
| Baron Silver Stevens Financial Advisors, LLC | 0.25% | Add +0.2% | 67,499 | $1.7M |
| Endowment Wealth Management, Inc. | 0.77% | Reduce -2.4% | 67,003 | $1.7M |
| PSI Advisors, LLC | 0.43% | Reduce -4.1% | 65,485 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +3.1% | 65,156 | $1.6M |
| Harbor Investment Advisory, LLC | 0.13% | No change | 63,058 | $1.6M |
| AlTi Global, Inc. | 0.04% | No change | 62,560 | $1.6M |
| Princeton Global Asset Management LLC | 0.25% | Reduce -2.1% | 60,856 | $1.5M |
| Redwood Financial Network Corp | 0.97% | Add +4.1% | 60,726 | $1.5M |
| Forvis Mazars Wealth Advisors, LLC | 0.03% | Reduce -3.3% | 59,681 | $1.5M |
| Northwest Bancshares, Inc. | 0.24% | Reduce -4.9% | 57,729 | $1.5M |
| Regions Financial Corp. | 0.01% | Reduce -42.5% | 54,734 | $1.4M |
| Montecito Bank & Trust | 0.21% | — | 54,228 | $1.4M |
| Cary Street Partners Financial LLC | 0.04% | Reduce -11.1% | 54,072 | $1.4M |
| Austin Private Wealth, LLC | 0.10% | Reduce -6.5% | 53,108 | $1.3M |
| CGN Advisors LLC | 0.11% | Reduce -27.6% | 52,947 | $1.3M |
| Brown Brothers Harriman & Co. | 0.01% | No change | 52,927 | $1.3M |
| Wick Capital Partners, LLC | 0.32% | Add +673.2% | 52,509 | $1.3M |
| Element Wealth, LLC | 0.58% | Reduce -1.8% | 52,455 | $1.3M |
| Gould Asset Management LLC | 0.25% | Reduce -0.3% | 52,390 | $1.3M |
| Consolidated Portfolio Review Corp | 0.16% | Add +6.2% | 49,814 | $1.3M |
| Kintra Wealth, LLC | 0.70% | Reduce -0.7% | 49,255 | $1.2M |
| Masso Torrence Wealth Management Inc. | 0.50% | No change | 47,364 | $1.2M |
| Blue Barn Wealth, LLC | 0.52% | Reduce -9.0% | 46,942 | $1.2M |
| Oldfather Financial Services, LLC | 0.36% | No change | 45,878 | $1.2M |
| Sigma Planning Corp | 0.03% | Reduce -0.9% | 45,486 | $1.1M |
| Cherry Tree Wealth Management, LLC | 0.25% | Reduce -4.9% | 45,039 | $1.1M |
| Fortis Capital Management LLC | 0.16% | Add +7.3% | 44,632 | $1.1M |
| Steele Capital Management, Inc. | 0.05% | No change | 44,491 | $1.1M |
| Weaver Consulting Group | 0.28% | Reduce -4.0% | 44,453 | $1.1M |
| Reliant Wealth Planning | 0.35% | Reduce -1.3% | 43,004 | $1.1M |
| Fullcircle Wealth LLC | 0.37% | Reduce -15.0% | 41,810 | $1.0M |
| TABR Capital Management, LLC | 0.72% | Add +1.1% | 41,675 | $1.0M |
| Alliance Wealth Advisors, LLC | 0.24% | New | 41,013 | $1.0M |
| Barrett & Company, Inc. | 0.35% | Add +0.2% | 40,299 | $1.0M |
| HORAN Wealth, LLC | 0.16% | New | 39,496 | $995K |
| Cannon Financial Strategists, Inc. | 0.14% | Add +0.9% | 39,206 | $988K |
| Roble, Belko & Company, Inc | 0.13% | Reduce -3.0% | 39,023 | $983K |
| Farmers National Bank | 0.23% | Reduce -7.7% | 38,999 | $982K |
| OneDigital Investment Advisors LLC | 0.01% | Reduce -30.7% | 38,268 | $964K |
| Conrad Siegel Investment Advisors, Inc. | 0.20% | Add +1.0% | 37,109 | $935K |
| HRT Financial LP | 0.00% | Add +28.9% | 36,612 | $922K |
| Alterna Wealth Management, Inc. | 0.76% | Reduce -11.6% | 36,578 | $921K |
| PNC Financial Services Group, Inc. | 0.00% | Add +10.1% | 35,758 | $901K |
| Equitable Holdings, Inc. | 0.01% | New | 35,050 | $883K |
| Bank of New York Mellon Corp | 0.00% | Add +8.2% | 34,451 | $868K |
| Pure Financial Advisors, LLC | 0.01% | Add +8.1% | 34,412 | $867K |
| Prospera Financial Services Inc | 0.01% | Reduce -75.7% | 33,535 | $845K |
| Atwater Malick LLC | 0.25% | Reduce -0.1% | 33,530 | $845K |
| Rockefeller Capital Management L.P. | 0.00% | Reduce -14.0% | 33,403 | $841K |
| Godshalk Welsh Capital Management, Inc. | 0.48% | Add +7.9% | 33,350 | $840K |
| International Assets Investment Management, LLC | 0.07% | No change | 33,041 | $829K |
| Chesley Taft & Associates LLC | 0.03% | Reduce -15.9% | 32,100 | $809K |
| Koshinski Asset Management, Inc. | 0.05% | Reduce -19.7% | 30,364 | $765K |
| First Interstate Bank | 0.04% | No change | 30,258 | $762K |
| Cypress Point Wealth Management, LLC | 0.15% | No change | 30,000 | $756K |
| Old Mission Capital LLC | 0.03% | New | 29,797 | $751K |
| Brookstone Capital Management | 0.01% | Reduce -10.7% | 29,768 | $750K |
| STAR Financial Bank | 0.44% | Reduce -17.1% | 29,685 | $748K |
| Comerica Bank | 0.00% | Reduce -17.1% | 29,532 | $744K |
| Stokes Family Office, LLC | 0.07% | Reduce -47.4% | 29,462 | $742K |
| Patriot Investment Management Group, Inc. | 0.05% | No change | 29,438 | $742K |
| SMI Advisory Services, LLC | 0.14% | Add +129.0% | 29,222 | $734K |
| 10Elms LLP | 0.75% | Reduce -12.3% | 28,782 | $725K |
| Thoroughbred Financial Services, LLC | 0.04% | Reduce -15.0% | 27,662 | $696K |
| Avantax Planning Partners, Inc. | 0.02% | No change | 26,778 | $675K |
| James Investment Research, Inc. | 0.07% | Reduce -3.7% | 26,115 | $658K |
| Cornerstone Financial Group, LLC | 0.51% | Add +0.8% | 25,940 | $653K |
| Summit Wealth Partners, LLC | 0.12% | Reduce -0.8% | 25,898 | $652K |
| Murphy, Middleton, Hinkle & Parker, Inc. | 0.31% | Reduce -7.7% | 25,022 | $630K |
| Dearborn Partners LLC | 0.03% | Add +5.7% | 24,884 | $627K |
| Savant Capital, LLC | 0.00% | Reduce -21.3% | 24,882 | $627K |
| Commonwealth Financial Services, LLC | 0.10% | Reduce -3.7% | 23,916 | $602K |
| Rothschild Wealth LLC | 0.13% | Reduce -2.4% | 23,839 | $601K |
| Strategic Blueprint, LLC | 0.03% | Add +4.1% | 23,813 | $600K |
| Advisory Services Network, LLC | 0.01% | Add +0.9% | 23,611 | $595K |
| ADG Wealth Management Group, LLC | 0.46% | Reduce -0.5% | 23,170 | $584K |
| BridgePort Financial Solutions, LLC | 0.16% | Add +0.6% | 23,094 | $582K |
| Aptus Capital Advisors, LLC | 0.01% | Add +0.9% | 22,547 | $568K |
| Duncker Streett & Co. Inc. | 0.10% | Reduce -6.0% | 22,443 | $565K |
| Accretive Wealth Partners, LLC | 0.17% | Reduce -13.3% | 22,427 | $565K |
| Dorsey & Whitney Trust CO LLC | 0.03% | No change | 22,000 | $554K |
| Avidian Wealth Enterprises, LLC | 0.02% | Add +1.7% | 21,885 | $551K |
| Baird Financial Group, Inc. | 0.00% | Reduce -3.3% | 21,669 | $546K |
| Principal Securities, Inc. | 0.01% | Reduce -9.9% | 21,524 | $542K |
| Johnson Bixby & Associates, LLC | 0.07% | Reduce -6.5% | 21,343 | $538K |
| Great Valley Advisor Group, Inc. | 0.01% | Add +1.2% | 21,120 | $532K |
| REDW Wealth LLC | 0.20% | Reduce -34.6% | 21,094 | $531K |
| Empirical Asset Management, LLC | 0.15% | Add +0.2% | 20,912 | $527K |
| Granite Harbor Advisors, Inc. | 0.22% | Reduce -5.8% | 20,783 | $524K |
| Tableaux LLC | 0.20% | Add +2.8% | 20,030 | $505K |
| United Community Bank | 0.15% | Reduce -2.0% | 19,133 | $482K |
| DecisionMap Wealth Management, LLC | 0.31% | Reduce -24.8% | 19,124 | $482K |
| American Money Management, LLC | 0.08% | Reduce -0.8% | 19,121 | $482K |
| Jackson Hole Capital Partners, LLC | 0.08% | No change | 18,958 | $478K |
| Silicon Valley Capital Partners | 0.04% | Add +1.1% | 18,857 | $475K |
| Straight Path Wealth Management | 0.13% | Reduce -9.0% | 18,477 | $465K |
| Barclays PLC | 0.00% | No change | 17,975 | $453K |
| StoneX Group Inc. | 0.02% | Add +10.9% | 17,893 | $451K |
| Venture Visionary Partners LLC | 0.02% | Add +0.1% | 17,878 | $450K |
| Mattern Capital Management, LLC | 0.05% | Add +1.2% | 17,625 | $444K |
| Rossmore Private Capital | 0.05% | No change | 17,519 | $441K |
| Schmidt P J Investment Management Inc. | 0.07% | Reduce -2.5% | 17,492 | $441K |
| American Trust | 0.04% | No change | 17,191 | $433K |
| Waterford Advisors, LLC | 0.15% | Add +448.1% | 17,172 | $433K |
| Siligmueller & Norvid Wealth Advisors LLC | 0.19% | New | 16,703 | $421K |
| Meredith Wealth Planning | 0.13% | Add +1.1% | 16,583 | $418K |
| Willis Johnson & Associates, Inc. | 0.03% | No change | 16,440 | $414K |
| Sunbelt Securities, Inc. | 0.03% | Reduce -14.0% | 14,928 | $376K |
| Woodley Farra Manion Portfolio Management Inc. | 0.02% | Add +5.2% | 14,602 | $368K |
| L.M. Kohn & Company | 0.44% | Reduce -12.6% | 14,564 | $367K |
| Physician Wealth Advisors, Inc. | 0.05% | No change | 14,552 | $367K |
| Provenance Wealth Advisors, LLC | 0.05% | No change | 14,393 | $363K |
| Beacon Financial Planning, Inc. | 0.19% | Add +0.8% | 14,282 | $360K |
| Seneca House Advisors | 0.15% | Reduce -10.6% | 14,261 | $359K |
| Trust Co of Kansas | 0.17% | Reduce -11.2% | 14,227 | $358K |
| Financial Advisory Corp | 0.05% | Add +14.3% | 14,143 | $356K |
| Mutual Advisors, LLC | 0.01% | Reduce -24.2% | 14,101 | $355K |
| J. L. Bainbridge & Co., Inc. | 0.03% | Reduce -0.7% | 13,967 | $352K |
| Farther Finance Advisors, LLC | 0.01% | Add +107.8% | 13,923 | $351K |
| Riverstone Advisors, LLC | 0.17% | New | 13,922 | $351K |
| KPP Advisory Services LLC | 0.05% | Reduce -9.8% | 13,740 | $346K |
| Autumn Glory Partners, LLC | 0.14% | Add +2.4% | 13,663 | $344K |
| Calton & Associates, Inc. | 0.05% | Add +4.9% | 13,538 | $341K |
| KOM Wealth Management Group, LLC | 0.25% | Reduce -4.4% | 13,359 | $337K |
| CIBC Private Wealth Group LLC | 0.00% | Reduce -6.9% | 13,327 | $336K |
| Valley Forge Investment Consultants Inc. Adv | 0.10% | Add +1.1% | 12,947 | $326K |
| Pine Haven Investment Counsel, Inc | 0.23% | Reduce -1.1% | 12,850 | $324K |
| Smith Salley Wealth Management | 0.02% | New | 12,426 | $313K |
| Robinson Smith Wealth Advisors LLC | 0.22% | No change | 12,208 | $308K |
| Belpointe Asset Management LLC | 0.01% | New | 12,200 | $307K |
| Pinnacle Wealth Management Group, Inc. | 0.15% | 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 | 0.06% | No change | 11,000 | $277K |
| World Investment Advisors | 0.01% | No change | 11,000 | $277K |
| Landing Point Financial Group, LLC | 0.14% | Add +0.7% | 10,995 | $277K |
| Eagle Strategies LLC | 0.04% | Add +0.5% | 10,816 | $272K |
| Arcadia Investment Management Corp. | 0.04% | No change | 10,750 | $271K |
| Dakota Wealth Management | 0.01% | Reduce -45.0% | 10,630 | $268K |
| Stonebridge Financial Group, LLC | 0.02% | No change | 10,379 | $261K |
| Ritholtz Wealth Management | 0.01% | Reduce -50.1% | 10,302 | $260K |
| Windsor Capital Management, LLC | 0.07% | Reduce -92.9% | 10,215 | $257K |
| Foster Dykema Cabot & Partners, LLC | 0.02% | No change | 10,000 | $252K |
| Seven Springs Wealth Group, LLC | 0.06% | No change | 9,988 | $252K |
| Claret Asset Management Corp | 0.03% | No change | 9,875 | $249K |
| Montis Financial, LLC | 0.06% | Reduce -54.0% | 9,873 | $249K |
| Edge Financial Advisors LLC | 0.11% | No change | 9,689 | $244K |
| NorthCoast Asset Management LLC | 0.00% | No change | 9,623 | $242K |
| Postrock Partners LLC | 0.11% | No change | 9,600 | $242K |
| AlphaCore Capital LLC | 0.01% | Reduce -14.0% | 9,200 | $232K |
| Wealth Effects LLC | 0.07% | No change | 8,746 | $220K |
| Trinity Wealth Management, LLC | 0.08% | No change | 8,522 | $215K |
| M3 Advisory Group, LLC | 0.13% | No change | 8,449 | $213K |
| Marathon Capital Management | 0.05% | New | 8,425 | $212K |
| Horizons Wealth Management | 0.15% | Reduce -21.0% | 8,398 | $212K |
| Private Trust Co. NA | 0.02% | No change | 8,359 | $211K |
| Calamos Wealth Management LLC | 0.01% | New | 8,279 | $209K |
| Addison Advisors LLC | 0.05% | Reduce -3.8% | 8,169 | $206K |
| Dudley Capital Management, LLC | 0.09% | New | 8,050 | $203K |
| Neuberger Berman Group LLC | 0.00% | No change | 8,025 | $202K |
| Alesco Advisors, LLC, An ESL Co | 0.01% | No change | 8,000 | $202K |
| Ironwood Financial, llc | 0.04% | Reduce -94.3% | 7,991 | $201K |
| Adirondack Trust Co. | 0.06% | Reduce -8.1% | 7,392 | $186K |
| Asset Dedication, LLC | 0.01% | Reduce -4.4% | 7,247 | $183K |
| Cordgrass Capital Advisors, LLC | 0.04% | Reduce -2.4% | 7,133 | $180K |
| Elevate Wealth Advisory, Inc. | 0.12% | No change | 6,709 | $169K |
| Ancora Advisors LLC | 0.00% | Reduce -29.3% | 6,500 | $164K |
| Cloud Capital Management, LLC | 0.08% | New | 6,149 | $154K |
| Coastline Trust Co | 0.02% | No change | 6,044 | $152K |
| Loring Wolcott & Coolidge Fiduciary Advisors LLP | 0.00% | No change | 6,000 | $151K |
| Harbour Investments, Inc. | 0.00% | Reduce -48.5% | 5,525 | $139K |
| Bank of New Hampshire | 0.03% | Reduce -47.6% | 5,425 | $137K |
| Maryland Capital Advisors Inc. | 0.05% | Reduce -11.7% | 5,292 | $133K |
| Koesten, Hirschmann & Crabtree, INC. | 0.06% | No change | 5,080 | $128K |
| Bogart Wealth, LLC | 0.00% | Reduce -13.1% | 4,473 | $113K |
| Geneos Wealth Management Inc. | 0.00% | No change | 4,473 | $113K |
| Black Cypress Capital Management, LLC | 0.08% | Add +13.1% | 4,310 | $109K |
| CVA Family Office, LLC | 0.01% | No change | 3,835 | $97K |
| Bokf, NA | 0.00% | Add +26.7% | 3,800 | $96K |
| 2UniFi Bank | 0.05% | No change | 3,628 | $91K |
| Trust Co | 0.01% | No change | 3,537 | $89K |
| Spire Wealth Management | 0.00% | No change | 3,384 | $85K |
| Legacy Bridge, LLC | 0.03% | No change | 2,906 | $73K |
| Front Row Advisors LLC | 0.02% | Reduce -27.7% | 2,710 | $68K |
| McIlrath & Eck, LLC | 0.01% | Add +1.0% | 2,432 | $61K |
| FMR LLC | 0.00% | Reduce -5.3% | 2,422 | $61K |
| MAI Capital Management | 0.00% | Add +0.1% | 2,232 | $56K |
| Tower Research Capital LLC (TRC) | 0.00% | Reduce -46.0% | 1,926 | $49K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -96.1% | 1,885 | $47K |
| National Bank of Canada | 0.00% | Add +7.0% | 1,852 | $47K |
| Creekmur Asset Management LLC | 0.01% | No change | 1,738 | $44K |
| NFSG Corp | 0.01% | No change | 1,683 | $42K |
| Armstrong Advisory Group, Inc. | 0.00% | No change | 1,658 | $42K |
| Pinnacle Bancorp, Inc. | 0.01% | Reduce -68.2% | 1,598 | $40K |
| Signaturefd, LLC | 0.00% | No change | 1,595 | $40K |
| Ameritas Advisory Services, LLC | 0.00% | Reduce -22.4% | 1,546 | $39K |
| Pension & Wealth Management Advisors, Inc. | 0.01% | No change | 1,539 | $39K |
| Stephens Consulting, LLC | 0.01% | Add +1.0% | 1,463 | $37K |
| Wells Financial Advisors INC | 0.05% | No change | 1,440 | $36K |
| Eastern Bank | 0.00% | No change | 1,440 | $36K |
| Bartlett & Co. Wealth Management LLC | 0.00% | Reduce -24.0% | 1,268 | $32K |
| AE Wealth Management LLC | 0.00% | Reduce -99.4% | 1,264 | $32K |
| Hemington Wealth Management | 0.00% | No change | 1,143 | $28K |
| High Note Wealth, LLC | 0.01% | New | 1,105 | $28K |
| Motco | 0.00% | No change | 970 | $24K |
| Financial Consulate, Inc. | 0.00% | New | 830 | $21K |
| Colonial Trust Co / SC | 0.00% | No change | 800 | $20K |
| Bradley & Co. Private Wealth Management, LLC | 0.01% | No change | 786 | $20K |
| Medallion Wealth Advisors, LLC | 0.01% | No change | 740 | $19K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +1.0% | 719 | $18K |
| Kennebec Savings Bank | 0.01% | No change | 640 | $16K |
| Fifth Third Bancorp | 0.00% | No change | 569 | $14K |
| Mascoma Wealth Management LLC | 0.00% | No change | 543 | $14K |
| Valley National Advisers Inc. | 0.00% | Reduce -32.4% | 478 | $12K |
| BNP Paribas Financial Markets | 0.00% | Reduce -91.5% | 282 | $7K |
| CNB Bank | 0.00% | New | 254 | $6K |
| Clearstead Advisors, LLC | 0.00% | New | 172 | $4K |
| BlackRock, Inc. | 0.00% | No change | 146 | $4K |
| Evergreen Private Wealth LLC | 0.00% | No change | 123 | $3K |
"% 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.