iShares Ibonds Dec 2027 TermIBMPETF
13F holders, Q1 2025 (March 31)153holders +7
13new positions
5sold out
1famous investor
$25.28avg. 13F price*
At the end of Q1 2025, 153 institutions reported holding iShares Ibonds Dec 2027 Term (IBMP) in their 13F filings, up 7 from Q4 2024. 13 opened new positions and 5 sold out. The largest holders were Bank of America Corp. ($49.4M), HighTower Advisors, LLC ($25.6M) and Clearstead Advisors, LLC ($22.0M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2027 Term
- CUSIP
- 46435U283
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 13 | $5.4M |
| Exits | 5 | $759K |
All 13F filers, Q4 2024 → Q1 2025: 1,215,222 shares bought and 1,111,254 shares sold, net +103,968 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 153 holders
| Bank of America Corp. | 0.00% | Add +9.2% | 1,954,075 | $49.4M |
| HighTower Advisors, LLC | 0.03% | Add +4.4% | 1,012,488 | $25.6M |
| Clearstead Advisors, LLC | 0.34% | Reduce -1.0% | 871,056 | $22.0M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -4.6% | 859,302 | $21.7M |
| Mercer Global Advisors Inc. | 0.05% | Add +1.3% | 833,894 | $21.1M |
| Wells Fargo & Company | 0.00% | Reduce -18.3% | 754,967 | $19.1M |
| Heartwood Wealth Advisors LLC | 2.17% | Add +6.3% | 753,435 | $19.0M |
| US Bancorp \de | 0.02% | Reduce -1.8% | 699,282 | $17.7M |
| Kathmere Capital Management, LLC | 1.19% | Reduce -11.7% | 554,924 | $14.0M |
| Morgan Stanley | 0.00% | Reduce -9.0% | 486,461 | $12.3M |
| UBS Group AG | 0.00% | Reduce -0.1% | 411,113 | $10.4M |
| LPL Financial LLC | 0.00% | Add +81.5% | 407,925 | $10.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -6.6% | 389,071 | $9.8M |
| Hengehold Capital Management LLC | 0.92% | Reduce -7.3% | 384,340 | $9.7M |
| NewEdge Advisors, LLC | 0.06% | Add +3.0% | 379,415 | $9.6M |
| LBMC Investment Advisors, LLC | 0.74% | Add +25.2% | 372,141 | $9.4M |
| Hills Bank & Trust Co | 0.60% | Add +0.6% | 339,113 | $8.6M |
| Covington Investment Advisors Inc. | 1.28% | Add +6.3% | 324,665 | $8.2M |
| Lido Advisors, LLC | 0.04% | Add +96.3% | 278,829 | $7.0M |
| Praetorian Wealth Management, Inc. | 1.52% | Add +0.8% | 246,667 | $6.2M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +7.3% | 218,329 | $5.5M |
| Integrated Wealth Concepts LLC | 0.06% | Add +10.3% | 192,237 | $4.9M |
| Howland Capital Management LLC | 0.20% | Add +7.1% | 176,600 | $4.5M |
| Leavell Investment Management, Inc. | 0.22% | Add +5.4% | 174,637 | $4.4M |
| Paradiem, LLC | 1.12% | No change | 160,410 | $4.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.07% | Add +19.3% | 158,745 | $4.0M |
| CENTRAL TRUST Co | 0.10% | Reduce -1.2% | 153,666 | $3.9M |
| Ameriprise Financial Inc. | 0.00% | Reduce -53.3% | 147,802 | $3.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +17.9% | 142,174 | $3.6M |
| Quantum Financial Advisors, LLC | 0.52% | Add +4.9% | 137,853 | $3.5M |
| Spire Wealth Management | 0.11% | Add +1.6% | 130,545 | $3.3M |
| Stifel Financial Corp. | 0.00% | Add +8.3% | 128,365 | $3.2M |
| Cyndeo Wealth Partners, LLC | 0.21% | Reduce -8.6% | 128,097 | $3.2M |
| Sound View Wealth Advisors Group, LLC | 0.25% | Add +12.6% | 121,869 | $3.1M |
| Osaic Holdings, Inc. | 0.01% | Reduce -11.5% | 110,737 | $2.8M |
| United Capital Financial Advisors, LLC | 0.02% | Add +18.6% | 109,992 | $2.8M |
| Royal Bank of Canada | 0.00% | Add +1.9% | 103,406 | $2.6M |
| Postrock Partners LLC | 1.16% | Add +4.3% | 92,881 | $2.3M |
| Sonata Capital Group Inc. | 1.02% | No change | 92,603 | $2.3M |
| Coldstream Capital Management Inc. | 0.05% | Add +11.9% | 86,483 | $2.2M |
| Glenview Trust Co | 0.04% | No change | 83,324 | $2.1M |
| Atwater Malick LLC | 0.66% | Add +36.4% | 76,925 | $1.9M |
| Envision Financial Planning, LLC | 0.92% | Reduce -2.5% | 71,398 | $1.8M |
| Woodmont Investment Counsel LLC | 0.13% | No change | 71,315 | $1.8M |
| Newman Dignan & Sheerar, Inc. | 0.49% | No change | 70,995 | $1.8M |
| Focus Partners Wealth | 0.00% | Add +3.3% | 60,180 | $1.5M |
| Valmark Advisers, Inc. | 0.02% | Reduce -4.1% | 59,528 | $1.5M |
| Corient Private Wealth LP | 0.00% | Reduce -84.7% | 57,757 | $1.5M |
| Sentinel Pension Advisors, LLC | 0.27% | Add +13.7% | 57,675 | $1.5M |
| Spinnaker Trust | 0.09% | Add +20.6% | 56,050 | $1.4M |
| Capital Investment Advisors, LLC | 0.03% | Add +5.0% | 55,096 | $1.4M |
| Signature Wealth Management Group | 0.51% | Add +2.0% | 51,506 | $1.3M |
| Regions Financial Corp. | 0.01% | Add +6.4% | 49,669 | $1.3M |
| Granite Harbor Advisors, Inc. | 0.66% | Add +5.6% | 49,477 | $1.3M |
| RIA Advisory Group LLC | 0.40% | Add +11.9% | 48,379 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +0.1% | 48,157 | $1.2M |
| Phillips Financial Management, LLC | 0.09% | No change | 46,980 | $1.2M |
| Jane Street Group, LLC | 0.00% | Add +43.7% | 46,528 | $1.2M |
| Blue Square Asset Management, LLC | 0.63% | Reduce -2.0% | 45,999 | $1.2M |
| Sandy Spring Bank | 0.05% | Add +2.5% | 45,616 | $1.2M |
| Evergreen Private Wealth LLC | 0.54% | Add +2.8% | 45,567 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -26.1% | 45,174 | $1.1M |
| Prism Advisors, Inc. | 0.35% | No change | 44,715 | $1.1M |
| NorthCoast Asset Management LLC | 0.01% | New | 43,591 | $1.1M |
| Benjamin Edwards Inc. | 0.02% | Add +7.4% | 43,507 | $1.1M |
| Confluence Investment Management LLC | 0.01% | Reduce -0.7% | 40,553 | $1.0M |
| Cwm, LLC | 0.00% | Add +8.8% | 39,157 | $990K |
| WJ Wealth Management, LLC | 0.35% | Reduce -29.9% | 38,833 | $982K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +7.0% | 33,935 | $858K |
| Modern Wealth Management, LLC | 0.03% | Reduce -5.1% | 33,855 | $856K |
| Orion Porfolio Solutions, LLC | 0.01% | New | 32,288 | $816K |
| Orion Portfolio Solutions, LLC | 0.01% | New | 32,288 | $816K |
| Roof Eidam Maycock Peralta, LLC | 0.22% | Add +0.1% | 32,125 | $812K |
| GC Wealth Management RIA, LLC | 0.15% | Add +3.7% | 32,008 | $809K |
| IFP Advisors, Inc | 0.02% | Reduce -7.3% | 31,016 | $784K |
| Snowden Capital Advisors LLC | 0.03% | No change | 31,000 | $784K |
| Crews Bank & Trust | 0.13% | Add +5.4% | 30,738 | $777K |
| Lantz Financial LLC | 0.21% | Add +12.7% | 30,650 | $775K |
| Foundry Financial Group, Inc. | 0.45% | Reduce -5.7% | 29,094 | $735K |
| Parallel Advisors, LLC | 0.02% | Reduce -0.6% | 28,920 | $731K |
| Sanctuary Advisors, LLC | 0.00% | Add +0.2% | 25,789 | $652K |
| Cetera Investment Advisers | 0.00% | Add +34.6% | 25,695 | $650K |
| CFS Investment Advisory Services, LLC | 0.06% | Reduce -15.4% | 24,546 | $621K |
| Financial Engines Advisors L.L.C. | 0.00% | Reduce -35.2% | 23,683 | $599K |
| Crumly & Associates Inc. | 0.15% | Reduce -59.0% | 21,854 | $552K |
| Members Wealth LLC | 0.42% | No change | 21,804 | $551K |
| 10Elms LLP | 0.63% | Add +30.6% | 21,144 | $535K |
| Captrust Financial Advisors | 0.00% | Reduce -14.2% | 20,839 | $527K |
| Citadel Advisors | 0.00% | Add +49.9% | 20,008 | $506K |
| Klingman & Associates, LLC | 0.03% | Reduce -13.0% | 19,835 | $501K |
| Deutsche Bank AG | 0.00% | New | 19,770 | $500K |
| Comerica Bank | 0.00% | Add +8.6% | 18,491 | $467K |
| Gould Asset Management LLC | 0.09% | No change | 17,965 | $454K |
| First Affirmative Financial Network | 0.26% | Add +4.2% | 16,862 | $426K |
| Janney Montgomery Scott LLC | 0.00% | No change | 16,155 | $408K |
| Jim Saulnier & Associates, LLC | 0.31% | New | 15,898 | $402K |
| Kestra Advisory Services, LLC | 0.00% | New | 15,280 | $386K |
| PGIM Custom Harvest LLC | 0.01% | Add +16.3% | 15,099 | $382K |
| Exchange Capital Management, Inc. | 0.06% | Reduce -6.6% | 14,986 | $379K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +18.5% | 14,787 | $374K |
| James Investment Research, Inc. | 0.05% | No change | 14,714 | $372K |
| Wrapmanager Inc. | 0.10% | Reduce -3.1% | 14,638 | $370K |
| Mariner, LLC | 0.00% | Reduce -39.3% | 14,599 | $369K |
| Resonant Capital Advisors, LLC | 0.02% | Add +39.8% | 13,914 | $352K |
| Trust Co | 0.04% | Add +40.2% | 13,789 | $349K |
| WealthBridge Capital Management, LLC | 0.10% | Add +2.3% | 13,365 | $338K |
| Droms Strauss Advisors Inc. /Mo/ | 0.12% | Add +35.2% | 13,306 | $336K |
| Godshalk Welsh Capital Management, Inc. | 0.22% | New | 13,250 | $335K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -0.8% | 13,146 | $332K |
| TPG Advisors LLC | 0.24% | No change | 12,054 | $305K |
| PFG Private Wealth Management, LLC | 0.16% | Reduce -41.9% | 12,012 | $304K |
| Cora Capital Advisors LLC | 0.15% | No change | 12,000 | $303K |
| Partners Wealth Management, LLC | 0.33% | Reduce -46.2% | 11,604 | $293K |
| Archford Capital Strategies, LLC | 0.04% | Reduce -4.9% | 11,455 | $290K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -3.6% | 11,429 | $289K |
| Private Trust Co. NA | 0.03% | Add +35.9% | 11,200 | $283K |
| Moneco Advisors, LLC | 0.03% | No change | 10,943 | $277K |
| Garden State Investment Advisory Services LLC | 0.09% | Reduce -35.9% | 10,751 | $272K |
| Commonwealth Financial Services, LLC | 0.06% | Reduce -8.2% | 10,691 | $270K |
| Rehmann Capital Advisory Group | 0.02% | No change | 10,277 | $260K |
| Sightline Wealth Advisors, LLC | 0.13% | Add +0.4% | 10,025 | $253K |
| Peloton Wealth Strategists | 0.11% | No change | 10,000 | $253K |
| Advisory Services Network, LLC | 0.00% | No change | 10,000 | $253K |
| Baird Financial Group, Inc. | 0.00% | No change | 10,000 | $253K |
| Client 1ST Advisory Group, LLC | 0.10% | No change | 9,960 | $252K |
| Novem Group | 0.04% | New | 9,937 | $251K |
| Arrow Financial Corp | 0.03% | No change | 9,517 | $241K |
| Assetmark, Inc. | 0.00% | Add +401.1% | 9,511 | $240K |
| Legacy Private Trust Co. | 0.02% | Reduce -60.6% | 9,395 | $238K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | New | 9,349 | $236K |
| Brookstone Capital Management | 0.00% | Add +10.9% | 9,157 | $231K |
| ArborFi Advisors, LLC | 0.21% | New | 8,554 | $216K |
| Horan Securities, Inc. | 0.08% | No change | 8,544 | $216K |
| FMR LLC | 0.00% | Add +1626.2% | 8,251 | $209K |
| Smith, Moore & Co. | 0.02% | Add +0.4% | 8,150 | $206K |
| Signaturefd, LLC | 0.00% | No change | 8,134 | $206K |
| Hughes Financial Services, LLC | 0.04% | New | 7,141 | $180K |
| Fifth Third Bancorp | 0.00% | No change | 7,000 | $177K |
| Ameritas Investment Partners, Inc. | 0.01% | Reduce -3.6% | 6,546 | $165K |
| Coastline Trust Co | 0.01% | Add +459.4% | 4,716 | $119K |
| Princeton Global Asset Management LLC | 0.02% | New | 3,950 | $100K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,725 | $69K |
| PSI Advisors, LLC | 0.02% | New | 2,700 | $68K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,524 | $64K |
| Principal Securities, Inc. | 0.00% | Add +6.0% | 2,458 | $62K |
| Jones Financial Companies LLLP | 0.00% | Add +13.0% | 2,258 | $57K |
| American Capital Advisory, LLC | 0.03% | No change | 2,231 | $56K |
| Asset Dedication, LLC | 0.00% | No change | 2,015 | $51K |
| Rialto Wealth Management, LLC | 0.01% | No change | 962 | $24K |
| Allworth Financial LP | 0.00% | No change | 812 | $20K |
| Stephens Consulting, LLC | 0.00% | No change | 314 | $8K |
| BlackRock, Inc. | 0.00% | No change | 149 | $4K |
| Caldwell Trust Co | 0.00% | No change | 44 | $1K |
"% of holder's portfolio" is IBMP's weight in each manager's 13F, not the share of iShares Ibonds Dec 2027 Term the manager owns.