iShares Ibonds Dec 2025 TermIBTFETF
13F holders, Q1 2024 (March 31)233holders
2famous investors
$23.23avg. 13F price*
At the end of Q1 2024, 233 institutions reported holding iShares Ibonds Dec 2025 Term (IBTF) in their 13F filings. The largest holders were Captrust Financial Advisors ($322.2M), UBS Group AG ($91.0M) and Morgan Stanley ($88.1M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2025 Term
- CUSIP
- 46436E866
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q1 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $62.8M |
| Exits | 19 | $30.6M |
Ownership 233 holders
| Captrust Financial Advisors | 1.18% | Add +10.2% | 13,870,659 | $322.2M |
| UBS Group AG | 0.03% | Add +75.4% | 3,919,471 | $91.0M |
| Morgan Stanley | 0.01% | Add +3.5% | 3,791,817 | $88.1M |
| HM Payson & Co. | 1.43% | Add +944.6% | 3,313,909 | $77.0M |
| Bank of America Corp. | 0.01% | Add +25.1% | 3,167,253 | $73.6M |
| Wells Fargo & Company | 0.02% | Add +1.0% | 3,046,614 | $70.8M |
| GLOBALT Investments LLC / GA | 2.44% | Reduce -3.0% | 2,638,123 | $61.3M |
| Focus Partners Wealth | 0.49% | Reduce -3.0% | 2,586,368 | $60.1M |
| Capital Investment Advisors, LLC | 1.21% | Add +8.8% | 2,233,569 | $51.9M |
| NewEdge Advisors, LLC | 0.43% | Add +6.1% | 2,111,002 | $49.0M |
| Hills Bank & Trust Co | 3.82% | Add +24.8% | 1,938,883 | $45.0M |
| Summitry LLC | 1.83% | New | 1,498,209 | $34.8M |
| Royal Bank of Canada | 0.01% | Reduce -6.9% | 1,491,728 | $34.7M |
| LPL Financial LLC | 0.02% | Add +19.6% | 1,449,336 | $33.7M |
| Raymond James Financial Services Advisors, Inc. | 0.04% | Add +11.7% | 1,106,911 | $25.7M |
| Rockefeller Capital Management L.P. | 0.07% | Add +1094.7% | 1,067,983 | $24.8M |
| Integrated Wealth Concepts LLC | 0.27% | Add +41.2% | 815,247 | $18.9M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.43% | Add +16.1% | 810,858 | $18.8M |
| InterOcean Capital Group, LLC | 0.39% | Add +4.1% | 706,251 | $16.4M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Reduce -9.2% | 679,300 | $15.8M |
| MV Capital Management, Inc. | 1.78% | Add +1.4% | 667,991 | $15.5M |
| Mariner, LLC | 0.03% | Add +7.2% | 636,817 | $14.8M |
| Renaissance Technologies | 0.02% | Add +16.5% | 591,539 | $13.7M |
| Ashton Thomas Private Wealth, LLC | 0.72% | Reduce -0.1% | 543,915 | $12.6M |
| Stifel Financial Corp. | 0.01% | Reduce -1.1% | 543,064 | $12.6M |
| FinTrust Capital Advisors, LLC | 2.33% | Reduce -1.6% | 519,526 | $12.1M |
| Osaic Holdings, Inc. | 0.03% | Reduce -62.6% | 489,259 | $11.4M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Add +8.7% | 487,064 | $11.3M |
| Carnegie Investment Counsel | 0.35% | Add +27.7% | 480,078 | $11.2M |
| Krilogy Financial LLC | 0.81% | Add +29.9% | 452,006 | $10.5M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -1.6% | 451,528 | $10.5M |
| Mesirow Financial Investment Management, Inc. | 0.23% | Add +8.0% | 426,491 | $9.9M |
| Connecticut Wealth Management, LLC | 0.53% | Add +604.1% | 424,865 | $9.9M |
| Scissortail Wealth Management, LLC | 2.52% | Add +1.5% | 409,975 | $9.5M |
| Steward Partners Investment Advisory, LLC | 0.10% | Add +9.2% | 405,914 | $9.4M |
| Lido Advisors, LLC | 0.08% | Add +2.3% | 400,251 | $9.3M |
| Raymond James & Associates | 0.01% | Add +15.1% | 397,847 | $9.2M |
| CENTRAL TRUST Co | 0.23% | Reduce -2.4% | 397,786 | $9.2M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +17.3% | 374,529 | $8.7M |
| Baltimore-Washington Financial Advisors, Inc. | 0.53% | Add +14.4% | 356,145 | $8.3M |
| Thrivent Financial for Lutherans | 0.02% | Add +8.0% | 354,411 | $8.2M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -0.9% | 332,996 | $7.7M |
| Keeler Thomas Management LLC | 2.52% | Add +17.9% | 316,634 | $7.4M |
| Moseley Investment Management Inc. | 3.55% | Add +9.7% | 307,736 | $7.1M |
| Cetera Investment Advisers | 0.02% | Add +54.5% | 304,096 | $7.1M |
| MKT Advisors LLC | 3.52% | Add +198.9% | 277,686 | $6.4M |
| Snowden Capital Advisors LLC | 0.20% | Add +12.3% | 271,798 | $6.3M |
| McGuire Investment Group, LLC | 0.87% | New | 255,859 | $5.9M |
| Gradient Investments LLC | 0.14% | Reduce -2.8% | 254,143 | $5.9M |
| JPMorgan Chase & Co. | 0.00% | Add +15484.9% | 253,098 | $5.9M |
| Delta Wealth Advisors LLC | 5.92% | — | 246,635 | $5.7M |
| Level Four Advisory Services, LLC | 0.28% | Add +4.1% | 215,282 | $5.0M |
| Strategic Blueprint, LLC | 0.35% | Add +77.8% | 210,175 | $4.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +0.7% | 204,367 | $4.7M |
| Lunt Capital Management, Inc. | 2.30% | Add +4.5% | 199,626 | $4.6M |
| Oppenheimer Asset Management Inc. | 0.07% | Reduce -10.3% | 198,923 | $4.6M |
| Park Avenue Securities LLC | 0.06% | Add +18.0% | 191,330 | $4.4M |
| Mercer Global Advisors Inc. | 0.01% | New | 183,764 | $4.3M |
| Atlantic Private Wealth, LLC | 3.40% | Add +29.7% | 175,703 | $4.1M |
| Private Advisor Group, LLC | 0.03% | Add +8.9% | 174,203 | $4.0M |
| Global Retirement Partners, LLC | 0.15% | Add +137.4% | 168,457 | $3.9M |
| Carmel Capital Partners, LLC | 1.59% | New | 166,021 | $3.9M |
| Transcend Capital Advisors, LLC | 0.30% | Add +42.4% | 161,350 | $3.7M |
| Wealthspire Advisors, LLC | 0.05% | Add +5.3% | 159,296 | $3.7M |
| Baird Financial Group, Inc. | 0.01% | Add +108.4% | 156,842 | $3.6M |
| United Capital Financial Advisors, LLC | 0.03% | Add +7.9% | 156,646 | $3.6M |
| KOM Wealth Management Group, LLC | 3.56% | Reduce -16.4% | 155,638 | $3.6M |
| D.A. Davidson & Co. | 0.03% | Add +130.5% | 154,122 | $3.6M |
| Leo Wealth, LLC | 0.35% | Add +5.6% | 149,275 | $3.5M |
| Royal Harbor Partners, LLC | 1.48% | Add +0.7% | 146,616 | $3.4M |
| Leavell Investment Management, Inc. | 0.19% | Add +7.9% | 143,971 | $3.3M |
| Truist Financial Corp. | 0.01% | Reduce -3.1% | 141,784 | $3.3M |
| OneAscent Financial Services LLC | 0.36% | Add +738.5% | 141,491 | $3.3M |
| Ameriprise Financial Inc. | 0.00% | Add +51.3% | 139,391 | $3.2M |
| Creative Planning | 0.00% | Add +4.4% | 132,828 | $3.1M |
| Altus Wealth Group LLC | 1.52% | Reduce -6.7% | 130,768 | $3.0M |
| Brookstone Capital Management | 0.05% | Add +34.4% | 129,505 | $3.0M |
| Shelton Wealth Management, LLC | 1.80% | Add +48.6% | 123,225 | $2.9M |
| Allworth Financial LP | 0.02% | Reduce -25.6% | 122,467 | $2.8M |
| 1858 Wealth Management, LLC | 2.66% | No change | 120,651 | $2.8M |
| Citadel Advisors | 0.00% | New | 116,730 | $2.7M |
| Parkside Financial Bank & Trust | 0.41% | Add +16900.6% | 108,634 | $2.5M |
| Probity Advisors, Inc. | 0.51% | Add +89.9% | 105,805 | $2.5M |
| SCS Capital Management LLC | 0.05% | New | 103,463 | $2.4M |
| Sigma Planning Corp | 0.07% | Add +71.6% | 100,218 | $2.3M |
| Accretive Wealth Partners, LLC | 1.02% | Add +7.5% | 99,997 | $2.3M |
| Lantz Financial LLC | 0.72% | Add +10.3% | 96,288 | $2.2M |
| Boston Family Office LLC | 0.16% | Reduce -0.2% | 95,781 | $2.2M |
| Synovus Financial Corp. | 0.03% | Reduce -2.6% | 94,226 | $2.2M |
| Stockman Wealth Management, Inc. | 0.38% | Add +12.0% | 93,694 | $2.2M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +4.1% | 87,134 | $2.0M |
| Essential Planning, LLC. | 1.00% | Add +5.3% | 86,155 | $2.0M |
| IFG Advisory, LLC | 0.15% | Add +13.7% | 83,820 | $1.9M |
| Atria Wealth Solutions, Inc. | 0.02% | Add +84.3% | 82,852 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -14.8% | 81,058 | $1.9M |
| Cwm, LLC | 0.01% | Add +32.7% | 78,560 | $1.8M |
| Valmark Advisers, Inc. | 0.03% | Add +120.9% | 77,970 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +15.1% | 73,484 | $1.7M |
| Phillips Financial Management, LLC | 0.14% | Add +7.8% | 72,367 | $1.7M |
| Associated Banc-Corp | 0.05% | Add +4.1% | 67,511 | $1.6M |
"% of holder's portfolio" is IBTF's weight in each manager's 13F, not the share of iShares Ibonds Dec 2025 Term the manager owns.