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 |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -5.1% | 82,723 | $1.9M |
| Benjamin F. Edwards & Company, Inc. | 0.03% | Add +399.2% | 82,574 | $1.9M |
| IFP Advisors, Inc | 0.08% | Add +73.9% | 81,524 | $1.9M |
| Gould Asset Management LLC | 0.42% | Add +76.4% | 79,307 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.04% | Add +4.6% | 76,850 | $1.8M |
| Summit Wealth Partners, LLC | 0.36% | Add +16.3% | 74,637 | $1.7M |
| Associated Banc-Corp | 0.05% | Add +0.8% | 68,064 | $1.6M |
| Equitable Holdings, Inc. | 0.02% | Add +2.9% | 66,450 | $1.5M |
| Portland Global Advisors LLC | 0.20% | Add +29.9% | 64,991 | $1.5M |
| Midwest Professional Planners, LTD. | 0.49% | Add +59.8% | 62,693 | $1.5M |
| Montag A & Associates Inc. | 0.07% | No change | 61,530 | $1.4M |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -0.4% | 60,308 | $1.4M |
| Cannon Financial Strategists, Inc. | 0.26% | Add +1.1% | 59,758 | $1.4M |
| Howland Capital Management LLC | 0.07% | Add +23.1% | 58,953 | $1.4M |
| Phillips Financial Management, LLC | 0.11% | Reduce -18.6% | 58,920 | $1.4M |
| Montecito Bank & Trust | 0.26% | Add +16.1% | 55,422 | $1.3M |
| Country Club Bank | 0.09% | Add +3.9% | 55,252 | $1.3M |
| Fullcircle Wealth LLC | 0.62% | — | 54,528 | $1.3M |
| Sigma Planning Corp | 0.04% | Reduce -45.6% | 54,537 | $1.3M |
| STAR Financial Bank | 0.94% | New | 52,405 | $1.2M |
| CreativeOne Wealth, LLC | 0.06% | Reduce -3.2% | 49,822 | $1.2M |
| Austin Private Wealth, LLC | 0.12% | Add +34.6% | 49,787 | $1.2M |
| Crew Capital Management, Ltd | 0.92% | Reduce -19.9% | 49,417 | $1.1M |
| 4J Wealth Management LLC | 0.91% | Add +4.6% | 47,427 | $1.1M |
| Reliant Wealth Planning | 0.51% | Add +10.8% | 47,342 | $1.1M |
| Safeguard Financial, LLC | 0.31% | Reduce -3.8% | 47,304 | $1.1M |
| Farther Finance Advisors, LLC | 0.05% | Reduce -4.9% | 47,434 | $1.1M |
| Klaas Financial Asset Advisors, LLC | 0.20% | Add +18.1% | 45,870 | $1.1M |
| Element Wealth, LLC | 0.60% | Add +20.3% | 45,550 | $1.1M |
| Carmel Capital Partners, LLC | 0.44% | Reduce -73.2% | 44,500 | $1.0M |
| Mill Creek Capital Advisors, LLC | 0.03% | No change | 43,500 | $1.0M |
| Knollwood Investment Advisory, LLC | 0.11% | No change | 42,900 | $996K |
| Horizons Wealth Management | 0.75% | Reduce -17.5% | 40,221 | $935K |
| Regal Investment Advisors LLC | 0.06% | Reduce -5.6% | 40,209 | $934K |
| Money Concepts Capital Corp. | 0.08% | Add +86.5% | 40,006 | $929K |
| Foundry Financial Group, Inc. | 0.63% | Add +9.2% | 39,511 | $917K |
| MML Investors Services, LLC | 0.00% | Add +57.8% | 39,436 | $916K |
| Cooper Financial Group | 0.13% | Add +0.8% | 38,886 | $903K |
| Wealth Advisory Solutions, LLC | 0.23% | Add +3.6% | 36,185 | $840K |
| Thoroughbred Financial Services, LLC | 0.05% | Reduce -0.0% | 34,992 | $812K |
| International Assets Investment Management, LLC | 0.07% | Add +22.9% | 32,825 | $762K |
| One Plus One Wealth Management, LLC | 0.43% | New | 32,355 | $751K |
| Focused Wealth Management, Inc | 0.11% | Add +1.4% | 32,046 | $744K |
| Lake Street Advisors Group, LLC | 0.03% | Reduce -0.2% | 30,665 | $712K |
| Consolidated Portfolio Review Corp | 0.16% | Add +10.0% | 30,392 | $706K |
| Fairhaven Wealth Management, LLC | 0.23% | Add +11.0% | 29,370 | $682K |
| Compass Ion Advisors, LLC | 0.10% | No change | 29,005 | $674K |
| Sound View Wealth Advisors Group, LLC | 0.07% | No change | 27,702 | $643K |
| Cerity Partners LLC | 0.00% | Add +0.0% | 27,563 | $640K |
| Richard P Slaughter Associates Inc | 0.15% | Reduce -28.7% | 27,050 | $628K |
| Barrett & Company, Inc. | 0.28% | Add +0.4% | 26,603 | $618K |
| BCS Wealth Management | 0.30% | No change | 26,315 | $611K |
| Fortis Capital Management LLC | 0.12% | Reduce -25.9% | 24,300 | $564K |
| Trinity Wealth Management, LLC | 0.28% | Add +0.6% | 23,930 | $556K |
| Granite Harbor Advisors, Inc. | 0.36% | Add +2.4% | 23,861 | $554K |
| Cherry Tree Wealth Management, LLC | 0.14% | Add +71.7% | 23,251 | $540K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -3.6% | 22,951 | $533K |
| Steele Capital Management, Inc. | 0.03% | No change | 22,596 | $525K |
| Conrad Siegel Investment Advisors, Inc. | 0.15% | Add +2.0% | 22,252 | $517K |
| Jane Street Group, LLC | 0.00% | New | 22,023 | $511K |
| Koss-Olinger Consulting, LLC | 0.05% | New | 21,924 | $509K |
| Cibc World Market Inc. | 0.00% | No change | 21,465 | $498K |
| Black Cypress Capital Management, LLC | 0.46% | Add +4.5% | 20,957 | $487K |
| Schmidt P J Investment Management Inc. | 0.09% | Add +2.2% | 20,915 | $486K |
| Coldstream Capital Management Inc. | 0.01% | No change | 20,331 | $472K |
| Signature Wealth Management Group | 0.20% | Add +1.1% | 20,090 | $466K |
| Straight Path Wealth Management | 0.24% | Add +3.6% | 19,961 | $463K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -10.7% | 19,499 | $453K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Add +88.0% | 19,318 | $449K |
| American Planning Services, Inc. | 0.31% | Add +0.8% | 19,257 | $447K |
| Simplicity Wealth,LLC | 0.01% | Add +8.5% | 19,132 | $444K |
| Principal Securities, Inc. | 0.01% | Add +4.2% | 18,785 | $436K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 18,400 | $427K |
| Aries Wealth Management | 0.13% | Reduce -28.7% | 18,272 | $424K |
| Crestmont Private Wealth LLC | 0.20% | Add +16.6% | 18,179 | $422K |
| Duncker Streett & Co. Inc. | 0.08% | Add +9.4% | 17,029 | $395K |
| Pinnacle Bancorp, Inc. | 0.12% | No change | 16,794 | $390K |
| Beacon Financial Planning, Inc. | 0.25% | Add +52.4% | 15,934 | $370K |
| Independent Financial Group, LLC | 0.01% | Add +21.6% | 15,423 | $358K |
| Resonant Capital Advisors, LLC | 0.03% | No change | 15,321 | $356K |
| Hara Capital LLC | 0.23% | Reduce -8.7% | 15,259 | $354K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -8.1% | 15,114 | $350K |
| Cary Street Partners Investment Advisory LLC | 0.01% | Add +41.6% | 15,042 | $349K |
| Apella Capital, LLC | 0.02% | New | 14,912 | $346K |
| Whalen Wealth Management Inc. | 0.27% | New | 14,435 | $335K |
| Citadel Advisors | 0.00% | Reduce -87.9% | 14,145 | $328K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.15% | Add +1.1% | 13,939 | $324K |
| Private Trust Co. NA | 0.03% | No change | 13,447 | $312K |
| WASHINGTON TRUST Co | 0.01% | No change | 12,950 | $301K |
| Silver Oak Securities, Incorporated | 0.04% | Add +31.0% | 12,913 | $300K |
| AQR Capital Management | 0.00% | New | 12,900 | $300K |
| AE Wealth Management LLC | 0.00% | New | 12,638 | $293K |
| Verdence Capital Advisors LLC | 0.03% | New | 12,578 | $292K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -71.0% | 12,526 | $291K |
| Apollon Wealth Management, LLC | 0.01% | Add +1.1% | 12,284 | $285K |
| Viawealth, LLC | 0.18% | No change | 12,163 | $282K |
| CFS Investment Advisory Services, LLC | 0.02% | Reduce -0.2% | 11,853 | $275K |
| Laurel Wealth Advisors LLC | 0.05% | Add +0.1% | 11,613 | $270K |
| Beaumont Asset Management, L.L.C. | 0.17% | New | 11,075 | $257K |
| JPMorgan Chase & Co. | 0.00% | Reduce -95.7% | 10,938 | $254K |
| Madden Advisory Services, Inc. | 0.13% | Add +2.3% | 10,819 | $251K |
| REDW Wealth LLC | 0.07% | Reduce -1.4% | 10,807 | $251K |
| Empower Advisory Group, LLC | 0.00% | New | 10,773 | $250K |
| AllSquare Wealth Management LLC | 0.15% | No change | 10,754 | $250K |
| OneDigital Investment Advisors LLC | 0.00% | New | 10,000 | $232K |
| Diversify Advisory Services, LLC | 0.01% | New | 10,000 | $232K |
| Mattern Capital Management, LLC | 0.03% | Add +1.8% | 9,964 | $231K |
| Evexia Wealth LLC | 0.09% | Reduce -80.8% | 9,817 | $228K |
| Princeton Global Asset Management LLC | 0.05% | Reduce -15.8% | 9,223 | $214K |
| Mascoma Wealth Management LLC | 0.06% | Reduce -35.4% | 9,076 | $211K |
| Advance Capital Management, Inc. | 0.01% | Add +1.1% | 8,942 | $208K |
| Autumn Glory Partners, LLC | 0.11% | Add +3.0% | 8,894 | $207K |
| Waverly Advisors, LLC | 0.00% | New | 8,856 | $206K |
| Benjamin Edwards Inc. | 0.04% | Add +351.1% | 8,535 | $198K |
| Comerica Bank | 0.00% | Reduce -2.4% | 8,436 | $196K |
| Templeton & Phillips Capital Management, LLC | 0.11% | No change | 5,400 | $125K |
| Spectrum Wealth Counsel, LLC | 0.01% | Add +71.8% | 4,931 | $114K |
| Spire Wealth Management | 0.00% | No change | 4,653 | $108K |
| Lowe Wealth Advisors, LLC | 0.05% | New | 4,429 | $103K |
| Oliver Lagore Vanvalin Investment Group | 0.03% | Reduce -69.9% | 3,923 | $91K |
| GHP Investment Advisors, Inc. | 0.00% | No change | 3,273 | $76K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 3,115 | $72K |
| United Community Bank | 0.03% | Add +2.6% | 3,098 | $72K |
| Colonial Trust Co / SC | 0.01% | Add +0.2% | 3,070 | $71K |
| Archer Investment Corp | 0.02% | Add +545.7% | 2,783 | $65K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,500 | $58K |
| Capital Analysts, LLC | 0.00% | No change | 1,955 | $45K |
| TD Capital Management LLC | 0.00% | Add +1.1% | 1,919 | $45K |
| Crewe Advisors LLC | 0.00% | No change | 1,830 | $42K |
| Bank of Montreal | 0.00% | Add +1.1% | 1,527 | $35K |
| Robbins Farley | 0.02% | No change | 1,376 | $32K |
| Blair William & Co. | 0.00% | New | 1,153 | $27K |
| Brown Financial Advisors | 0.01% | — | 1,145 | $27K |
| Balentine LLC | 0.00% | No change | 1,075 | $25K |
| First PREMIER Bank | 0.00% | No change | 697 | $16K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.1% | 616 | $14K |
| Mattson Financial Services, LLC | 0.00% | — | 590 | $14K |
| Redmont Wealth Advisors LLC | 0.02% | New | 463 | $11K |
| Financial Management Professionals, Inc. | 0.00% | New | 285 | $7K |
| Stephens Consulting, LLC | 0.00% | Add +0.8% | 262 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 134 | $3K |
| Strategic Financial Concepts, LLC | 0.00% | Add +384.0% | 67,279 | $3K |
| Nemes Rush Group LLC | 0.00% | Add +17.0% | 55 | $1K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 53 | $1K |
| American National Bank & Trust | 0.00% | New | 23 | $534 |
| Citigroup Inc. | 0.00% | New | 5 | $116 |
| FMR LLC | 0.00% | Add +50.0% | 3 | $70 |
"% 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.