iShares Ibonds Dec 2027 TermIBMPETF
13F holders, Q2 2025 (June 30)165holders +12
20new positions
5sold out
1famous investor
$25.35avg. 13F price*
At the end of Q2 2025, 165 institutions reported holding iShares Ibonds Dec 2027 Term (IBMP) in their 13F filings, up 12 from Q1 2025. 20 opened new positions and 5 sold out. The largest holders were Bank of America Corp. ($53.3M), Wells Fargo & Company ($24.7M) and HighTower Advisors, LLC ($24.1M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 20 | $6.3M |
| Exits | 5 | $1.5M |
All 13F filers, Q1 2025 → Q2 2025: 1,814,707 shares bought and 609,066 shares sold, net +1,205,641 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 165 holders
| Bank of America Corp. | 0.00% | Add +7.6% | 2,102,054 | $53.3M |
| Wells Fargo & Company | 0.01% | Add +28.9% | 973,274 | $24.7M |
| HighTower Advisors, LLC | 0.03% | Reduce -6.2% | 950,210 | $24.1M |
| Mercer Global Advisors Inc. | 0.05% | Add +9.3% | 911,065 | $23.1M |
| Clearstead Advisors, LLC | 0.32% | Add +3.1% | 898,400 | $22.8M |
| Envestnet Asset Management Inc. | 0.01% | Add +0.8% | 866,358 | $22.0M |
| Heartwood Wealth Advisors LLC | 2.00% | Add +0.1% | 753,839 | $19.1M |
| US Bancorp \de | 0.02% | Add +7.6% | 752,155 | $19.1M |
| Morgan Stanley | 0.00% | Add +33.3% | 648,327 | $16.4M |
| LPL Financial LLC | 0.00% | Add +4.3% | 425,371 | $10.8M |
| LBMC Investment Advisors, LLC | 0.77% | Add +14.0% | 424,215 | $10.8M |
| NewEdge Advisors, LLC | 0.05% | Add +9.3% | 414,771 | $10.5M |
| Kathmere Capital Management, LLC | 0.78% | Reduce -27.6% | 401,761 | $10.2M |
| Hills Bank & Trust Co | 0.64% | Add +17.7% | 399,047 | $10.1M |
| Hengehold Capital Management LLC | 0.92% | Add +3.2% | 396,612 | $10.1M |
| UBS Group AG | 0.00% | Reduce -4.3% | 393,517 | $10.0M |
| Covington Investment Advisors Inc. | 1.19% | Add +1.4% | 329,115 | $8.3M |
| Lido Advisors, LLC | 0.04% | Add +13.4% | 316,178 | $8.0M |
| Raymond James Financial Inc. | 0.00% | Reduce -31.5% | 266,454 | $6.8M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +16.2% | 253,695 | $6.4M |
| Praetorian Wealth Management, Inc. | 1.43% | Reduce -0.9% | 244,449 | $6.2M |
| Jane Street Group, LLC | 0.01% | Add +375.3% | 221,147 | $5.6M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.09% | Add +27.3% | 202,026 | $5.1M |
| Integrated Wealth Concepts LLC | 0.05% | Add +4.6% | 201,049 | $5.1M |
| Howland Capital Management LLC | 0.19% | Add +5.3% | 185,945 | $4.7M |
| Leavell Investment Management, Inc. | 0.20% | Add +2.0% | 178,143 | $4.5M |
| Paradiem, LLC | 1.03% | No change | 160,410 | $4.1M |
| Commonwealth Equity Services, LLC | 0.01% | Add +10.3% | 156,883 | $4.0M |
| CENTRAL TRUST Co | 0.09% | Add +1.2% | 155,497 | $3.9M |
| Sound View Wealth Advisors Group, LLC | 0.29% | Add +27.1% | 154,864 | $3.9M |
| Quantum Financial Advisors, LLC | 0.49% | Add +3.3% | 142,423 | $3.6M |
| Stifel Financial Corp. | 0.00% | Add +2.3% | 131,364 | $3.3M |
| Osaic Holdings, Inc. | 0.01% | Add +8.9% | 120,610 | $3.1M |
| Cyndeo Wealth Partners, LLC | 0.18% | Reduce -8.3% | 117,402 | $3.0M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -0.2% | 109,726 | $2.8M |
| Royal Bank of Canada | 0.00% | Reduce -0.3% | 103,126 | $2.6M |
| Postrock Partners LLC | 1.17% | Add +4.0% | 96,609 | $2.4M |
| Spire Wealth Management | 0.09% | Reduce -27.7% | 94,355 | $2.4M |
| Sonata Capital Group Inc. | 0.94% | No change | 92,603 | $2.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -37.6% | 92,193 | $2.3M |
| Coldstream Capital Management Inc. | 0.04% | No change | 86,483 | $2.2M |
| Glenview Trust Co | 0.04% | No change | 83,324 | $2.1M |
| Atwater Malick LLC | 0.64% | Add +4.1% | 80,088 | $2.0M |
| Woodmont Investment Counsel LLC | 0.13% | Add +8.8% | 77,590 | $2.0M |
| NorthCoast Asset Management LLC | 0.01% | Add +60.3% | 69,859 | $1.8M |
| Newman Dignan & Sheerar, Inc. | 0.40% | Reduce -2.8% | 68,999 | $1.7M |
| Valmark Advisers, Inc. | 0.02% | Add +8.5% | 64,563 | $1.6M |
| Envision Financial Planning, LLC | 0.76% | Reduce -9.9% | 64,334 | $1.6M |
| Sanctuary Advisors, LLC | 0.01% | Add +146.1% | 63,455 | $1.6M |
| Focus Partners Wealth | 0.00% | Add +3.3% | 62,168 | $1.6M |
| Capital Investment Advisors, LLC | 0.03% | Add +12.7% | 62,074 | $1.6M |
| Spinnaker Trust | 0.09% | Add +4.7% | 58,700 | $1.5M |
| Sentinel Pension Advisors, LLC | 0.25% | Add +0.7% | 58,098 | $1.5M |
| Phillips Financial Management, LLC | 0.10% | Add +20.9% | 56,799 | $1.4M |
| Goldman Sachs Group Inc. | 0.00% | Add +366.5% | 53,314 | $1.4M |
| WJ Wealth Management, LLC | 0.42% | Add +36.0% | 52,833 | $1.3M |
| RIA Advisory Group LLC | 0.39% | Add +7.8% | 52,178 | $1.3M |
| Signature Wealth Management Group | 0.52% | Add +0.8% | 51,912 | $1.3M |
| Regions Financial Corp. | 0.01% | Add +3.1% | 51,223 | $1.3M |
| Atlantic Union Bankshares Corp | 0.03% | New | 50,995 | $1.3M |
| Deutsche Bank AG | 0.00% | Add +148.1% | 49,050 | $1.2M |
| Cwm, LLC | 0.00% | Add +19.6% | 46,828 | $1.2M |
| Granite Harbor Advisors, Inc. | 0.54% | Reduce -8.7% | 45,187 | $1.1M |
| Blue Square Asset Management, LLC | 0.54% | Reduce -2.0% | 45,097 | $1.1M |
| Evergreen Private Wealth LLC | 0.47% | Reduce -1.9% | 44,722 | $1.1M |
| Prism Advisors, Inc. | 0.32% | No change | 44,715 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -5.6% | 42,647 | $1.1M |
| Benjamin Edwards Inc. | 0.01% | Reduce -3.4% | 42,051 | $1.1M |
| Modern Wealth Management, LLC | 0.03% | Add +20.8% | 40,883 | $1.0M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +25.6% | 40,560 | $1.0M |
| Confluence Investment Management LLC | 0.01% | Reduce -1.8% | 39,817 | $1.0M |
| Stratos Wealth Partners, LTD. | 0.01% | Reduce -20.6% | 38,232 | $969K |
| IFP Advisors, Inc | 0.03% | Add +12.5% | 34,890 | $884K |
| Roof Eidam Maycock Peralta, LLC | 0.20% | Add +0.1% | 32,174 | $816K |
| GC Wealth Management RIA, LLC | 0.07% | Reduce -2.0% | 31,354 | $795K |
| Financial Engines Advisors L.L.C. | 0.00% | Add +31.9% | 31,236 | $792K |
| Cetera Investment Advisers | 0.00% | Add +21.3% | 31,161 | $790K |
| Snowden Capital Advisors LLC | 0.02% | No change | 31,000 | $786K |
| Lantz Financial LLC | 0.19% | Add +0.4% | 30,769 | $780K |
| Crews Bank & Trust | 0.12% | No change | 30,738 | $779K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -10.4% | 30,410 | $771K |
| Parallel Advisors, LLC | 0.02% | Add +4.0% | 30,076 | $762K |
| Foundry Financial Group, Inc. | 0.42% | Reduce -1.1% | 28,777 | $729K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +200.2% | 28,066 | $711K |
| Godshalk Welsh Capital Management, Inc. | 0.43% | Add +109.4% | 27,750 | $703K |
| Financial Advisory Corp | 0.11% | New | 27,254 | $691K |
| Citadel Advisors | 0.00% | Add +31.9% | 26,392 | $669K |
| Corient Private Wealth LP | 0.00% | Reduce -57.3% | 24,647 | $625K |
| CFS Investment Advisory Services, LLC | 0.05% | Reduce -0.6% | 24,393 | $618K |
| 10Elms LLP | 0.60% | Add +0.9% | 21,344 | $541K |
| Assetmark, Inc. | 0.00% | Add +120.4% | 20,965 | $531K |
| Gould Asset Management LLC | 0.10% | Add +15.4% | 20,740 | $526K |
| MassMutual Private Wealth & Trust, FSB | 0.01% | New | 19,539 | $495K |
| Captrust Financial Advisors | 0.00% | Reduce -8.0% | 19,181 | $486K |
| Brookstone Capital Management | 0.01% | Add +106.5% | 18,909 | $479K |
| Comerica Bank | 0.00% | Reduce -0.9% | 18,331 | $465K |
| First Affirmative Financial Network | 0.24% | Add +8.4% | 18,283 | $463K |
| Klingman & Associates, LLC | 0.02% | Reduce -11.8% | 17,490 | $443K |
| Jim Saulnier & Associates, LLC | 0.28% | Add +0.6% | 15,994 | $405K |
| Vishria Bird Financial Group, LLC | 0.13% | New | 15,904 | $403K |
| Sax Wealth Advisors, LLC | 0.02% | New | 15,089 | $383K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -1.4% | 14,881 | $377K |
| James Investment Research, Inc. | 0.04% | No change | 14,714 | $373K |
| Mariner, LLC | 0.00% | No change | 14,599 | $370K |
| Droms Strauss Advisors Inc. /Mo/ | 0.11% | Add +7.2% | 14,266 | $362K |
| WealthBridge Capital Management, LLC | 0.09% | Add +5.8% | 14,143 | $359K |
| Smith, Moore & Co. | 0.03% | Add +71.9% | 14,011 | $355K |
| Wrapmanager Inc. | 0.09% | Reduce -4.3% | 14,004 | $355K |
| Exchange Capital Management, Inc. | 0.05% | Reduce -6.9% | 13,951 | $354K |
| Janney Montgomery Scott LLC | 0.00% | Reduce -13.8% | 13,926 | $353K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 13,914 | $353K |
| Trust Co | 0.04% | Reduce -0.0% | 13,788 | $350K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -8.2% | 13,576 | $344K |
| Private Trust Co. NA | 0.03% | Add +19.6% | 13,392 | $339K |
| Private Advisor Group, LLC | 0.00% | New | 13,221 | $335K |
| Avantax Planning Partners, Inc. | 0.01% | Reduce -0.8% | 13,043 | $331K |
| TPG Advisors LLC | 0.22% | No change | 12,054 | $306K |
| Archford Capital Strategies, LLC | 0.04% | Add +5.1% | 12,042 | $305K |
| Cora Capital Advisors LLC | 0.14% | No change | 12,000 | $304K |
| PFG Private Wealth Management, LLC | 0.15% | Reduce -3.1% | 11,643 | $295K |
| Partners Wealth Management, LLC | 0.33% | No change | 11,604 | $293K |
| Moneco Advisors, LLC | 0.03% | No change | 10,943 | $277K |
| Rockefeller Capital Management L.P. | 0.00% | New | 10,631 | $270K |
| Precision Wealth Strategies, LLC | 0.09% | New | 10,417 | $264K |
| Rehmann Capital Advisory Group | 0.02% | No change | 10,277 | $261K |
| Commonwealth Financial Services, LLC | 0.05% | Reduce -4.1% | 10,251 | $260K |
| Sightline Wealth Advisors, LLC | 0.12% | Add +0.6% | 10,086 | $256K |
| Advisory Services Network, LLC | 0.00% | No change | 10,000 | $254K |
| Peloton Wealth Strategists | 0.10% | No change | 10,000 | $254K |
| Baird Financial Group, Inc. | 0.00% | No change | 10,000 | $254K |
| Novem Group | 0.03% | Add +0.6% | 9,997 | $253K |
| Client 1ST Advisory Group, LLC | 0.09% | No change | 9,960 | $252K |
| PNC Financial Services Group, Inc. | 0.00% | New | 9,849 | $250K |
| Arrow Financial Corp | 0.03% | No change | 9,517 | $241K |
| Legacy Private Trust Co. | 0.02% | No change | 9,395 | $238K |
| Kestra Private Wealth Services, LLC | 0.00% | New | 9,031 | $229K |
| Paradigm, Strategies in Wealth Management, LLC | 0.15% | New | 8,838 | $224K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 8,656 | $219K |
| Strategic Blueprint, LLC | 0.01% | New | 8,633 | $219K |
| Horan Securities, Inc. | 0.08% | No change | 8,544 | $217K |
| First National Trust Co | 0.01% | New | 8,319 | $211K |
| Accretive Wealth Partners, LLC | 0.07% | New | 8,252 | $209K |
| Signaturefd, LLC | 0.00% | No change | 8,134 | $206K |
| Cornell Pochily Investment Advisors, Inc. | 0.07% | New | 8,040 | $204K |
| Penobscot Investment Management Company, Inc. | 0.02% | New | 8,000 | $203K |
| Hughes Financial Services, LLC | 0.03% | Add +5.7% | 7,550 | $192K |
| Valley National Advisers Inc. | 0.03% | New | 6,923 | $175K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.1% | 6,549 | $166K |
| Fifth Third Bancorp | 0.00% | Reduce -28.6% | 5,000 | $127K |
| Coastline Trust Co | 0.01% | No change | 4,716 | $120K |
| Princeton Global Asset Management LLC | 0.02% | No change | 3,950 | $100K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,725 | $69K |
| Principal Securities, Inc. | 0.00% | Reduce -4.1% | 2,357 | $60K |
| Jones Financial Companies LLLP | 0.00% | No change | 2,258 | $57K |
| American Capital Advisory, LLC | 0.03% | No change | 2,231 | $57K |
| Asset Dedication, LLC | 0.00% | No change | 2,015 | $51K |
| Harbor Investment Advisory, LLC | 0.00% | Reduce -55.8% | 1,115 | $28K |
| Rialto Wealth Management, LLC | 0.01% | No change | 962 | $24K |
| Addison Advisors LLC | 0.01% | New | 910 | $23K |
| Allworth Financial LP | 0.00% | No change | 812 | $21K |
| FMR LLC | 0.00% | Reduce -92.1% | 649 | $16K |
| Stephens Consulting, LLC | 0.00% | No change | 314 | $8K |
| BlackRock, Inc. | 0.00% | Add +0.7% | 150 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | New | 103 | $3K |
| 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.