iShares Ibonds Dec 2027 TermIBMPETF
13F holders, Q3 2025 (September 30)171holders +6
15new positions
8sold out
$25.47avg. 13F price*
At the end of Q3 2025, 171 institutions reported holding iShares Ibonds Dec 2027 Term (IBMP) in their 13F filings, up 6 from Q2 2025. 15 opened new positions and 8 sold out. The largest holders were Bank of America Corp. ($54.9M), Wells Fargo & Company ($27.1M) and Mercer Global Advisors Inc. ($24.3M).
- Company
- iShares Ibonds Dec 2027 Term
- CUSIP
- 46435U283
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $6.3M |
| Exits | 8 | $2.9M |
All 13F filers, Q2 2025 → Q3 2025: 1,301,502 shares bought and 1,601,789 shares sold, net −300,287 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 171 holders
| Bank of America Corp. | 0.00% | Add +2.5% | 2,155,668 | $54.9M |
| Wells Fargo & Company | 0.01% | Add +9.5% | 1,065,409 | $27.1M |
| Mercer Global Advisors Inc. | 0.04% | Add +4.8% | 954,866 | $24.3M |
| Clearstead Advisors, LLC | 0.34% | Add +2.8% | 923,175 | $23.5M |
| HighTower Advisors, LLC | 0.03% | Reduce -3.6% | 916,065 | $23.3M |
| Heartwood Wealth Advisors LLC | 1.83% | Add +2.3% | 771,347 | $19.7M |
| US Bancorp \de | 0.02% | Reduce -2.5% | 732,990 | $18.7M |
| Morgan Stanley | 0.00% | Reduce -24.9% | 486,984 | $12.4M |
| LBMC Investment Advisors, LLC | 0.77% | Add +11.2% | 471,757 | $12.0M |
| NewEdge Advisors, LLC | 0.05% | Add +9.5% | 454,126 | $11.6M |
| LPL Financial LLC | 0.00% | Add +4.1% | 442,647 | $11.3M |
| Kathmere Capital Management, LLC | 0.75% | Add +2.4% | 411,576 | $10.5M |
| Hengehold Capital Management LLC | 0.88% | Add +1.8% | 403,927 | $10.3M |
| Hills Bank & Trust Co | 0.60% | Add +0.1% | 399,613 | $10.2M |
| UBS Group AG | 0.00% | Reduce -3.4% | 380,190 | $9.7M |
| Lido Advisors, LLC | 0.04% | Add +15.4% | 364,802 | $9.3M |
| Covington Investment Advisors Inc. | 1.12% | Add +2.3% | 336,815 | $8.6M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +2.3% | 259,461 | $6.6M |
| Praetorian Wealth Management, Inc. | 1.25% | Reduce -1.9% | 239,846 | $6.1M |
| Vishria Bird Financial Group, LLC | 1.16% | Add +1361.0% | 232,359 | $5.9M |
| Integrated Wealth Concepts LLC | 0.05% | Add +0.2% | 201,455 | $5.1M |
| Howland Capital Management LLC | 0.19% | Add +5.3% | 195,710 | $5.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Reduce -4.0% | 193,961 | $4.9M |
| Raymond James Financial Inc. | 0.00% | Reduce -28.4% | 190,896 | $4.9M |
| Leavell Investment Management, Inc. | 0.20% | Add +6.4% | 189,591 | $4.8M |
| Quantum Financial Advisors, LLC | 0.58% | Add +31.8% | 187,639 | $4.8M |
| Commonwealth Equity Services, LLC | 0.01% | Add +5.4% | 165,304 | $4.2M |
| Paradiem, LLC | 0.95% | No change | 160,410 | $4.1M |
| CENTRAL TRUST Co | 0.08% | Reduce -0.2% | 155,250 | $4.0M |
| Sound View Wealth Advisors Group, LLC | 0.26% | Reduce -5.9% | 145,721 | $3.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -83.5% | 142,928 | $3.6M |
| Stifel Financial Corp. | 0.00% | Add +2.3% | 134,360 | $3.4M |
| Beacon Pointe Advisors, LLC | 0.03% | Add +314.9% | 126,182 | $3.2M |
| United Capital Financial Advisors, LLC | 0.02% | Add +10.6% | 121,401 | $3.1M |
| Cyndeo Wealth Partners, LLC | 0.17% | Reduce -0.6% | 116,695 | $3.0M |
| Osaic Holdings, Inc. | 0.00% | Reduce -4.5% | 115,227 | $2.9M |
| Royal Bank of Canada | 0.00% | Add +2.3% | 105,513 | $2.7M |
| NorthCoast Asset Management LLC | 0.01% | Add +50.4% | 105,078 | $2.7M |
| Sonata Capital Group Inc. | 0.94% | Add +7.9% | 99,878 | $2.5M |
| Postrock Partners LLC | 1.09% | No change | 96,609 | $2.5M |
| Coldstream Capital Management Inc. | 0.03% | Add +11.7% | 96,604 | $2.5M |
| Spire Wealth Management | 0.08% | Reduce -1.8% | 92,625 | $2.4M |
| Glenview Trust Co | 0.03% | No change | 83,324 | $2.1M |
| Atwater Malick LLC | 0.61% | Add +2.5% | 82,104 | $2.1M |
| Summit Financial, LLC | 0.03% | New | 72,938 | $1.9M |
| Newman Dignan & Sheerar, Inc. | 0.36% | Reduce -4.4% | 65,953 | $1.7M |
| Sanctuary Advisors, LLC | 0.01% | Add +3.4% | 65,609 | $1.7M |
| Valmark Advisers, Inc. | 0.02% | Add +1.3% | 65,400 | $1.7M |
| Spinnaker Trust | 0.09% | Add +11.2% | 65,286 | $1.7M |
| Capital Investment Advisors, LLC | 0.03% | Add +3.5% | 64,248 | $1.6M |
| Focus Partners Wealth | 0.00% | No change | 62,168 | $1.6M |
| Woodmont Investment Counsel LLC | 0.10% | Reduce -22.5% | 60,136 | $1.5M |
| Granite Harbor Advisors, Inc. | 0.63% | Add +30.1% | 58,779 | $1.5M |
| Sentinel Pension Advisors, LLC | 0.24% | Add +0.8% | 58,533 | $1.5M |
| Phillips Financial Management, LLC | 0.10% | No change | 56,799 | $1.4M |
| RIA Advisory Group LLC | 0.37% | Add +8.1% | 56,387 | $1.4M |
| Orion Porfolio Solutions, LLC | 0.01% | Add +35.9% | 55,100 | $1.4M |
| Signature Wealth Management Group | 0.52% | Add +0.8% | 52,345 | $1.3M |
| Benjamin Edwards Inc. | 0.01% | Add +21.5% | 51,092 | $1.3M |
| Atlantic Union Bankshares Corp | 0.02% | No change | 50,995 | $1.3M |
| Regions Financial Corp. | 0.01% | Reduce -2.4% | 49,985 | $1.3M |
| Deutsche Bank AG | 0.00% | No change | 49,050 | $1.2M |
| Evergreen Private Wealth LLC | 0.47% | Add +1.6% | 45,421 | $1.2M |
| Prism Advisors, Inc. | 0.31% | No change | 44,715 | $1.1M |
| Blue Square Asset Management, LLC | 0.49% | Reduce -1.8% | 44,307 | $1.1M |
| Assetmark, Inc. | 0.00% | Add +108.0% | 43,602 | $1.1M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +13.9% | 43,533 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.0% | 42,648 | $1.1M |
| Cwm, LLC | 0.00% | Reduce -10.2% | 42,050 | $1.1M |
| Modern Wealth Management, LLC | 0.02% | Add +1.4% | 41,436 | $1.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +29.9% | 40,583 | $1.0M |
| Crews Bank & Trust | 0.14% | Add +20.5% | 37,038 | $944K |
| Confluence Investment Management LLC | 0.01% | Reduce -8.8% | 36,318 | $925K |
| GC Wealth Management RIA, LLC | 0.03% | Add +14.2% | 35,819 | $912K |
| Lantz Financial LLC | 0.20% | Add +14.3% | 35,176 | $896K |
| Aspen Wealth Management LLC | 0.20% | New | 35,126 | $895K |
| Baird Financial Group, Inc. | 0.00% | Add +250.0% | 35,000 | $892K |
| Ameriprise Financial Inc. | 0.00% | Reduce -63.5% | 33,683 | $858K |
| IFP Advisors, Inc | 0.02% | Reduce -6.5% | 32,614 | $831K |
| Godshalk Welsh Capital Management, Inc. | 0.47% | Add +16.4% | 32,300 | $823K |
| Roof Eidam Maycock Peralta, LLC | 0.20% | Add +0.2% | 32,224 | $821K |
| Brookstone Capital Management | 0.01% | Add +66.8% | 31,531 | $803K |
| Cetera Investment Advisers | 0.00% | Add +0.9% | 31,458 | $801K |
| Snowden Capital Advisors LLC | 0.02% | No change | 31,000 | $790K |
| WJ Wealth Management, LLC | 0.34% | Reduce -42.9% | 30,158 | $765K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Add +6.9% | 30,006 | $764K |
| Parallel Advisors, LLC | 0.01% | Reduce -1.9% | 29,496 | $751K |
| Financial Advisory Corp | 0.11% | Add +3.8% | 28,282 | $720K |
| Foundry Financial Group, Inc. | 0.36% | Reduce -5.2% | 27,285 | $695K |
| Strid Group, LLC | 0.08% | New | 25,530 | $650K |
| CFS Investment Advisory Services, LLC | 0.05% | Add +1.9% | 24,864 | $631K |
| Envision Financial Planning, LLC | 0.25% | Reduce -63.5% | 23,448 | $597K |
| Members Wealth LLC | 0.36% | — | 22,588 | $574K |
| Mariner, LLC | 0.00% | Add +53.4% | 22,392 | $570K |
| 10Elms LLP | 0.58% | Add +3.0% | 21,994 | $560K |
| Gould Asset Management LLC | 0.10% | Add +5.6% | 21,910 | $558K |
| Captrust Financial Advisors | 0.00% | Add +13.5% | 21,764 | $554K |
| Curbstone Financial Management Corp | 0.11% | New | 21,660 | $552K |
| Creative Planning | 0.00% | New | 19,645 | $500K |
| Comerica Bank | 0.00% | Add +1.1% | 18,531 | $472K |
| Smith, Moore & Co. | 0.04% | Add +32.1% | 18,508 | $471K |
| First Affirmative Financial Network | 0.22% | Add +0.0% | 18,286 | $466K |
| Klingman & Associates, LLC | 0.02% | Add +0.7% | 17,613 | $449K |
| Wick Capital Partners, LLC | 0.10% | New | 16,341 | $416K |
| PGIM Custom Harvest LLC | 0.01% | Add +8.9% | 16,208 | $413K |
| Jim Saulnier & Associates, LLC | 0.23% | Add +0.6% | 16,094 | $410K |
| Atria Investments, Inc | 0.00% | New | 15,252 | $389K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 15,089 | $384K |
| Corient Private Wealth LP | 0.00% | Reduce -39.6% | 14,897 | $380K |
| Janney Montgomery Scott LLC | 0.00% | Add +6.4% | 14,816 | $377K |
| James Investment Research, Inc. | 0.04% | No change | 14,714 | $375K |
| WealthBridge Capital Management, LLC | 0.09% | Add +1.8% | 14,399 | $367K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 13,914 | $354K |
| Trust Co | 0.04% | No change | 13,788 | $351K |
| Droms Strauss Advisors Inc. /Mo/ | 0.10% | Reduce -5.7% | 13,454 | $343K |
| Private Advisor Group, LLC | 0.00% | No change | 13,221 | $337K |
| Prime Capital Investment Advisors, LLC | 0.00% | Reduce -3.9% | 13,047 | $332K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 13,043 | $332K |
| Archford Capital Strategies, LLC | 0.04% | No change | 12,042 | $307K |
| Private Trust Co. NA | 0.03% | Reduce -10.5% | 11,983 | $305K |
| Rockefeller Capital Management L.P. | 0.00% | Add +10.2% | 11,713 | $298K |
| Freestone Capital Holdings, LLC | 0.01% | New | 11,590 | $295K |
| Kestra Private Wealth Services, LLC | 0.00% | Add +27.9% | 11,553 | $294K |
| Cora Capital Advisors LLC | 0.12% | Reduce -8.3% | 11,000 | $280K |
| Moneco Advisors, LLC | 0.02% | No change | 10,943 | $279K |
| Commonwealth Financial Services, LLC | 0.04% | Reduce -0.9% | 10,158 | $259K |
| Sightline Wealth Advisors, LLC | 0.12% | Add +0.6% | 10,149 | $259K |
| Peloton Wealth Strategists | 0.10% | No change | 10,000 | $255K |
| Advisory Services Network, LLC | 0.00% | No change | 10,000 | $255K |
| Client 1ST Advisory Group, LLC | 0.08% | No change | 9,960 | $254K |
| Jane Street Group, LLC | 0.00% | Reduce -95.5% | 9,871 | $251K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 9,849 | $251K |
| Arrow Financial Corp | 0.02% | No change | 9,517 | $242K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +9.5% | 9,481 | $242K |
| Legacy Private Trust Co. | 0.01% | No change | 9,395 | $239K |
| TPG Advisors LLC | 0.15% | Reduce -24.4% | 9,116 | $232K |
| Cornell Pochily Investment Advisors, Inc. | 0.07% | Add +9.8% | 8,825 | $225K |
| First National Trust Co | 0.01% | Add +6.1% | 8,824 | $225K |
| Paradigm, Strategies in Wealth Management, LLC | 0.14% | Reduce -0.3% | 8,814 | $225K |
| Strategic Blueprint, LLC | 0.01% | No change | 8,633 | $220K |
| HORAN Wealth, LLC | 0.03% | New | 8,544 | $218K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -84.1% | 8,477 | $216K |
| Accretive Wealth Partners, LLC | 0.07% | Add +1.3% | 8,357 | $213K |
| Signaturefd, LLC | 0.00% | No change | 8,134 | $207K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 8,000 | $204K |
| Wealthspire Advisors, LLC | 0.00% | New | 7,812 | $199K |
| CNB Bank | 0.08% | New | 7,594 | $193K |
| Hughes Financial Services, LLC | 0.03% | No change | 7,550 | $191K |
| Valley National Advisers Inc. | 0.03% | Add +0.6% | 6,966 | $177K |
| Ameritas Investment Partners, Inc. | 0.01% | Add +0.1% | 6,553 | $167K |
| Fifth Third Bancorp | 0.00% | No change | 5,000 | $127K |
| Coastline Trust Co | 0.01% | No change | 4,716 | $120K |
| Princeton Global Asset Management LLC | 0.02% | No change | 3,950 | $101K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,725 | $69K |
| Global Retirement Partners, LLC | 0.00% | New | 2,691 | $69K |
| Principal Securities, Inc. | 0.00% | Add +0.4% | 2,366 | $60K |
| Jones Financial Companies LLLP | 0.00% | No change | 2,258 | $58K |
| American Capital Advisory, LLC | 0.03% | No change | 2,231 | $57K |
| Rossmore Private Capital | 0.01% | New | 1,981 | $50K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,115 | $28K |
| FMR LLC | 0.00% | Add +64.6% | 1,068 | $27K |
| Rialto Wealth Management, LLC | 0.01% | No change | 962 | $25K |
| Addison Advisors LLC | 0.01% | No change | 910 | $23K |
| Asset Dedication, LLC | 0.00% | Reduce -58.5% | 837 | $21K |
| Allworth Financial LP | 0.00% | No change | 812 | $21K |
| Stephens Consulting, LLC | 0.00% | No change | 314 | $8K |
| Ashton Thomas Securities, LLC | 0.00% | New | 173 | $4K |
| BlackRock, Inc. | 0.00% | No change | 150 | $4K |
| JFS Wealth Advisors, LLC | 0.00% | No change | 103 | $3K |
| Caldwell Trust Co | 0.00% | No change | 44 | $1K |
| Evolution Wealth Management Inc. | 0.00% | New | 38 | $968 |
"% 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.