iShares Ibonds Dec 2025 TermIBMNETF
13F holders, Q1 2024 (March 31)149holders
$26.46avg. 13F price*
At the end of Q1 2024, 149 institutions reported holding iShares Ibonds Dec 2025 Term (IBMN) in their 13F filings. The largest holders were Focus Partners Wealth ($59.6M), Bank of America Corp. ($43.8M) and Mercer Global Advisors Inc. ($24.7M).
- Company
- iShares Ibonds Dec 2025 Term
- CUSIP
- 46435U432
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $17.9M |
| Exits | 15 | $9.4M |
Ownership 149 holders
| Focus Partners Wealth | 0.48% | Reduce -3.5% | 2,253,383 | $59.6M |
| Bank of America Corp. | 0.00% | Add +3.6% | 1,655,031 | $43.8M |
| Mercer Global Advisors Inc. | 0.07% | Add +3.6% | 934,373 | $24.7M |
| Envestnet Asset Management Inc. | 0.01% | Add +2.7% | 814,014 | $21.5M |
| Morgan Stanley | 0.00% | Reduce -26.5% | 756,850 | $20.0M |
| US Bancorp \de | 0.03% | Reduce -13.2% | 715,074 | $18.9M |
| Kathmere Capital Management, LLC | 1.92% | Add +9.1% | 634,147 | $16.8M |
| NewEdge Advisors, LLC | 0.12% | Reduce -14.7% | 511,797 | $13.5M |
| Wells Fargo & Company | 0.00% | Add +9.1% | 499,012 | $13.2M |
| UBS Group AG | 0.00% | Reduce -28.9% | 432,060 | $11.4M |
| LPL Financial LLC | 0.01% | Reduce -3.8% | 350,416 | $9.3M |
| Amplius Wealth Advisors, LLC | 0.99% | New | 332,542 | $8.8M |
| Leavell Investment Management, Inc. | 0.47% | Reduce -5.0% | 306,401 | $8.1M |
| Covington Investment Advisors Inc. | 1.32% | Add +9.1% | 305,593 | $8.1M |
| Jane Street Group, LLC | 0.01% | Reduce -78.4% | 261,645 | $6.9M |
| Commonwealth Equity Services, LLC | 0.01% | Add +4.1% | 254,475 | $6.7M |
| Ashton Thomas Private Wealth, LLC | 0.38% | Add +0.7% | 251,857 | $6.7M |
| Integrated Wealth Concepts LLC | 0.09% | Add +15.8% | 246,395 | $6.5M |
| Praetorian Wealth Management, Inc. | 1.69% | Add +4.9% | 239,267 | $6.3M |
| Hills Bank & Trust Co | 0.51% | Add +0.3% | 226,495 | $6.0M |
| Truist Financial Corp. | 0.01% | Add +6.2% | 226,408 | $6.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -6.3% | 211,807 | $5.6M |
| LBMC Investment Advisors, LLC | 0.44% | Add +88.8% | 193,860 | $5.1M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +1.1% | 163,703 | $4.3M |
| Raymond James & Associates | 0.00% | Add +9.7% | 151,539 | $4.0M |
| Cyndeo Wealth Partners, LLC | 0.32% | Add +0.6% | 146,545 | $3.9M |
| Royal Bank of Canada | 0.00% | Add +2.5% | 139,720 | $3.7M |
| Quantum Financial Advisors, LLC | 0.67% | New | 137,917 | $3.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Reduce -14.6% | 134,897 | $3.6M |
| Newman Dignan & Sheerar, Inc. | 0.81% | Reduce -17.3% | 115,001 | $3.0M |
| Paradiem, LLC | 0.75% | Add +49.0% | 114,986 | $3.0M |
| Cypress Point Wealth Management, LLC | 1.53% | No change | 113,000 | $3.0M |
| Sound View Wealth Advisors Group, LLC | 0.32% | Reduce -4.8% | 112,771 | $3.0M |
| Gateway Advisory, LLC | 0.50% | Add +2.4% | 107,498 | $2.8M |
| CENTRAL TRUST Co | 0.07% | Add +42.0% | 98,659 | $2.6M |
| New England Private Wealth Advisors LLC | 0.45% | Add +0.1% | 96,972 | $2.6M |
| Woodmont Investment Counsel LLC | 0.21% | Reduce -9.6% | 94,650 | $2.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Reduce -8.6% | 91,484 | $2.4M |
| Sonata Capital Group Inc. | 1.08% | Add +43.8% | 89,785 | $2.4M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -16.2% | 89,058 | $2.4M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -10.9% | 89,023 | $2.4M |
| Sentinel Pension Advisors, LLC | 0.47% | Add +0.1% | 83,144 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +696.5% | 82,662 | $2.2M |
| Stifel Financial Corp. | 0.00% | Reduce -39.1% | 80,759 | $2.1M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -8.0% | 78,375 | $2.1M |
| Regions Financial Corp. | 0.02% | Reduce -5.2% | 76,109 | $2.0M |
| Mariner, LLC | 0.00% | Reduce -11.8% | 71,236 | $1.9M |
| Osaic Holdings, Inc. | 0.00% | Add +37.7% | 70,951 | $1.9M |
| Leo Wealth, LLC | 0.19% | Add +0.1% | 70,548 | $1.9M |
| Captrust Financial Advisors | 0.01% | Reduce -10.4% | 67,899 | $1.8M |
| Atwater Malick LLC | 0.59% | Add +10.0% | 63,049 | $1.7M |
| Howland Capital Management LLC | 0.08% | Add +0.8% | 62,890 | $1.7M |
| Atria Investments, Inc | 0.02% | Add +6.6% | 59,135 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Reduce -88.6% | 57,764 | $1.5M |
| Signature Wealth Management Group | 0.69% | Add +0.3% | 57,422 | $1.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.7% | 55,268 | $1.5M |
| Scissortail Wealth Management, LLC | 0.38% | Reduce -4.6% | 54,830 | $1.5M |
| Stonebridge Capital Advisors LLC | 0.12% | Reduce -42.3% | 52,268 | $1.4M |
| Foundry Financial Group, Inc. | 0.95% | Reduce -2.6% | 50,522 | $1.3M |
| Lido Advisors, LLC | 0.01% | Reduce -8.7% | 49,526 | $1.3M |
| Blue Square Asset Management, LLC | 0.88% | Reduce -0.8% | 49,109 | $1.3M |
| RIA Advisory Group LLC | 0.50% | New | 47,102 | $1.2M |
| Creative Planning | 0.00% | Reduce -11.8% | 46,553 | $1.2M |
| CFS Investment Advisory Services, LLC | 0.19% | Reduce -6.6% | 43,280 | $1.1M |
| Valmark Advisers, Inc. | 0.02% | Add +8.4% | 43,120 | $1.1M |
| Lincoln National Corp. | 0.02% | Add +85.8% | 41,839 | $1.1M |
| Phillips Financial Management, LLC | 0.09% | Reduce -14.8% | 40,804 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +0.3% | 38,430 | $1.0M |
| Cetera Investment Advisers | 0.00% | New | 37,304 | $987K |
| Sandy Spring Bank | 0.04% | Reduce -5.2% | 35,415 | $937K |
| Capital Investment Advisors, LLC | 0.02% | Add +1.3% | 34,714 | $919K |
| Roof Eidam Maycock Peralta, LLC | 0.25% | Add +0.1% | 34,477 | $912K |
| IFP Advisors, Inc | 0.04% | Reduce -3.2% | 32,959 | $872K |
| Royal Harbor Partners, LLC | 0.36% | Reduce -5.4% | 31,245 | $827K |
| Garden State Investment Advisory Services LLC | 0.30% | Add +0.0% | 31,078 | $822K |
| Granite Harbor Advisors, Inc. | 0.56% | Add +22.0% | 30,905 | $818K |
| Apollon Wealth Management, LLC | 0.02% | No change | 29,500 | $781K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -39.0% | 29,185 | $772K |
| Confluence Investment Management LLC | 0.01% | Reduce -62.5% | 29,090 | $770K |
| Avantax Planning Partners, Inc. | 0.02% | New | 28,295 | $749K |
| Savant Capital, LLC | 0.01% | Add +1.5% | 27,809 | $736K |
| Coldstream Capital Management Inc. | 0.02% | Add +148.8% | 26,059 | $690K |
| Lantz Financial LLC | 0.22% | Add +23.2% | 25,482 | $674K |
| Wilbanks Smith & Thomas Asset Management LLC | 0.02% | Reduce -10.8% | 25,268 | $669K |
| Peloton Wealth Strategists | 0.27% | No change | 25,000 | $662K |
| Bank of Montreal | 0.00% | New | 24,101 | $638K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -88.0% | 23,629 | $625K |
| IHT Wealth Management, LLC | 0.02% | Add +0.3% | 23,469 | $621K |
| Spinnaker Trust | 0.04% | Add +51.8% | 22,365 | $592K |
| Kades & Cheifetz LLC | 0.36% | Add +0.3% | 21,254 | $562K |
| GC Wealth Management RIA, LLC | 0.11% | New | 20,991 | $555K |
| 4J Wealth Management LLC | 0.48% | Add +0.1% | 20,843 | $552K |
| Archford Capital Strategies, LLC | 0.09% | Add +0.6% | 19,242 | $509K |
| Deutsche Bank AG | 0.00% | New | 18,900 | $500K |
| Glenview Trust Co | 0.01% | Add +87.0% | 18,861 | $499K |
| Cwm, LLC | 0.00% | Add +4.3% | 18,322 | $485K |
| Private Advisor Group, LLC | 0.00% | Reduce -3.8% | 17,611 | $466K |
| HUB Investment Partners, LLC | 0.03% | No change | 17,562 | $465K |
| PFG Private Wealth Management, LLC | 0.29% | Reduce -34.1% | 17,179 | $455K |
| Klingman & Associates, LLC | 0.03% | Reduce -17.0% | 16,351 | $433K |
| Gould Asset Management LLC | 0.10% | No change | 16,345 | $432K |
| Commonwealth Financial Services, LLC | 0.10% | No change | 16,143 | $429K |
| Horan Securities, Inc. | 0.20% | Add +35.4% | 15,630 | $414K |
| Paradigm, Strategies in Wealth Management, LLC | 0.25% | Reduce -50.6% | 15,394 | $407K |
| Wrapmanager Inc. | 0.11% | Add +3.7% | 14,707 | $389K |
| First Affirmative Financial Network | 0.27% | Add +1.2% | 14,084 | $373K |
| Brandywine Oak Private Wealth LLC | 0.04% | Reduce -14.1% | 14,080 | $373K |
| BCS Wealth Management | 0.12% | No change | 14,037 | $371K |
| Legacy Private Trust Co. | 0.03% | Reduce -22.1% | 13,629 | $361K |
| Princeton Global Asset Management LLC | 0.09% | Add +0.1% | 13,535 | $358K |
| Janney Montgomery Scott LLC | 0.00% | Add +36.7% | 12,802 | $339K |
| Cora Capital Advisors LLC | 0.17% | No change | 11,950 | $316K |
| WealthBridge Capital Management, LLC | 0.11% | Reduce -0.9% | 11,942 | $316K |
| Baird Financial Group, Inc. | 0.00% | Reduce -2.2% | 11,658 | $308K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +50.0% | 11,312 | $299K |
| Johnson Bixby & Associates, LLC | 0.05% | No change | 11,115 | $294K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +1.6% | 11,032 | $292K |
| AMG National Trust Bank | 0.01% | No change | 10,743 | $284K |
| Asset Dedication, LLC | 0.02% | No change | 10,709 | $282K |
| Moneco Advisors, LLC | 0.04% | No change | 10,468 | $277K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.0% | 10,414 | $276K |
| Modern Wealth Management, LLC | 0.03% | New | 10,281 | $272K |
| NovaPoint Capital, LLC | 0.09% | No change | 10,009 | $265K |
| Parallel Advisors, LLC | 0.01% | No change | 10,000 | $265K |
| WJ Wealth Management, LLC | 0.10% | Reduce -45.0% | 9,551 | $253K |
| Mutual Advisors, LLC | 0.01% | Reduce -7.2% | 9,471 | $251K |
| Colton Groome Financial Advisors, LLC | 0.10% | Reduce -18.4% | 9,310 | $246K |
| Arrow Financial Corp | 0.02% | Add +0.7% | 9,006 | $238K |
| Sigma Planning Corp | 0.01% | New | 8,599 | $228K |
| Argent Trust Co | 0.01% | No change | 8,582 | $227K |
| Global Financial Private Client, LLC | 0.10% | Add +0.4% | 8,532 | $225K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 8,337 | $221K |
| Carnegie Investment Counsel | 0.01% | Reduce -11.1% | 8,016 | $212K |
| Private Trust Co. NA | 0.02% | No change | 6,387 | $169K |
| Evergreen Private Wealth LLC | 0.06% | Reduce -85.3% | 4,462 | $118K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 3,440 | $91K |
| Glen Eagle Advisors, LLC | 0.02% | Add +117.9% | 3,050 | $81K |
| Principal Securities, Inc. | 0.00% | Add +5.6% | 2,720 | $72K |
| Harbour Investments, Inc. | 0.00% | Add +0.3% | 2,277 | $60K |
| Allworth Financial LP | 0.00% | No change | 763 | $20K |
| Aspect Partners, LLC | 0.02% | No change | 728 | $19K |
| Ogorek Anthony Joseph /NY/ | 0.01% | No change | 709 | $18K |
| Farther Finance Advisors, LLC | 0.00% | No change | 471 | $12K |
| JPMorgan Chase & Co. | 0.00% | Reduce -77.1% | 393 | $10K |
| HM Payson & Co. | 0.00% | New | 305 | $8K |
| Stephens Consulting, LLC | 0.00% | No change | 300 | $8K |
| BlackRock Inc. | 0.00% | No change | 137 | $4K |
| Bank of New Hampshire | 0.00% | Reduce -86.8% | 110 | $3K |
| FMR LLC | 0.00% | New | 1 | $26 |
"% of holder's portfolio" is IBMN's weight in each manager's 13F, not the share of iShares Ibonds Dec 2025 Term the manager owns.