iShares Ibonds Dec 2025 TermIBTFETF
13F holders, Q2 2025 (June 30)308holders +10
35new positions
22sold out
1famous investor
$23.40avg. 13F price*
At the end of Q2 2025, 308 institutions reported holding iShares Ibonds Dec 2025 Term (IBTF) in their 13F filings, up 10 from Q1 2025. 35 opened new positions and 22 sold out. The largest holders were HM Payson & Co. ($105.6M), Bank of America Corp. ($94.4M) and Morgan Stanley ($83.1M). One famous investor held it 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 35 | $15.6M |
| Exits | 22 | $63.0M |
All 13F filers, Q1 2025 → Q2 2025: 3,270,287 shares bought and 13,463,488 shares sold, net −10,193,201 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 308 holders
| HM Payson & Co. | 1.67% | Add +0.0% | 4,519,160 | $105.6M |
| Bank of America Corp. | 0.01% | Add +0.5% | 4,042,892 | $94.4M |
| Morgan Stanley | 0.01% | Reduce -8.3% | 3,556,598 | $83.1M |
| Capital Investment Advisors, LLC | 1.07% | Reduce -9.4% | 2,486,703 | $60.6M |
| LPL Financial LLC | 0.02% | Reduce -15.1% | 2,554,218 | $59.7M |
| Hills Bank & Trust Co | 3.21% | Reduce -1.0% | 2,178,749 | $50.9M |
| UBS Group AG | 0.01% | Reduce -2.3% | 1,908,151 | $44.6M |
| NewEdge Advisors, LLC | 0.16% | Reduce -8.6% | 1,319,780 | $30.8M |
| Raymond James Financial Inc. | 0.01% | Reduce -38.2% | 1,274,845 | $29.8M |
| Connecticut Wealth Management, LLC | 1.31% | Add +17.8% | 1,180,466 | $27.6M |
| Integrated Wealth Concepts LLC | 0.27% | Reduce -1.3% | 1,149,158 | $26.8M |
| Wells Fargo & Company | 0.01% | Reduce -57.6% | 1,112,080 | $26.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.42% | Add +1.0% | 1,061,348 | $24.8M |
| Captrust Financial Advisors | 0.05% | Reduce -15.3% | 1,022,812 | $23.9M |
| Denver PWM, LLC | 6.38% | Add +24.4% | 875,124 | $20.4M |
| Osaic Holdings, Inc. | 0.04% | Reduce -5.0% | 849,809 | $19.9M |
| Horizon Advisory Services, Inc. | 10.02% | Add +2.3% | 797,361 | $18.6M |
| Stratos Wealth Advisors, LLC | 0.98% | Reduce -67.8% | 790,034 | $18.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -1.9% | 789,713 | $18.4M |
| Krilogy Financial LLC | 0.94% | Add +2.8% | 699,134 | $16.3M |
| Delta Wealth Advisors LLC | 13.60% | Add +5.0% | 695,257 | $16.2M |
| Stifel Financial Corp. | 0.02% | Add +1.1% | 672,692 | $15.7M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -14.5% | 659,449 | $15.4M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +0.3% | 659,594 | $15.4M |
| MV Capital Management, Inc. | 1.58% | Reduce -1.3% | 655,864 | $15.3M |
| United Capital Financial Advisors, LLC | 0.12% | Add +73.0% | 651,802 | $15.2M |
| Moseley Investment Management Inc. | 5.16% | Reduce -6.1% | 641,093 | $15.0M |
| Carnegie Investment Counsel | 0.30% | Reduce -5.5% | 631,320 | $14.7M |
| Royal Bank of Canada | 0.00% | Add +5.1% | 580,493 | $13.6M |
| MKT Advisors LLC | 4.92% | Add +2.8% | 533,920 | $12.4M |
| Apella Capital, LLC | 0.34% | Reduce -4.5% | 530,340 | $12.4M |
| Scissortail Wealth Management, LLC | 2.90% | Add +1.8% | 517,095 | $12.1M |
| Wealth Management Strategies, Inc. | 6.25% | Add +26.3% | 497,719 | $11.6M |
| OneAscent Financial Services LLC | 0.80% | Add +115.5% | 480,174 | $11.2M |
| Goldman Sachs Group Inc. | 0.00% | Add +201.0% | 454,653 | $10.6M |
| CreativeOne Wealth, LLC | 0.26% | Add +3.5% | 430,547 | $10.1M |
| Sanctuary Advisors, LLC | 0.06% | Add +6.8% | 410,446 | $9.6M |
| Baltimore-Washington Financial Advisors, Inc. | 0.43% | Reduce -6.5% | 396,749 | $9.3M |
| Commonwealth Equity Services, LLC | 0.01% | Add +0.3% | 395,444 | $9.2M |
| Mesirow Financial Investment Management, Inc. | 0.18% | Reduce -1.7% | 387,685 | $9.1M |
| CENTRAL TRUST Co | 0.21% | Reduce -43.2% | 385,860 | $9.0M |
| NorthCoast Asset Management LLC | 0.04% | Add +5.7% | 376,043 | $8.8M |
| Brookstone Capital Management | 0.11% | Reduce -0.4% | 353,272 | $8.3M |
| Strategic Blueprint, LLC | 0.40% | Reduce -22.8% | 346,406 | $8.1M |
| Financial Engines Advisors L.L.C. | 0.02% | Reduce -13.1% | 343,301 | $8.0M |
| Janney Montgomery Scott LLC | 0.02% | Add +13.5% | 342,885 | $8.0M |
| Asset Dedication, LLC | 0.56% | Add +32.9% | 328,697 | $7.7M |
| Park Avenue Securities LLC | 0.07% | Reduce -4.1% | 317,172 | $7.4M |
| Lido Advisors, LLC | 0.04% | Reduce -2.7% | 314,746 | $7.4M |
| GPS Wealth Strategies Group, LLC | 0.84% | Reduce -3.7% | 313,328 | $7.3M |
| Eldridge Investment Advisors, Inc. | 1.44% | Reduce -5.7% | 295,543 | $6.9M |
| Focus Partners Wealth | 0.01% | Reduce -77.8% | 283,413 | $6.6M |
| MAI Capital Management | 0.05% | Reduce -0.2% | 280,908 | $6.6M |
| Baird Financial Group, Inc. | 0.01% | Add +27.2% | 271,617 | $6.3M |
| Faithward Advisors, LLC | 0.95% | Reduce -5.2% | 260,719 | $6.1M |
| Trinity Wealth Management, LLC | 2.21% | Add +8.4% | 237,937 | $5.6M |
| Sound View Wealth Advisors Group, LLC | 0.41% | Reduce -46.9% | 237,830 | $5.6M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -60.8% | 236,816 | $5.5M |
| Rockefeller Capital Management L.P. | 0.01% | Reduce -27.1% | 235,688 | $5.5M |
| 49 Wealth Management, LLC | 0.58% | Reduce -23.2% | 234,229 | $5.5M |
| Atria Wealth Solutions, Inc. | 0.12% | Reduce -3.7% | 234,212 | $5.5M |
| Coldstream Capital Management Inc. | 0.09% | Add +16.9% | 231,181 | $5.4M |
| Regal Investment Advisors LLC | 0.40% | Add +0.9% | 229,726 | $5.4M |
| Asset Advisors Investment Management, LLC | 0.51% | Add +7.0% | 219,979 | $5.1M |
| Archer Investment Corp | 1.22% | Add +51.3% | 219,659 | $5.1M |
| Midwest Professional Planners, LTD. | 1.35% | Add +2.4% | 219,651 | $5.1M |
| Ameriprise Financial Inc. | 0.00% | Reduce -3.2% | 218,772 | $5.1M |
| Belpointe Asset Management LLC | 0.21% | Add +330.8% | 218,700 | $5.1M |
| Keeler Thomas Management LLC | 2.15% | Reduce -0.3% | 213,476 | $5.0M |
| HighTower Advisors, LLC | 0.01% | Reduce -2.7% | 213,243 | $5.0M |
| Oppenheimer Asset Management Inc. | 0.06% | Reduce -1.1% | 212,764 | $5.0M |
| Cetera Investment Advisers | 0.01% | Add +1.7% | 208,051 | $4.9M |
| Country Club Bank | 0.30% | Reduce -10.2% | 207,251 | $4.8M |
| Mariner, LLC | 0.01% | Add +27.6% | 203,031 | $4.7M |
| Gradient Investments LLC | 0.09% | Add +2.1% | 201,887 | $4.7M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -3.2% | 194,087 | $4.5M |
| Lunt Capital Management, Inc. | 1.66% | Add +1.9% | 185,425 | $4.3M |
| GLOBALT Investments LLC / GA | 0.16% | Reduce -12.7% | 176,125 | $4.1M |
| Wealthspire Advisors, LLC | 0.02% | Add +1.7% | 169,088 | $3.9M |
| Rebalance, LLC | 0.26% | Add +136.7% | 161,584 | $3.8M |
| Accretive Wealth Partners, LLC | 1.21% | Add +6.1% | 158,534 | $3.7M |
| CW Advisors, LLC | 0.04% | New | 158,521 | $3.7M |
| Atlantic Private Wealth, LLC | 2.46% | Reduce -51.4% | 156,985 | $3.7M |
| Probity Advisors, Inc. | 0.64% | Add +4.0% | 156,192 | $3.6M |
| Leavell Investment Management, Inc. | 0.16% | Reduce -44.8% | 149,145 | $3.5M |
| Money Concepts Capital Corp. | 0.23% | Reduce -15.0% | 148,665 | $3.5M |
| Valmark Advisers, Inc. | 0.05% | Add +7.3% | 147,036 | $3.4M |
| Kestra Advisory Services, LLC | 0.02% | Reduce -66.2% | 146,676 | $3.4M |
| Prospera Financial Services Inc | 0.06% | Add +55.7% | 146,641 | $3.4M |
| Cwm, LLC | 0.01% | Reduce -44.5% | 133,134 | $3.1M |
| IFP Advisors, Inc | 0.09% | Reduce -4.3% | 130,771 | $3.1M |
| Stockman Wealth Management, Inc. | 0.41% | Reduce -1.1% | 127,888 | $3.0M |
| TFR Capital, LLC. | 1.08% | Add +39.6% | 127,277 | $3.0M |
| Transcend Capital Advisors, LLC | 0.23% | Reduce -33.9% | 126,151 | $2.9M |
| KOM Wealth Management Group, LLC | 2.33% | Reduce -30.3% | 126,103 | $2.9M |
| Ashton Thomas Private Wealth, LLC | 0.10% | Reduce -9.2% | 123,924 | $2.9M |
| Flavin Financial Services, Inc. | 2.74% | Reduce -22.7% | 121,023 | $2.8M |
| Lantz Financial LLC | 0.70% | Add +8.5% | 119,815 | $2.8M |
| Howland Capital Management LLC | 0.11% | Add +5.5% | 112,620 | $2.6M |
| Signaturefd, LLC | 0.04% | Add +18.5% | 112,208 | $2.6M |
"% 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.