Ishrs Ibnds Dec 27 Corp. ETFIBDSETF
13F holders, Q4 2025 (December 31)415holders +36
36new positions
25sold out
$24.28avg. 13F price*
At the end of Q4 2025, 415 institutions reported holding Ishrs Ibnds Dec 27 Corp. ETF (IBDS) in their 13F filings, up 36 from Q3 2025. 36 opened new positions and 25 sold out. The largest holders were Bank of America Corp. ($217.4M), Mercer Global Advisors Inc. ($125.6M) and HM Payson & Co. ($102.9M).
- Company
- Ishrs Ibnds Dec 27 Corp. ETF
- Filed as
- ISHARES TR (Q4 2025)
- CUSIP
- 46435UAA9
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 36 | $68.2M |
| Exits | 25 | $37.4M |
All 13F filers, Q3 2025 → Q4 2025: 14,370,106 shares bought and 8,578,535 shares sold, net +5,791,571 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 415 holders
| Bank of America Corp. | 0.02% | Add +5.9% | 8,954,826 | $217.4M |
| Mercer Global Advisors Inc. | 0.19% | Add +34.2% | 5,175,746 | $125.6M |
| HM Payson & Co. | 1.45% | Add +18.2% | 4,238,514 | $102.9M |
| Morgan Stanley | 0.01% | Add +6.6% | 4,139,603 | $100.5M |
| UBS Group AG | 0.02% | Add +20.5% | 3,902,503 | $94.8M |
| Raymond James Financial Inc. | 0.03% | Add +8.8% | 3,347,383 | $81.3M |
| LPL Financial LLC | 0.02% | Add +13.4% | 3,248,280 | $78.9M |
| Sound View Wealth Advisors Group, LLC | 3.23% | Add +35.8% | 1,982,691 | $48.1M |
| Wells Fargo & Company | 0.01% | Add +2.2% | 1,965,867 | $47.7M |
| Capital Advisors Inc. | 0.72% | Reduce -58.2% | 1,841,812 | $44.7M |
| HighTower Advisors, LLC | 0.05% | Add +14.4% | 1,799,646 | $43.7M |
| Ameriprise Financial Inc. | 0.01% | Add +7.1% | 1,720,169 | $41.8M |
| Royal Bank of Canada | 0.01% | Add +3.1% | 1,637,026 | $39.7M |
| Capital Investment Advisors, LLC | 0.60% | Add +13.2% | 1,621,156 | $39.4M |
| Commonwealth Equity Services, LLC | 0.05% | Add +17.6% | 1,537,007 | $37.3M |
| Gratus Wealth Advisors, LLC | 4.72% | Add +4.2% | 1,401,987 | $34.0M |
| Woodmont Investment Counsel LLC | 2.07% | Reduce -1.1% | 1,362,891 | $33.1M |
| Captrust Financial Advisors | 0.06% | Add +51.0% | 1,360,874 | $33.0M |
| Sigma Investment Counselors Inc. | 1.58% | Add +3.9% | 1,277,191 | $31.0M |
| Kathmere Capital Management, LLC | 2.06% | Reduce -0.8% | 1,258,895 | $30.6M |
| Howland Capital Management LLC | 1.14% | Add +5.5% | 1,237,573 | $30.0M |
| RVW Wealth, LLC | 2.17% | Add +12.9% | 1,170,581 | $28.4M |
| Venture Visionary Partners LLC | 0.93% | Add +1.0% | 1,161,524 | $28.4M |
| Truist Financial Corp. | 0.04% | Add +1.4% | 1,133,191 | $27.5M |
| Stifel Financial Corp. | 0.02% | Add +9.5% | 1,113,008 | $27.0M |
| Klingman & Associates, LLC | 1.20% | Add +4.0% | 1,027,244 | $24.9M |
| TABR Capital Management, LLC | 15.54% | Reduce -9.4% | 959,461 | $23.3M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +48.2% | 924,830 | $22.5M |
| Threadgill Financial, LLC | 8.90% | New | 866,444 | $21.6M |
| Wick Capital Partners, LLC | 3.52% | Add +43.2% | 808,371 | $19.6M |
| MV Capital Management, Inc. | 1.87% | Add +11.4% | 803,482 | $19.5M |
| Kestra Advisory Services, LLC | 0.08% | Add +17.7% | 802,073 | $19.5M |
| Rebalance, LLC | 1.10% | Add +10.1% | 772,355 | $18.8M |
| Summit Asset Management, LLC | 2.62% | Add +6.6% | 762,818 | $18.5M |
| Glenview Trust Co | 0.28% | Add +4.7% | 741,655 | $18.0M |
| Focus Partners Wealth | 0.02% | Add +137.4% | 731,736 | $17.8M |
| Benjamin Edwards Inc. | 0.20% | Add +3.8% | 730,315 | $17.7M |
| NewEdge Advisors, LLC | 0.06% | Add +14.1% | 723,911 | $17.6M |
| US Bancorp \de | 0.02% | Add +8.6% | 669,230 | $16.2M |
| Sanctuary Advisors, LLC | 0.08% | Add +60.5% | 637,204 | $15.5M |
| CENTRAL TRUST Co | 0.29% | Add +20.4% | 601,744 | $14.6M |
| Spinnaker Trust | 0.76% | Add +12.2% | 586,946 | $14.3M |
| Arrow Financial Corp | 1.40% | Add +3.5% | 576,590 | $14.0M |
| Meiji Yasuda Life Insurance Co | 0.40% | Add +55.6% | 568,000 | $13.8M |
| Global Retirement Partners, LLC | 0.24% | Add +7.4% | 564,254 | $13.7M |
| Strid Group, LLC | 1.60% | Add +21.3% | 528,023 | $12.8M |
| Lyell Wealth Management, LP | 0.92% | Add +17.5% | 521,963 | $12.7M |
| EP Wealth Advisors, LLC | 0.07% | — | 516,198 | $12.5M |
| Cwm, LLC | 0.03% | Reduce -5.2% | 499,775 | $12.1M |
| First National Trust Co | 0.35% | Add +19.5% | 438,090 | $10.6M |
| Beacon Pointe Advisors, LLC | 0.07% | Add +11.8% | 437,357 | $10.6M |
| Commonwealth Financial Services, LLC | 1.74% | Add +4.2% | 434,627 | $10.6M |
| First International Bank of Israel Ltd. | 4.91% | No change | 423,549 | $10.3M |
| Novem Group | 1.16% | Add +6.4% | 410,904 | $10.0M |
| Confluence Investment Management LLC | 0.14% | Reduce -5.4% | 393,499 | $9.6M |
| Mesirow Financial Investment Management, Inc. | 0.19% | Reduce -14.2% | 388,687 | $9.4M |
| Allworth Financial LP | 0.04% | Add +46.8% | 385,907 | $9.4M |
| BlackRock, Inc. | 0.00% | Add +368.6% | 370,596 | $9.0M |
| Cornerstone Planning, LLC | 2.02% | — | 358,586 | $8.7M |
| Arcadia Investment Advisors LLC | 3.99% | Add +11.2% | 353,318 | $8.6M |
| Peloton Wealth Strategists | 3.39% | Add +3.4% | 350,425 | $8.5M |
| Creative Planning | 0.01% | Reduce -4.1% | 347,422 | $8.4M |
| InvesTrust | 3.23% | Reduce -1.9% | 343,920 | $8.4M |
| Eight 31 Financial, LLC | 4.49% | Add +7.3% | 337,111 | $8.2M |
| PFG Private Wealth Management, LLC | 3.48% | New | 327,715 | $8.0M |
| Atria Investments, Inc | 0.09% | Add +57.6% | 322,395 | $7.8M |
| Merit Financial Group, LLC | 0.06% | Add +32.3% | 302,613 | $7.3M |
| Kesler, Norman & Wride, LLC | 1.26% | Add +56.1% | 301,658 | $7.3M |
| IFP Advisors, Inc | 0.16% | Add +0.2% | 293,946 | $7.1M |
| Spreng Capital Management, Inc. | 2.77% | New | 290,835 | $7.1M |
| Cetera Investment Advisers | 0.01% | Add +6.6% | 285,025 | $6.9M |
| OneDigital Investment Advisors LLC | 0.06% | New | 271,655 | $6.6M |
| Leavell Investment Management, Inc. | 0.27% | Add +23.2% | 267,835 | $6.5M |
| Praetorian Wealth Management, Inc. | 1.29% | Add +8.8% | 266,742 | $6.5M |
| Atlantic Union Bankshares Corp | 0.12% | Add +7.3% | 264,283 | $6.4M |
| Parallel Advisors, LLC | 0.12% | Add +3.6% | 261,023 | $6.4M |
| Ironwood Financial, llc | 1.08% | Add +30.7% | 261,413 | $6.3M |
| Signature Wealth Management Group | 2.58% | Reduce -0.3% | 260,324 | $6.3M |
| Hamel Associates, Inc. | 1.90% | Add +2.9% | 260,043 | $6.3M |
| Sax Wealth Advisors, LLC | 0.29% | Add +3.8% | 258,005 | $6.3M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +3.9% | 249,692 | $6.1M |
| Madden Advisory Services, Inc. | 2.37% | New | 242,827 | $5.9M |
| MCF Advisors LLC | 0.32% | Reduce -12.2% | 241,513 | $5.9M |
| Winthrop Partners - WNY, LLC | 3.14% | — | 239,890 | $5.8M |
| Sonata Capital Group Inc. | 2.07% | Add +9.9% | 235,861 | $5.7M |
| Probity Advisors, Inc. | 0.91% | Add +8.8% | 234,269 | $5.7M |
| Resonant Capital Advisors, LLC | 0.30% | Add +2.7% | 227,156 | $5.5M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.4% | 222,065 | $5.4M |
| Keeler Thomas Management LLC | 2.56% | New | 221,477 | $5.4M |
| Krilogy Financial LLC | 0.18% | Add +3.4% | 221,106 | $5.4M |
| Droms Strauss Advisors Inc. /Mo/ | 1.41% | Add +4.8% | 221,271 | $5.4M |
| Modern Wealth Management, LLC | 0.09% | Add +16.9% | 214,210 | $5.2M |
| ES4, LLC | 3.58% | — | 214,094 | $5.2M |
| 4Thought Financial Group Inc. | 2.57% | Add +4.7% | 213,833 | $5.2M |
| Crews Bank & Trust | 0.74% | Add +7.9% | 212,840 | $5.2M |
| Composition Wealth, LLC | 0.07% | Add +2.3% | 210,756 | $5.1M |
| Integrated Wealth Concepts LLC | 0.06% | Reduce -8.3% | 201,726 | $4.9M |
| Virginia Wealth Management Group, Inc. | 2.85% | Add +3.2% | 200,585 | $4.9M |
| Penobscot Investment Management Company, Inc. | 0.37% | Add +125.0% | 199,540 | $4.8M |
| Leo Wealth, LLC | 0.35% | Reduce -0.3% | 197,599 | $4.8M |
"% 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.