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 |
| Stockman Wealth Management, Inc. | 0.45% | Add +9.5% | 129,296 | $3.0M |
| 1858 Wealth Management, LLC | 2.49% | Add +1.5% | 125,832 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | New | 117,741 | $2.8M |
| Creative Planning | 0.00% | Reduce -1.1% | 113,441 | $2.7M |
| Essential Planning, LLC. | 1.06% | Reduce -98.7% | 112,449 | $2.6M |
| Stonebridge Financial Group, LLC | 0.28% | Reduce -26.6% | 111,848 | $2.6M |
| Lantz Financial LLC | 0.71% | Add +0.2% | 110,396 | $2.6M |
| Private Advisor Group, LLC | 0.02% | Add +21.3% | 110,325 | $2.6M |
| Drive Wealth Management, LLC | 0.60% | New | 109,576 | $2.6M |
| Equitable Holdings, Inc. | 0.02% | Reduce -12.3% | 108,871 | $2.5M |
| Parkside Financial Bank & Trust | 0.32% | No change | 108,707 | $2.5M |
| Howland Capital Management LLC | 0.11% | Add +16.9% | 106,747 | $2.5M |
| True Link Financial Advisors, LLC | 0.19% | Add +36.0% | 106,103 | $2.5M |
| Atria Investments, Inc | 0.03% | Add +5.8% | 106,022 | $2.5M |
| IFG Advisory, LLC | 0.14% | Reduce -39.6% | 105,258 | $2.5M |
| Allworth Financial LP | 0.01% | Reduce -3.8% | 99,846 | $2.3M |
| Portland Global Advisors LLC | 0.29% | Add +10.7% | 99,363 | $2.3M |
| SCS Capital Management LLC | 0.03% | Reduce -4.9% | 99,050 | $2.3M |
| Jane Street Group, LLC | 0.00% | New | 97,425 | $2.3M |
| Klaas Financial Asset Advisors, LLC | 0.39% | Add +104.1% | 96,464 | $2.3M |
| Signaturefd, LLC | 0.04% | Add +6.0% | 94,726 | $2.2M |
| Prospera Financial Services Inc | 0.05% | New | 94,174 | $2.2M |
| Silver Oak Securities, Incorporated | 0.20% | Add +21.5% | 92,459 | $2.2M |
| TFR Capital, LLC. | 0.89% | Add +850.1% | 91,189 | $2.1M |
| Wolf Group Capital Advisors | 0.71% | New | 90,402 | $2.1M |
| Gould Asset Management LLC | 0.42% | Add +5.2% | 88,112 | $2.1M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -15.9% | 87,767 | $2.1M |
| Orion Portfolio Solutions, LLC | 0.02% | Reduce -15.9% | 87,767 | $2.1M |
| Mill Creek Capital Advisors, LLC | 0.05% | Add +98.6% | 86,385 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.03% | Reduce -0.9% | 83,067 | $1.9M |
| Crestmont Private Wealth LLC | 0.78% | Add +23.3% | 77,493 | $1.8M |
| Compound Planning, Inc. | 0.08% | Add +6.2% | 75,788 | $1.8M |
| Fullcircle Wealth LLC | 0.73% | Add +28.6% | 75,641 | $1.8M |
| Associated Banc-Corp | 0.05% | Add +4.8% | 74,475 | $1.7M |
| Boston Family Office LLC | 0.12% | Reduce -54.0% | 74,200 | $1.7M |
| Austin Private Wealth, LLC | 0.15% | Reduce -3.4% | 71,037 | $1.7M |
| Kestra Private Wealth Services, LLC | 0.03% | Add +12.6% | 70,979 | $1.7M |
| International Assets Investment Management, LLC | 0.14% | No change | 69,463 | $1.6M |
| Templeton & Phillips Capital Management, LLC | 1.16% | No change | 68,880 | $1.6M |
| Rebalance, LLC | 0.12% | New | 68,277 | $1.6M |
| Montag A & Associates Inc. | 0.08% | Add +1.3% | 66,677 | $1.6M |
| Berger Financial Group, Inc | 0.11% | Add +0.8% | 65,311 | $1.5M |
| Reliant Wealth Planning | 0.66% | Reduce -10.0% | 61,955 | $1.4M |
| Cannon Financial Strategists, Inc. | 0.25% | Add +0.7% | 61,723 | $1.4M |
| Phillips Financial Management, LLC | 0.11% | Add +0.8% | 61,223 | $1.4M |
| Avantax Planning Partners, Inc. | 0.05% | Reduce -2.9% | 57,816 | $1.4M |
| Safeguard Financial, LLC | 0.30% | Add +7.9% | 57,810 | $1.4M |
| Riverchase Wealth Management, LLC | 0.92% | Add +6.8% | 55,997 | $1.3M |
| MML Investors Services, LLC | 0.00% | Reduce -2.5% | 55,834 | $1.3M |
| 4J Wealth Management LLC | 0.97% | Add +18.8% | 52,834 | $1.2M |
| Montecito Bank & Trust | 0.21% | Add +13.7% | 51,743 | $1.2M |
| Belpointe Asset Management LLC | 0.06% | Reduce -64.8% | 50,771 | $1.2M |
| Novem Group | 0.16% | Reduce -20.4% | 47,578 | $1.1M |
| Regions Financial Corp. | 0.01% | Add +25.9% | 46,896 | $1.1M |
| Leo Wealth, LLC | 0.16% | Reduce -16.1% | 46,599 | $1.1M |
| Summit Wealth Partners, LLC | 0.22% | Reduce -40.4% | 45,690 | $1.1M |
| STAR Financial Bank | 0.77% | Reduce -39.8% | 45,129 | $1.1M |
| Kestra Investment Management, LLC | 0.02% | Add +769.9% | 59,222 | $1.0M |
| Carmel Capital Partners, LLC | 0.41% | No change | 44,500 | $1.0M |
| Knollwood Investment Advisory, LLC | 0.11% | No change | 42,900 | $1.0M |
| Barrett & Company, Inc. | 0.42% | Add +8.1% | 41,880 | $979K |
| Endowment Wealth Management, Inc. | 0.63% | Add +27.3% | 41,829 | $978K |
| Horizons Wealth Management | 0.73% | Reduce -1.4% | 41,628 | $973K |
| Consolidated Portfolio Review Corp | 0.16% | Add +14.8% | 41,578 | $972K |
| Wealth Advisory Solutions, LLC | 0.25% | Add +6.1% | 40,275 | $941K |
| Beacon Financial Planning, Inc. | 0.54% | Reduce -8.1% | 40,079 | $937K |
| Hughes Financial Services, LLC | 0.18% | Add +19.5% | 40,134 | $935K |
| Washington Trust Advisors, Inc. | 0.07% | New | 35,842 | $838K |
| Element Wealth, LLC | 0.45% | Reduce -10.1% | 35,780 | $836K |
| Thoroughbred Financial Services, LLC | 0.05% | Add +9.7% | 35,619 | $832K |
| Foundry Financial Group, Inc. | 0.51% | Reduce -6.8% | 35,263 | $824K |
| Rinkey Investments | 0.26% | Add +103.0% | 35,246 | $824K |
| Schmidt P J Investment Management Inc. | 0.15% | Add +71.4% | 35,026 | $819K |
| Granite Harbor Advisors, Inc. | 0.43% | Reduce -1.2% | 34,985 | $818K |
| Focused Wealth Management, Inc | 0.11% | Add +1.9% | 33,387 | $780K |
| Balentine LLC | 0.03% | Add +3002.9% | 33,356 | $780K |
| Compass Ion Advisors, LLC | 0.08% | No change | 30,082 | $703K |
| Cambridge Financial Group, LLC | 0.30% | Add +48.1% | 30,046 | $702K |
| Cibc World Market Inc. | 0.00% | No change | 30,030 | $702K |
| Conrad Siegel Investment Advisors, Inc. | 0.18% | Add +0.3% | 29,582 | $691K |
| Seek First Inc. | 0.61% | — | 29,572 | $691K |
| Signature Wealth Management Group | 0.25% | Add +19.5% | 27,078 | $633K |
| Savvy Advisors, Inc. | 0.06% | Add +0.3% | 26,674 | $623K |
| BCS Wealth Management | 0.16% | No change | 26,315 | $615K |
| RFP Financial Group LLC | 0.24% | New | 25,777 | $602K |
| Fourth Dimension Wealth, LLC | 0.29% | Reduce -6.2% | 25,535 | $597K |
| Duncker Streett & Co. Inc. | 0.12% | No change | 25,351 | $592K |
| Geneos Wealth Management Inc. | 0.02% | Reduce -4.7% | 25,313 | $592K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -4.3% | 24,398 | $570K |
| KFG Wealth Management, LLC | 0.10% | Add +10.5% | 24,388 | $570K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -30.1% | 24,374 | $570K |
| GTS Securities LLC | 0.02% | Reduce -3.7% | 24,270 | $567K |
| Cooper Financial Group | 0.07% | Reduce -35.7% | 23,992 | $561K |
| Pinnacle Bancorp, Inc. | 0.18% | Add +46.0% | 23,765 | $555K |
| Koss-Olinger Consulting, LLC | 0.05% | Add +2.5% | 23,524 | $550K |
| Straight Path Wealth Management | 0.22% | Add +5.6% | 22,926 | $536K |
| Carrera Capital Advisors | 0.11% | Add +0.7% | 22,110 | $517K |
| Crews Bank & Trust | 0.09% | Reduce -5.0% | 22,065 | $516K |
| Cherry Tree Wealth Management, LLC | 0.12% | Reduce -13.9% | 21,908 | $512K |
| RVW Wealth, LLC | 0.05% | Add +0.7% | 21,622 | $505K |
| Roberts Financial Services LLC | 0.10% | Reduce -5.7% | 21,519 | $503K |
| Steele Capital Management, Inc. | 0.03% | No change | 21,310 | $498K |
| Modera Wealth Management, LLC | 0.01% | Add +144.2% | 21,007 | $491K |
| Cerity Partners LLC | 0.00% | Reduce -33.3% | 20,872 | $488K |
| Benjamin Edwards Inc. | 0.01% | Add +7.9% | 20,829 | $487K |
| Comerica Bank | 0.00% | Add +31.2% | 20,633 | $482K |
| Financial Advisory Corp | 0.08% | New | 20,313 | $475K |
| Black Cypress Capital Management, LLC | 0.43% | No change | 20,057 | $469K |
| Principal Securities, Inc. | 0.01% | No change | 19,775 | $461K |
| Northstar Group, Inc. | 0.08% | Add +8.5% | 19,266 | $450K |
| Sigma Planning Corp | 0.01% | Reduce -67.5% | 19,094 | $446K |
| Black Swift Group, LLC | 0.10% | Reduce -10.7% | 18,500 | $432K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 18,400 | $429K |
| Evexia Wealth LLC | 0.15% | Add +2.7% | 17,826 | $416K |
| Cary Street Partners Financial LLC | 0.01% | No change | 17,650 | $412K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Reduce -14.0% | 17,396 | $405K |
| Global Endowment Management, LP | 0.05% | No change | 17,270 | $404K |
| CFS Investment Advisory Services, LLC | 0.04% | Add +24.8% | 16,896 | $395K |
| World Investment Advisors | 0.01% | Add +0.1% | 16,712 | $391K |
| Bank of Montreal | 0.00% | Add +963.9% | 16,660 | $389K |
| Koshinski Asset Management, Inc. | 0.03% | No change | 15,953 | $373K |
| PNC Financial Services Group, Inc. | 0.00% | Add +29813.2% | 15,854 | $371K |
| Tableaux LLC | 0.27% | New | 15,810 | $369K |
| AQR Capital Management | 0.00% | No change | 14,927 | $349K |
| Private Trust Co. NA | 0.03% | Add +4.1% | 14,004 | $327K |
| Independent Financial Group, LLC | 0.01% | Reduce -8.1% | 13,898 | $325K |
| Dorsey & Whitney Trust CO LLC | 0.02% | Reduce -67.7% | 13,886 | $325K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.36% | Add +18.6% | 13,631 | $319K |
| Costello Asset Management, INC | 0.12% | Reduce -2.0% | 13,052 | $305K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.13% | Add +2.4% | 12,434 | $291K |
| Moneco Advisors, LLC | 0.03% | New | 12,304 | $288K |
| Madden Advisory Services, Inc. | 0.13% | Add +0.2% | 12,097 | $283K |
| Mattern Capital Management, LLC | 0.03% | Add +0.5% | 11,444 | $267K |
| Resonant Capital Advisors, LLC | 0.02% | Reduce -15.3% | 11,371 | $266K |
| American Trust | 0.07% | Add +5.3% | 11,328 | $265K |
| Fortis Capital Management LLC | 0.05% | Add +0.4% | 11,308 | $264K |
| Empower Advisory Group, LLC | 0.00% | No change | 10,773 | $252K |
| Flagship Private Wealth, LLC | 0.12% | New | 10,741 | $251K |
| Jim Saulnier & Associates, LLC | 0.20% | Add +0.7% | 10,734 | $251K |
| Laurel Wealth Advisors LLC | 0.04% | No change | 10,715 | $250K |
| Journey Advisory Group, LLC | 0.02% | New | 10,550 | $247K |
| Princeton Global Asset Management LLC | 0.05% | Add +3.5% | 10,452 | $244K |
| SoundView Advisors Inc. | 0.10% | No change | 10,320 | $241K |
| NorthRock Partners, LLC | 0.01% | New | 10,254 | $240K |
| Diversify Advisory Services, LLC | 0.01% | No change | 10,000 | $234K |
| AllSquare Wealth Management LLC | 0.14% | Reduce -7.0% | 10,004 | $234K |
| Beaumont Asset Management, L.L.C. | 0.14% | No change | 10,000 | $234K |
| Physician Wealth Advisors, Inc. | 0.04% | Add +66.7% | 9,749 | $228K |
| Chesley Taft & Associates LLC | 0.01% | Reduce -27.3% | 9,600 | $224K |
| Advisory Services Network, LLC | 0.00% | New | 9,307 | $218K |
| Portland Financial Advisors Inc | 0.55% | Add +4.9% | 9,279 | $217K |
| Advance Capital Management, Inc. | 0.01% | Add +0.7% | 9,236 | $216K |
| StoneX Group Inc. | 0.01% | Add +3.4% | 9,152 | $214K |
| Truist Financial Corp. | 0.00% | Reduce -6.2% | 9,078 | $212K |
| Mascoma Wealth Management LLC | 0.05% | Reduce -32.3% | 9,077 | $212K |
| Autumn Glory Partners, LLC | 0.10% | No change | 9,023 | $211K |
| Willis Johnson & Associates, Inc. | 0.02% | New | 9,002 | $210K |
| Alterna Wealth Management, Inc. | 0.16% | No change | 8,865 | $207K |
| Roman Butler Fullerton & Co. | 0.08% | New | 8,740 | $204K |
| Flow Traders U.S. LLC | 0.01% | New | 8,652 | $202K |
| Waverly Advisors, LLC | 0.00% | Reduce -0.6% | 8,622 | $201K |
| McCarthy & Cox | 0.09% | New | 8,568 | $200K |
| WASHINGTON TRUST Co | 0.01% | No change | 7,300 | $171K |
| AE Wealth Management LLC | 0.00% | Reduce -0.0% | 7,150 | $167K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -13.3% | 5,979 | $139K |
| JPMorgan Chase & Co. | 0.00% | Reduce -58.3% | 5,818 | $136K |
| Harbour Investments, Inc. | 0.00% | Add +3251.9% | 5,296 | $124K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 4,882 | $114K |
| Eastern Bank | 0.00% | Reduce -24.9% | 4,256 | $99K |
| Hara Capital LLC | 0.06% | New | 3,813 | $89K |
| Towne Trust Company, N.A | 0.03% | Add +125.0% | 3,600 | $84K |
| AlphaCore Capital LLC | 0.01% | New | 3,446 | $81K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 3,120 | $73K |
| 2UniFi Bank | 0.04% | Add +60.3% | 2,891 | $68K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,500 | $58K |
| FMR LLC | 0.00% | Reduce -36.8% | 2,277 | $53K |
| TD Capital Management LLC | 0.00% | Add +0.7% | 1,982 | $46K |
| Capital Analysts, LLC | 0.00% | No change | 1,955 | $46K |
| Blair William & Co. | 0.00% | Add +50.0% | 1,729 | $40K |
| Spire Wealth Management | 0.00% | No change | 1,425 | $33K |
| Robbins Farley | 0.02% | No change | 1,376 | $32K |
| Hemington Wealth Management | 0.00% | No change | 1,182 | $27K |
| Byrne Asset Management LLC | 0.02% | New | 1,121 | $26K |
| BankPlus Trust Department | 0.01% | No change | 865 | $20K |
| Kennebec Savings Bank | 0.02% | No change | 849 | $20K |
| First PREMIER Bank | 0.00% | No change | 742 | $17K |
| AdvisorNet Financial, Inc | 0.00% | Add +0.6% | 636 | $15K |
| Mattson Financial Services, LLC | 0.00% | Add +7.1% | 632 | $15K |
| Bare Financial Services, Inc | 0.01% | New | 585 | $14K |
| Bank of New Hampshire | 0.00% | No change | 495 | $12K |
| Breakwater Investment Management | 0.00% | New | 387 | $9K |
| Financial Management Professionals, Inc. | 0.00% | No change | 285 | $7K |
| Stephens Consulting, LLC | 0.00% | Add +0.7% | 271 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | Reduce -66.0% | 188 | $4K |
| Assetmark, Inc. | 0.00% | Reduce -85.9% | 132 | $3K |
| Blue Trust, Inc. | 0.00% | No change | 90 | $2K |
| Nemes Rush Group LLC | 0.00% | No change | 56 | $1K |
| Aventura Private Wealth, LLC | 0.00% | No change | 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.