iShares Ibonds Dec 2025 TermIBMNETF

13F holders, Q1 2025 (March 31)
165holders −1
9new positions
9sold out
1famous investor
$26.75avg. 13F price*

At the end of Q1 2025, 165 institutions reported holding iShares Ibonds Dec 2025 Term (IBMN) in their 13F filings, down 1 from Q4 2024. 9 opened new positions and 9 sold out. The largest holders were Bank of America Corp. ($44.8M), Envestnet Asset Management Inc. ($23.0M) and Mercer Global Advisors Inc. ($21.9M). 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

050100150200 Q1 2024: 149Q1 2024Q2 2024: 154Q2 2024Q3 2024: 154Q3 2024Q4 2024: 166Q4 2024Q1 2025: 165Q1 2025Q2 2025: 165Q2 2025Q3 2025: 158Q3 2025Q4 2025: 1Q4 2025

Total Exit/New Position Q4 2024 → Q1 2025

InstitutionsTotal Value
New Positions9$3.0M
Exits9$2.4M

All 13F filers, Q4 2024 → Q1 2025: 795,227 shares bought and 1,438,188 shares sold, net −642,961 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 165 holders

Bank of America Corp. 0.00% Reduce -2.0% 1,675,283 $44.8M
Envestnet Asset Management Inc. 0.01% Reduce -8.3% 859,564 $23.0M
Mercer Global Advisors Inc. 0.05% Reduce -0.4% 820,295 $21.9M
US Bancorp \de 0.02% Reduce -11.1% 601,694 $16.1M
Kathmere Capital Management, LLC 1.20% Reduce -14.6% 526,707 $14.1M
Morgan Stanley 0.00% Add +3.7% 448,376 $12.0M
NewEdge Advisors, LLC 0.07% Reduce -7.7% 429,190 $11.5M
Wells Fargo & Company 0.00% Reduce -16.7% 416,401 $11.1M
LPL Financial LLC 0.00% Add +2.3% 358,405 $9.6M
Integrated Wealth Concepts LLC 0.11% Add +5.7% 340,102 $9.1M
Raymond James Financial Inc. 0.00% Add +22.4% 332,434 $8.9M
HighTower Advisors, LLC 0.01% Reduce -9.5% 322,625 $8.6M
Leavell Investment Management, Inc. 0.41% Add +0.7% 306,186 $8.2M
Hills Bank & Trust Co 0.56% Add +0.8% 295,762 $7.9M
UBS Group AG 0.00% Reduce -25.6% 291,226 $7.8M
Lido Advisors, LLC 0.04% Add +83.2% 277,293 $7.4M
LBMC Investment Advisors, LLC 0.57% Add +1.8% 274,556 $7.3M
Covington Investment Advisors Inc. 1.09% Reduce -0.7% 263,183 $7.0M
Commonwealth Equity Services, LLC 0.01% Reduce -6.2% 256,781 $6.9M
Truist Financial Corp. 0.01% Add +0.7% 248,669 $6.7M
Northwestern Mutual Wealth Management Co. 0.01% Add +1.6% 237,351 $6.3M
Praetorian Wealth Management, Inc. 1.13% Reduce -10.9% 172,743 $4.6M
PSI Advisors, LLC 1.47% Add +20.2% 168,817 $4.5M
Osaic Holdings, Inc. 0.01% Reduce -9.0% 150,506 $4.0M
Cliftonlarsonallen Wealth Advisors, LLC 0.07% Add +17.4% 148,658 $4.0M
Sound View Wealth Advisors Group, LLC 0.32% Add +9.4% 146,480 $3.9M
Cyndeo Wealth Partners, LLC 0.25% Reduce -14.8% 141,862 $3.8M
Royal Bank of Canada 0.00% Reduce -0.1% 117,710 $3.1M
Paradiem, LLC 0.85% No change 114,986 $3.1M
Cypress Point Wealth Management, LLC 0.96% No change 113,000 $3.0M
CENTRAL TRUST Co 0.07% Add +0.2% 108,655 $2.9M
Sanctuary Advisors, LLC 0.02% Reduce -1.7% 107,942 $2.9M
Regions Financial Corp. 0.02% Add +34.9% 107,875 $2.9M
United Capital Financial Advisors, LLC 0.02% Add +17.6% 103,250 $2.8M
Stratos Wealth Partners, LTD. 0.04% Reduce -0.3% 103,205 $2.8M
Atwater Malick LLC 0.92% Add +21.0% 101,368 $2.7M
Valmark Advisers, Inc. 0.04% Add +53.6% 96,785 $2.6M
Woodmont Investment Counsel LLC 0.19% Reduce -2.0% 96,257 $2.6M
Quantum Financial Advisors, LLC 0.37% Reduce -2.9% 93,672 $2.5M
Sonata Capital Group Inc. 1.06% No change 90,910 $2.4M
Sentinel Pension Advisors, LLC 0.41% Add +0.9% 83,562 $2.2M
Captrust Financial Advisors 0.01% Reduce -4.8% 83,121 $2.2M
Focus Partners Wealth 0.01% Reduce -6.4% 82,346 $2.2M
Howland Capital Management LLC 0.10% Add +6.5% 82,200 $2.2M
Deutsche Bank AG 0.00% Add +307.1% 76,934 $2.1M
Cwm, LLC 0.01% Add +5.8% 71,701 $1.9M
Beacon Pointe Advisors, LLC 0.02% Reduce -6.1% 68,845 $1.8M
New England Private Wealth Advisors LLC 0.27% Reduce -33.5% 64,839 $1.7M
Ameriprise Financial Inc. 0.00% Reduce -0.3% 64,753 $1.7M
Coldstream Capital Management Inc. 0.04% Add +8.3% 62,333 $1.7M
Scissortail Wealth Management, LLC 0.43% Reduce -5.3% 62,160 $1.7M
Capital Investment Advisors, LLC 0.03% Reduce -6.4% 60,352 $1.6M
Leo Wealth, LLC 0.22% No change 56,526 $1.5M
Signature Wealth Management Group 0.57% Reduce -0.8% 55,070 $1.5M
Orion Porfolio Solutions, LLC 0.01% Add +381.3% 55,022 $1.5M
Orion Portfolio Solutions, LLC 0.01% Add +381.3% 55,022 $1.5M
Mariner, LLC 0.00% Reduce -14.0% 51,808 $1.4M
RIA Advisory Group LLC 0.44% Add +10.2% 51,072 $1.4M
Jane Street Group, LLC 0.00% Reduce -86.7% 47,567 $1.3M
Kestra Private Wealth Services, LLC 0.02% Add +20.9% 46,521 $1.2M
IHT Wealth Management, LLC 0.04% Add +0.3% 45,851 $1.2M
Atria Investments, Inc 0.02% Add +9.6% 44,253 $1.2M
Blue Square Asset Management, LLC 0.63% Reduce -2.1% 43,910 $1.2M
Newman Dignan & Sheerar, Inc. 0.32% Reduce -34.1% 43,631 $1.2M
Phillips Financial Management, LLC 0.08% No change 40,804 $1.1M
Granite Harbor Advisors, Inc. 0.57% Add +6.5% 40,345 $1.1M
Financial Engines Advisors L.L.C. 0.00% Reduce -6.1% 39,699 $1.1M
Steward Partners Investment Advisory, LLC 0.01% Reduce -11.5% 38,764 $1.0M
Lantz Financial LLC 0.27% Add +3.3% 37,120 $993K
Modern Wealth Management, LLC 0.03% Reduce -6.3% 36,880 $987K
Foundry Financial Group, Inc. 0.59% Reduce -14.8% 36,032 $964K
Revisor Wealth Management LLC 0.42% Add +265.5% 35,362 $946K
Sandy Spring Bank 0.04% Reduce -3.5% 34,594 $925K
Strid Group, LLC 0.14% No change 33,753 $903K
IFP Advisors, Inc 0.03% Add +1.0% 31,995 $856K
Spinnaker Trust 0.06% Add +21.9% 31,680 $847K
GC Wealth Management RIA, LLC 0.15% Add +3.7% 30,452 $815K
Resonant Capital Advisors, LLC 0.06% Add +166.3% 30,020 $803K
Glenview Trust Co 0.01% No change 28,148 $753K
Beacon Financial Planning, Inc. 0.42% Add +235.7% 27,199 $728K
Citadel Advisors 0.00% New 25,694 $687K
Riverchase Wealth Management, LLC 0.47% No change 25,105 $672K
CFS Investment Advisory Services, LLC 0.06% Reduce -12.7% 24,810 $664K
Crews Bank & Trust 0.11% Add +6.0% 24,741 $662K
Exchange Capital Management, Inc. 0.10% Reduce -2.4% 22,710 $607K
Stifel Financial Corp. 0.00% Add +10.7% 21,961 $587K
Roof Eidam Maycock Peralta, LLC 0.16% Reduce -17.1% 21,900 $586K
Ashton Thomas Private Wealth, LLC 0.02% Reduce -91.9% 21,684 $580K
Postrock Partners LLC 0.28% Add +6.4% 20,868 $558K
Members Wealth LLC 0.42% No change 20,771 $556K
NorthCoast Asset Management LLC 0.00% New 20,520 $549K
Peloton Wealth Strategists 0.23% No change 20,500 $548K
Cetera Investment Advisers 0.00% Reduce -20.1% 19,633 $525K
Novem Group 0.07% Add +14.0% 19,432 $520K
Creative Planning 0.00% Reduce -12.1% 18,872 $505K
Janney Montgomery Scott LLC 0.00% Add +46.8% 18,828 $504K
Stonebridge Capital Advisors LLC 0.04% Reduce -14.3% 17,885 $478K
Amplius Wealth Advisors, LLC 0.05% Reduce -18.6% 17,672 $473K
Eldridge Investment Advisors, Inc. 0.11% Add +0.0% 17,305 $463K
AMG National Trust Bank 0.01% No change 16,760 $448K

"% 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.

Show all 165 holders