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 |
| Atria Investments, Inc | 0.03% | Add +3.2% | 109,392 | $2.6M |
| Parkside Financial Bank & Trust | 0.27% | Add +0.2% | 108,947 | $2.5M |
| Drive Wealth Management, LLC | 0.55% | Reduce -1.8% | 107,653 | $2.5M |
| Compound Planning, Inc. | 0.09% | Add +40.8% | 106,694 | $2.5M |
| Equitable Holdings, Inc. | 0.02% | Reduce -2.6% | 106,043 | $2.5M |
| Portland Global Advisors LLC | 0.29% | Add +6.3% | 105,636 | $2.5M |
| Global Retirement Partners, LLC | 0.06% | — | 100,388 | $2.3M |
| SCS Capital Management LLC | 0.03% | Add +0.2% | 99,248 | $2.3M |
| IFG Advisory, LLC | 0.11% | Reduce -7.3% | 97,601 | $2.3M |
| Creative Planning | 0.00% | Reduce -14.5% | 96,953 | $2.3M |
| Private Advisor Group, LLC | 0.01% | Reduce -15.8% | 92,851 | $2.2M |
| High Note Wealth, LLC | 0.50% | New | 92,785 | $2.2M |
| Gould Asset Management LLC | 0.42% | Add +4.2% | 91,812 | $2.1M |
| Allworth Financial LP | 0.01% | Reduce -8.4% | 91,485 | $2.1M |
| Essential Planning, LLC. | 0.79% | Reduce -19.5% | 90,476 | $2.1M |
| True Link Financial Advisors, LLC | 0.14% | Reduce -15.2% | 89,941 | $2.1M |
| Klaas Financial Asset Advisors, LLC | 0.33% | Reduce -7.0% | 89,686 | $2.1M |
| Silver Oak Securities, Incorporated | 0.17% | Reduce -5.2% | 87,690 | $2.0M |
| Mill Creek Capital Advisors, LLC | 0.04% | No change | 86,385 | $2.0M |
| Fourth Dimension Wealth, LLC | 0.82% | Add +225.4% | 83,088 | $1.9M |
| Orion Porfolio Solutions, LLC | 0.02% | Reduce -8.9% | 79,962 | $1.9M |
| Crestmont Private Wealth LLC | 0.67% | Add +2.0% | 79,081 | $1.8M |
| Templeton & Phillips Capital Management, LLC | 1.31% | Add +12.4% | 77,443 | $1.8M |
| D.A. Davidson & Co. | 0.01% | Reduce -63.4% | 76,512 | $1.8M |
| Associated Banc-Corp | 0.05% | Add +2.1% | 76,008 | $1.8M |
| Austin Private Wealth, LLC | 0.14% | Add +7.0% | 75,979 | $1.8M |
| Fullcircle Wealth LLC | 0.65% | Reduce -1.6% | 74,435 | $1.7M |
| Stratos Wealth Partners, LTD. | 0.02% | Reduce -11.6% | 73,396 | $1.7M |
| International Assets Investment Management, LLC | 0.13% | Reduce -2.0% | 68,063 | $1.6M |
| Kestra Private Wealth Services, LLC | 0.02% | Reduce -5.2% | 67,281 | $1.6M |
| Berger Financial Group, Inc | 0.10% | Reduce -0.4% | 65,021 | $1.5M |
| Bank of Montreal | 0.00% | Add +286.4% | 64,380 | $1.5M |
| Stonebridge Financial Group, LLC | 0.14% | Reduce -43.6% | 63,055 | $1.5M |
| Reliant Wealth Planning | 0.57% | Add +1.0% | 62,576 | $1.5M |
| Cannon Financial Strategists, Inc. | 0.23% | Add +1.0% | 62,356 | $1.5M |
| Riverchase Wealth Management, LLC | 0.89% | Add +7.2% | 60,003 | $1.4M |
| Avantax Planning Partners, Inc. | 0.04% | Reduce -0.1% | 57,733 | $1.3M |
| Montag A & Associates Inc. | 0.06% | Reduce -16.1% | 55,939 | $1.3M |
| HRT Financial LP | 0.01% | New | 54,815 | $1.3M |
| Phillips Financial Management, LLC | 0.09% | Reduce -10.8% | 54,643 | $1.3M |
| Leo Wealth, LLC | 0.10% | Add +15.4% | 53,788 | $1.3M |
| 4J Wealth Management LLC | 0.83% | Reduce -0.1% | 52,784 | $1.2M |
| Steward Partners Investment Advisory, LLC | 0.01% | Reduce -86.8% | 51,153 | $1.2M |
| Novem Group | 0.15% | Add +4.7% | 49,811 | $1.2M |
| Merit Financial Group, LLC | 0.01% | New | 49,635 | $1.2M |
| Hughes Financial Services, LLC | 0.20% | Add +23.5% | 49,564 | $1.2M |
| Boston Family Office LLC | 0.08% | Reduce -33.8% | 49,109 | $1.1M |
| Endowment Wealth Management, Inc. | 0.56% | Add +12.1% | 46,901 | $1.1M |
| Evexia Wealth LLC | 0.34% | Add +163.2% | 46,916 | $1.1M |
| MML Investors Services, LLC | 0.00% | Reduce -19.0% | 45,239 | $1.1M |
| Consolidated Portfolio Review Corp | 0.15% | Add +8.4% | 45,063 | $1.1M |
| Schmidt P J Investment Management Inc. | 0.17% | Add +23.2% | 43,141 | $1.0M |
| Knollwood Investment Advisory, LLC | 0.10% | No change | 42,900 | $1.0M |
| Summit Wealth Partners, LLC | 0.19% | Reduce -7.2% | 42,401 | $990K |
| Balentine LLC | 0.04% | Add +26.7% | 42,259 | $987K |
| Horizons Wealth Management | 0.70% | Reduce -0.5% | 41,404 | $967K |
| Beacon Financial Planning, Inc. | 0.53% | Add +0.8% | 40,387 | $943K |
| Wealth Advisory Solutions, LLC | 0.24% | Reduce -1.2% | 39,780 | $929K |
| Jane Street Group, LLC | 0.00% | Reduce -60.9% | 38,056 | $889K |
| Washington Trust Advisors, Inc. | 0.07% | Add +0.1% | 35,871 | $838K |
| Granite Harbor Advisors, Inc. | 0.39% | Add +1.6% | 35,536 | $830K |
| Foundry Financial Group, Inc. | 0.46% | Reduce -1.3% | 34,820 | $813K |
| Cambridge Financial Group, LLC | 0.30% | Add +13.4% | 34,082 | $796K |
| Barrett & Company, Inc. | 0.30% | Reduce -18.6% | 34,072 | $796K |
| Black Swift Group, LLC | 0.16% | Add +82.4% | 33,750 | $788K |
| Focused Wealth Management, Inc | 0.10% | Add +0.7% | 33,605 | $785K |
| Cibc World Market Inc. | 0.00% | No change | 30,030 | $702K |
| Seek First Inc. | 0.57% | Add +1.1% | 29,888 | $698K |
| Thoroughbred Financial Services, LLC | 0.05% | Reduce -21.4% | 28,007 | $654K |
| Sovereign Financial Group, Inc. | 0.13% | New | 27,884 | $651K |
| RFP Financial Group LLC | 0.27% | Add +7.9% | 27,820 | $650K |
| Savvy Advisors, Inc. | 0.04% | Add +3.5% | 27,594 | $645K |
| Signature Wealth Management Group | 0.25% | Reduce -0.3% | 26,988 | $630K |
| Pure Financial Advisors, LLC | 0.01% | New | 26,462 | $618K |
| Duncker Streett & Co. Inc. | 0.11% | No change | 25,351 | $592K |
| Benjamin Edwards Inc. | 0.01% | Add +20.1% | 25,024 | $585K |
| GTS Securities LLC | 0.03% | Add +1.6% | 24,645 | $576K |
| Element Wealth, LLC | 0.26% | Reduce -31.7% | 24,434 | $571K |
| Koss-Olinger Consulting, LLC | 0.05% | Add +1.7% | 23,917 | $559K |
| KFG Wealth Management, LLC | 0.09% | Reduce -2.4% | 23,799 | $556K |
| Cascade Investment Group, Inc. | 0.38% | New | 23,546 | $550K |
| Straight Path Wealth Management | 0.18% | Add +1.4% | 23,257 | $543K |
| Beacon Pointe Advisors, LLC | 0.01% | Reduce -5.3% | 23,115 | $540K |
| Compass Ion Advisors, LLC | 0.06% | Reduce -24.3% | 22,766 | $532K |
| Cooper Financial Group | 0.06% | Reduce -5.6% | 22,657 | $529K |
| Pinnacle Bancorp, Inc. | 0.16% | Reduce -5.4% | 22,478 | $525K |
| Carrera Capital Advisors | 0.11% | Add +1.1% | 22,346 | $522K |
| RVW Wealth, LLC | 0.04% | Add +1.1% | 21,858 | $511K |
| Cherry Tree Wealth Management, LLC | 0.12% | Reduce -2.0% | 21,477 | $502K |
| Steele Capital Management, Inc. | 0.02% | No change | 21,310 | $498K |
| Susquehanna International Group, LLP | 0.00% | Reduce -82.1% | 21,109 | $493K |
| Modera Wealth Management, LLC | 0.01% | No change | 21,007 | $491K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -17.5% | 20,892 | $488K |
| Conrad Siegel Investment Advisors, Inc. | 0.11% | Reduce -30.9% | 20,428 | $477K |
| Principal Securities, Inc. | 0.01% | Add +1.9% | 20,148 | $471K |
| Cerity Partners LLC | 0.00% | Reduce -4.1% | 20,007 | $467K |
| Tableaux LLC | 0.27% | Add +25.5% | 19,843 | $464K |
| Financial Advisory Corp | 0.07% | Reduce -7.6% | 18,765 | $438K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 18,400 | $430K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 18,221 | $426K |
| Crews Bank & Trust | 0.07% | Reduce -18.5% | 17,990 | $420K |
| Northstar Group, Inc. | 0.07% | Reduce -7.8% | 17,760 | $415K |
| 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% | Add +0.3% | 17,440 | $407K |
| Costello Asset Management, INC | 0.15% | Add +29.7% | 16,924 | $395K |
| CFS Investment Advisory Services, LLC | 0.03% | Add +0.1% | 16,905 | $395K |
| Rossmore Private Capital | 0.05% | New | 16,841 | $393K |
| Essex Bank | 0.09% | New | 16,841 | $393K |
| World Investment Advisors | 0.01% | Add +0.1% | 16,734 | $391K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 15,854 | $370K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -97.2% | 15,322 | $358K |
| Independent Financial Group, LLC | 0.01% | Add +9.8% | 15,266 | $357K |
| Koshinski Asset Management, Inc. | 0.03% | Reduce -6.3% | 14,953 | $349K |
| AQR Capital Management | 0.00% | No change | 14,927 | $349K |
| Kestra Investment Management, LLC | 0.01% | Reduce -74.9% | 14,891 | $348K |
| Savant Capital, LLC | 0.00% | New | 14,697 | $343K |
| Jupiter Wealth Management LLC | 0.17% | New | 14,300 | $334K |
| Carmel Capital Partners, LLC | 0.11% | Reduce -68.5% | 14,000 | $327K |
| Madden Advisory Services, Inc. | 0.14% | Add +14.8% | 13,891 | $324K |
| Mairs & Power Inc. | 0.00% | New | 13,886 | $324K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 13,886 | $324K |
| Snowden Capital Advisors LLC | 0.01% | Reduce -43.4% | 13,789 | $322K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.36% | No change | 13,631 | $318K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.13% | Add +2.0% | 12,684 | $296K |
| Americana Partners, LLC | 0.01% | Reduce -94.5% | 12,636 | $295K |
| Moneco Advisors, LLC | 0.03% | No change | 12,304 | $287K |
| Visionary Wealth Advisors | 0.01% | New | 11,791 | $275K |
| Mattern Capital Management, LLC | 0.03% | Add +2.4% | 11,720 | $274K |
| Fortis Capital Management LLC | 0.04% | Add +0.6% | 11,375 | $266K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 11,371 | $266K |
| American Trust | 0.02% | No change | 11,328 | $265K |
| Liberty Wealth Management LLC | 0.04% | New | 11,297 | $264K |
| Modern Wealth Management, LLC | 0.01% | New | 11,058 | $258K |
| Flagship Private Wealth, LLC | 0.11% | Add +1.6% | 10,917 | $255K |
| Jim Saulnier & Associates, LLC | 0.17% | Add +1.1% | 10,848 | $253K |
| Empower Advisory Group, LLC | 0.00% | No change | 10,773 | $252K |
| Farther Finance Advisors, LLC | 0.01% | Add +79.8% | 10,751 | $251K |
| Laurel Wealth Advisors LLC | 0.04% | No change | 10,715 | $250K |
| Journey Advisory Group, LLC | 0.02% | No change | 10,550 | $246K |
| Princeton Global Asset Management LLC | 0.04% | Add +0.1% | 10,461 | $244K |
| Sigma Planning Corp | 0.01% | Reduce -45.3% | 10,450 | $244K |
| SoundView Advisors Inc. | 0.09% | No change | 10,320 | $241K |
| Regions Financial Corp. | 0.00% | Reduce -78.2% | 10,241 | $239K |
| Willis Johnson & Associates, Inc. | 0.02% | Add +13.1% | 10,178 | $238K |
| Comerica Bank | 0.00% | Reduce -51.4% | 10,024 | $234K |
| AllSquare Wealth Management LLC | 0.13% | No change | 10,004 | $234K |
| Beaumont Asset Management, L.L.C. | 0.13% | No change | 10,000 | $234K |
| Hamel Associates, Inc. | 0.08% | New | 9,998 | $234K |
| Diversify Advisory Services, LLC | 0.01% | No change | 10,000 | $233K |
| Woodley Farra Manion Portfolio Management Inc. | 0.01% | New | 9,887 | $231K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 9,823 | $229K |
| Physician Wealth Advisors, Inc. | 0.04% | Add +0.3% | 9,783 | $229K |
| Precision Wealth Strategies, LLC | 0.07% | New | 9,712 | $227K |
| Advisory Services Network, LLC | 0.00% | Add +2.4% | 9,533 | $223K |
| Advance Capital Management, Inc. | 0.01% | Add +1.1% | 9,335 | $218K |
| Black Cypress Capital Management, LLC | 0.18% | Reduce -53.6% | 9,296 | $217K |
| Portland Financial Advisors Inc | 0.52% | No change | 9,279 | $217K |
| Private Trust Co. NA | 0.02% | Reduce -34.3% | 9,205 | $215K |
| Sowell Financial Services LLC | 0.01% | New | 9,200 | $215K |
| Mascoma Wealth Management LLC | 0.05% | Reduce -0.0% | 9,076 | $212K |
| STAR Financial Bank | 0.13% | Reduce -80.0% | 9,046 | $211K |
| Panoramic Capital Partners, LLC | 0.15% | New | 9,049 | $211K |
| Centaurus Financial, Inc. | 0.01% | New | 8,960 | $209K |
| Lokken Investment Group LLC | 0.08% | New | 8,899 | $208K |
| Alterna Wealth Management, Inc. | 0.17% | No change | 8,865 | $207K |
| Autumn Glory Partners, LLC | 0.10% | Reduce -3.0% | 8,757 | $205K |
| Corient Private Wealth LP | 0.00% | New | 8,680 | $203K |
| McCarthy & Cox | 0.05% | Add +0.3% | 8,594 | $201K |
| Axxcess Wealth Management, LLC | 0.00% | New | 8,580 | $200K |
| Simplicity Wealth,LLC | 0.01% | New | 8,575 | $200K |
| AE Wealth Management LLC | 0.00% | Reduce -0.0% | 7,147 | $167K |
| Harbour Investments, Inc. | 0.00% | Add +1.1% | 5,355 | $125K |
| TD Capital Management LLC | 0.01% | Add +145.0% | 4,856 | $113K |
| JPMorgan Chase & Co. | 0.00% | Reduce -19.8% | 4,666 | $109K |
| Hara Capital LLC | 0.06% | No change | 3,813 | $89K |
| Towne Trust Company, N.A | 0.03% | No change | 3,600 | $84K |
| AlphaCore Capital LLC | 0.00% | No change | 3,446 | $81K |
| Bogart Wealth, LLC | 0.00% | Reduce -7.2% | 2,895 | $68K |
| 2UniFi Bank | 0.04% | No change | 2,891 | $68K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 2,500 | $58K |
| Oliver Lagore Vanvalin Investment Group | 0.02% | — | 2,321 | $54K |
| Eastern Bank | 0.00% | Reduce -53.7% | 1,971 | $46K |
| Capital Analysts, LLC | 0.00% | No change | 1,955 | $46K |
| Spire Wealth Management | 0.00% | No change | 1,425 | $33K |
| Hemington Wealth Management | 0.00% | No change | 1,182 | $27K |
| FMR LLC | 0.00% | Reduce -61.8% | 871 | $20K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | New | 867 | $20K |
| BankPlus Trust Department | 0.01% | No change | 865 | $20K |
| Robbins Farley | 0.01% | Reduce -37.6% | 858 | $20K |
| Kennebec Savings Bank | 0.02% | No change | 849 | $20K |
| Blair William & Co. | 0.00% | Reduce -51.9% | 831 | $19K |
| First PREMIER Bank | 0.00% | Reduce -3.5% | 716 | $17K |
| US Bancorp \de | 0.00% | New | 650 | $15K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.1% | 643 | $15K |
| Talon Private Wealth, LLC | 0.00% | New | 554 | $13K |
| Bank of New Hampshire | 0.00% | No change | 495 | $12K |
| Franklin Resources Inc. | 0.00% | New | 440 | $10K |
| Breakwater Investment Management | 0.00% | No change | 387 | $9K |
| Financial Management Professionals, Inc. | 0.00% | No change | 285 | $7K |
| Stephens Consulting, LLC | 0.00% | Add +1.1% | 274 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1.1% | 190 | $4K |
| Ameritas Advisory Services, LLC | 0.00% | New | 166 | $4K |
| Blue Trust, Inc. | 0.00% | Add +1.1% | 91 | $2K |
| FSA Wealth Management LLC | 0.00% | New | 89 | $2K |
| Nemes Rush Group LLC | 0.00% | Add +1.8% | 57 | $1K |
| Strategic Wealth Investment Group, LLC | 0.00% | New | 16 | $374 |
| Citigroup Inc. | 0.00% | New | 8 | $187 |
| 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.