iShares Ibonds Dec 2027 TermIBMPETF
13F holders, Q4 2025 (December 31)180holders +9
15new positions
11sold out
$25.39avg. 13F price*
At the end of Q4 2025, 180 institutions reported holding iShares Ibonds Dec 2027 Term (IBMP) in their 13F filings, up 9 from Q3 2025. 15 opened new positions and 11 sold out. The largest holders were Bank of America Corp. ($57.9M), Mercer Global Advisors Inc. ($51.6M) and Wells Fargo & Company ($27.5M).
- Company
- iShares Ibonds Dec 2027 Term
- CUSIP
- 46435U283
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 15 | $7.6M |
| Exits | 11 | $4.1M |
All 13F filers, Q3 2025 → Q4 2025: 2,596,919 shares bought and 982,719 shares sold, net +1,614,200 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 180 holders
| Bank of America Corp. | 0.00% | Add +5.8% | 2,280,380 | $57.9M |
| Mercer Global Advisors Inc. | 0.08% | Add +112.9% | 2,032,818 | $51.6M |
| Wells Fargo & Company | 0.01% | Add +1.5% | 1,081,434 | $27.5M |
| HighTower Advisors, LLC | 0.03% | Add +5.7% | 968,164 | $24.6M |
| Clearstead Advisors, LLC | 0.31% | Add +3.6% | 956,583 | $24.3M |
| Heartwood Wealth Advisors LLC | 1.80% | Reduce -0.4% | 767,948 | $19.5M |
| US Bancorp \de | 0.02% | Reduce -2.5% | 714,846 | $18.1M |
| Morgan Stanley | 0.00% | Add +20.1% | 584,924 | $14.9M |
| LBMC Investment Advisors, LLC | 0.85% | Add +14.0% | 537,643 | $13.7M |
| NewEdge Advisors, LLC | 0.04% | Add +6.8% | 485,182 | $12.3M |
| LPL Financial LLC | 0.00% | Add +8.7% | 481,015 | $12.2M |
| Hills Bank & Trust Co | 0.64% | Add +9.3% | 436,605 | $11.1M |
| Kathmere Capital Management, LLC | 0.71% | Add +0.1% | 411,966 | $10.5M |
| Lido Advisors, LLC | 0.04% | Add +0.9% | 367,947 | $9.4M |
| Covington Investment Advisors Inc. | 1.27% | Add +9.0% | 366,990 | $9.3M |
| UBS Group AG | 0.00% | Reduce -7.2% | 352,860 | $9.0M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +4.3% | 270,571 | $6.9M |
| Praetorian Wealth Management, Inc. | 1.31% | Add +8.5% | 260,139 | $6.6M |
| Howland Capital Management LLC | 0.23% | Add +22.8% | 240,335 | $6.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.08% | Add +7.9% | 209,257 | $5.3M |
| Leavell Investment Management, Inc. | 0.22% | Add +9.7% | 208,034 | $5.3M |
| Integrated Wealth Concepts LLC | 0.06% | Add +1.2% | 203,890 | $5.2M |
| Quantum Financial Advisors, LLC | 0.53% | Reduce -0.9% | 185,933 | $4.7M |
| Commonwealth Equity Services, LLC | 0.01% | Add +10.9% | 183,316 | $4.7M |
| Sound View Wealth Advisors Group, LLC | 0.31% | Add +25.6% | 183,054 | $4.6M |
| CENTRAL TRUST Co | 0.09% | Add +10.1% | 170,966 | $4.3M |
| Raymond James Financial Inc. | 0.00% | Reduce -15.2% | 161,923 | $4.1M |
| Paradiem, LLC | 0.97% | No change | 160,410 | $4.1M |
| Cyndeo Wealth Partners, LLC | 0.19% | Add +17.7% | 137,330 | $3.5M |
| United Capital Financial Advisors, LLC | 0.02% | Add +9.5% | 132,981 | $3.4M |
| PSI Advisors, LLC | 0.84% | New | 131,846 | $3.3M |
| Beacon Pointe Advisors, LLC | 0.02% | Add +0.2% | 126,491 | $3.2M |
| Stifel Financial Corp. | 0.00% | Reduce -6.3% | 125,943 | $3.2M |
| Sanctuary Advisors, LLC | 0.02% | Add +88.3% | 123,517 | $3.1M |
| Royal Bank of Canada | 0.00% | Add +1.4% | 107,014 | $2.7M |
| Wick Capital Partners, LLC | 0.48% | Add +551.2% | 106,413 | $2.7M |
| NorthCoast Asset Management LLC | 0.06% | Add +0.4% | 105,520 | $2.7M |
| Sonata Capital Group Inc. | 0.96% | Add +4.3% | 104,223 | $2.6M |
| Coldstream Capital Management Inc. | 0.03% | Add +7.5% | 103,895 | $2.6M |
| Postrock Partners LLC | 1.07% | No change | 96,609 | $2.5M |
| Atwater Malick LLC | 0.65% | Add +13.7% | 93,331 | $2.4M |
| Parkway Wealth Management Group, LLC | 0.31% | — | 92,229 | $2.3M |
| Jane Street Group, LLC | 0.00% | Add +822.4% | 91,054 | $2.3M |
| Glenview Trust Co | 0.03% | Reduce -1.2% | 82,337 | $2.1M |
| Osaic Holdings, Inc. | 0.00% | Reduce -29.8% | 80,923 | $2.1M |
| Kastel Capital Advisors, LLC | 1.17% | — | 74,883 | $1.9M |
| Focus Partners Wealth | 0.00% | Add +17.4% | 73,005 | $1.9M |
| Valmark Advisers, Inc. | 0.02% | Add +9.2% | 71,401 | $1.8M |
| Cwm, LLC | 0.00% | Add +69.2% | 71,149 | $1.8M |
| Assetmark, Inc. | 0.00% | Add +62.7% | 70,951 | $1.8M |
| Spinnaker Trust | 0.09% | Add +4.3% | 68,105 | $1.7M |
| Granite Harbor Advisors, Inc. | 0.73% | Add +15.5% | 67,891 | $1.7M |
| Capital Investment Advisors, LLC | 0.03% | Add +0.9% | 64,848 | $1.6M |
| Summit Financial, LLC | 0.02% | Reduce -14.5% | 62,344 | $1.6M |
| Sentinel Pension Advisors, LLC | 0.23% | Add +0.8% | 59,009 | $1.5M |
| Phillips Financial Management, LLC | 0.09% | No change | 56,799 | $1.4M |
| RIA Advisory Group LLC | 0.34% | Reduce -1.0% | 55,809 | $1.4M |
| Atlantic Union Bankshares Corp | 0.03% | Add +6.9% | 54,501 | $1.4M |
| Regions Financial Corp. | 0.01% | Add +2.7% | 51,354 | $1.3M |
| Signature Wealth Management Group | 0.53% | Reduce -2.5% | 51,062 | $1.3M |
| OneDigital Investment Advisors LLC | 0.01% | New | 51,062 | $1.3M |
| Evergreen Private Wealth LLC | 0.50% | Add +9.2% | 49,609 | $1.3M |
| Woodmont Investment Counsel LLC | 0.08% | Reduce -18.3% | 49,119 | $1.2M |
| Blue Square Asset Management, LLC | 0.52% | Add +4.3% | 46,209 | $1.2M |
| Stratos Wealth Partners, LTD. | 0.01% | Add +2.8% | 44,762 | $1.1M |
| Prism Advisors, Inc. | 0.30% | No change | 44,715 | $1.1M |
| Aspen Wealth Management LLC | 0.23% | Add +23.0% | 43,209 | $1.1M |
| GC Wealth Management RIA, LLC | 0.04% | Add +20.0% | 42,992 | $1.1M |
| Steward Partners Investment Advisory, LLC | 0.01% | Add +0.0% | 42,651 | $1.1M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +3.2% | 41,867 | $1.1M |
| Brookstone Capital Management | 0.01% | Add +29.0% | 40,684 | $1.0M |
| Benjamin Edwards Inc. | 0.01% | Reduce -21.4% | 40,139 | $1.0M |
| TRUE Private Wealth Advisors | 0.09% | New | 36,453 | $926K |
| Godshalk Welsh Capital Management, Inc. | 0.53% | Add +12.4% | 36,300 | $922K |
| Newman Dignan & Sheerar, Inc. | 0.19% | Reduce -45.0% | 36,265 | $921K |
| Crews Bank & Trust | 0.13% | Reduce -3.3% | 35,825 | $910K |
| Lantz Financial LLC | 0.19% | Add +1.7% | 35,770 | $908K |
| Ameriprise Financial Inc. | 0.00% | Add +5.2% | 35,422 | $899K |
| Baird Financial Group, Inc. | 0.00% | No change | 35,000 | $889K |
| Cetera Investment Advisers | 0.00% | Add +9.1% | 34,308 | $871K |
| Heffernan Advisory, Inc. | 0.80% | — | 33,092 | $840K |
| IFP Advisors, Inc | 0.02% | Reduce -0.5% | 32,459 | $824K |
| Roof Eidam Maycock Peralta, LLC | 0.19% | Add +0.2% | 32,293 | $820K |
| Confluence Investment Management LLC | 0.01% | Reduce -12.5% | 31,764 | $806K |
| Snowden Capital Advisors LLC | 0.02% | No change | 31,000 | $787K |
| Parallel Advisors, LLC | 0.01% | Add +2.5% | 30,241 | $768K |
| Curbstone Financial Management Corp | 0.15% | Add +38.8% | 30,060 | $763K |
| CFS Investment Advisory Services, LLC | 0.06% | Add +19.4% | 29,687 | $754K |
| WJ Wealth Management, LLC | 0.32% | Reduce -3.9% | 28,982 | $736K |
| Cambridge Investment Research Advisors, Inc. | 0.00% | Reduce -5.3% | 28,400 | $721K |
| Modern Wealth Management, LLC | 0.01% | Reduce -32.3% | 28,044 | $712K |
| First National Trust Co | 0.02% | Add +203.7% | 26,797 | $680K |
| Strid Group, LLC | 0.08% | No change | 25,530 | $648K |
| Financial Advisory Corp | 0.09% | Reduce -11.4% | 25,046 | $636K |
| Captrust Financial Advisors | 0.00% | Add +12.7% | 24,522 | $623K |
| Envestnet Asset Management Inc. | 0.00% | Reduce -83.1% | 24,183 | $614K |
| Envision Financial Planning, LLC | 0.23% | No change | 23,448 | $595K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +101.6% | 23,291 | $591K |
| 10Elms LLP | 0.60% | Add +3.2% | 22,694 | $576K |
| Members Wealth LLC | 0.36% | No change | 22,588 | $575K |
| Gould Asset Management LLC | 0.10% | No change | 21,910 | $556K |
| Foundry Financial Group, Inc. | 0.27% | Reduce -21.1% | 21,524 | $546K |
| Mariner, LLC | 0.00% | Reduce -5.2% | 21,221 | $539K |
| James Investment Research, Inc. | 0.06% | Add +40.5% | 20,676 | $525K |
| PNC Financial Services Group, Inc. | 0.00% | Add +100.3% | 19,729 | $501K |
| Creative Planning | 0.00% | No change | 19,645 | $499K |
| Smith, Moore & Co. | 0.04% | Add +2.5% | 18,973 | $482K |
| Comerica Bank | 0.00% | No change | 18,531 | $471K |
| Jim Saulnier & Associates, LLC | 0.21% | Add +0.8% | 16,228 | $412K |
| Hengehold Capital Management LLC | 0.03% | Reduce -96.0% | 16,059 | $408K |
| Klingman & Associates, LLC | 0.02% | Reduce -11.5% | 15,584 | $396K |
| PGIM Custom Harvest LLC | 0.01% | Reduce -4.1% | 15,540 | $395K |
| WealthBridge Capital Management, LLC | 0.09% | Add +5.3% | 15,160 | $385K |
| Sax Wealth Advisors, LLC | 0.02% | No change | 15,089 | $383K |
| Janney Montgomery Scott LLC | 0.00% | No change | 14,816 | $376K |
| Atria Investments, Inc | 0.00% | Reduce -3.9% | 14,658 | $372K |
| Commonwealth Financial Services, LLC | 0.06% | Add +43.0% | 14,526 | $369K |
| MV Capital Management, Inc. | 0.04% | New | 14,457 | $367K |
| Droms Strauss Advisors Inc. /Mo/ | 0.09% | Add +5.3% | 14,162 | $360K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 13,914 | $353K |
| Trust Co | 0.03% | Add +0.0% | 13,789 | $350K |
| Private Advisor Group, LLC | 0.00% | No change | 13,221 | $336K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +1.0% | 13,178 | $335K |
| Avantax Planning Partners, Inc. | 0.01% | No change | 13,043 | $331K |
| Avidian Wealth Enterprises, LLC | 0.01% | Add +37.3% | 13,019 | $331K |
| Eldridge Investment Advisors, Inc. | 0.07% | New | 12,900 | $328K |
| FF Advisors,LLC | 0.14% | New | 12,438 | $316K |
| Private Trust Co. NA | 0.03% | No change | 11,983 | $304K |
| Rockefeller Capital Management L.P. | 0.00% | Add +0.4% | 11,757 | $299K |
| Freestone Capital Holdings, LLC | 0.01% | No change | 11,590 | $294K |
| Ausdal Financial Partners, Inc. | 0.01% | New | 11,087 | $281K |
| Archford Capital Strategies, LLC | 0.03% | Reduce -8.1% | 11,070 | $281K |
| Moneco Advisors, LLC | 0.02% | No change | 10,943 | $278K |
| PFG Private Wealth Management, LLC | 0.12% | New | 10,559 | $268K |
| Juno Financial Group LLC | 0.10% | — | 10,144 | $258K |
| Peloton Wealth Strategists | 0.10% | No change | 10,000 | $254K |
| Advisory Services Network, LLC | 0.00% | No change | 10,000 | $254K |
| Client 1ST Advisory Group, LLC | 0.08% | No change | 9,960 | $253K |
| Rossmore Private Capital | 0.02% | Add +391.7% | 9,741 | $247K |
| Arrow Financial Corp | 0.02% | No change | 9,517 | $242K |
| Cora Capital Advisors LLC | 0.09% | Reduce -13.6% | 9,500 | $241K |
| Legacy Private Trust Co. | 0.01% | No change | 9,395 | $239K |
| TPG Advisors LLC | 0.14% | No change | 9,116 | $231K |
| Cornell Pochily Investment Advisors, Inc. | 0.06% | No change | 8,825 | $224K |
| Paradigm, Strategies in Wealth Management, LLC | 0.15% | No change | 8,814 | $224K |
| Strategic Blueprint, LLC | 0.01% | No change | 8,633 | $219K |
| HORAN Wealth, LLC | 0.03% | No change | 8,544 | $217K |
| Princeton Global Asset Management LLC | 0.03% | Add +113.9% | 8,450 | $215K |
| Signaturefd, LLC | 0.00% | No change | 8,134 | $207K |
| Penobscot Investment Management Company, Inc. | 0.02% | No change | 8,000 | $203K |
| ArborFi Advisors, LLC | 0.16% | New | 7,994 | $203K |
| CNB Bank | 0.08% | No change | 7,594 | $193K |
| Hughes Financial Services, LLC | 0.03% | No change | 7,550 | $192K |
| Valley National Advisers Inc. | 0.02% | Add +0.8% | 7,024 | $178K |
| Ameritas Investment Partners, Inc. | 0.00% | Reduce -7.6% | 6,057 | $154K |
| Elequin Capital, LP | 0.02% | New | 6,044 | $153K |
| Coastline Trust Co | 0.01% | No change | 4,716 | $120K |
| Spire Wealth Management | 0.00% | Reduce -95.3% | 4,394 | $112K |
| Jones Financial Companies LLLP | 0.00% | Add +20.9% | 2,729 | $69K |
| Glen Eagle Advisors, LLC | 0.01% | No change | 2,725 | $69K |
| Global Retirement Partners, LLC | 0.00% | No change | 2,691 | $68K |
| American Capital Advisory, LLC | 0.02% | No change | 2,231 | $57K |
| Kestra Advisory Services, LLC | 0.00% | New | 2,104 | $53K |
| Bullock Wealth Management Group | 0.02% | — | 1,995 | $51K |
| International Assets Investment Management, LLC | 0.00% | New | 1,988 | $50K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 1,115 | $28K |
| Rialto Wealth Management, LLC | 0.01% | No change | 962 | $24K |
| Addison Advisors LLC | 0.01% | No change | 910 | $23K |
| Asset Dedication, LLC | 0.00% | No change | 837 | $21K |
| Allworth Financial LP | 0.00% | No change | 812 | $21K |
| MidFirst Bank | 0.00% | — | 800 | $20K |
| Plante Moran Financial Advisors, LLC | 0.00% | New | 648 | $16K |
| FMR LLC | 0.00% | Reduce -46.4% | 573 | $15K |
| NorthAvenue LLC | 0.01% | — | 376 | $10K |
| Stephens Consulting, LLC | 0.00% | No change | 314 | $8K |
| BlackRock, Inc. | 0.00% | No change | 150 | $4K |
| Sound Income Strategies, LLC | 0.00% | New | 44 | $1K |
| Caldwell Trust Co | 0.00% | No change | 44 | $1K |
| Evolution Wealth Management Inc. | 0.00% | No change | 38 | $965 |
| AE Wealth Management LLC | 0.00% | New | 38 | $965 |
"% 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.