Ishrs Ibnds Dec 27 Corp. ETFIBDSETF
13F holders, Q1 2025 (March 31)365holders +15
33new positions
15sold out
2famous investors
$24.18avg. 13F price*
At the end of Q1 2025, 365 institutions reported holding Ishrs Ibnds Dec 27 Corp. ETF (IBDS) in their 13F filings, up 15 from Q4 2024. 33 opened new positions and 15 sold out. The largest holders were Bank of America Corp. ($194.3M), Capital Advisors Inc. ($97.1M) and Morgan Stanley ($91.2M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- Ishrs Ibnds Dec 27 Corp. ETF
- Filed as
- ISHARES TR (Q1 2025)
- CUSIP
- 46435UAA9
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $76.6M |
| Exits | 15 | $21.2M |
All 13F filers, Q4 2024 → Q1 2025: 10,296,832 shares bought and 5,529,397 shares sold, net +4,767,435 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 365 holders
| Bank of America Corp. | 0.02% | Add +3.3% | 8,036,060 | $194.3M |
| Capital Advisors Inc. | 1.93% | Add +7.8% | 4,014,148 | $97.1M |
| Morgan Stanley | 0.01% | Add +4.7% | 3,771,198 | $91.2M |
| HM Payson & Co. | 1.36% | Add +15.9% | 3,203,508 | $77.5M |
| UBS Group AG | 0.02% | Add +6.3% | 2,857,492 | $69.1M |
| Raymond James Financial Inc. | 0.03% | Add +5.6% | 2,809,312 | $67.9M |
| Mercer Global Advisors Inc. | 0.14% | Add +17.9% | 2,508,278 | $60.7M |
| Aptus Capital Advisors, LLC | 0.66% | Add +12.5% | 2,425,277 | $58.6M |
| Envestnet Asset Management Inc. | 0.02% | Add +5.0% | 2,307,322 | $55.8M |
| LPL Financial LLC | 0.02% | Add +12.3% | 2,110,416 | $51.0M |
| Capital Investment Advisors, LLC | 0.99% | Add +2.8% | 2,083,268 | $50.4M |
| Wells Fargo & Company | 0.01% | Reduce -0.6% | 1,846,241 | $44.6M |
| Royal Bank of Canada | 0.01% | Add +18.9% | 1,478,352 | $35.7M |
| Woodmont Investment Counsel LLC | 2.50% | Add +5.6% | 1,432,132 | $34.6M |
| HighTower Advisors, LLC | 0.05% | New | 1,400,628 | $33.9M |
| Gratus Wealth Advisors, LLC | 5.09% | Add +3.0% | 1,281,919 | $31.0M |
| Ameriprise Financial Inc. | 0.01% | Reduce -18.5% | 1,265,736 | $30.6M |
| Sound View Wealth Advisors Group, LLC | 2.30% | Add +11.2% | 1,159,837 | $28.0M |
| Truist Financial Corp. | 0.04% | Add +2.5% | 1,151,811 | $27.9M |
| Sigma Investment Counselors Inc. | 1.67% | Add +2.8% | 1,129,965 | $27.3M |
| Commonwealth Equity Services, LLC | 0.04% | Add +12.0% | 1,094,509 | $26.5M |
| Kathmere Capital Management, LLC | 2.23% | Add +9.5% | 1,083,382 | $26.2M |
| TABR Capital Management, LLC | 26.01% | Add +1.9% | 1,032,442 | $25.0M |
| Howland Capital Management LLC | 1.08% | Add +4.0% | 1,005,030 | $24.3M |
| Klingman & Associates, LLC | 1.47% | New | 990,859 | $24.0M |
| RVW Wealth, LLC | 2.20% | Add +1.2% | 967,922 | $23.4M |
| Venture Visionary Partners LLC | 0.93% | Add +7.5% | 920,054 | $22.2M |
| Stifel Financial Corp. | 0.02% | Add +8.7% | 759,758 | $18.4M |
| Seven Springs Wealth Group, LLC | 6.45% | Add +10.8% | 732,460 | $17.7M |
| Captrust Financial Advisors | 0.04% | Add +19.7% | 705,786 | $17.1M |
| Hengehold Capital Management LLC | 1.56% | Add +15.3% | 677,287 | $16.4M |
| Summit Asset Management, LLC | 2.81% | Add +2.1% | 672,494 | $16.3M |
| MV Capital Management, Inc. | 1.72% | Add +11.6% | 664,201 | $16.1M |
| NewEdge Advisors, LLC | 0.09% | Add +0.6% | 643,959 | $15.6M |
| US Bancorp \de | 0.02% | Add +12.6% | 607,996 | $14.7M |
| Glenview Trust Co | 0.28% | Add +4.5% | 598,941 | $14.5M |
| Benjamin Edwards Inc. | 0.20% | Add +13.6% | 592,281 | $14.3M |
| Arrow Financial Corp | 1.56% | Reduce -0.2% | 578,531 | $14.0M |
| Kestra Advisory Services, LLC | 0.07% | Add +6.9% | 565,964 | $13.7M |
| Cwm, LLC | 0.05% | Add +16.8% | 518,918 | $12.5M |
| WJ Wealth Management, LLC | 4.33% | Add +1.5% | 506,813 | $12.3M |
| Windsor Capital Management, LLC | 3.71% | Add +1.1% | 499,581 | $12.1M |
| Spinnaker Trust | 0.72% | Add +21.8% | 455,474 | $11.0M |
| Rebalance, LLC | 0.80% | Add +24.5% | 446,501 | $10.8M |
| Mesirow Financial Investment Management, Inc. | 0.21% | Add +15.9% | 438,174 | $10.6M |
| CENTRAL TRUST Co | 0.26% | Add +5.7% | 437,701 | $10.6M |
| Renaissance Technologies | 0.02% | Add +228.0% | 412,900 | $10.0M |
| Lyell Wealth Management, LP | 0.88% | Add +7.0% | 389,449 | $9.4M |
| Commonwealth Financial Services, LLC | 1.92% | Reduce -0.2% | 386,537 | $9.3M |
| Wick Capital Partners, LLC | 2.78% | Add +325.7% | 384,466 | $9.3M |
| Sanctuary Advisors, LLC | 0.06% | Add +1.9% | 374,137 | $9.0M |
| Creative Planning | 0.01% | Add +1.9% | 354,969 | $8.6M |
| Beacon Pointe Advisors, LLC | 0.10% | Add +7.3% | 352,459 | $8.5M |
| Strid Group, LLC | 1.28% | Add +71.5% | 341,479 | $8.3M |
| Peloton Wealth Strategists | 3.51% | Add +9.5% | 339,470 | $8.2M |
| InvesTrust | 2.14% | Add +3.3% | 322,879 | $7.8M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +19.5% | 315,687 | $7.6M |
| Arcadia Investment Advisors LLC | 4.24% | Add +3.4% | 313,675 | $7.6M |
| Wolfstich Capital, LLC | 6.85% | No change | 324,373 | $7.6M |
| Novem Group | 1.06% | Add +118.6% | 309,131 | $7.5M |
| PFG Private Wealth Management, LLC | 4.01% | Reduce -51.3% | 306,953 | $7.4M |
| IFP Advisors, Inc | 0.21% | Add +13.5% | 287,224 | $6.9M |
| Probity Advisors, Inc. | 1.30% | Reduce -15.8% | 280,964 | $6.8M |
| MCF Advisors LLC | 0.47% | Add +18.1% | 271,551 | $6.6M |
| Keeler Thomas Management LLC | 3.15% | Reduce -22.5% | 265,961 | $6.4M |
| Hamel Associates, Inc. | 2.17% | Reduce -22.1% | 264,018 | $6.4M |
| First National Trust Co | 0.26% | Add +19.5% | 262,062 | $6.3M |
| Signature Wealth Management Group | 2.42% | Add +0.3% | 256,628 | $6.2M |
| Summit Investment Advisors, Inc. | 5.41% | Add +4.0% | 252,469 | $6.1M |
| Sandy Spring Bank | 0.25% | Add +4.4% | 249,431 | $6.0M |
| Eight 31 Financial, LLC | 3.85% | New | 247,804 | $6.0M |
| Allworth Financial LP | 0.03% | Reduce -1.0% | 234,543 | $5.7M |
| Sax Wealth Advisors, LLC | 0.40% | Add +14.6% | 232,536 | $5.6M |
| Praetorian Wealth Management, Inc. | 1.37% | Add +7.9% | 231,955 | $5.6M |
| Atria Investments, Inc | 0.07% | Add +4.2% | 221,213 | $5.3M |
| Parallel Advisors, LLC | 0.12% | Reduce -10.7% | 219,918 | $5.3M |
| Janney Montgomery Scott LLC | 0.02% | Add +2.6% | 219,853 | $5.3M |
| Houlihan Financial Resource Group, Ltd. | 2.38% | Reduce -2.1% | 219,121 | $5.3M |
| Cetera Investment Advisers | 0.01% | Add +31.1% | 214,316 | $5.2M |
| 4Thought Financial Group Inc. | 3.19% | Add +12.8% | 213,453 | $5.2M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +27.5% | 212,873 | $5.1M |
| Kesler, Norman & Wride, LLC | 0.95% | Add +7.0% | 206,695 | $5.0M |
| Sonata Capital Group Inc. | 2.17% | Add +0.6% | 205,888 | $5.0M |
| Leo Wealth, LLC | 0.67% | Add +9.2% | 192,907 | $4.7M |
| Leavell Investment Management, Inc. | 0.23% | Add +16.2% | 190,243 | $4.6M |
| Droms Strauss Advisors Inc. /Mo/ | 1.58% | Add +7.3% | 190,148 | $4.6M |
| GAMMA Investing LLC | 0.34% | Add +25.9% | 189,899 | $4.6M |
| Osaic Holdings, Inc. | 0.01% | Reduce -13.7% | 185,957 | $4.5M |
| Centricity Wealth Management, LLC | 3.99% | Add +10.3% | 181,654 | $4.4M |
| TLWM | 0.87% | Reduce -1.4% | 180,496 | $4.4M |
| Integrated Wealth Concepts LLC | 0.05% | Add +44.1% | 179,958 | $4.4M |
| Resonant Capital Advisors, LLC | 0.30% | Add +3.6% | 178,103 | $4.3M |
| Virginia Wealth Management Group, Inc. | 2.61% | Add +13.1% | 174,705 | $4.2M |
| Crews Bank & Trust | 0.72% | Add +5.2% | 173,845 | $4.2M |
| Cherry Tree Wealth Management, LLC | 0.99% | Add +5.4% | 170,290 | $4.1M |
| Safeguard Financial, LLC | 0.90% | Add +29.9% | 169,125 | $4.1M |
| Sowell Financial Services LLC | 0.18% | Add +6.1% | 166,924 | $4.0M |
| Buffington Mohr McNeal | 0.79% | Add +108.1% | 164,698 | $4.0M |
| Confluence Investment Management LLC | 0.06% | Reduce -1.3% | 163,383 | $4.0M |
| CGN Advisors LLC | 0.39% | Add +4.8% | 163,203 | $3.9M |
"% of holder's portfolio" is IBDS's weight in each manager's 13F, not the share of Ishrs Ibnds Dec 27 Corp. ETF the manager owns.