iShares Ibonds Dec 2025 TermIBMNETF

13F holders, Q3 2025 (September 30)
158holders −7
10new positions
16sold out
1famous investor
$26.79avg. 13F price*

At the end of Q3 2025, 158 institutions reported holding iShares Ibonds Dec 2025 Term (IBMN) in their 13F filings, down 7 from Q2 2025. 10 opened new positions and 16 sold out. The largest holders were Bank of America Corp. ($41.9M), Kathmere Capital Management, LLC ($13.5M) and US Bancorp \de ($13.4M). 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 Q2 2025 → Q3 2025

InstitutionsTotal Value
New Positions10$11.2M
Exits16$16.5M

All 13F filers, Q2 2025 → Q3 2025: 606,284 shares bought and 1,979,506 shares sold, net −1,373,222 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 158 holders

Bank of America Corp. 0.00% Reduce -0.8% 1,562,582 $41.9M
Kathmere Capital Management, LLC 0.96% Reduce 0.0% 504,553 $13.5M
US Bancorp \de 0.02% Reduce -11.2% 498,969 $13.4M
Wells Fargo & Company 0.00% Reduce -5.2% 391,350 $10.5M
Lido Advisors, LLC 0.04% Add +17.9% 368,223 $9.9M
LPL Financial LLC 0.00% Reduce -19.0% 332,039 $8.9M
PSI Advisors, LLC 2.17% New 312,292 $8.4M
Integrated Wealth Concepts LLC 0.07% Reduce -8.0% 307,402 $8.2M
Hills Bank & Trust Co 0.46% Reduce -2.3% 290,491 $7.8M
Morgan Stanley 0.00% Reduce -17.3% 266,500 $7.1M
LBMC Investment Advisors, LLC 0.45% Reduce -3.4% 265,437 $7.1M
Leavell Investment Management, Inc. 0.30% Reduce -12.6% 263,680 $7.1M
Northwestern Mutual Wealth Management Co. 0.00% Reduce -2.4% 249,072 $6.7M
HighTower Advisors, LLC 0.01% Reduce -16.7% 248,217 $6.6M
NewEdge Advisors, LLC 0.03% Reduce -49.2% 244,083 $6.5M
Covington Investment Advisors Inc. 0.83% Reduce -3.8% 235,579 $6.3M
UBS Group AG 0.00% Reduce -16.4% 235,384 $6.3M
Mercer Global Advisors Inc. 0.01% Reduce -16.0% 224,439 $6.0M
Raymond James Financial Inc. 0.00% Reduce -18.2% 210,822 $5.6M
Commonwealth Equity Services, LLC 0.01% Add +3.3% 175,509 $4.7M
Praetorian Wealth Management, Inc. 0.84% Reduce -2.5% 152,406 $4.1M
Sound View Wealth Advisors Group, LLC 0.26% Reduce -13.9% 141,043 $3.8M
Cyndeo Wealth Partners, LLC 0.20% Add +0.1% 133,984 $3.6M
Envestnet Asset Management Inc. 0.00% Reduce -55.4% 131,744 $3.5M
Osaic Holdings, Inc. 0.00% Reduce -3.6% 124,705 $3.3M
Paradiem, LLC 0.72% No change 114,986 $3.1M
United Capital Financial Advisors, LLC 0.02% Add +11.3% 114,738 $3.1M
Cypress Point Wealth Management, LLC 0.61% No change 113,000 $3.0M
Regions Financial Corp. 0.02% Reduce -6.8% 108,637 $2.9M
CENTRAL TRUST Co 0.06% Reduce -6.5% 108,298 $2.9M
Royal Bank of Canada 0.00% Reduce -7.0% 104,178 $2.8M
Deutsche Bank AG 0.00% No change 103,195 $2.8M
Valmark Advisers, Inc. 0.04% Reduce -0.9% 100,959 $2.7M
Atwater Malick LLC 0.78% Reduce -2.2% 100,318 $2.7M
Stratos Wealth Partners, LTD. 0.03% Add +0.3% 92,153 $2.5M
Sonata Capital Group Inc. 0.90% No change 90,910 $2.4M
Captrust Financial Advisors 0.00% Reduce -7.1% 84,560 $2.3M
Howland Capital Management LLC 0.08% Reduce -2.3% 79,140 $2.1M
Cwm, LLC 0.01% Add +0.2% 76,662 $2.1M
Focus Partners Wealth 0.00% Reduce -4.7% 73,822 $2.0M
New England Private Wealth Advisors LLC 0.23% Add +0.2% 65,174 $1.7M
Ameriprise Financial Inc. 0.00% Add +2.0% 64,911 $1.7M
Orion Porfolio Solutions, LLC 0.01% Add +0.1% 63,736 $1.7M
Capital Investment Advisors, LLC 0.03% Reduce -0.2% 61,662 $1.7M
Coldstream Capital Management Inc. 0.02% Reduce -11.6% 60,076 $1.6M
RIA Advisory Group LLC 0.40% Add +7.7% 57,766 $1.5M
Leo Wealth, LLC 0.20% No change 56,526 $1.5M
Signature Wealth Management Group 0.57% Reduce -1.5% 54,949 $1.5M
Beacon Pointe Advisors, LLC 0.01% Add +10.0% 54,038 $1.4M
Kestra Private Wealth Services, LLC 0.02% Add +4.4% 52,571 $1.4M
Financial Engines Advisors L.L.C. 0.00% Add +11.7% 52,168 $1.4M
Granite Harbor Advisors, Inc. 0.57% Add +29.2% 50,920 $1.4M
NorthCoast Asset Management LLC 0.01% Add +50.7% 49,444 $1.3M
Phillips Financial Management, LLC 0.09% No change 48,291 $1.3M
Scissortail Wealth Management, LLC 0.28% Reduce -8.7% 48,213 $1.3M
IHT Wealth Management, LLC 0.03% Add +0.5% 46,347 $1.2M
Mariner, LLC 0.00% Reduce -11.6% 45,472 $1.2M
Modern Wealth Management, LLC 0.02% Add +1.8% 44,260 $1.2M
Lantz Financial LLC 0.24% Add +6.8% 40,889 $1.1M
Sentinel Pension Advisors, LLC 0.17% Add +0.6% 38,614 $1.0M
Jane Street Group, LLC 0.00% Reduce -21.7% 37,866 $1.0M
Steward Partners Investment Advisory, LLC 0.01% Reduce -1.3% 37,714 $1.0M
VestGen Advisors, LLC 0.03% Add +17.3% 35,208 $943K
Baird Financial Group, Inc. 0.00% Add +250.0% 35,000 $938K
Foundry Financial Group, Inc. 0.49% Reduce -0.1% 34,862 $934K
Revisor Wealth Management LLC 0.32% Reduce -2.7% 34,413 $921K
GC Wealth Management RIA, LLC 0.03% Add +14.2% 34,064 $913K
Strid Group, LLC 0.11% No change 33,753 $904K
Cambridge Investment Research Advisors, Inc. 0.00% Add +17.7% 33,266 $891K
Stifel Financial Corp. 0.00% Add +9.2% 32,380 $867K
Spinnaker Trust 0.05% No change 31,370 $840K
Asset Dedication, LLC 0.06% Reduce -3.3% 31,285 $838K
Atlantic Union Bankshares Corp 0.02% Reduce -4.5% 30,810 $825K
Resonant Capital Advisors, LLC 0.05% No change 30,020 $804K
Financial Advisory Corp 0.11% Add +5.0% 28,456 $762K
Beacon Financial Planning, Inc. 0.38% Add +0.1% 27,282 $731K
Glenview Trust Co 0.01% Reduce -3.4% 27,204 $729K
Riverchase Wealth Management, LLC 0.38% No change 25,255 $677K
IFP Advisors, Inc 0.02% Reduce -26.1% 23,975 $642K
CFS Investment Advisory Services, LLC 0.05% Reduce -3.2% 23,929 $641K
Brookstone Capital Management 0.01% Add +113.7% 22,530 $604K
Postrock Partners LLC 0.26% No change 22,268 $597K
Aspen Wealth Management LLC 0.13% New 22,175 $594K
Roof Eidam Maycock Peralta, LLC 0.14% No change 21,900 $587K
Peloton Wealth Strategists 0.22% No change 20,500 $549K
Mach-1 Financial Group, LLC 0.08% New 19,800 $530K
Integrity Advisory Solutions, LLC 0.08% — 19,800 $530K
Cetera Investment Advisers 0.00% Reduce -2.3% 19,156 $513K
Gould Asset Management LLC 0.10% No change 19,095 $512K
Parallel Advisors, LLC 0.01% Reduce -3.1% 17,903 $480K
Woodmont Investment Counsel LLC 0.03% Reduce -81.0% 17,500 $469K
WealthBridge Capital Management, LLC 0.11% Reduce -0.9% 17,052 $457K
AMG National Trust Bank 0.01% No change 16,760 $449K
Smith, Moore & Co. 0.03% Add +11.1% 16,701 $447K
Harbour Investments, Inc. 0.01% Reduce -49.0% 16,661 $446K
Red Tortoise LLC 0.19% Add +0.5% 16,571 $444K
Archford Capital Strategies, LLC 0.05% No change 16,467 $441K
Citadel Advisors 0.00% New 16,415 $440K
Eldridge Investment Advisors, Inc. 0.10% Reduce -8.1% 15,909 $426K
10Elms LLP 0.44% Reduce -3.1% 15,739 $422K

"% 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 158 holders