Ishrs Ibnds Dec 27 Corp. ETFIBDSETF
13F holders, Q3 2025 (September 30)379holders +7
33new positions
21sold out
2famous investors
$24.34avg. 13F price*
At the end of Q3 2025, 379 institutions reported holding Ishrs Ibnds Dec 27 Corp. ETF (IBDS) in their 13F filings, up 7 from Q2 2025. 33 opened new positions and 21 sold out. The largest holders were Bank of America Corp. ($205.8M), Capital Advisors Inc. ($107.3M) and Morgan Stanley ($94.5M). 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 (Q3 2025)
- CUSIP
- 46435UAA9
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 33 | $109.6M |
| Exits | 21 | $46.7M |
All 13F filers, Q2 2025 → Q3 2025: 12,810,822 shares bought and 5,629,514 shares sold, net +7,181,308 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 379 holders
| Bank of America Corp. | 0.02% | Add +4.2% | 8,453,370 | $205.8M |
| Capital Advisors Inc. | 1.79% | Add +4.7% | 4,409,133 | $107.3M |
| Morgan Stanley | 0.01% | Reduce -2.4% | 3,883,199 | $94.5M |
| Mercer Global Advisors Inc. | 0.16% | Add +37.0% | 3,856,587 | $93.9M |
| HM Payson & Co. | 1.26% | Add +10.3% | 3,586,205 | $87.3M |
| UBS Group AG | 0.02% | New | 3,238,610 | $78.8M |
| Raymond James Financial Inc. | 0.02% | Add +0.0% | 3,076,624 | $74.9M |
| LPL Financial LLC | 0.02% | Add +35.9% | 2,865,212 | $69.7M |
| Aptus Capital Advisors, LLC | 0.62% | Add +8.4% | 2,798,193 | $68.1M |
| Wells Fargo & Company | 0.01% | Add +5.7% | 1,922,856 | $46.8M |
| Ameriprise Financial Inc. | 0.01% | Add +7.0% | 1,606,673 | $39.1M |
| Royal Bank of Canada | 0.01% | Add +5.1% | 1,587,979 | $38.7M |
| HighTower Advisors, LLC | 0.04% | Add +9.6% | 1,573,208 | $38.3M |
| Sound View Wealth Advisors Group, LLC | 2.44% | Add +10.7% | 1,460,296 | $35.5M |
| Capital Investment Advisors, LLC | 0.57% | Add +8.5% | 1,431,645 | $34.8M |
| Woodmont Investment Counsel LLC | 2.22% | Reduce -6.5% | 1,377,966 | $33.5M |
| Gratus Wealth Advisors, LLC | 4.61% | Add +2.9% | 1,345,475 | $32.7M |
| Commonwealth Equity Services, LLC | 0.04% | Add +14.2% | 1,307,228 | $31.8M |
| Kathmere Capital Management, LLC | 2.19% | Add +13.1% | 1,268,483 | $30.9M |
| Sigma Investment Counselors Inc. | 1.55% | Add +4.8% | 1,229,199 | $29.9M |
| Howland Capital Management LLC | 1.09% | Add +11.1% | 1,172,950 | $28.5M |
| Venture Visionary Partners LLC | 0.96% | Add +16.9% | 1,149,605 | $28.0M |
| Truist Financial Corp. | 0.04% | Reduce -1.7% | 1,117,102 | $27.2M |
| TABR Capital Management, LLC | 17.65% | Add +0.9% | 1,058,518 | $25.8M |
| RVW Wealth, LLC | 1.97% | Add +1.4% | 1,037,195 | $25.2M |
| Stifel Financial Corp. | 0.02% | Add +11.4% | 1,016,800 | $24.7M |
| Klingman & Associates, LLC | 1.21% | Reduce -0.3% | 988,062 | $24.0M |
| Captrust Financial Advisors | 0.04% | Add +17.5% | 901,136 | $21.9M |
| Hengehold Capital Management LLC | 1.86% | Add +3.5% | 894,019 | $21.8M |
| MV Capital Management, Inc. | 1.69% | Add +6.7% | 721,350 | $17.6M |
| Summit Asset Management, LLC | 2.68% | Add +4.4% | 715,754 | $17.4M |
| Glenview Trust Co | 0.27% | Add +10.1% | 708,656 | $17.2M |
| Benjamin Edwards Inc. | 0.19% | Add +4.5% | 703,584 | $17.1M |
| Rebalance, LLC | 1.03% | Add +54.9% | 701,255 | $17.1M |
| Kestra Advisory Services, LLC | 0.08% | Add +3.6% | 681,207 | $16.6M |
| NewEdge Advisors, LLC | 0.07% | Add +3.4% | 634,339 | $15.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +65.0% | 623,959 | $15.2M |
| US Bancorp \de | 0.02% | Reduce -0.7% | 616,393 | $15.0M |
| Wick Capital Partners, LLC | 3.27% | Add +16490.3% | 564,403 | $13.7M |
| Arrow Financial Corp | 1.39% | Reduce -2.5% | 556,933 | $13.6M |
| Cwm, LLC | 0.04% | Add +2.0% | 527,398 | $12.8M |
| Global Retirement Partners, LLC | 0.29% | Add +6.3% | 525,477 | $12.8M |
| Spinnaker Trust | 0.71% | Add +11.1% | 523,315 | $12.7M |
| CENTRAL TRUST Co | 0.25% | Add +10.8% | 499,689 | $12.2M |
| Mesirow Financial Investment Management, Inc. | 0.20% | Add +2.2% | 453,116 | $11.0M |
| Windsor Capital Management, LLC | 2.99% | Reduce -3.3% | 444,891 | $10.8M |
| Lyell Wealth Management, LP | 0.80% | Add +8.5% | 444,280 | $10.8M |
| Strid Group, LLC | 1.35% | Add +0.1% | 435,485 | $10.6M |
| First International Bank of Israel Ltd. | 5.85% | No change | 423,549 | $10.3M |
| Commonwealth Financial Services, LLC | 1.74% | Add +6.2% | 417,298 | $10.2M |
| Confluence Investment Management LLC | 0.14% | Add +155.7% | 416,135 | $10.1M |
| Vishria Bird Financial Group, LLC | 1.95% | New | 408,784 | $9.9M |
| Sanctuary Advisors, LLC | 0.06% | Add +8.5% | 396,938 | $9.7M |
| Beacon Pointe Advisors, LLC | 0.08% | Add +8.4% | 391,244 | $9.5M |
| Novem Group | 1.12% | Reduce -44.2% | 386,090 | $9.4M |
| First National Trust Co | 0.31% | Add +26.3% | 366,642 | $8.9M |
| Meiji Yasuda Life Insurance Co | 0.26% | Add +111.0% | 365,000 | $8.9M |
| Creative Planning | 0.01% | Add +2.4% | 362,167 | $8.8M |
| InvesTrust | 3.12% | Add +8.6% | 350,520 | $8.5M |
| Peloton Wealth Strategists | 3.33% | Reduce -0.1% | 339,070 | $8.3M |
| Arcadia Investment Advisors LLC | 3.76% | Add +1.1% | 317,698 | $7.7M |
| Eight 31 Financial, LLC | 4.31% | Add +23.6% | 314,213 | $7.6M |
| Focus Partners Wealth | 0.01% | Add +74.4% | 308,219 | $7.5M |
| IFP Advisors, Inc | 0.19% | Reduce -3.4% | 293,256 | $7.1M |
| MCF Advisors LLC | 0.41% | Add +1.8% | 275,042 | $6.7M |
| Cetera Investment Advisers | 0.01% | Add +19.2% | 267,382 | $6.5M |
| Allworth Financial LP | 0.03% | Add +11.6% | 262,825 | $6.4M |
| Signature Wealth Management Group | 2.47% | Add +0.1% | 261,072 | $6.4M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -89.5% | 257,372 | $6.3M |
| Hamel Associates, Inc. | 1.89% | Reduce -1.7% | 252,648 | $6.1M |
| Parallel Advisors, LLC | 0.11% | Add +5.0% | 252,035 | $6.1M |
| Sax Wealth Advisors, LLC | 0.33% | Add +11.1% | 248,625 | $6.1M |
| Atlantic Union Bankshares Corp | 0.11% | Reduce -3.1% | 246,419 | $6.0M |
| Praetorian Wealth Management, Inc. | 1.22% | Add +2.5% | 245,243 | $6.0M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +7.7% | 240,414 | $5.9M |
| Merit Financial Group, LLC | 0.05% | Add +23.1% | 228,809 | $5.6M |
| LBMC Investment Advisors, LLC | 0.35% | Add +15.9% | 226,281 | $5.5M |
| Resonant Capital Advisors, LLC | 0.31% | Add +19.2% | 221,111 | $5.4M |
| Integrated Wealth Concepts LLC | 0.05% | Add +13.2% | 219,945 | $5.4M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.0% | 218,964 | $5.3M |
| Leavell Investment Management, Inc. | 0.22% | Add +3.5% | 217,321 | $5.3M |
| Probity Advisors, Inc. | 0.85% | Reduce -7.1% | 215,258 | $5.2M |
| Sonata Capital Group Inc. | 1.93% | Reduce -0.3% | 214,676 | $5.2M |
| Krilogy Financial LLC | 0.19% | Add +13.4% | 213,905 | $5.2M |
| Droms Strauss Advisors Inc. /Mo/ | 1.49% | Add +10.6% | 211,161 | $5.1M |
| Sightline Wealth Advisors, LLC | 2.30% | Add +13.1% | 209,602 | $5.1M |
| Composition Wealth, LLC | 0.08% | New | 206,059 | $5.0M |
| Atria Investments, Inc | 0.06% | Add +2.0% | 204,585 | $5.0M |
| Osaic Holdings, Inc. | 0.01% | Add +6.1% | 204,539 | $5.0M |
| 4Thought Financial Group Inc. | 2.51% | Add +3.4% | 204,224 | $5.0M |
| Renaissance Technologies | 0.01% | Reduce -44.8% | 201,516 | $4.9M |
| Ironwood Financial, llc | 0.86% | Add +80.8% | 199,967 | $4.9M |
| Leo Wealth, LLC | 0.63% | Reduce -0.9% | 198,247 | $4.8M |
| Crews Bank & Trust | 0.70% | Add +7.7% | 197,190 | $4.8M |
| Virginia Wealth Management Group, Inc. | 2.72% | Add +8.5% | 194,345 | $4.7M |
| Kesler, Norman & Wride, LLC | 0.91% | Reduce -5.9% | 193,213 | $4.6M |
| Heartland Bank & Trust Co | 1.87% | Add +23.8% | 186,375 | $4.5M |
| Quantum Financial Advisors, LLC | 0.55% | Add +17.2% | 184,919 | $4.5M |
| Hancock Whitney Corp. | 0.08% | Add +4.8% | 183,386 | $4.5M |
| Modern Wealth Management, LLC | 0.09% | Add +10.4% | 183,243 | $4.5M |
"% 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.