iShares Ibonds Dec 2025 TermIBMNETF

13F holders, Q2 2025 (June 30)
165holders
14new positions
12sold out
$26.76avg. 13F price*

At the end of Q2 2025, 165 institutions reported holding iShares Ibonds Dec 2025 Term (IBMN) in their 13F filings, unchanged from Q1 2025. 14 opened new positions and 12 sold out. The largest holders were Bank of America Corp. ($42.1M), US Bancorp \de ($15.0M) and Kathmere Capital Management, LLC ($13.5M).

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 Q1 2025 → Q2 2025

InstitutionsTotal Value
New Positions14$7.3M
Exits12$10.5M

All 13F filers, Q1 2025 → Q2 2025: 702,537 shares bought and 2,248,584 shares sold, net −1,546,047 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 165 holders

Bank of America Corp. 0.00% Reduce -6.0% 1,574,839 $42.1M
US Bancorp \de 0.02% Reduce -6.6% 561,986 $15.0M
Kathmere Capital Management, LLC 1.04% Reduce -4.2% 504,558 $13.5M
NewEdge Advisors, LLC 0.07% Add +12.1% 480,900 $12.9M
Wells Fargo & Company 0.00% Reduce -0.9% 412,808 $11.0M
LPL Financial LLC 0.00% Add +14.4% 409,968 $11.0M
Integrated Wealth Concepts LLC 0.09% Reduce -1.8% 334,113 $8.9M
Morgan Stanley 0.00% Reduce -28.1% 322,413 $8.6M
Lido Advisors, LLC 0.04% Add +12.6% 312,295 $8.4M
Leavell Investment Management, Inc. 0.36% Reduce -1.5% 301,659 $8.1M
HighTower Advisors, LLC 0.01% Reduce -7.7% 297,937 $8.0M
Hills Bank & Trust Co 0.50% Add +0.5% 297,321 $8.0M
Envestnet Asset Management Inc. 0.00% Reduce -65.7% 295,034 $7.9M
UBS Group AG 0.00% Reduce -3.3% 281,521 $7.5M
LBMC Investment Advisors, LLC 0.52% Add +0.1% 274,808 $7.4M
Mercer Global Advisors Inc. 0.02% Reduce -67.4% 267,053 $7.1M
Raymond James Financial Inc. 0.00% Reduce -22.5% 257,758 $6.9M
Northwestern Mutual Wealth Management Co. 0.01% Add +7.6% 255,312 $6.8M
Truist Financial Corp. 0.01% Add +2.1% 253,922 $6.8M
Covington Investment Advisors Inc. 0.94% Reduce -6.9% 244,908 $6.6M
Commonwealth Equity Services, LLC 0.01% Reduce -33.8% 169,978 $4.5M
Sound View Wealth Advisors Group, LLC 0.32% Add +11.8% 163,749 $4.4M
Cliftonlarsonallen Wealth Advisors, LLC 0.07% Add +8.5% 161,350 $4.3M
Praetorian Wealth Management, Inc. 0.96% Reduce -9.5% 156,257 $4.2M
Cyndeo Wealth Partners, LLC 0.21% Reduce -5.6% 133,869 $3.6M
Osaic Holdings, Inc. 0.01% Reduce -14.1% 129,305 $3.5M
Regions Financial Corp. 0.02% Add +8.1% 116,622 $3.1M
CENTRAL TRUST Co 0.07% Add +6.5% 115,771 $3.1M
Paradiem, LLC 0.78% No change 114,986 $3.1M
Cypress Point Wealth Management, LLC 0.74% No change 113,000 $3.0M
Royal Bank of Canada 0.00% Reduce -4.8% 111,999 $3.0M
Deutsche Bank AG 0.00% Add +34.1% 103,195 $2.8M
United Capital Financial Advisors, LLC 0.02% Reduce -0.1% 103,098 $2.8M
Atwater Malick LLC 0.87% Add +1.2% 102,565 $2.7M
Valmark Advisers, Inc. 0.04% Add +5.2% 101,835 $2.7M
Sanctuary Advisors, LLC 0.02% Reduce -7.2% 100,144 $2.7M
Woodmont Investment Counsel LLC 0.16% Reduce -4.2% 92,253 $2.5M
Stratos Wealth Partners, LTD. 0.03% Reduce -11.0% 91,837 $2.5M
Captrust Financial Advisors 0.01% Add +9.6% 91,055 $2.4M
Sonata Capital Group Inc. 0.97% No change 90,910 $2.4M
Howland Capital Management LLC 0.09% Reduce -1.4% 81,020 $2.2M
Focus Partners Wealth 0.00% Reduce -5.9% 77,455 $2.1M
Reliant Wealth Planning 0.80% New 76,769 $2.1M
Cwm, LLC 0.01% Add +6.7% 76,534 $2.0M
Coldstream Capital Management Inc. 0.03% Add +9.0% 67,947 $1.8M
New England Private Wealth Advisors LLC 0.25% Add +0.3% 65,064 $1.7M
Orion Porfolio Solutions, LLC 0.01% Add +15.8% 63,696 $1.7M
Ameriprise Financial Inc. 0.00% Reduce -1.7% 63,632 $1.7M
Capital Investment Advisors, LLC 0.03% Add +2.4% 61,770 $1.7M
Leo Wealth, LLC 0.12% No change 56,526 $1.5M
Signature Wealth Management Group 0.59% Add +1.3% 55,804 $1.5M
RIA Advisory Group LLC 0.42% Add +5.0% 53,617 $1.4M
Scissortail Wealth Management, LLC 0.34% Reduce -15.1% 52,804 $1.4M
Mariner, LLC 0.00% Reduce -0.7% 51,459 $1.4M
Kestra Private Wealth Services, LLC 0.02% Add +8.3% 50,371 $1.3M
Beacon Pointe Advisors, LLC 0.01% Reduce -28.6% 49,124 $1.3M
Jane Street Group, LLC 0.00% Add +1.7% 48,356 $1.3M
Phillips Financial Management, LLC 0.09% Add +18.4% 48,291 $1.3M
Financial Engines Advisors L.L.C. 0.00% Add +17.6% 46,692 $1.2M
IHT Wealth Management, LLC 0.03% Add +0.5% 46,100 $1.2M
Modern Wealth Management, LLC 0.03% Add +17.9% 43,483 $1.2M
Blue Square Asset Management, LLC 0.54% Reduce -2.0% 43,045 $1.2M
Granite Harbor Advisors, Inc. 0.50% Reduce -2.3% 39,409 $1.1M
Sentinel Pension Advisors, LLC 0.17% Reduce -54.1% 38,390 $1.0M
Lantz Financial LLC 0.26% Add +3.2% 38,293 $1.0M
Steward Partners Investment Advisory, LLC 0.01% Reduce -1.4% 38,218 $1.0M
Atria Investments, Inc 0.01% Reduce -18.6% 36,032 $964K
Revisor Wealth Management LLC 0.34% No change 35,362 $945K
Foundry Financial Group, Inc. 0.53% Reduce -3.1% 34,912 $934K
Strid Group, LLC 0.13% No change 33,753 $903K
Assetmark, Inc. 0.00% Add +156.6% 33,360 $893K
NorthCoast Asset Management LLC 0.00% Add +59.9% 32,817 $878K
Harbour Investments, Inc. 0.02% Add +5084.0% 32,659 $874K
IFP Advisors, Inc 0.02% Add +1.4% 32,428 $868K
Asset Dedication, LLC 0.06% Add +228.5% 32,341 $866K
Atlantic Union Bankshares Corp 0.02% New 32,267 $864K
Spinnaker Trust 0.05% Reduce -1.0% 31,370 $840K
Resonant Capital Advisors, LLC 0.05% No change 30,020 $803K
VestGen Advisors, LLC 0.03% New 30,013 $803K
GC Wealth Management RIA, LLC 0.07% Reduce -2.0% 29,829 $798K
Stifel Financial Corp. 0.00% Add +35.0% 29,650 $794K
Cambridge Investment Research Advisors, Inc. 0.00% Add +137.8% 28,267 $757K
Glenview Trust Co 0.01% No change 28,148 $753K
Beacon Financial Planning, Inc. 0.41% Add +0.1% 27,240 $729K
Susquehanna International Group, LLP 0.00% New 27,236 $729K
Financial Advisory Corp 0.11% New 27,099 $725K
Riverchase Wealth Management, LLC 0.43% Add +0.6% 25,255 $676K
CFS Investment Advisory Services, LLC 0.05% Reduce -0.4% 24,709 $661K
Crews Bank & Trust 0.10% Reduce -0.5% 24,617 $659K
Exchange Capital Management, Inc. 0.09% No change 22,710 $608K
Postrock Partners LLC 0.28% Add +6.7% 22,268 $596K
Roof Eidam Maycock Peralta, LLC 0.14% No change 21,900 $586K
Peloton Wealth Strategists 0.23% No change 20,500 $549K
Cetera Investment Advisers 0.00% Reduce -0.2% 19,601 $525K
Novem Group 0.07% Add +0.6% 19,538 $523K
Gould Asset Management LLC 0.10% Add +15.8% 19,095 $511K
Creative Planning 0.00% No change 18,872 $505K
Parallel Advisors, LLC 0.01% Add +22.8% 18,478 $495K
Newman Dignan & Sheerar, Inc. 0.11% Reduce -60.4% 17,280 $462K
Eldridge Investment Advisors, Inc. 0.10% Add +0.0% 17,307 $462K

"% 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