iShares Ibonds Dec 2025 TermIBMNETF
13F holders, Q2 2024 (June 30)154holders +5
13new positions
10sold out
1famous investor
$26.49avg. 13F price*
At the end of Q2 2024, 154 institutions reported holding iShares Ibonds Dec 2025 Term (IBMN) in their 13F filings, up 5 from Q1 2024. 13 opened new positions and 10 sold out. The largest holders were Bank of America Corp. ($49.4M), Mercer Global Advisors Inc. ($25.6M) and Envestnet Asset Management Inc. ($22.2M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2025 Term
- CUSIP
- 46435U432
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $7.2M |
| Exits | 10 | $6.8M |
All 13F filers, Q1 2024 → Q2 2024: 1,120,705 shares bought and 2,590,028 shares sold, net −1,469,323 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 154 holders
| Bank of America Corp. | 0.00% | Add +12.7% | 1,864,436 | $49.4M |
| Mercer Global Advisors Inc. | 0.07% | Add +3.5% | 966,566 | $25.6M |
| Envestnet Asset Management Inc. | 0.01% | Add +3.1% | 838,896 | $22.2M |
| Focus Partners Wealth | 0.07% | Reduce -64.3% | 804,566 | $21.3M |
| US Bancorp \de | 0.02% | Reduce -5.9% | 673,071 | $17.8M |
| Kathmere Capital Management, LLC | 1.85% | Add +3.7% | 657,800 | $17.4M |
| Morgan Stanley | 0.00% | Reduce -24.1% | 574,532 | $15.2M |
| Wells Fargo & Company | 0.00% | Add +1.3% | 505,412 | $13.4M |
| NewEdge Advisors, LLC | 0.09% | Reduce -4.8% | 487,305 | $12.9M |
| UBS Group AG | 0.00% | Add +7.5% | 464,228 | $12.3M |
| LPL Financial LLC | 0.00% | Add +5.2% | 368,500 | $9.8M |
| Leavell Investment Management, Inc. | 0.45% | Reduce -0.2% | 305,676 | $8.1M |
| Covington Investment Advisors Inc. | 1.27% | Reduce -2.5% | 297,843 | $7.9M |
| HighTower Advisors, LLC | 0.01% | Add +29.2% | 273,737 | $7.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +3.6% | 263,535 | $7.0M |
| Hills Bank & Trust Co | 0.55% | Add +13.0% | 255,960 | $6.8M |
| Integrated Wealth Concepts LLC | 0.09% | Reduce -0.1% | 246,246 | $6.5M |
| Ashton Thomas Private Wealth, LLC | 0.36% | Reduce -3.4% | 243,203 | $6.4M |
| Truist Financial Corp. | 0.01% | Add +7.2% | 242,677 | $6.4M |
| Praetorian Wealth Management, Inc. | 1.52% | Reduce -6.4% | 224,019 | $5.9M |
| LBMC Investment Advisors, LLC | 0.48% | Add +8.8% | 210,974 | $5.6M |
| Raymond James Financial Services Advisors, Inc. | 0.01% | Add +6.2% | 173,770 | $4.6M |
| Raymond James & Associates | 0.00% | Add +2.7% | 155,593 | $4.1M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +12.2% | 151,409 | $4.0M |
| Royal Bank of Canada | 0.00% | Add +2.4% | 143,108 | $3.8M |
| Cyndeo Wealth Partners, LLC | 0.30% | Reduce -2.5% | 142,821 | $3.8M |
| Quantum Financial Advisors, LLC | 0.66% | Add +2.9% | 141,868 | $3.8M |
| Sound View Wealth Advisors Group, LLC | 0.35% | Add +15.0% | 129,651 | $3.4M |
| Jane Street Group, LLC | 0.00% | Reduce -53.1% | 122,758 | $3.3M |
| Osaic Holdings, Inc. | 0.01% | Add +69.3% | 120,093 | $3.2M |
| Newman Dignan & Sheerar, Inc. | 0.79% | Add +0.1% | 115,055 | $3.0M |
| Paradiem, LLC | 0.76% | No change | 114,986 | $3.0M |
| Cypress Point Wealth Management, LLC | 1.42% | No change | 113,000 | $3.0M |
| CENTRAL TRUST Co | 0.07% | Add +8.1% | 106,668 | $2.8M |
| Stifel Financial Corp. | 0.00% | Add +26.2% | 101,917 | $2.7M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.06% | Add +8.7% | 99,472 | $2.6M |
| Sanctuary Advisors, LLC | 0.02% | — | 99,688 | $2.6M |
| Woodmont Investment Counsel LLC | 0.21% | Add +4.8% | 99,223 | $2.6M |
| New England Private Wealth Advisors LLC | 0.45% | Add +0.2% | 97,128 | $2.6M |
| Gateway Advisory, LLC | 0.44% | Reduce -9.8% | 96,984 | $2.6M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +131.2% | 88,856 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +6.7% | 88,176 | $2.3M |
| Beacon Pointe Advisors, LLC | 0.03% | Reduce -3.5% | 85,881 | $2.3M |
| Captrust Financial Advisors | 0.01% | Add +22.9% | 83,443 | $2.2M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -6.4% | 83,363 | $2.2M |
| Sentinel Pension Advisors, LLC | 0.45% | Reduce -1.6% | 81,853 | $2.2M |
| Regions Financial Corp. | 0.02% | Add +2.6% | 78,123 | $2.1M |
| Atwater Malick LLC | 0.70% | Add +21.6% | 76,683 | $2.0M |
| Steward Partners Investment Advisory, LLC | 0.02% | Reduce -3.5% | 75,615 | $2.0M |
| PSI Advisors, LLC | 0.61% | New | 73,161 | $1.9M |
| Howland Capital Management LLC | 0.09% | Add +15.2% | 72,450 | $1.9M |
| Leo Wealth, LLC | 0.19% | Add +0.1% | 70,610 | $1.9M |
| Mariner, LLC | 0.00% | Reduce -0.9% | 70,610 | $1.9M |
| Amplius Wealth Advisors, LLC | 0.18% | Reduce -81.9% | 60,328 | $1.6M |
| Ameriprise Financial Inc. | 0.00% | Add +5.7% | 58,420 | $1.5M |
| Signature Wealth Management Group | 0.67% | Reduce -0.1% | 57,343 | $1.5M |
| Scissortail Wealth Management, LLC | 0.36% | Reduce -1.8% | 53,840 | $1.4M |
| Valmark Advisers, Inc. | 0.02% | Add +21.0% | 52,176 | $1.4M |
| Flow Traders U.S. LLC | 0.07% | New | 50,589 | $1.3M |
| Foundry Financial Group, Inc. | 0.92% | No change | 50,522 | $1.3M |
| Cwm, LLC | 0.01% | Add +174.6% | 50,314 | $1.3M |
| Lido Advisors, LLC | 0.01% | Reduce -1.6% | 48,743 | $1.3M |
| Atria Investments, Inc | 0.02% | Reduce -19.2% | 47,800 | $1.3M |
| Blue Square Asset Management, LLC | 0.73% | Reduce -3.3% | 47,484 | $1.3M |
| Phillips Financial Management, LLC | 0.09% | No change | 40,804 | $1.1M |
| Capital Investment Advisors, LLC | 0.02% | Add +16.3% | 40,372 | $1.1M |
| Coldstream Capital Management Inc. | 0.03% | Add +51.4% | 39,439 | $1.0M |
| Confluence Investment Management LLC | 0.01% | Add +30.4% | 37,934 | $1.0M |
| Sandy Spring Bank | 0.04% | Add +6.1% | 37,580 | $995K |
| Citadel Advisors | 0.00% | New | 35,885 | $950K |
| Roof Eidam Maycock Peralta, LLC | 0.25% | Add +0.1% | 34,519 | $914K |
| IFP Advisors, Inc | 0.03% | Add +0.4% | 33,105 | $877K |
| CFS Investment Advisory Services, LLC | 0.07% | Reduce -25.9% | 32,059 | $849K |
| Garden State Investment Advisory Services LLC | 0.28% | Reduce -0.9% | 30,808 | $816K |
| Stonebridge Capital Advisors LLC | 0.07% | Reduce -42.9% | 29,856 | $791K |
| IHT Wealth Management, LLC | 0.03% | Add +26.1% | 29,607 | $784K |
| Apollon Wealth Management, LLC | 0.02% | No change | 29,500 | $781K |
| Benjamin F. Edwards & Company, Inc. | 0.01% | Reduce -2.4% | 28,488 | $755K |
| Glenview Trust Co | 0.01% | Add +49.2% | 28,148 | $745K |
| Kestra Private Wealth Services, LLC | 0.01% | New | 26,585 | $704K |
| Susquehanna International Group, LLP | 0.00% | Reduce -55.2% | 25,860 | $685K |
| Peloton Wealth Strategists | 0.28% | No change | 25,000 | $662K |
| Granite Harbor Advisors, Inc. | 0.42% | Reduce -20.1% | 24,710 | $654K |
| Creative Planning | 0.00% | Reduce -47.2% | 24,574 | $651K |
| Lantz Financial LLC | 0.20% | Reduce -3.9% | 24,480 | $648K |
| Spinnaker Trust | 0.04% | Add +8.6% | 24,285 | $643K |
| Clearstead Advisors, LLC | 0.01% | New | 24,131 | $639K |
| Avantax Planning Partners, Inc. | 0.02% | Reduce -15.7% | 23,842 | $631K |
| Cetera Investment Advisers | 0.00% | Reduce -36.3% | 23,781 | $630K |
| GC Wealth Management RIA, LLC | 0.12% | Add +7.1% | 22,478 | $595K |
| TPG Advisors LLC | 0.48% | — | 21,456 | $568K |
| Archford Capital Strategies, LLC | 0.09% | Add +9.3% | 21,027 | $557K |
| Members Wealth LLC | 0.37% | — | 20,771 | $555K |
| Exchange Capital Management, Inc. | 0.09% | New | 20,930 | $554K |
| 4J Wealth Management LLC | 0.46% | Add +0.2% | 20,879 | $553K |
| Modern Wealth Management, LLC | 0.04% | Add +99.6% | 20,522 | $544K |
| Private Advisor Group, LLC | 0.00% | Add +15.7% | 20,380 | $540K |
| Kades & Cheifetz LLC | 0.32% | Reduce -9.7% | 19,186 | $508K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +67.7% | 18,974 | $503K |
| Deutsche Bank AG | 0.00% | No change | 18,900 | $501K |
"% 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.