iShares Ibonds Dec 2025 TermIBTFETF
13F holders, Q1 2025 (March 31)298holders −2
24new positions
23sold out
2famous investors
$23.36avg. 13F price*
At the end of Q1 2025, 298 institutions reported holding iShares Ibonds Dec 2025 Term (IBTF) in their 13F filings, down 2 from Q4 2024. 24 opened new positions and 23 sold out. The largest holders were HM Payson & Co. ($105.6M), Bank of America Corp. ($94.1M) and Morgan Stanley ($90.6M). 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 Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 24 | $18.1M |
| Exits | 23 | $53.4M |
All 13F filers, Q4 2024 → Q1 2025: 6,791,055 shares bought and 14,194,183 shares sold, net −7,403,128 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 298 holders
| HM Payson & Co. | 1.85% | Add +9.2% | 4,517,615 | $105.6M |
| Bank of America Corp. | 0.01% | Add +8.5% | 4,024,830 | $94.1M |
| Morgan Stanley | 0.01% | Add +5.0% | 3,876,224 | $90.6M |
| LPL Financial LLC | 0.03% | Add +29.1% | 3,008,101 | $70.3M |
| Capital Investment Advisors, LLC | 1.26% | Reduce -1.9% | 2,745,579 | $64.2M |
| Wells Fargo & Company | 0.01% | Reduce -5.5% | 2,623,689 | $61.3M |
| Stratos Wealth Advisors, LLC | 3.13% | Reduce -2.1% | 2,451,064 | $57.3M |
| Hills Bank & Trust Co | 3.62% | Add +1.5% | 2,200,359 | $51.4M |
| Raymond James Financial Inc. | 0.02% | Add +2.2% | 2,061,762 | $48.2M |
| UBS Group AG | 0.01% | Reduce -13.4% | 1,952,556 | $45.6M |
| NewEdge Advisors, LLC | 0.20% | Reduce -6.7% | 1,444,458 | $33.8M |
| Renaissance Technologies | 0.05% | Add +14.0% | 1,383,209 | $32.3M |
| Focus Partners Wealth | 0.07% | Reduce -8.9% | 1,274,122 | $29.8M |
| Captrust Financial Advisors | 0.07% | Reduce -34.7% | 1,208,095 | $28.2M |
| Integrated Wealth Concepts LLC | 0.32% | Reduce -7.0% | 1,163,718 | $27.2M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.46% | Add +1.9% | 1,051,268 | $24.6M |
| Connecticut Wealth Management, LLC | 1.23% | Add +16.5% | 1,001,901 | $23.4M |
| Osaic Holdings, Inc. | 0.05% | Add +8.4% | 894,941 | $20.9M |
| Northwestern Mutual Wealth Management Co. | 0.02% | Add +3.1% | 804,978 | $18.8M |
| Horizon Advisory Services, Inc. | 10.31% | Add +2.4% | 779,253 | $18.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +41.2% | 771,347 | $18.0M |
| Denver PWM, LLC | 5.92% | Add +12.8% | 703,372 | $16.4M |
| Moseley Investment Management Inc. | 6.24% | Add +0.4% | 682,500 | $16.0M |
| Krilogy Financial LLC | 1.03% | Add +9.0% | 680,226 | $15.9M |
| CENTRAL TRUST Co | 0.39% | Reduce -5.5% | 679,059 | $15.9M |
| Carnegie Investment Counsel | 0.37% | Reduce -1.0% | 667,835 | $15.6M |
| Stifel Financial Corp. | 0.02% | Add +0.1% | 665,092 | $15.5M |
| MV Capital Management, Inc. | 1.67% | Add +0.4% | 664,413 | $15.5M |
| Delta Wealth Advisors LLC | 14.04% | Add +10.2% | 661,885 | $15.5M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +1.1% | 657,298 | $15.4M |
| Mercer Global Advisors Inc. | 0.03% | Add +3.4% | 604,643 | $14.1M |
| Apella Capital, LLC | 0.44% | Add +3544.8% | 555,538 | $13.0M |
| Royal Bank of Canada | 0.00% | Reduce -5.2% | 552,443 | $12.9M |
| Thrivent Financial for Lutherans | 0.03% | No change | 538,529 | $12.5M |
| MKT Advisors LLC | 5.68% | Add +3.3% | 519,470 | $12.1M |
| Scissortail Wealth Management, LLC | 3.05% | Add +9.1% | 508,067 | $11.9M |
| Strategic Blueprint, LLC | 0.57% | Add +2.1% | 448,858 | $10.5M |
| Sound View Wealth Advisors Group, LLC | 0.86% | Add +50.9% | 447,972 | $10.5M |
| Kestra Advisory Services, LLC | 0.05% | Add +17.1% | 433,391 | $10.1M |
| Baltimore-Washington Financial Advisors, Inc. | 0.53% | Add +4.3% | 424,378 | $9.9M |
| CreativeOne Wealth, LLC | 0.29% | Add +13.0% | 416,157 | $9.7M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +10.8% | 394,959 | $9.2M |
| Commonwealth Equity Services, LLC | 0.01% | Add +7.0% | 394,356 | $9.2M |
| Mesirow Financial Investment Management, Inc. | 0.18% | Reduce -0.6% | 394,300 | $9.2M |
| Wealth Management Strategies, Inc. | 6.16% | Add +11.9% | 394,006 | $9.2M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -1.3% | 386,519 | $9.0M |
| Sanctuary Advisors, LLC | 0.06% | Add +1.5% | 384,484 | $9.0M |
| United Capital Financial Advisors, LLC | 0.08% | Add +129.8% | 376,867 | $8.8M |
| NorthCoast Asset Management LLC | 0.04% | Add +623.9% | 355,730 | $8.3M |
| Brookstone Capital Management | 0.12% | Add +75.9% | 354,788 | $8.3M |
| Park Avenue Securities LLC | 0.10% | Add +8.0% | 330,627 | $7.7M |
| McGuire Investment Group, LLC | 1.13% | Add +9.5% | 325,541 | $7.6M |
| GPS Wealth Strategies Group, LLC | 1.03% | Reduce -5.6% | 325,223 | $7.6M |
| Lido Advisors, LLC | 0.05% | Reduce -9.7% | 323,618 | $7.6M |
| Rockefeller Capital Management L.P. | 0.02% | Reduce -45.5% | 323,219 | $7.6M |
| Atlantic Private Wealth, LLC | 5.58% | Reduce -15.6% | 322,973 | $7.5M |
| Eldridge Investment Advisors, Inc. | 1.69% | Reduce -6.7% | 313,481 | $7.3M |
| 49 Wealth Management, LLC | 0.86% | Reduce -2.6% | 304,868 | $7.1M |
| Janney Montgomery Scott LLC | 0.02% | Add +28.0% | 302,120 | $7.1M |
| Wolfstich Capital, LLC | 6.21% | No change | 294,180 | $6.9M |
| MAI Capital Management | 0.05% | Reduce -7.3% | 281,593 | $6.6M |
| Faithward Advisors, LLC | 1.12% | Reduce -7.6% | 274,947 | $6.4M |
| Leavell Investment Management, Inc. | 0.31% | Reduce -0.4% | 270,075 | $6.3M |
| Asset Dedication, LLC | 0.47% | Add +90.6% | 247,283 | $5.8M |
| Atria Wealth Solutions, Inc. | 0.07% | Add +1.6% | 243,237 | $5.7M |
| Cwm, LLC | 0.02% | Reduce -3.7% | 240,105 | $5.6M |
| PSI Advisors, LLC | 1.80% | Reduce -4.8% | 236,190 | $5.5M |
| Country Club Bank | 0.36% | Add +328.5% | 230,757 | $5.4M |
| Americana Partners, LLC | 0.21% | Add +4.8% | 230,526 | $5.4M |
| Regal Investment Advisors LLC | 0.43% | Add +149.1% | 227,643 | $5.3M |
| Ameriprise Financial Inc. | 0.00% | Add +1.2% | 225,968 | $5.3M |
| OneAscent Financial Services LLC | 0.34% | Add +1.9% | 222,853 | $5.2M |
| Trinity Wealth Management, LLC | 2.34% | Add +0.3% | 219,543 | $5.1M |
| HighTower Advisors, LLC | 0.01% | Add +7.8% | 219,129 | $5.1M |
| Oppenheimer Asset Management Inc. | 0.06% | Reduce -1.3% | 215,178 | $5.0M |
| Midwest Professional Planners, LTD. | 1.56% | Add +40.5% | 214,464 | $5.0M |
| Keeler Thomas Management LLC | 2.45% | Reduce -29.4% | 214,073 | $5.0M |
| Baird Financial Group, Inc. | 0.01% | Reduce -3.4% | 213,609 | $5.0M |
| D.A. Davidson & Co. | 0.04% | Reduce -9.7% | 209,149 | $4.9M |
| Asset Advisors Investment Management, LLC | 0.50% | Add +66.7% | 205,527 | $4.8M |
| Cetera Investment Advisers | 0.01% | Add +3.3% | 204,522 | $4.8M |
| GLOBALT Investments LLC / GA | 0.19% | Reduce -9.3% | 201,650 | $4.7M |
| Cambridge Investment Research Advisors, Inc. | 0.02% | Add +1.1% | 200,580 | $4.7M |
| Coldstream Capital Management Inc. | 0.10% | Add +806.0% | 197,729 | $4.6M |
| Gradient Investments LLC | 0.09% | Reduce -11.2% | 197,724 | $4.6M |
| Transcend Capital Advisors, LLC | 0.32% | Reduce -1.3% | 190,781 | $4.5M |
| Lunt Capital Management, Inc. | 1.55% | Reduce -17.6% | 181,956 | $4.3M |
| KOM Wealth Management Group, LLC | 3.69% | Reduce -40.0% | 180,820 | $4.2M |
| Money Concepts Capital Corp. | 0.31% | Add +24.4% | 174,918 | $4.1M |
| Wealthspire Advisors, LLC | 0.02% | Add +0.7% | 166,234 | $3.9M |
| Mariner, LLC | 0.01% | Add +9.6% | 159,055 | $3.7M |
| BlackRock, Inc. | 0.00% | Add +319.9% | 157,160 | $3.7M |
| Flavin Financial Services, Inc. | 3.36% | Add +29.6% | 156,589 | $3.7M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -22.2% | 151,060 | $3.5M |
| Probity Advisors, Inc. | 0.67% | Add +4.1% | 150,117 | $3.5M |
| Accretive Wealth Partners, LLC | 1.23% | Add +21.1% | 149,475 | $3.5M |
| Archer Investment Corp | 0.88% | Add +21.0% | 145,189 | $3.4M |
| Valmark Advisers, Inc. | 0.05% | Add +8.5% | 137,015 | $3.2M |
| IFP Advisors, Inc | 0.10% | Add +3.2% | 136,703 | $3.2M |
| Ashton Thomas Private Wealth, LLC | 0.12% | Reduce -78.5% | 136,521 | $3.2M |
"% 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.