iShares Ibonds Dec 2025 TermIBMNETF
13F holders, Q4 2024 (December 31)166holders +12
14new positions
8sold out
$26.62avg. 13F price*
At the end of Q4 2024, 166 institutions reported holding iShares Ibonds Dec 2025 Term (IBMN) in their 13F filings, up 12 from Q3 2024. 14 opened new positions and 8 sold out. The largest holders were Bank of America Corp. ($45.5M), Envestnet Asset Management Inc. ($24.9M) and Mercer Global Advisors Inc. ($21.9M).
- Company
- iShares Ibonds Dec 2025 Term
- CUSIP
- 46435U432
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 14 | $3.0M |
| Exits | 8 | $2.3M |
All 13F filers, Q3 2024 → Q4 2024: 1,158,922 shares bought and 971,181 shares sold, net +187,741 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 166 holders
| Bank of America Corp. | 0.00% | Reduce -4.3% | 1,709,133 | $45.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +6.8% | 937,058 | $24.9M |
| Mercer Global Advisors Inc. | 0.05% | Reduce -17.1% | 823,866 | $21.9M |
| US Bancorp \de | 0.02% | Reduce -1.8% | 676,646 | $18.0M |
| Kathmere Capital Management, LLC | 1.47% | Add +2.0% | 616,779 | $16.4M |
| Wells Fargo & Company | 0.00% | Reduce -1.5% | 499,617 | $13.3M |
| NewEdge Advisors, LLC | 0.07% | Reduce -5.0% | 465,003 | $12.4M |
| Morgan Stanley | 0.00% | Reduce -14.6% | 432,290 | $11.5M |
| UBS Group AG | 0.00% | Reduce -11.9% | 391,522 | $10.4M |
| Jane Street Group, LLC | 0.02% | Add +763.0% | 357,945 | $9.5M |
| HighTower Advisors, LLC | 0.01% | Add +23.0% | 356,444 | $9.5M |
| LPL Financial LLC | 0.00% | Add +7.0% | 350,318 | $9.3M |
| Integrated Wealth Concepts LLC | 0.10% | Add +21.4% | 321,631 | $8.6M |
| Leavell Investment Management, Inc. | 0.40% | Reduce -3.2% | 303,936 | $8.1M |
| Hills Bank & Trust Co | 0.59% | Add +1.7% | 293,364 | $7.8M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -2.5% | 273,719 | $7.3M |
| Raymond James Financial Inc. | 0.00% | — | 271,702 | $7.2M |
| LBMC Investment Advisors, LLC | 0.57% | Add +4.0% | 269,710 | $7.2M |
| Ashton Thomas Private Wealth, LLC | 0.28% | Add +14.7% | 268,832 | $7.2M |
| Covington Investment Advisors Inc. | 1.06% | Reduce -1.7% | 265,143 | $7.1M |
| Truist Financial Corp. | 0.01% | Reduce -0.5% | 246,880 | $6.6M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +8.8% | 233,587 | $6.2M |
| Praetorian Wealth Management, Inc. | 1.25% | Reduce -4.1% | 193,932 | $5.2M |
| Cyndeo Wealth Partners, LLC | 0.30% | Add +4.5% | 166,430 | $4.4M |
| Osaic Holdings, Inc. | 0.01% | Add +16.2% | 165,371 | $4.4M |
| Lido Advisors, LLC | 0.03% | Add +122.9% | 151,398 | $4.0M |
| PSI Advisors, LLC | 1.11% | Add +92.0% | 140,461 | $3.7M |
| Sound View Wealth Advisors Group, LLC | 0.29% | Reduce -0.5% | 133,828 | $3.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Add +12.3% | 126,636 | $3.4M |
| Royal Bank of Canada | 0.00% | Reduce -18.3% | 117,797 | $3.1M |
| Paradiem, LLC | 0.82% | No change | 114,986 | $3.1M |
| Cypress Point Wealth Management, LLC | 0.94% | No change | 113,000 | $3.0M |
| Sanctuary Advisors, LLC | 0.02% | Add +3.0% | 109,791 | $2.9M |
| CENTRAL TRUST Co | 0.07% | Add +8.6% | 108,450 | $2.9M |
| Stratos Wealth Partners, LTD. | 0.04% | Add +4.8% | 103,508 | $2.8M |
| Woodmont Investment Counsel LLC | 0.19% | Reduce -1.3% | 98,232 | $2.6M |
| New England Private Wealth Advisors LLC | 0.41% | Add +0.2% | 97,495 | $2.6M |
| Quantum Financial Advisors, LLC | 0.39% | Reduce -33.3% | 96,441 | $2.6M |
| Sonata Capital Group Inc. | 1.00% | No change | 90,910 | $2.4M |
| Focus Partners Wealth | 0.01% | Add +1.8% | 87,983 | $2.3M |
| United Capital Financial Advisors, LLC | 0.02% | Add +8.6% | 87,823 | $2.3M |
| Captrust Financial Advisors | 0.01% | Reduce -2.6% | 87,296 | $2.3M |
| Atwater Malick LLC | 0.75% | Reduce -2.7% | 83,795 | $2.2M |
| Sentinel Pension Advisors, LLC | 0.41% | Add +0.9% | 82,800 | $2.2M |
| Regions Financial Corp. | 0.02% | Add +1.8% | 79,976 | $2.1M |
| Howland Capital Management LLC | 0.09% | Reduce -0.3% | 77,200 | $2.1M |
| Beacon Pointe Advisors, LLC | 0.02% | Reduce -3.3% | 73,341 | $2.0M |
| Cwm, LLC | 0.01% | Add +34.8% | 67,782 | $1.8M |
| Newman Dignan & Sheerar, Inc. | 0.45% | Reduce -12.3% | 66,216 | $1.8M |
| Scissortail Wealth Management, LLC | 0.45% | Add +142619.6% | 65,651 | $1.7M |
| Ameriprise Financial Inc. | 0.00% | Add +5.4% | 64,948 | $1.7M |
| Capital Investment Advisors, LLC | 0.04% | Add +48.2% | 64,470 | $1.7M |
| Valmark Advisers, Inc. | 0.03% | Add +30.2% | 63,001 | $1.7M |
| Mariner, LLC | 0.00% | Reduce -5.2% | 60,214 | $1.6M |
| Coldstream Capital Management Inc. | 0.03% | Add +34.8% | 57,545 | $1.5M |
| Leo Wealth, LLC | 0.13% | Reduce -20.0% | 56,526 | $1.5M |
| Signature Wealth Management Group | 0.59% | Add +0.2% | 55,508 | $1.5M |
| RIA Advisory Group LLC | 0.42% | Reduce -1.4% | 46,352 | $1.2M |
| IHT Wealth Management, LLC | 0.04% | Add +53.5% | 45,692 | $1.2M |
| Blue Square Asset Management, LLC | 0.59% | Reduce -3.3% | 44,844 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -21.6% | 43,787 | $1.2M |
| Foundry Financial Group, Inc. | 0.70% | Reduce -16.1% | 42,282 | $1.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +4.5% | 42,263 | $1.1M |
| Phillips Financial Management, LLC | 0.09% | Add +2.4% | 40,804 | $1.1M |
| Atria Investments, Inc | 0.01% | Reduce -18.1% | 40,395 | $1.1M |
| Modern Wealth Management, LLC | 0.04% | Add +59.8% | 39,350 | $1.0M |
| Kestra Private Wealth Services, LLC | 0.02% | Add +43.7% | 38,496 | $1.0M |
| Granite Harbor Advisors, Inc. | 0.56% | Add +53.3% | 37,885 | $1.0M |
| Lantz Financial LLC | 0.25% | Add +29.0% | 35,922 | $956K |
| Sandy Spring Bank | 0.04% | Reduce -8.8% | 35,854 | $954K |
| Strid Group, LLC | 0.14% | No change | 33,753 | $898K |
| IFP Advisors, Inc | 0.03% | Reduce -0.9% | 31,679 | $843K |
| GC Wealth Management RIA, LLC | 0.14% | Add +3.3% | 29,377 | $782K |
| CFS Investment Advisory Services, LLC | 0.07% | Reduce -8.4% | 28,427 | $757K |
| Glenview Trust Co | 0.01% | No change | 28,148 | $749K |
| Roof Eidam Maycock Peralta, LLC | 0.18% | No change | 26,400 | $703K |
| Spinnaker Trust | 0.04% | No change | 25,995 | $692K |
| Riverchase Wealth Management, LLC | 0.50% | — | 25,105 | $668K |
| Cetera Investment Advisers | 0.00% | Reduce -0.4% | 24,568 | $654K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -14.6% | 23,500 | $625K |
| Crews Bank & Trust | 0.10% | — | 23,341 | $621K |
| Exchange Capital Management, Inc. | 0.10% | Add +3.8% | 23,260 | $619K |
| Amplius Wealth Advisors, LLC | 0.06% | Reduce -9.4% | 21,724 | $578K |
| Kades & Cheifetz LLC | 0.30% | Add +5.4% | 21,667 | $577K |
| Creative Planning | 0.00% | Reduce -1.0% | 21,459 | $571K |
| Stonebridge Capital Advisors LLC | 0.04% | Reduce -19.2% | 20,881 | $556K |
| Members Wealth LLC | 0.41% | — | 20,771 | $554K |
| Peloton Wealth Strategists | 0.22% | Reduce -18.0% | 20,500 | $546K |
| PFG Private Wealth Management, LLC | 0.30% | Add +4.5% | 19,936 | $531K |
| Stifel Financial Corp. | 0.00% | Add +3.9% | 19,847 | $528K |
| Postrock Partners LLC | 0.25% | — | 19,620 | $522K |
| Clearstead Advisors, LLC | 0.01% | Reduce -14.3% | 19,289 | $513K |
| Wealth Enhancement Advisory Services, LLC | 0.00% | No change | 18,907 | $503K |
| Deutsche Bank AG | 0.00% | No change | 18,900 | $503K |
| Garden State Investment Advisory Services LLC | 0.14% | Add +0.0% | 17,508 | $466K |
| Eldridge Investment Advisors, Inc. | 0.11% | New | 17,303 | $461K |
| Novem Group | 0.07% | — | 17,050 | $454K |
| AMG National Trust Bank | 0.01% | Add +56.0% | 16,760 | $446K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -81.2% | 16,606 | $442K |
| Gould Asset Management LLC | 0.09% | Add +0.9% | 16,485 | $439K |
| WealthBridge Capital Management, LLC | 0.12% | Add +9.6% | 16,189 | $431K |
| TPG Advisors LLC | 0.33% | Reduce -25.1% | 16,066 | $428K |
| Old Mission Capital LLC | 0.01% | New | 15,941 | $424K |
| Archford Capital Strategies, LLC | 0.06% | Reduce -2.2% | 15,873 | $422K |
| Horan Securities, Inc. | 0.15% | Reduce -18.9% | 15,160 | $403K |
| Parallel Advisors, LLC | 0.01% | Add +4.5% | 15,051 | $401K |
| 4J Wealth Management LLC | 0.32% | Reduce -29.3% | 14,778 | $393K |
| First Affirmative Financial Network | 0.23% | Reduce -3.7% | 14,654 | $390K |
| Commonwealth Financial Services, LLC | 0.08% | Add +0.1% | 14,523 | $387K |
| 10Elms LLP | 0.48% | — | 14,385 | $383K |
| Wrapmanager Inc. | 0.10% | Reduce -0.3% | 14,306 | $381K |
| Private Advisor Group, LLC | 0.00% | Reduce -19.4% | 14,190 | $378K |
| BCS Wealth Management | 0.09% | No change | 14,037 | $374K |
| Princeton Global Asset Management LLC | 0.07% | Add +0.1% | 13,570 | $361K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -20.1% | 13,192 | $351K |
| Savant Capital, LLC | 0.00% | No change | 12,967 | $345K |
| Janney Montgomery Scott LLC | 0.00% | No change | 12,828 | $341K |
| Cora Capital Advisors LLC | 0.15% | No change | 11,950 | $318K |
| Flow Traders U.S. LLC | 0.01% | New | 11,718 | $312K |
| Orion Porfolio Solutions, LLC | 0.00% | New | 11,433 | $304K |
| Orion Portfolio Solutions, LLC | 0.00% | New | 11,433 | $304K |
| Confluence Investment Management LLC | 0.00% | No change | 11,431 | $304K |
| Resonant Capital Advisors, LLC | 0.02% | New | 11,271 | $300K |
| Goldman Sachs Group Inc. | 0.00% | Add +5.8% | 11,248 | $299K |
| Susquehanna International Group, LLP | 0.00% | Reduce -83.5% | 11,180 | $298K |
| Johnson Bixby & Associates, LLC | 0.05% | No change | 11,115 | $296K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | No change | 11,003 | $293K |
| Rehmann Capital Advisory Group | 0.02% | Reduce -2.1% | 10,694 | $285K |
| Moneco Advisors, LLC | 0.03% | No change | 10,468 | $279K |
| Legacy Private Trust Co. | 0.02% | Reduce -25.2% | 10,193 | $271K |
| NovaPoint Capital, LLC | 0.08% | No change | 10,009 | $266K |
| Baird Financial Group, Inc. | 0.00% | No change | 10,000 | $266K |
| Asset Dedication, LLC | 0.02% | No change | 9,844 | $262K |
| Nestegg Advisors, Inc. | 0.26% | — | 9,684 | $259K |
| Revisor Wealth Management LLC | 0.24% | Add +7.5% | 9,675 | $258K |
| Colton Groome Financial Advisors, LLC | 0.10% | Add +12.0% | 9,580 | $255K |
| Arrow Financial Corp | 0.02% | No change | 9,006 | $240K |
| Signaturefd, LLC | 0.00% | No change | 8,599 | $229K |
| Stablepoint Partners, LLC | 0.04% | New | 8,134 | $216K |
| Beacon Financial Planning, Inc. | 0.13% | Add +6.5% | 8,102 | $216K |
| Private Trust Co. NA | 0.02% | No change | 7,831 | $208K |
| Brookstone Capital Management | 0.00% | New | 7,691 | $205K |
| Droms Strauss Advisors Inc. /Mo/ | 0.07% | New | 7,526 | $200K |
| Kestra Advisory Services, LLC | 0.00% | New | 7,523 | $200K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -4.9% | 7,453 | $198K |
| Global Financial Private Client, LLC | 0.06% | Reduce -33.1% | 5,901 | $157K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 4,495 | $120K |
| Coastline Trust Co | 0.01% | Reduce -0.0% | 4,173 | $111K |
| ORG Partners LLC | 0.01% | No change | 3,700 | $98K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 3,050 | $81K |
| Principal Securities, Inc. | 0.00% | Reduce -5.3% | 2,637 | $70K |
| Harbour Investments, Inc. | 0.00% | Add +0.6% | 2,312 | $62K |
| Assetmark, Inc. | 0.00% | New | 1,795 | $48K |
| Allworth Financial LP | 0.00% | Add +123.1% | 1,702 | $45K |
| PNC Financial Services Group, Inc. | 0.00% | New | 1,075 | $29K |
| Jones Financial Companies LLLP | 0.00% | New | 1,000 | $27K |
| Rialto Wealth Management, LLC | 0.01% | — | 924 | $25K |
| Evergreen Private Wealth LLC | 0.01% | Reduce -5.9% | 752 | $20K |
| Aspect Partners, LLC | 0.01% | No change | 728 | $19K |
| Ogorek Anthony Joseph /NY/ | 0.01% | Add +0.7% | 721 | $19K |
| Farther Finance Advisors, LLC | 0.00% | No change | 471 | $13K |
| JPMorgan Chase & Co. | 0.00% | Reduce -99.7% | 324 | $9K |
| Stephens Consulting, LLC | 0.00% | No change | 300 | $8K |
| BlackRock, Inc. | 0.00% | Add +1.4% | 140 | $4K |
| Kestra Investment Management, LLC | 0.00% | New | 140 | $4K |
| Bank of New Hampshire | 0.00% | No change | 110 | $3K |
"% 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.