iShares Ibonds Dec 2025 TermIBTFETF
13F holders, Q4 2024 (December 31)300holders +29
37new positions
21sold out
2famous investors
$23.32avg. 13F price*
At the end of Q4 2024, 300 institutions reported holding iShares Ibonds Dec 2025 Term (IBTF) in their 13F filings, up 29 from Q3 2024. 37 opened new positions and 21 sold out. The largest holders were Essential Planning, LLC. ($197.4M), HM Payson & Co. ($96.5M) and Bank of America Corp. ($86.5M). 2 famous investors held it, including Jim Simons / Peter Brown (0.0% of Renaissance Technologies's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Ibonds Dec 2025 Term
- CUSIP
- 46436E866
- Latest filing quarter
- Q4 2025
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 37 | $64.4M |
| Exits | 21 | $9.6M |
All 13F filers, Q3 2024 → Q4 2024: 20,371,647 shares bought and 5,982,311 shares sold, net +14,389,336 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 300 holders
| Essential Planning, LLC. | 1.29% | Add +6418.2% | 8,462,892 | $197.4M |
| HM Payson & Co. | 1.64% | Add +7.6% | 4,137,995 | $96.5M |
| Bank of America Corp. | 0.01% | Add +5.5% | 3,710,523 | $86.5M |
| Morgan Stanley | 0.01% | Add +1.8% | 3,689,903 | $86.0M |
| Capital Investment Advisors, LLC | 1.33% | Add +17.0% | 2,798,063 | $65.3M |
| Wells Fargo & Company | 0.02% | Reduce -3.4% | 2,775,516 | $64.7M |
| Stratos Wealth Advisors, LLC | 2.80% | Add +94.5% | 2,504,474 | $58.4M |
| LPL Financial LLC | 0.02% | Add +24.3% | 2,329,584 | $54.3M |
| UBS Group AG | 0.01% | Reduce -38.1% | 2,255,621 | $52.6M |
| Hills Bank & Trust Co | 3.81% | Add +2.4% | 2,168,442 | $50.6M |
| Raymond James Financial Inc. | 0.02% | — | 2,017,255 | $47.0M |
| Captrust Financial Advisors | 0.12% | Reduce -26.9% | 1,851,301 | $43.2M |
| Summitry LLC | 1.96% | Add +9.2% | 1,710,746 | $39.9M |
| NewEdge Advisors, LLC | 0.22% | Add +10.8% | 1,548,877 | $36.1M |
| Focus Partners Wealth | 0.08% | Add +1.4% | 1,398,106 | $32.6M |
| Integrated Wealth Concepts LLC | 0.34% | Add +13.4% | 1,251,806 | $29.2M |
| Renaissance Technologies | 0.04% | Add +26.1% | 1,213,300 | $28.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.47% | Add +10.5% | 1,031,266 | $24.0M |
| Connecticut Wealth Management, LLC | 0.99% | Add +19.0% | 860,214 | $20.1M |
| Osaic Holdings, Inc. | 0.04% | Add +10.2% | 825,260 | $19.2M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +7.8% | 780,734 | $18.2M |
| Horizon Advisory Services, Inc. | 10.16% | New | 760,961 | $17.7M |
| Cornerstone Planning, LLC | 6.60% | — | 740,480 | $17.3M |
| CENTRAL TRUST Co | 0.41% | Add +74.6% | 718,700 | $16.8M |
| Moseley Investment Management Inc. | 6.19% | Add +2.9% | 679,833 | $15.9M |
| Carnegie Investment Counsel | 0.45% | Add +20.4% | 674,673 | $15.7M |
| Stifel Financial Corp. | 0.02% | Add +3.3% | 664,331 | $15.5M |
| MV Capital Management, Inc. | 1.65% | Add +0.3% | 661,541 | $15.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +453.7% | 650,306 | $15.2M |
| Ashton Thomas Private Wealth, LLC | 0.58% | Add +25.9% | 633,633 | $14.8M |
| Krilogy Financial LLC | 0.97% | Add +28.5% | 624,158 | $14.6M |
| Denver PWM, LLC | 5.63% | Add +5.2% | 623,810 | $14.5M |
| Delta Wealth Advisors LLC | 13.21% | Add +38.9% | 600,844 | $14.0M |
| Rockefeller Capital Management L.P. | 0.04% | Reduce -6.0% | 593,335 | $13.8M |
| Mercer Global Advisors Inc. | 0.03% | Add +25.1% | 585,002 | $13.6M |
| Royal Bank of Canada | 0.00% | Add +28.6% | 582,795 | $13.6M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -24.2% | 546,301 | $12.7M |
| Thrivent Financial for Lutherans | 0.02% | Add +2.6% | 538,529 | $12.5M |
| MKT Advisors LLC | 5.12% | Add +27.7% | 503,053 | $11.7M |
| Scissortail Wealth Management, LLC | 2.78% | Add +91197.1% | 465,615 | $10.9M |
| Strategic Blueprint, LLC | 0.61% | Add +17.7% | 439,715 | $10.3M |
| Baltimore-Washington Financial Advisors, Inc. | 0.49% | Add +10.1% | 406,979 | $9.5M |
| Mesirow Financial Investment Management, Inc. | 0.18% | Reduce -1.0% | 396,503 | $9.2M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -1.6% | 391,571 | $9.1M |
| Atlantic Private Wealth, LLC | 6.72% | Add +48.5% | 382,633 | $8.9M |
| Sanctuary Advisors, LLC | 0.06% | Add +3.5% | 378,893 | $8.9M |
| Kestra Advisory Services, LLC | 0.05% | Add +88.8% | 370,068 | $8.6M |
| Commonwealth Equity Services, LLC | 0.01% | Add +11.2% | 368,631 | $8.6M |
| CreativeOne Wealth, LLC | 0.26% | Add +458.0% | 368,332 | $8.6M |
| Lido Advisors, LLC | 0.05% | Reduce -6.9% | 358,196 | $8.4M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -2.8% | 356,588 | $8.3M |
| Wealth Management Strategies, Inc. | 6.28% | — | 352,231 | $8.2M |
| GPS Wealth Strategies Group, LLC | 1.03% | New | 344,505 | $8.0M |
| Eldridge Investment Advisors, Inc. | 1.82% | Add +10.7% | 335,838 | $7.8M |
| 49 Wealth Management, LLC | 1.04% | Add +47.6% | 313,005 | $7.3M |
| Park Avenue Securities LLC | 0.07% | Add +29.5% | 306,172 | $7.1M |
| MAI Capital Management | 0.05% | New | 303,634 | $7.1M |
| Keeler Thomas Management LLC | 2.52% | Reduce -4.4% | 303,081 | $7.1M |
| KOM Wealth Management Group, LLC | 5.18% | Add +34.7% | 301,108 | $7.0M |
| Faithward Advisors, LLC | 1.18% | New | 297,643 | $6.9M |
| McGuire Investment Group, LLC | 1.00% | Add +0.5% | 297,293 | $6.9M |
| Sound View Wealth Advisors Group, LLC | 0.56% | Add +971.6% | 296,858 | $6.9M |
| Wolfstich Capital, LLC | 6.08% | — | 294,180 | $6.9M |
| Shelton Wealth Management, LLC | 3.56% | Add +31.1% | 278,713 | $6.5M |
| Leavell Investment Management, Inc. | 0.31% | Add +25.3% | 271,233 | $6.3M |
| Cwm, LLC | 0.02% | Reduce -5.7% | 249,216 | $5.8M |
| PSI Advisors, LLC | 1.72% | Add +31.0% | 248,072 | $5.8M |
| Atria Wealth Solutions, Inc. | 0.06% | Reduce -5.5% | 239,389 | $5.6M |
| Janney Montgomery Scott LLC | 0.02% | Add +14.3% | 235,986 | $5.5M |
| D.A. Davidson & Co. | 0.04% | Add +9.1% | 231,528 | $5.4M |
| Ameriprise Financial Inc. | 0.00% | Add +23.7% | 223,204 | $5.2M |
| Gradient Investments LLC | 0.11% | Add +5.7% | 222,672 | $5.2M |
| GLOBALT Investments LLC / GA | 0.20% | Reduce -91.1% | 222,300 | $5.2M |
| Baird Financial Group, Inc. | 0.01% | Add +27.9% | 221,025 | $5.2M |
| Lunt Capital Management, Inc. | 2.00% | Add +8.1% | 220,721 | $5.1M |
| Americana Partners, LLC | 0.21% | Reduce -27.6% | 219,929 | $5.1M |
| Trinity Wealth Management, LLC | 2.31% | Add +708.0% | 218,843 | $5.1M |
| OneAscent Financial Services LLC | 0.43% | New | 218,778 | $5.1M |
| Oppenheimer Asset Management Inc. | 0.06% | Add +2.3% | 217,891 | $5.1M |
| HighTower Advisors, LLC | 0.01% | Add +28.7% | 203,216 | $4.7M |
| Brookstone Capital Management | 0.07% | Add +3.9% | 201,659 | $4.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Reduce -0.7% | 198,401 | $4.6M |
| Cetera Investment Advisers | 0.01% | Reduce -24.8% | 197,956 | $4.6M |
| Goldman Sachs Group Inc. | 0.00% | Add +1233.3% | 194,095 | $4.5M |
| Transcend Capital Advisors, LLC | 0.33% | Reduce -21.5% | 193,325 | $4.5M |
| Global Retirement Partners, LLC | 0.12% | Add +4.0% | 175,931 | $4.1M |
| IFG Advisory, LLC | 0.23% | Add +80.6% | 174,284 | $4.1M |
| Wealthspire Advisors, LLC | 0.04% | Add +0.6% | 165,054 | $3.8M |
| United Capital Financial Advisors, LLC | 0.03% | Add +35.9% | 163,969 | $3.8M |
| Boston Family Office LLC | 0.26% | Add +5.8% | 161,452 | $3.8M |
| Midwest Professional Planners, LTD. | 1.06% | Add +51.0% | 152,666 | $3.6M |
| Stonebridge Financial Group, LLC | 0.39% | — | 152,376 | $3.6M |
| Mariner, LLC | 0.01% | Add +2.8% | 145,088 | $3.4M |
| Belpointe Asset Management LLC | 0.20% | Add +16.7% | 144,272 | $3.4M |
| Probity Advisors, Inc. | 0.65% | Add +13.7% | 144,184 | $3.4M |
| Money Concepts Capital Corp. | 0.24% | Add +135.2% | 140,651 | $3.3M |
| IFP Advisors, Inc | 0.10% | Add +0.6% | 132,444 | $3.1M |
| Asset Dedication, LLC | 0.24% | Reduce -10.6% | 129,742 | $3.0M |
| Valmark Advisers, Inc. | 0.05% | Add +15.3% | 126,273 | $2.9M |
| Equitable Holdings, Inc. | 0.03% | Add +60.6% | 124,139 | $2.9M |
| 1858 Wealth Management, LLC | 2.29% | Add +1.6% | 123,989 | $2.9M |
| Accretive Wealth Partners, LLC | 1.22% | Add +19.7% | 123,427 | $2.9M |
| Asset Advisors Investment Management, LLC | 0.30% | Add +4.2% | 123,331 | $2.9M |
| Flavin Financial Services, Inc. | 2.68% | — | 120,780 | $2.8M |
| Archer Investment Corp | 0.75% | Add +2981.3% | 120,017 | $2.8M |
| Stockman Wealth Management, Inc. | 0.43% | Add +7.4% | 118,060 | $2.8M |
| Creative Planning | 0.00% | Add +8.4% | 114,702 | $2.7M |
| Lantz Financial LLC | 0.68% | Reduce -5.8% | 110,144 | $2.6M |
| Parkside Financial Bank & Trust | 0.34% | No change | 108,707 | $2.5M |
| Orion Porfolio Solutions, LLC | 0.02% | New | 104,383 | $2.4M |
| Orion Portfolio Solutions, LLC | 0.02% | New | 104,383 | $2.4M |
| SCS Capital Management LLC | 0.05% | Add +0.3% | 104,121 | $2.4M |
| Allworth Financial LP | 0.01% | Add +2.2% | 103,760 | $2.4M |
| Atria Investments, Inc | 0.03% | Add +903.2% | 100,208 | $2.3M |
| Regal Investment Advisors LLC | 0.16% | Add +127.0% | 91,371 | $2.1M |
| Howland Capital Management LLC | 0.09% | Add +44.7% | 91,313 | $2.1M |
| Private Advisor Group, LLC | 0.01% | Add +0.4% | 90,950 | $2.1M |
| Portland Global Advisors LLC | 0.26% | Add +16.0% | 89,781 | $2.1M |
| Signaturefd, LLC | 0.04% | New | 89,351 | $2.1M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -1.2% | 83,847 | $2.0M |
| Gould Asset Management LLC | 0.41% | Add +5.5% | 83,747 | $2.0M |
| Altus Wealth Group LLC | 0.82% | Reduce -5.2% | 79,469 | $1.9M |
| True Link Financial Advisors, LLC | 0.15% | Add +102.5% | 77,987 | $1.8M |
| Summit Wealth Partners, LLC | 0.37% | Reduce -2.4% | 76,665 | $1.8M |
| Silver Oak Securities, Incorporated | 0.16% | Add +39.5% | 76,125 | $1.8M |
| STAR Financial Bank | 1.26% | Add +5.7% | 74,925 | $1.7M |
| Austin Private Wealth, LLC | 0.16% | Add +53.4% | 73,536 | $1.7M |
| Independent Advisor Alliance | 0.02% | New | 72,293 | $1.7M |
| Compound Planning, Inc. | 0.08% | New | 71,334 | $1.7M |
| Associated Banc-Corp | 0.05% | Add +1.5% | 71,050 | $1.7M |
| International Assets Investment Management, LLC | 0.14% | New | 69,463 | $1.6M |
| Templeton & Phillips Capital Management, LLC | 1.27% | Add +356.8% | 68,880 | $1.6M |
| Reliant Wealth Planning | 0.75% | Add +25.2% | 68,816 | $1.6M |
| Montag A & Associates Inc. | 0.07% | Add +7.0% | 65,812 | $1.5M |
| Berger Financial Group, Inc | 0.10% | Add +177.8% | 64,771 | $1.5M |
| Kestra Private Wealth Services, LLC | 0.03% | Reduce -18.8% | 63,032 | $1.5M |
| Crestmont Private Wealth LLC | 0.66% | Add +142.2% | 62,873 | $1.5M |
| Cannon Financial Strategists, Inc. | 0.25% | Add +1.4% | 61,298 | $1.4M |
| Phillips Financial Management, LLC | 0.11% | Add +1.4% | 60,722 | $1.4M |
| Novem Group | 0.21% | — | 59,796 | $1.4M |
| Avantax Planning Partners, Inc. | 0.05% | Reduce -1.0% | 59,555 | $1.4M |
| Fullcircle Wealth LLC | 0.56% | Reduce -3.1% | 58,802 | $1.4M |
| Sigma Planning Corp | 0.04% | Add +8.3% | 58,659 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +2.7% | 57,274 | $1.3M |
| Leo Wealth, LLC | 0.12% | Reduce -61.2% | 55,518 | $1.3M |
| Country Club Bank | 0.08% | Reduce -0.4% | 53,854 | $1.3M |
| Safeguard Financial, LLC | 0.27% | Add +10.7% | 53,581 | $1.2M |
| Riverchase Wealth Management, LLC | 0.91% | — | 52,435 | $1.2M |
| NorthCoast Asset Management LLC | 0.01% | Reduce -27.1% | 49,142 | $1.1M |
| Klaas Financial Asset Advisors, LLC | 0.19% | Add +37.4% | 47,262 | $1.1M |
| Montecito Bank & Trust | 0.18% | Reduce -17.9% | 45,493 | $1.1M |
| Carmel Capital Partners, LLC | 0.42% | No change | 44,500 | $1.0M |
| 4J Wealth Management LLC | 0.84% | Reduce -9.0% | 44,484 | $1.0M |
| Beacon Financial Planning, Inc. | 0.59% | Add +112.3% | 43,619 | $1.0M |
| Mill Creek Capital Advisors, LLC | 0.02% | No change | 43,500 | $1.0M |
| Dorsey & Whitney Trust CO LLC | 0.06% | No change | 42,938 | $1.0M |
| Knollwood Investment Advisory, LLC | 0.10% | No change | 42,900 | $1.0M |
| Horizons Wealth Management | 0.76% | Add +4.2% | 42,209 | $984K |
| Element Wealth, LLC | 0.49% | Add +0.4% | 39,776 | $928K |
| Barrett & Company, Inc. | 0.38% | Add +8.2% | 38,730 | $903K |
| Wealth Advisory Solutions, LLC | 0.25% | Add +3.5% | 37,953 | $885K |
| Foundry Financial Group, Inc. | 0.55% | Reduce -8.1% | 37,836 | $882K |
| BlackRock, Inc. | 0.00% | New | 37,432 | $873K |
| Cooper Financial Group | 0.10% | Add +7.0% | 37,319 | $870K |
| Regions Financial Corp. | 0.01% | New | 37,261 | $869K |
| Consolidated Portfolio Review Corp | 0.13% | Add +14.2% | 36,229 | $845K |
| Granite Harbor Advisors, Inc. | 0.46% | Add +40.0% | 35,399 | $826K |
| Snowden Capital Advisors LLC | 0.03% | Reduce -3.2% | 34,872 | $813K |
| Hughes Financial Services, LLC | 0.16% | — | 33,597 | $783K |
| Endowment Wealth Management, Inc. | 0.51% | New | 32,857 | $766K |
| Focused Wealth Management, Inc | 0.10% | Add +0.4% | 32,753 | $764K |
| Thoroughbred Financial Services, LLC | 0.05% | Reduce -1.6% | 32,461 | $757K |
| Fairhaven Wealth Management, LLC | 0.24% | No change | 32,414 | $756K |
| Cerity Partners LLC | 0.00% | Reduce -18.4% | 31,270 | $729K |
| Compass Ion Advisors, LLC | 0.08% | No change | 30,082 | $702K |
| Cibc World Market Inc. | 0.00% | Add +39.9% | 30,030 | $700K |
| Conrad Siegel Investment Advisors, Inc. | 0.19% | Reduce -8.2% | 29,497 | $688K |
| Fourth Dimension Wealth, LLC | 0.33% | — | 27,215 | $635K |
| Savvy Advisors, Inc. | 0.07% | New | 26,581 | $620K |
| Geneos Wealth Management Inc. | 0.02% | Add +15.0% | 26,554 | $619K |
| BCS Wealth Management | 0.15% | No change | 26,315 | $614K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +9.9% | 25,500 | $595K |
| Cherry Tree Wealth Management, LLC | 0.15% | Add +6.3% | 25,444 | $593K |
| Duncker Streett & Co. Inc. | 0.11% | Add +48.9% | 25,351 | $591K |
| GTS Securities LLC | 0.03% | Reduce -22.6% | 25,193 | $588K |
| Richard P Slaughter Associates Inc | 0.13% | Reduce -18.0% | 25,150 | $586K |
| Crews Bank & Trust | 0.09% | — | 23,215 | $541K |
| Koss-Olinger Consulting, LLC | 0.05% | Add +1.0% | 22,942 | $535K |
| Roberts Financial Services LLC | 0.10% | New | 22,809 | $532K |
| Signature Wealth Management Group | 0.21% | Add +13.6% | 22,666 | $529K |
| KFG Wealth Management, LLC | 0.10% | Add +63.4% | 22,078 | $515K |
| Carrera Capital Advisors | 0.12% | Add +1.4% | 21,957 | $512K |
| Coldstream Capital Management Inc. | 0.01% | Add +5.4% | 21,825 | $509K |
| Straight Path Wealth Management | 0.20% | Add +14.7% | 21,706 | $506K |
| RVW Wealth, LLC | 0.05% | Reduce -18.0% | 21,474 | $501K |
| Steele Capital Management, Inc. | 0.03% | Reduce -5.7% | 21,310 | $497K |
| Black Swift Group, LLC | 0.10% | Reduce -37.0% | 20,725 | $483K |
| Schmidt P J Investment Management Inc. | 0.08% | Add +8.9% | 20,435 | $477K |
| Cambridge Financial Group, LLC | 0.20% | New | 20,287 | $473K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.04% | Reduce -11.0% | 20,236 | $472K |
| Black Cypress Capital Management, LLC | 0.41% | No change | 20,057 | $468K |
| Principal Securities, Inc. | 0.01% | Reduce -1.6% | 19,775 | $461K |
| Benjamin Edwards Inc. | 0.01% | Reduce -82.1% | 19,307 | $450K |
| Whalen Wealth Management Inc. | 0.30% | Add +34.0% | 18,715 | $436K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 18,400 | $429K |
| Northstar Group, Inc. | 0.07% | Add +106.6% | 17,760 | $414K |
| Cary Street Partners Financial LLC | 0.01% | — | 17,650 | $412K |
| Rinkey Investments | 0.13% | New | 17,366 | $405K |
| Evexia Wealth LLC | 0.14% | Add +51.7% | 17,359 | $405K |
| Global Endowment Management, LP | 0.05% | New | 17,270 | $403K |
| World Investment Advisors | 0.01% | Add +0.2% | 16,699 | $389K |
| Pinnacle Bancorp, Inc. | 0.12% | Add +9.7% | 16,275 | $380K |
| Cambria Investment Management, L.P. | 0.02% | New | 16,240 | $379K |
| Empowered Funds, LLC | 0.01% | New | 16,240 | $379K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -2.8% | 15,953 | $372K |
| Comerica Bank | 0.00% | Add +86.6% | 15,722 | $367K |
| Apella Capital, LLC | 0.01% | Add +1.5% | 15,242 | $355K |
| Independent Financial Group, LLC | 0.01% | Reduce -1.9% | 15,123 | $353K |
| AQR Capital Management | 0.00% | Add +3.5% | 14,927 | $348K |
| JPMorgan Chase & Co. | 0.00% | Add +342.2% | 13,955 | $325K |
| Savant Capital, LLC | 0.00% | New | 13,845 | $323K |
| CFS Investment Advisory Services, LLC | 0.03% | Reduce -0.1% | 13,539 | $316K |
| Private Trust Co. NA | 0.03% | No change | 13,447 | $314K |
| Resonant Capital Advisors, LLC | 0.02% | Reduce -4.5% | 13,429 | $313K |
| Mascoma Wealth Management LLC | 0.08% | No change | 13,398 | $312K |
| Costello Asset Management, INC | 0.21% | Add +114.4% | 13,313 | $310K |
| Chesley Taft & Associates LLC | 0.01% | New | 13,200 | $308K |
| Apollon Wealth Management, LLC | 0.01% | Reduce -37.3% | 13,163 | $307K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.13% | Reduce -11.5% | 12,139 | $283K |
| Madden Advisory Services, Inc. | 0.13% | Add +1.8% | 12,070 | $281K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.28% | No change | 11,489 | $268K |
| Mattern Capital Management, LLC | 0.03% | Add +8.1% | 11,385 | $265K |
| Synovus Financial Corp. | 0.00% | Reduce -90.0% | 11,331 | $264K |
| Fortis Capital Management LLC | 0.05% | Add +0.8% | 11,266 | $263K |
| Empower Advisory Group, LLC | 0.00% | No change | 10,773 | $251K |
| American Trust | 0.02% | No change | 10,757 | $251K |
| AllSquare Wealth Management LLC | 0.14% | No change | 10,754 | $251K |
| Laurel Wealth Advisors LLC | 0.04% | Reduce -8.5% | 10,715 | $250K |
| Jim Saulnier & Associates, LLC | 0.21% | Add +1.5% | 10,660 | $249K |
| SoundView Advisors Inc. | 0.10% | — | 10,320 | $240K |
| Princeton Global Asset Management LLC | 0.04% | Add +0.1% | 10,095 | $235K |
| Diversify Advisory Services, LLC | 0.01% | No change | 10,000 | $233K |
| Beaumont Asset Management, L.L.C. | 0.14% | No change | 10,000 | $233K |
| Tiaa Trust, National Association | 0.00% | New | 10,000 | $233K |
| Aries Wealth Management | 0.06% | Reduce -36.7% | 9,773 | $228K |
| Truist Financial Corp. | 0.00% | Reduce -93.5% | 9,680 | $226K |
| TFR Capital, LLC. | 0.11% | — | 9,598 | $224K |
| Advance Capital Management, Inc. | 0.01% | Add +1.5% | 9,173 | $214K |
| Autumn Glory Partners, LLC | 0.10% | Add +1.4% | 9,023 | $210K |
| Alterna Wealth Management, Inc. | 0.17% | New | 8,865 | $207K |
| Portland Financial Advisors Inc | 0.56% | — | 8,849 | $206K |
| StoneX Group Inc. | 0.01% | Reduce -12.1% | 8,849 | $206K |
| Waverly Advisors, LLC | 0.00% | Add +0.1% | 8,670 | $202K |
| Modera Wealth Management, LLC | 0.00% | New | 8,601 | $201K |
| WASHINGTON TRUST Co | 0.01% | No change | 7,300 | $170K |
| AE Wealth Management LLC | 0.00% | Reduce -22.4% | 7,151 | $167K |
| Farther Finance Advisors, LLC | 0.01% | Reduce -86.9% | 6,900 | $161K |
| Kestra Investment Management, LLC | 0.01% | New | 6,808 | $159K |
| Kohmann Bosshard Financial Services, LLC | 0.02% | New | 6,291 | $147K |
| Physician Wealth Advisors, Inc. | 0.02% | New | 5,847 | $136K |
| Eastern Bank | 0.00% | No change | 5,668 | $132K |
| Spectrum Wealth Counsel, LLC | 0.01% | Reduce -1.0% | 4,882 | $114K |
| FMR LLC | 0.00% | New | 3,604 | $84K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 3,118 | $73K |
| Colonial Trust Co / SC | 0.01% | No change | 3,026 | $71K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,500 | $58K |
| Oliver Lagore Vanvalin Investment Group | 0.01% | Reduce -32.5% | 2,318 | $54K |
| Capital Analysts, LLC | 0.00% | No change | 1,955 | $46K |
| TD Capital Management LLC | 0.00% | Add +1.5% | 1,969 | $46K |
| Crewe Advisors LLC | 0.01% | No change | 1,830 | $43K |
| 2UniFi Bank | 0.03% | — | 1,803 | $42K |
| Towne Trust Company, N.A | 0.01% | New | 1,600 | $37K |
| Bank of Montreal | 0.00% | Reduce -4.7% | 1,566 | $37K |
| Spire Wealth Management | 0.00% | No change | 1,425 | $33K |
| Robbins Farley | 0.02% | No change | 1,376 | $32K |
| Hemington Wealth Management | 0.01% | No change | 1,182 | $27K |
| Blair William & Co. | 0.00% | No change | 1,153 | $27K |
| Balentine LLC | 0.00% | No change | 1,075 | $25K |
| Assetmark, Inc. | 0.00% | New | 934 | $22K |
| BankPlus Trust Department | 0.01% | — | 865 | $20K |
| Kennebec Savings Bank | 0.02% | No change | 849 | $20K |
| First PREMIER Bank | 0.00% | Add +6.5% | 742 | $17K |
| Synergy Asset Management, LLC | 0.00% | New | 713 | $17K |
| Van Hulzen Asset Management, LLC | 0.00% | New | 635 | $15K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.4% | 632 | $15K |
| Mattson Financial Services, LLC | 0.00% | No change | 590 | $14K |
| Cullen/Frost Bankers, Inc. | 0.00% | No change | 567 | $13K |
| Aptus Capital Advisors, LLC | 0.00% | Add +312.7% | 553 | $13K |
| Bank of New Hampshire | 0.00% | New | 495 | $12K |
| Financial Management Professionals, Inc. | 0.00% | No change | 285 | $7K |
| Talon Private Wealth, LLC | 0.00% | No change | 277 | $6K |
| Stephens Consulting, LLC | 0.00% | Add +1.5% | 269 | $6K |
| Harbour Investments, Inc. | 0.00% | New | 158 | $4K |
| Lowe Wealth Advisors, LLC | 0.00% | Reduce -42.7% | 130 | $3K |
| Venturi Wealth Management, LLC | 0.00% | New | 99 | $2K |
| Blue Trust, Inc. | 0.00% | Add +83.7% | 90 | $2K |
| Nemes Rush Group LLC | 0.00% | Add +19.1% | 56 | $1K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 53 | $1K |
| Citigroup Inc. | 0.00% | Reduce -77.8% | 8 | $187 |
| Aventura Private Wealth, LLC | 0.00% | — | 5 | $117 |
"% 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.