Ishrs Ibnds Dec 27 Corp. ETFIBDSETF
13F holders, Q2 2025 (June 30)372holders +7
27new positions
16sold out
2famous investors
$24.37avg. 13F price*
At the end of Q2 2025, 372 institutions reported holding Ishrs Ibnds Dec 27 Corp. ETF (IBDS) in their 13F filings, up 7 from Q1 2025. 27 opened new positions and 16 sold out. The largest holders were Bank of America Corp. ($196.9M), Capital Advisors Inc. ($102.2M) and Morgan Stanley ($96.6M). 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 (Q2 2025)
- CUSIP
- 46435UAA9
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 27 | $37.2M |
| Exits | 16 | $79.2M |
All 13F filers, Q1 2025 → Q2 2025: 6,723,863 shares bought and 5,526,349 shares sold, net +1,197,514 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 372 holders
| Bank of America Corp. | 0.02% | Add +0.9% | 8,112,244 | $196.9M |
| Capital Advisors Inc. | 1.83% | Add +4.9% | 4,212,231 | $102.2M |
| Morgan Stanley | 0.01% | Add +5.5% | 3,979,182 | $96.6M |
| HM Payson & Co. | 1.25% | Add +1.5% | 3,252,877 | $78.9M |
| Raymond James Financial Inc. | 0.03% | Add +9.5% | 3,075,615 | $74.6M |
| Mercer Global Advisors Inc. | 0.15% | Add +12.2% | 2,814,444 | $68.3M |
| Aptus Capital Advisors, LLC | 0.62% | Add +6.5% | 2,581,593 | $62.7M |
| Envestnet Asset Management Inc. | 0.02% | Add +6.4% | 2,454,384 | $59.6M |
| LPL Financial LLC | 0.02% | Reduce -0.1% | 2,108,441 | $51.2M |
| Wells Fargo & Company | 0.01% | Reduce -1.5% | 1,818,717 | $44.1M |
| Royal Bank of Canada | 0.01% | Add +2.2% | 1,511,525 | $36.7M |
| Ameriprise Financial Inc. | 0.01% | Add +18.7% | 1,501,886 | $36.4M |
| Woodmont Investment Counsel LLC | 2.36% | Add +2.9% | 1,474,249 | $35.8M |
| HighTower Advisors, LLC | 0.04% | Add +2.5% | 1,435,397 | $34.8M |
| Capital Investment Advisors, LLC | 0.59% | Reduce -36.6% | 1,319,977 | $33.4M |
| Sound View Wealth Advisors Group, LLC | 2.37% | Add +13.8% | 1,319,610 | $32.0M |
| Gratus Wealth Advisors, LLC | 4.81% | Add +2.0% | 1,307,775 | $31.7M |
| Sigma Investment Counselors Inc. | 1.57% | Add +3.8% | 1,173,113 | $28.5M |
| Commonwealth Equity Services, LLC | 0.04% | Add +4.6% | 1,144,457 | $27.8M |
| Truist Financial Corp. | 0.04% | Reduce -1.3% | 1,136,637 | $27.6M |
| Kathmere Capital Management, LLC | 2.10% | Add +3.5% | 1,121,733 | $27.2M |
| Howland Capital Management LLC | 1.04% | Add +5.1% | 1,056,059 | $25.6M |
| TABR Capital Management, LLC | 21.84% | Add +1.6% | 1,049,451 | $25.5M |
| RVW Wealth, LLC | 2.11% | Add +5.7% | 1,022,940 | $24.8M |
| Klingman & Associates, LLC | 1.33% | Add +0.1% | 991,308 | $24.1M |
| Venture Visionary Partners LLC | 0.90% | Add +6.8% | 982,970 | $23.9M |
| Stifel Financial Corp. | 0.02% | Add +20.1% | 912,441 | $22.1M |
| Hengehold Capital Management LLC | 1.91% | Add +27.5% | 863,608 | $21.0M |
| Seven Springs Wealth Group, LLC | 4.94% | Add +10.3% | 808,173 | $19.6M |
| Captrust Financial Advisors | 0.04% | Add +8.7% | 767,151 | $18.6M |
| Novem Group | 2.13% | Add +123.8% | 691,805 | $16.8M |
| Summit Asset Management, LLC | 2.71% | Add +1.9% | 685,568 | $16.6M |
| MV Capital Management, Inc. | 1.69% | Add +1.8% | 675,836 | $16.4M |
| Benjamin Edwards Inc. | 0.21% | Add +13.7% | 673,159 | $16.3M |
| Kestra Advisory Services, LLC | 0.08% | Add +16.2% | 657,531 | $16.0M |
| Glenview Trust Co | 0.27% | Add +7.5% | 643,728 | $15.6M |
| US Bancorp \de | 0.02% | Add +2.1% | 620,753 | $15.1M |
| NewEdge Advisors, LLC | 0.08% | Reduce -4.7% | 613,506 | $14.9M |
| Arrow Financial Corp | 1.46% | Reduce -1.3% | 571,307 | $13.9M |
| Cwm, LLC | 0.04% | Reduce -0.3% | 517,077 | $12.5M |
| Global Retirement Partners, LLC | 0.30% | — | 494,190 | $12.0M |
| Spinnaker Trust | 0.69% | Add +3.4% | 471,129 | $11.4M |
| Wick Capital Partners, LLC | 2.91% | Reduce -99.1% | 3,402 | $11.2M |
| Windsor Capital Management, LLC | 3.26% | Reduce -7.9% | 459,995 | $11.2M |
| Rebalance, LLC | 0.75% | Add +1.4% | 452,728 | $11.0M |
| CENTRAL TRUST Co | 0.25% | Add +3.1% | 451,082 | $10.9M |
| Mesirow Financial Investment Management, Inc. | 0.21% | Add +1.2% | 443,466 | $10.8M |
| Strid Group, LLC | 1.48% | Add +27.4% | 434,884 | $10.6M |
| First International Bank of Israel Ltd. | 6.05% | — | 423,549 | $10.3M |
| Lyell Wealth Management, LP | 0.78% | Add +5.1% | 409,350 | $9.9M |
| Commonwealth Financial Services, LLC | 1.84% | Add +1.6% | 392,771 | $9.5M |
| EP Wealth Advisors, LLC | 0.06% | Add +214.5% | 391,528 | $9.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +19.8% | 378,169 | $9.2M |
| Sanctuary Advisors, LLC | 0.05% | Reduce -2.3% | 365,693 | $8.9M |
| Renaissance Technologies | 0.01% | Reduce -11.6% | 364,854 | $8.9M |
| Beacon Pointe Advisors, LLC | 0.09% | Add +2.4% | 360,844 | $8.8M |
| Creative Planning | 0.01% | Reduce -0.3% | 353,783 | $8.6M |
| Peloton Wealth Strategists | 3.38% | Reduce -0.0% | 339,370 | $8.2M |
| InvesTrust | 3.02% | Reduce 0.0% | 322,869 | $7.8M |
| Arcadia Investment Advisors LLC | 3.95% | Add +0.2% | 314,361 | $7.6M |
| PFG Private Wealth Management, LLC | 3.91% | Add +2.0% | 312,974 | $7.6M |
| IFP Advisors, Inc | 0.21% | Add +5.7% | 303,559 | $7.4M |
| First National Trust Co | 0.26% | Add +10.8% | 290,329 | $7.0M |
| MCF Advisors LLC | 0.43% | Reduce -0.5% | 270,269 | $6.6M |
| Summit Investment Advisors, Inc. | 5.24% | Add +3.9% | 262,378 | $6.4M |
| Signature Wealth Management Group | 2.50% | Add +1.7% | 260,900 | $6.3M |
| Hamel Associates, Inc. | 2.11% | Reduce -2.6% | 257,028 | $6.2M |
| Eight 31 Financial, LLC | 4.08% | Add +2.6% | 254,325 | $6.2M |
| Atlantic Union Bankshares Corp | 0.14% | New | 254,312 | $6.2M |
| Parallel Advisors, LLC | 0.12% | Add +9.2% | 240,100 | $5.8M |
| Praetorian Wealth Management, Inc. | 1.34% | Add +3.2% | 239,310 | $5.8M |
| WJ Wealth Management, LLC | 1.81% | Reduce -53.3% | 236,575 | $5.7M |
| Allworth Financial LP | 0.03% | Add +0.5% | 235,615 | $5.7M |
| Probity Advisors, Inc. | 0.99% | Reduce -17.5% | 231,701 | $5.6M |
| Keeler Thomas Management LLC | 2.35% | Reduce -15.2% | 225,459 | $5.5M |
| Cetera Investment Advisers | 0.01% | Add +4.6% | 224,270 | $5.4M |
| Sax Wealth Advisors, LLC | 0.33% | Reduce -3.7% | 223,860 | $5.4M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +4.9% | 223,333 | $5.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.4% | 219,002 | $5.3M |
| Houlihan Financial Resource Group, Ltd. | 2.19% | Reduce -0.6% | 217,744 | $5.3M |
| Sonata Capital Group Inc. | 2.09% | Add +4.6% | 215,293 | $5.2M |
| Leavell Investment Management, Inc. | 0.23% | Add +10.4% | 210,028 | $5.1M |
| Kesler, Norman & Wride, LLC | 0.88% | Reduce -0.7% | 205,338 | $5.0M |
| Centricity Wealth Management, LLC | 3.94% | Add +11.8% | 203,151 | $4.9M |
| Atria Investments, Inc | 0.06% | Reduce -9.3% | 200,543 | $4.9M |
| Leo Wealth, LLC | 0.38% | Add +3.7% | 199,970 | $4.9M |
| 4Thought Financial Group Inc. | 2.55% | Reduce -7.5% | 197,511 | $4.8M |
| LBMC Investment Advisors, LLC | 0.34% | Add +58.8% | 195,185 | $4.7M |
| Integrated Wealth Concepts LLC | 0.05% | Add +7.9% | 194,237 | $4.7M |
| Osaic Holdings, Inc. | 0.01% | Add +3.7% | 192,817 | $4.7M |
| Droms Strauss Advisors Inc. /Mo/ | 1.42% | Add +0.4% | 190,901 | $4.6M |
| Krilogy Financial LLC | 0.26% | Add +20.1% | 188,608 | $4.6M |
| Merit Financial Group, LLC | 0.05% | New | 185,813 | $4.5M |
| Resonant Capital Advisors, LLC | 0.29% | Add +4.2% | 185,555 | $4.5M |
| Sightline Wealth Advisors, LLC | 2.17% | Add +35.5% | 185,356 | $4.5M |
| Crews Bank & Trust | 0.70% | Add +5.3% | 183,085 | $4.4M |
| Virginia Wealth Management Group, Inc. | 2.64% | Add +2.6% | 179,185 | $4.3M |
| Focus Partners Wealth | 0.01% | New | 176,746 | $4.3M |
| TLWM | 0.81% | Reduce -2.4% | 176,191 | $4.3M |
| Hancock Whitney Corp. | 0.08% | New | 174,933 | $4.2M |
"% 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.