iShares Ibonds Dec 2025 TermIBTFETF
13F holders, Q3 2024 (September 30)271holders +24
32new positions
11sold out
3famous investors
$23.58avg. 13F price*
At the end of Q3 2024, 271 institutions reported holding iShares Ibonds Dec 2025 Term (IBTF) in their 13F filings, up 24 from Q2 2024. 32 opened new positions and 11 sold out. The largest holders were HM Payson & Co. ($90.1M), UBS Group AG ($85.3M) and Morgan Stanley ($84.9M). 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 Q2 2024 → Q3 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 32 | $23.9M |
| Exits | 11 | $6.3M |
All 13F filers, Q2 2024 → Q3 2024: 5,234,904 shares bought and 16,654,896 shares sold, net −11,419,992 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 271 holders
| HM Payson & Co. | 1.54% | Add +3.5% | 3,846,342 | $90.1M |
| UBS Group AG | 0.02% | Add +1.7% | 3,644,184 | $85.3M |
| Morgan Stanley | 0.01% | Reduce -2.4% | 3,624,853 | $84.9M |
| Bank of America Corp. | 0.01% | Add +4.8% | 3,516,685 | $82.4M |
| Wells Fargo & Company | 0.02% | Reduce -4.2% | 2,873,372 | $67.3M |
| Captrust Financial Advisors | 0.18% | Reduce -83.5% | 2,533,742 | $59.3M |
| GLOBALT Investments LLC / GA | 2.20% | Reduce -5.4% | 2,506,964 | $58.7M |
| Capital Investment Advisors, LLC | 1.15% | Add +1.8% | 2,391,214 | $56.0M |
| Hills Bank & Trust Co | 3.75% | Add +2.4% | 2,117,812 | $49.6M |
| LPL Financial LLC | 0.02% | Add +15.2% | 1,874,729 | $43.9M |
| Raymond James Financial Services Advisors, Inc. | 0.05% | Add +4.6% | 1,686,025 | $39.5M |
| Summitry LLC | 1.76% | Add +1.6% | 1,566,302 | $36.7M |
| NewEdge Advisors, LLC | 0.21% | Reduce -33.0% | 1,398,485 | $32.8M |
| Focus Partners Wealth | 0.10% | Reduce -21.6% | 1,378,707 | $32.3M |
| Stratos Wealth Advisors, LLC | 1.38% | Add +6.8% | 1,287,817 | $30.2M |
| Integrated Wealth Concepts LLC | 0.32% | Add +17.3% | 1,103,491 | $25.8M |
| Renaissance Technologies | 0.03% | Add +40.7% | 961,900 | $22.5M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.50% | Add +4.3% | 932,909 | $21.8M |
| Osaic Holdings, Inc. | 0.04% | Add +4.2% | 748,838 | $17.5M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +0.3% | 724,327 | $17.0M |
| Connecticut Wealth Management, LLC | 0.82% | Add +13.6% | 722,854 | $16.9M |
| Envestnet Asset Management Inc. | 0.01% | Add +30.6% | 720,571 | $16.9M |
| Moseley Investment Management Inc. | 6.17% | Add +87.2% | 660,689 | $15.5M |
| MV Capital Management, Inc. | 1.64% | Reduce -1.0% | 659,362 | $15.4M |
| Stifel Financial Corp. | 0.02% | Add +7.6% | 643,298 | $15.1M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -26.6% | 630,927 | $14.8M |
| Denver PWM, LLC | 5.27% | Add +4.5% | 593,001 | $13.9M |
| Carnegie Investment Counsel | 0.39% | Add +7.1% | 560,593 | $13.1M |
| FinTrust Capital Advisors, LLC | 2.15% | Add +1.8% | 541,251 | $12.7M |
| Thrivent Financial for Lutherans | 0.02% | Add +18.9% | 524,710 | $12.3M |
| Ashton Thomas Private Wealth, LLC | 0.63% | Reduce -2.8% | 503,364 | $11.8M |
| Krilogy Financial LLC | 0.78% | Add +6.0% | 485,598 | $11.4M |
| Mercer Global Advisors Inc. | 0.03% | Add +54.0% | 467,614 | $10.9M |
| Scissortail Wealth Management, LLC | 2.60% | Reduce -99.9% | 510 | $10.7M |
| Raymond James & Associates | 0.01% | Add +5.4% | 455,378 | $10.7M |
| Royal Bank of Canada | 0.00% | Add +1.2% | 453,034 | $10.6M |
| Delta Wealth Advisors LLC | 9.70% | Add +20.5% | 432,528 | $10.1M |
| CENTRAL TRUST Co | 0.23% | Add +8.6% | 411,732 | $9.6M |
| Mesirow Financial Investment Management, Inc. | 0.18% | Reduce -0.2% | 400,599 | $9.4M |
| Steward Partners Investment Advisory, LLC | 0.09% | Reduce -7.8% | 397,774 | $9.3M |
| MKT Advisors LLC | 4.31% | Add +11.6% | 393,854 | $9.2M |
| Lido Advisors, LLC | 0.07% | Reduce -3.9% | 384,646 | $9.0M |
| Strategic Blueprint, LLC | 0.55% | Add +58.2% | 373,588 | $8.7M |
| Baltimore-Washington Financial Advisors, Inc. | 0.47% | Add +3.2% | 369,584 | $8.7M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +10.9% | 366,796 | $8.6M |
| Sanctuary Advisors, LLC | 0.05% | Add +58.3% | 365,947 | $8.5M |
| Commonwealth Equity Services, LLC | 0.01% | Add +17.7% | 331,630 | $7.8M |
| Keeler Thomas Management LLC | 2.35% | Reduce -1.3% | 317,006 | $7.4M |
| Americana Partners, LLC | 0.48% | New | 303,574 | $7.1M |
| Eldridge Investment Advisors, Inc. | 1.66% | Add +54.7% | 303,300 | $7.1M |
| McGuire Investment Group, LLC | 0.98% | Add +7.0% | 295,713 | $6.9M |
| Cwm, LLC | 0.03% | Add +151.6% | 264,323 | $6.2M |
| Cetera Investment Advisers | 0.01% | Add +1.1% | 263,362 | $6.2M |
| Atlantic Private Wealth, LLC | 4.57% | Add +7.3% | 257,621 | $6.0M |
| Atria Wealth Solutions, Inc. | 0.06% | Add +8.0% | 253,307 | $5.9M |
| Transcend Capital Advisors, LLC | 0.39% | Reduce -9.9% | 246,324 | $5.8M |
| Park Avenue Securities LLC | 0.06% | Add +23.7% | 236,491 | $5.5M |
| KOM Wealth Management Group, LLC | 4.36% | Add +21.5% | 223,517 | $5.2M |
| Leavell Investment Management, Inc. | 0.25% | Add +36.8% | 216,504 | $5.1M |
| Oppenheimer Asset Management Inc. | 0.06% | Reduce -1.6% | 213,036 | $5.0M |
| Shelton Wealth Management, LLC | 2.83% | Add +19.1% | 212,565 | $5.0M |
| D.A. Davidson & Co. | 0.04% | Add +27.6% | 212,255 | $5.0M |
| 49 Wealth Management, LLC | 0.81% | New | 211,988 | $5.0M |
| Gradient Investments LLC | 0.10% | Reduce -8.9% | 210,626 | $4.9M |
| Janney Montgomery Scott LLC | 0.01% | Add +1.4% | 206,523 | $4.8M |
| Lunt Capital Management, Inc. | 2.24% | Reduce -1.9% | 204,200 | $4.8M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -57.9% | 199,875 | $4.7M |
| Kestra Advisory Services, LLC | 0.03% | Add +10.9% | 195,993 | $4.6M |
| Brookstone Capital Management | 0.07% | Add +8.0% | 194,136 | $4.5M |
| PSI Advisors, LLC | 1.30% | Add +3.6% | 189,404 | $4.4M |
| Ameriprise Financial Inc. | 0.00% | Add +37.5% | 180,436 | $4.2M |
| Baird Financial Group, Inc. | 0.01% | Add +3.5% | 172,806 | $4.0M |
| Global Retirement Partners, LLC | 0.12% | Add +0.2% | 169,203 | $4.0M |
| Wealthspire Advisors, LLC | 0.04% | Reduce -7.8% | 164,057 | $3.8M |
| HighTower Advisors, LLC | 0.01% | Add +69.2% | 157,935 | $3.7M |
| Boston Family Office LLC | 0.24% | Reduce -4.1% | 152,549 | $3.6M |
| Truist Financial Corp. | 0.01% | Add +3.4% | 148,213 | $3.5M |
| Asset Dedication, LLC | 0.23% | Reduce -29.1% | 145,041 | $3.4M |
| Leo Wealth, LLC | 0.31% | Reduce -7.0% | 143,051 | $3.4M |
| Mariner, LLC | 0.01% | Reduce -77.3% | 141,087 | $3.3M |
| IFP Advisors, Inc | 0.11% | Add +61.5% | 131,657 | $3.1M |
| Essential Planning, LLC. | 1.25% | Reduce -1.9% | 129,834 | $3.0M |
| Probity Advisors, Inc. | 0.57% | Add +9.1% | 126,804 | $3.0M |
| Belpointe Asset Management LLC | 0.17% | Add +17.6% | 123,642 | $2.9M |
| 1858 Wealth Management, LLC | 2.35% | Add +1.9% | 121,979 | $2.9M |
| United Capital Financial Advisors, LLC | 0.02% | Add +5.0% | 120,633 | $2.8M |
| Asset Advisors Investment Management, LLC | 0.29% | Add +23.2% | 118,401 | $2.8M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -3.3% | 117,439 | $2.8M |
| Lantz Financial LLC | 0.74% | Add +20.3% | 116,938 | $2.7M |
| Synovus Financial Corp. | 0.03% | Add +28.1% | 113,236 | $2.7M |
| Flow Traders U.S. LLC | 0.13% | Reduce -0.8% | 111,594 | $2.6M |
| Stockman Wealth Management, Inc. | 0.40% | Add +8.3% | 109,963 | $2.6M |
| Valmark Advisers, Inc. | 0.04% | Add +20.5% | 109,506 | $2.6M |
| Parkside Financial Bank & Trust | 0.36% | Add +0.1% | 108,707 | $2.5M |
| Benjamin Edwards Inc. | 0.04% | Add +1162.7% | 107,770 | $2.5M |
| Creative Planning | 0.00% | Reduce -9.3% | 105,778 | $2.5M |
| SCS Capital Management LLC | 0.05% | Add +0.2% | 103,857 | $2.4M |
| Accretive Wealth Partners, LLC | 1.01% | Add +1.8% | 103,122 | $2.4M |
| Allworth Financial LP | 0.01% | Reduce -8.2% | 101,563 | $2.4M |
| Midwest Professional Planners, LTD. | 0.72% | Add +61.2% | 101,069 | $2.4M |
"% 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.