iShares Ibonds Dec 2025 TermIBTFETF
13F holders, Q2 2024 (June 30)247holders +14
25new positions
14sold out
3famous investors
$23.16avg. 13F price*
At the end of Q2 2024, 247 institutions reported holding iShares Ibonds Dec 2025 Term (IBTF) in their 13F filings, up 14 from Q1 2024. 25 opened new positions and 14 sold out. The largest holders were Captrust Financial Advisors ($357.5M), Morgan Stanley ($86.3M) and HM Payson & Co. ($86.2M). 3 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio), Cliff Asness (0.0% of AQR Capital Management'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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 25 | $31.7M |
| Exits | 14 | $13.9M |
All 13F filers, Q1 2024 → Q2 2024: 8,842,080 shares bought and 4,269,128 shares sold, net +4,572,952 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 247 holders
| Captrust Financial Advisors | 1.15% | Add +11.0% | 15,395,378 | $357.5M |
| Morgan Stanley | 0.01% | Reduce -2.0% | 3,715,015 | $86.3M |
| HM Payson & Co. | 1.57% | Add +12.1% | 3,714,378 | $86.2M |
| UBS Group AG | 0.03% | Reduce -8.6% | 3,582,091 | $83.2M |
| Bank of America Corp. | 0.01% | Add +5.9% | 3,354,939 | $77.9M |
| Wells Fargo & Company | 0.02% | Reduce -1.5% | 2,999,963 | $69.7M |
| GLOBALT Investments LLC / GA | 2.46% | Add +0.4% | 2,649,635 | $61.5M |
| Capital Investment Advisors, LLC | 1.23% | Add +5.2% | 2,349,030 | $54.5M |
| NewEdge Advisors, LLC | 0.35% | Reduce -1.2% | 2,085,864 | $48.4M |
| Hills Bank & Trust Co | 3.89% | Add +6.7% | 2,067,890 | $48.0M |
| Focus Partners Wealth | 0.14% | Reduce -32.0% | 1,757,395 | $40.8M |
| LPL Financial LLC | 0.02% | Add +12.3% | 1,626,983 | $37.8M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +45.6% | 1,611,977 | $37.4M |
| Summitry LLC | 1.85% | Add +2.9% | 1,541,155 | $35.8M |
| Stratos Wealth Advisors, LLC | 1.39% | Add +13800.5% | 1,206,009 | $28.0M |
| Integrated Wealth Concepts LLC | 0.30% | Add +15.4% | 940,887 | $21.8M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.45% | Add +10.4% | 894,833 | $20.8M |
| Rockefeller Capital Management L.P. | 0.06% | Reduce -19.5% | 860,068 | $20.0M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +6.3% | 722,318 | $16.8M |
| Osaic Holdings, Inc. | 0.04% | Add +46.8% | 718,397 | $16.7M |
| Renaissance Technologies | 0.03% | Add +15.6% | 683,800 | $15.9M |
| MV Capital Management, Inc. | 1.74% | Reduce -0.3% | 666,163 | $15.5M |
| Connecticut Wealth Management, LLC | 0.76% | Add +49.8% | 636,366 | $14.8M |
| Mariner, LLC | 0.03% | Reduce -2.4% | 621,384 | $14.4M |
| Stifel Financial Corp. | 0.02% | Add +10.1% | 597,915 | $13.9M |
| Denver PWM, LLC | 5.26% | New | 567,571 | $13.2M |
| Envestnet Asset Management Inc. | 0.00% | Add +22.2% | 551,941 | $12.8M |
| FinTrust Capital Advisors, LLC | 2.25% | Add +2.4% | 531,849 | $12.3M |
| Carnegie Investment Counsel | 0.38% | Add +9.1% | 523,599 | $12.2M |
| Ashton Thomas Private Wealth, LLC | 0.66% | Reduce -4.8% | 517,985 | $12.0M |
| Cambridge Investment Research Advisors, Inc. | 0.04% | Reduce -2.5% | 475,066 | $11.0M |
| Krilogy Financial LLC | 0.78% | Add +1.3% | 458,043 | $10.6M |
| Royal Bank of Canada | 0.00% | Reduce -70.0% | 447,669 | $10.4M |
| Thrivent Financial for Lutherans | 0.02% | Add +24.5% | 441,386 | $10.2M |
| Raymond James & Associates | 0.01% | Add +8.6% | 432,112 | $10.0M |
| Steward Partners Investment Advisory, LLC | 0.11% | Add +6.3% | 431,550 | $10.0M |
| Scissortail Wealth Management, LLC | 2.47% | Add +1.6% | 416,397 | $9.7M |
| Mesirow Financial Investment Management, Inc. | 0.21% | Reduce -5.9% | 401,355 | $9.3M |
| Lido Advisors, LLC | 0.08% | Reduce -0.0% | 400,198 | $9.3M |
| CENTRAL TRUST Co | 0.22% | Reduce -4.7% | 379,169 | $8.8M |
| Delta Wealth Advisors LLC | 8.16% | Add +45.5% | 358,853 | $8.3M |
| Baltimore-Washington Financial Advisors, Inc. | 0.49% | Add +0.6% | 358,275 | $8.3M |
| Moseley Investment Management Inc. | 3.81% | Add +14.7% | 352,980 | $8.2M |
| MKT Advisors LLC | 4.07% | Add +27.1% | 352,799 | $8.2M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -11.7% | 330,838 | $7.7M |
| Keeler Thomas Management LLC | 2.54% | Add +1.4% | 321,043 | $7.5M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -15.4% | 281,836 | $6.5M |
| McGuire Investment Group, LLC | 0.92% | Add +8.0% | 276,288 | $6.4M |
| Transcend Capital Advisors, LLC | 0.46% | Add +69.4% | 273,265 | $6.3M |
| Snowden Capital Advisors LLC | 0.18% | Reduce -2.8% | 264,287 | $6.1M |
| Cetera Investment Advisers | 0.01% | Reduce -14.3% | 260,517 | $6.0M |
| Atlantic Private Wealth, LLC | 4.54% | Add +36.6% | 240,018 | $5.6M |
| Strategic Blueprint, LLC | 0.37% | Add +12.4% | 236,172 | $5.5M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +183.2% | 234,604 | $5.4M |
| Gradient Investments LLC | 0.12% | Reduce -9.0% | 231,226 | $5.4M |
| Sanctuary Advisors, LLC | 0.04% | — | 231,245 | $5.4M |
| Oppenheimer Asset Management Inc. | 0.06% | Add +8.9% | 216,546 | $5.0M |
| Lunt Capital Management, Inc. | 2.38% | Add +4.3% | 208,125 | $4.8M |
| Asset Dedication, LLC | 0.33% | New | 204,655 | $4.8M |
| Janney Montgomery Scott LLC | 0.01% | Reduce -0.4% | 203,568 | $4.7M |
| Eldridge Investment Advisors, Inc. | 1.15% | Add +228.0% | 196,071 | $4.6M |
| Park Avenue Securities LLC | 0.05% | Reduce -0.1% | 191,228 | $4.4M |
| KOM Wealth Management Group, LLC | 3.99% | Add +18.2% | 183,919 | $4.3M |
| PSI Advisors, LLC | 1.34% | Add +246.2% | 182,794 | $4.2M |
| Brookstone Capital Management | 0.07% | Add +38.8% | 179,714 | $4.2M |
| Shelton Wealth Management, LLC | 2.48% | Add +44.8% | 178,445 | $4.1M |
| Wealthspire Advisors, LLC | 0.05% | Add +11.8% | 178,011 | $4.1M |
| Kestra Advisory Services, LLC | 0.02% | Add +191.0% | 176,769 | $4.1M |
| OneAscent Financial Services LLC | 0.55% | Add +19.4% | 168,893 | $3.9M |
| Global Retirement Partners, LLC | 0.12% | Add +0.2% | 168,826 | $3.9M |
| Baird Financial Group, Inc. | 0.01% | Add +6.4% | 166,888 | $3.9M |
| D.A. Davidson & Co. | 0.03% | Add +8.0% | 166,373 | $3.9M |
| Mercer Global Advisors Inc. | 0.01% | Add +65.2% | 303,601 | $3.7M |
| Boston Family Office LLC | 0.27% | Add +66.1% | 159,085 | $3.7M |
| Leavell Investment Management, Inc. | 0.20% | Add +9.9% | 158,225 | $3.7M |
| Leo Wealth, LLC | 0.36% | Add +3.0% | 153,769 | $3.6M |
| Truist Financial Corp. | 0.01% | Add +1.1% | 143,377 | $3.3M |
| Private Advisor Group, LLC | 0.02% | Reduce -22.6% | 134,858 | $3.1M |
| Essential Planning, LLC. | 1.35% | Add +53.6% | 132,357 | $3.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -5.9% | 131,185 | $3.0M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | New | 121,402 | $2.8M |
| 1858 Wealth Management, LLC | 2.31% | Reduce -0.8% | 119,705 | $2.8M |
| Creative Planning | 0.00% | Reduce -12.2% | 116,586 | $2.7M |
| Probity Advisors, Inc. | 0.56% | Add +9.8% | 116,192 | $2.7M |
| United Capital Financial Advisors, LLC | 0.02% | Reduce -26.7% | 114,883 | $2.7M |
| Flow Traders U.S. LLC | 0.13% | New | 112,455 | $2.6M |
| Allworth Financial LP | 0.02% | Reduce -9.7% | 110,631 | $2.6M |
| Parkside Financial Bank & Trust | 0.40% | No change | 108,634 | $2.5M |
| Belpointe Asset Management LLC | 0.17% | New | 105,096 | $2.4M |
| Cwm, LLC | 0.01% | Add +33.7% | 105,066 | $2.4M |
| SCS Capital Management LLC | 0.05% | Add +0.2% | 103,658 | $2.4M |
| Stockman Wealth Management, Inc. | 0.41% | Add +8.3% | 101,494 | $2.4M |
| Accretive Wealth Partners, LLC | 0.98% | Add +1.3% | 101,264 | $2.4M |
| Altus Wealth Group LLC | 1.16% | Reduce -23.9% | 99,567 | $2.3M |
| Lantz Financial LLC | 0.70% | Add +0.9% | 97,191 | $2.3M |
| Asset Advisors Investment Management, LLC | 0.24% | Add +291.9% | 96,123 | $2.2M |
| HighTower Advisors, LLC | 0.00% | Add +15.2% | 93,336 | $2.2M |
| Valmark Advisers, Inc. | 0.04% | Add +16.6% | 90,881 | $2.1M |
| IFG Advisory, LLC | 0.13% | Add +7.5% | 90,113 | $2.1M |
| Synovus Financial Corp. | 0.03% | Reduce -6.2% | 88,400 | $2.1M |
"% 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.