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 |
| IFG Advisory, LLC | 0.14% | Add +7.1% | 96,525 | $2.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -32.8% | 90,572 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.03% | Add +2.6% | 84,845 | $2.0M |
| Altus Wealth Group LLC | 0.84% | Reduce -15.8% | 83,831 | $2.0M |
| Gould Asset Management LLC | 0.40% | Add +0.1% | 79,402 | $1.9M |
| Summit Wealth Partners, LLC | 0.35% | Add +5.3% | 78,559 | $1.8M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +1.0% | 77,646 | $1.8M |
| Portland Global Advisors LLC | 0.23% | Add +19.1% | 77,370 | $1.8M |
| Equitable Holdings, Inc. | 0.02% | Add +16.3% | 77,299 | $1.8M |
| STAR Financial Bank | 1.12% | Add +35.2% | 70,865 | $1.7M |
| Associated Banc-Corp | 0.05% | Add +2.9% | 70,020 | $1.6M |
| NorthCoast Asset Management LLC | 0.01% | New | 67,396 | $1.6M |
| CreativeOne Wealth, LLC | 0.05% | Add +32.5% | 66,012 | $1.5M |
| Howland Capital Management LLC | 0.06% | Add +7.0% | 63,104 | $1.5M |
| Montag A & Associates Inc. | 0.07% | No change | 61,530 | $1.4M |
| Fullcircle Wealth LLC | 0.64% | Add +11.3% | 60,681 | $1.4M |
| Cannon Financial Strategists, Inc. | 0.25% | Add +1.1% | 60,420 | $1.4M |
| Avantax Planning Partners, Inc. | 0.05% | Reduce -0.2% | 60,174 | $1.4M |
| Phillips Financial Management, LLC | 0.11% | Add +1.7% | 59,915 | $1.4M |
| Money Concepts Capital Corp. | 0.11% | Add +49.5% | 59,798 | $1.4M |
| Advisory Research Inc. | 0.23% | New | 56,110 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +41.5% | 55,784 | $1.3M |
| Montecito Bank & Trust | 0.22% | No change | 55,422 | $1.3M |
| Reliant Wealth Planning | 0.56% | Add +16.1% | 54,947 | $1.3M |
| Silver Oak Securities, Incorporated | 0.14% | Add +322.7% | 54,581 | $1.3M |
| Sigma Planning Corp | 0.04% | Reduce -0.7% | 54,183 | $1.3M |
| Country Club Bank | 0.08% | Reduce -2.2% | 54,054 | $1.3M |
| Farther Finance Advisors, LLC | 0.05% | Add +11.2% | 52,762 | $1.2M |
| 4J Wealth Management LLC | 0.89% | Add +3.0% | 48,872 | $1.1M |
| Safeguard Financial, LLC | 0.27% | Add +2.4% | 48,422 | $1.1M |
| Austin Private Wealth, LLC | 0.11% | Reduce -3.7% | 47,939 | $1.1M |
| Carmel Capital Partners, LLC | 0.40% | No change | 44,500 | $1.0M |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 43,500 | $1.0M |
| Dorsey & Whitney Trust CO LLC | 0.05% | New | 42,938 | $1.0M |
| Knollwood Investment Advisory, LLC | 0.11% | No change | 42,900 | $1.0M |
| Crew Capital Management, Ltd | 0.80% | Reduce -14.3% | 42,374 | $992K |
| Foundry Financial Group, Inc. | 0.60% | Add +4.2% | 41,181 | $964K |
| Horizons Wealth Management | 0.73% | Add +0.7% | 40,502 | $949K |
| Regal Investment Advisors LLC | 0.07% | Add +0.1% | 40,247 | $943K |
| Element Wealth, LLC | 0.49% | Reduce -13.0% | 39,612 | $928K |
| True Link Financial Advisors, LLC | 0.08% | New | 38,505 | $902K |
| Cerity Partners LLC | 0.00% | Add +39.1% | 38,332 | $898K |
| Wealth Advisory Solutions, LLC | 0.24% | Add +1.4% | 36,677 | $859K |
| Snowden Capital Advisors LLC | 0.03% | Reduce -86.4% | 36,017 | $844K |
| Barrett & Company, Inc. | 0.36% | Add +34.5% | 35,780 | $838K |
| Cooper Financial Group | 0.11% | Reduce -10.3% | 34,861 | $816K |
| Klaas Financial Asset Advisors, LLC | 0.14% | Reduce -25.0% | 34,401 | $806K |
| Thoroughbred Financial Services, LLC | 0.05% | Reduce -5.7% | 32,983 | $772K |
| Black Swift Group, LLC | 0.17% | New | 32,900 | $771K |
| Focused Wealth Management, Inc | 0.10% | Add +1.8% | 32,611 | $764K |
| GTS Securities LLC | 0.02% | New | 32,526 | $762K |
| Fairhaven Wealth Management, LLC | 0.23% | Add +10.4% | 32,414 | $759K |
| One Plus One Wealth Management, LLC | 0.45% | No change | 32,355 | $758K |
| Conrad Siegel Investment Advisors, Inc. | 0.20% | Add +44.3% | 32,115 | $752K |
| Consolidated Portfolio Review Corp | 0.17% | Add +4.4% | 31,718 | $743K |
| Richard P Slaughter Associates Inc | 0.17% | Add +13.4% | 30,667 | $718K |
| Compass Ion Advisors, LLC | 0.09% | Add +3.7% | 30,082 | $705K |
| Sound View Wealth Advisors Group, LLC | 0.05% | No change | 27,702 | $649K |
| Trinity Wealth Management, LLC | 0.29% | Add +13.2% | 27,086 | $634K |
| BCS Wealth Management | 0.26% | No change | 26,315 | $616K |
| RVW Wealth, LLC | 0.06% | New | 26,199 | $614K |
| Crestmont Private Wealth LLC | 0.27% | Add +42.8% | 25,957 | $608K |
| Granite Harbor Advisors, Inc. | 0.35% | Add +6.0% | 25,290 | $592K |
| HRT Financial LP | 0.00% | New | 25,088 | $587K |
| Cherry Tree Wealth Management, LLC | 0.13% | Add +3.0% | 23,943 | $561K |
| Berger Financial Group, Inc | 0.04% | New | 23,319 | $546K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +19.0% | 23,203 | $543K |
| Geneos Wealth Management Inc. | 0.02% | Add +0.6% | 23,093 | $541K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.05% | Add +17.6% | 22,728 | $532K |
| Koss-Olinger Consulting, LLC | 0.05% | Add +3.6% | 22,722 | $532K |
| Steele Capital Management, Inc. | 0.03% | No change | 22,596 | $529K |
| Susquehanna International Group, LLP | 0.00% | New | 21,991 | $515K |
| Carrera Capital Advisors | 0.12% | New | 21,643 | $507K |
| Cibc World Market Inc. | 0.00% | No change | 21,465 | $503K |
| Apollon Wealth Management, LLC | 0.01% | Add +70.9% | 20,990 | $492K |
| Coldstream Capital Management Inc. | 0.01% | Add +1.9% | 20,709 | $485K |
| Beacon Financial Planning, Inc. | 0.30% | Add +29.0% | 20,550 | $481K |
| American Planning Services, Inc. | 0.38% | Add +5.5% | 20,318 | $476K |
| Principal Securities, Inc. | 0.01% | Add +7.0% | 20,095 | $471K |
| Black Cypress Capital Management, LLC | 0.42% | Reduce -4.3% | 20,057 | $470K |
| Signature Wealth Management Group | 0.19% | Reduce -0.7% | 19,959 | $467K |
| Cary Street Partners Investment Advisory LLC | 0.02% | Add +29.0% | 19,401 | $454K |
| Straight Path Wealth Management | 0.19% | Reduce -5.2% | 18,933 | $443K |
| Schmidt P J Investment Management Inc. | 0.08% | Reduce -10.3% | 18,763 | $439K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 18,400 | $431K |
| Duncker Streett & Co. Inc. | 0.07% | No change | 17,029 | $399K |
| Dearborn Partners LLC | 0.02% | New | 16,703 | $391K |
| World Investment Advisors | 0.01% | New | 16,670 | $390K |
| Koshinski Asset Management, Inc. | 0.03% | Add +8.6% | 16,410 | $384K |
| Aries Wealth Management | 0.10% | Reduce -15.5% | 15,446 | $362K |
| Independent Financial Group, LLC | 0.01% | No change | 15,423 | $361K |
| Templeton & Phillips Capital Management, LLC | 0.27% | Add +179.3% | 15,080 | $353K |
| Apella Capital, LLC | 0.01% | Add +0.7% | 15,023 | $351K |
| Simplicity Wealth,LLC | 0.03% | Reduce -22.3% | 14,871 | $348K |
| Pinnacle Bancorp, Inc. | 0.09% | Reduce -11.6% | 14,843 | $348K |
| Goldman Sachs Group Inc. | 0.00% | Add +16.2% | 14,558 | $341K |
| AQR Capital Management | 0.00% | Add +11.8% | 14,427 | $338K |
| Citadel Advisors | 0.00% | Add +0.4% | 14,199 | $333K |
| Resonant Capital Advisors, LLC | 0.02% | Reduce -8.2% | 14,061 | $329K |
| Whalen Wealth Management Inc. | 0.23% | Reduce -3.2% | 13,969 | $327K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.14% | Reduce -1.6% | 13,723 | $321K |
| CFS Investment Advisory Services, LLC | 0.03% | Add +14.4% | 13,557 | $318K |
| KFG Wealth Management, LLC | 0.07% | New | 13,508 | $316K |
| Private Trust Co. NA | 0.03% | No change | 13,447 | $315K |
| Mascoma Wealth Management LLC | 0.08% | Add +47.6% | 13,398 | $314K |
| Hara Capital LLC | 0.19% | Reduce -14.4% | 13,059 | $306K |
| Verdence Capital Advisors LLC | 0.02% | No change | 12,578 | $295K |
| Madden Advisory Services, Inc. | 0.13% | Add +9.6% | 11,853 | $278K |
| Laurel Wealth Advisors LLC | 0.04% | Add +0.9% | 11,715 | $274K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.19% | — | 11,489 | $269K |
| Evexia Wealth LLC | 0.09% | Add +16.6% | 11,444 | $267K |
| Fortis Capital Management LLC | 0.05% | Reduce -54.0% | 11,177 | $262K |
| Empower Advisory Group, LLC | 0.00% | No change | 10,773 | $252K |
| American Trust | 0.02% | New | 10,757 | $252K |
| AllSquare Wealth Management LLC | 0.14% | No change | 10,754 | $252K |
| Mattern Capital Management, LLC | 0.03% | Add +5.7% | 10,535 | $247K |
| Jim Saulnier & Associates, LLC | 0.24% | — | 10,507 | $246K |
| Princeton Global Asset Management LLC | 0.05% | Add +9.3% | 10,083 | $236K |
| StoneX Group Inc. | 0.02% | New | 10,062 | $236K |
| Beaumont Asset Management, L.L.C. | 0.14% | Reduce -9.7% | 10,000 | $234K |
| OneDigital Investment Advisors LLC | 0.00% | No change | 10,000 | $234K |
| Atria Investments, Inc | 0.00% | New | 9,989 | $234K |
| Diversify Advisory Services, LLC | 0.01% | No change | 10,000 | $234K |
| REDW Wealth LLC | 0.06% | Reduce -9.3% | 9,807 | $230K |
| AE Wealth Management LLC | 0.00% | Reduce -27.1% | 9,210 | $216K |
| Raymond James Trust N.A. | 0.00% | New | 9,156 | $214K |
| Advance Capital Management, Inc. | 0.01% | Add +1.1% | 9,041 | $212K |
| Autumn Glory Partners, LLC | 0.08% | No change | 8,894 | $208K |
| Waverly Advisors, LLC | 0.00% | Reduce -2.2% | 8,662 | $203K |
| Northstar Group, Inc. | 0.04% | New | 8,595 | $201K |
| Comerica Bank | 0.00% | Reduce -0.1% | 8,427 | $197K |
| WASHINGTON TRUST Co | 0.01% | Reduce -43.6% | 7,300 | $171K |
| Costello Asset Management, INC | 0.10% | New | 6,210 | $145K |
| Eastern Bank | 0.00% | New | 5,668 | $133K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 4,931 | $115K |
| Archer Investment Corp | 0.02% | Add +40.0% | 3,895 | $91K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | Reduce -12.5% | 3,433 | $80K |
| JPMorgan Chase & Co. | 0.00% | Reduce -71.2% | 3,156 | $74K |
| Bogart Wealth, LLC | 0.00% | Add +0.0% | 3,116 | $73K |
| United Community Bank | 0.03% | No change | 3,098 | $73K |
| Colonial Trust Co / SC | 0.01% | Reduce -1.4% | 3,026 | $71K |
| Ashton Thomas Securities, LLC | 0.01% | New | 2,584 | $61K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,500 | $59K |
| Larson Financial Group LLC | 0.00% | New | 2,180 | $51K |
| Capital Analysts, LLC | 0.00% | No change | 1,955 | $46K |
| TD Capital Management LLC | 0.00% | Add +1.1% | 1,940 | $45K |
| Crewe Advisors LLC | 0.01% | No change | 1,830 | $43K |
| Bank of Montreal | 0.00% | Add +7.7% | 1,644 | $39K |
| Spire Wealth Management | 0.00% | Reduce -69.4% | 1,425 | $33K |
| Robbins Farley | 0.02% | No change | 1,376 | $32K |
| CarsonAllaria Wealth Management, Ltd. | 0.02% | New | 1,205 | $28K |
| Blair William & Co. | 0.00% | No change | 1,153 | $27K |
| Hemington Wealth Management | 0.01% | New | 1,182 | $27K |
| Balentine LLC | 0.00% | No change | 1,075 | $25K |
| Parallel Advisors, LLC | 0.00% | New | 1,070 | $25K |
| Kennebec Savings Bank | 0.02% | — | 849 | $20K |
| First PREMIER Bank | 0.00% | No change | 697 | $16K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.1% | 623 | $15K |
| Mattson Financial Services, LLC | 0.00% | No change | 590 | $14K |
| Abound Wealth Management | 0.00% | New | 576 | $13K |
| Cullen/Frost Bankers, Inc. | 0.00% | New | 567 | $13K |
| St Germain D J Co. Inc. | 0.00% | New | 455 | $11K |
| Financial Management Professionals, Inc. | 0.00% | No change | 285 | $7K |
| Talon Private Wealth, LLC | 0.00% | — | 277 | $6K |
| Stephens Consulting, LLC | 0.00% | Add +1.1% | 265 | $6K |
| Lowe Wealth Advisors, LLC | 0.00% | Reduce -94.9% | 227 | $5K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 134 | $3K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 53 | $1K |
| Blue Trust, Inc. | 0.00% | New | 49 | $1K |
| Nemes Rush Group LLC | 0.00% | Reduce -14.6% | 47 | $1K |
| Citigroup Inc. | 0.00% | Add +620.0% | 36 | $843 |
"% 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.