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
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 9 | $3.0M |
| Exits | 9 | $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 |
| Apollon Wealth Management, LLC | 0.01% | Reduce -29.8% | 16,500 | $441K |
| WealthBridge Capital Management, LLC | 0.12% | Add +1.9% | 16,495 | $441K |
| Gould Asset Management LLC | 0.09% | No change | 16,485 | $441K |
| 10Elms LLP | 0.51% | Add +12.9% | 16,239 | $434K |
| Archford Capital Strategies, LLC | 0.06% | Add +0.3% | 15,917 | $426K |
| Clearstead Advisors, LLC | 0.01% | Reduce -19.5% | 15,536 | $416K |
| First Affirmative Financial Network | 0.25% | Add +4.0% | 15,238 | $408K |
| Horan Securities, Inc. | 0.15% | No change | 15,160 | $406K |
| Parallel Advisors, LLC | 0.01% | Reduce -0.1% | 15,044 | $402K |
| BCS Wealth Management | 0.10% | No change | 14,037 | $375K |
| Rockefeller Capital Management L.P. | 0.00% | New | 13,983 | $374K |
| Wrapmanager Inc. | 0.10% | Reduce -3.1% | 13,868 | $371K |
| Commonwealth Financial Services, LLC | 0.07% | Reduce -6.3% | 13,616 | $364K |
| Princeton Global Asset Management LLC | 0.07% | Add +0.1% | 13,577 | $363K |
| TPG Advisors LLC | 0.28% | Reduce -17.8% | 13,204 | $353K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -0.9% | 13,068 | $350K |
| Sigma Planning Corp | 0.01% | New | 13,067 | $350K |
| Assetmark, Inc. | 0.00% | Add +624.3% | 13,001 | $348K |
| Private Advisor Group, LLC | 0.00% | Reduce -10.8% | 12,654 | $338K |
| Savant Capital, LLC | 0.00% | Reduce -3.0% | 12,573 | $336K |
| Cora Capital Advisors LLC | 0.15% | No change | 11,950 | $320K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -28.4% | 11,886 | $318K |
| Legacy Private Trust Co. | 0.02% | Add +14.7% | 11,693 | $313K |
| Confluence Investment Management LLC | 0.00% | Add +1.3% | 11,583 | $310K |
| Garden State Investment Advisory Services LLC | 0.10% | Reduce -35.9% | 11,223 | $300K |
| Baltimore-Washington Financial Advisors, Inc. | 0.02% | No change | 11,003 | $294K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.6% | 10,839 | $290K |
| Rehmann Capital Advisory Group | 0.02% | Add +0.0% | 10,697 | $286K |
| Moneco Advisors, LLC | 0.03% | No change | 10,468 | $280K |
| Wealthspire Advisors, LLC | 0.00% | New | 10,180 | $272K |
| NovaPoint Capital, LLC | 0.08% | No change | 10,009 | $268K |
| Baird Financial Group, Inc. | 0.00% | No change | 10,000 | $268K |
| Asset Dedication, LLC | 0.02% | No change | 9,844 | $263K |
| Rossmore Private Capital | 0.03% | New | 9,361 | $250K |
| Arrow Financial Corp | 0.03% | No change | 9,006 | $241K |
| Brookstone Capital Management | 0.00% | Add +12.8% | 8,679 | $232K |
| Signaturefd, LLC | 0.00% | No change | 8,599 | $230K |
| Droms Strauss Advisors Inc. /Mo/ | 0.08% | Add +14.2% | 8,593 | $230K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 8,547 | $229K |
| Stablepoint Partners, LLC | 0.04% | Add +0.8% | 8,202 | $219K |
| Colton Groome Financial Advisors, LLC | 0.08% | Reduce -19.1% | 7,750 | $207K |
| Johnson Bixby & Associates, LLC | 0.03% | Reduce -31.0% | 7,665 | $205K |
| 4J Wealth Management LLC | 0.16% | Reduce -48.5% | 7,614 | $204K |
| Kestra Advisory Services, LLC | 0.00% | Add +0.3% | 7,549 | $202K |
| Stephenson & Company, Inc. | 0.13% | New | 7,499 | $201K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -2.2% | 7,290 | $195K |
| Private Trust Co. NA | 0.02% | Reduce -7.4% | 7,254 | $194K |
| Global Financial Private Client, LLC | 0.05% | Reduce -10.6% | 5,274 | $141K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 4,495 | $120K |
| Coastline Trust Co | 0.01% | No change | 4,173 | $112K |
| ORG Partners LLC | 0.03% | No change | 3,700 | $99K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 3,050 | $82K |
| Principal Securities, Inc. | 0.00% | No change | 2,637 | $70K |
| Hughes Financial Services, LLC | 0.01% | New | 1,894 | $51K |
| Allworth Financial LP | 0.00% | No change | 1,702 | $45K |
| PNC Financial Services Group, Inc. | 0.00% | Add +41.1% | 1,517 | $41K |
| Jones Financial Companies LLLP | 0.00% | Add +14.3% | 1,143 | $31K |
| Rialto Wealth Management, LLC | 0.01% | No change | 924 | $25K |
| Evergreen Private Wealth LLC | 0.01% | No change | 752 | $20K |
| Harbour Investments, Inc. | 0.00% | Reduce -72.8% | 630 | $17K |
| Farther Finance Advisors, LLC | 0.00% | No change | 471 | $13K |
| Stephens Consulting, LLC | 0.00% | No change | 300 | $8K |
| BlackRock, Inc. | 0.00% | No change | 140 | $4K |
| Bank of New Hampshire | 0.00% | No change | 110 | $3K |
| JPMorgan Chase & Co. | 0.00% | Reduce -79.6% | 66 | $2K |
"% 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.