iShares Ibonds Dec 2025 TermIBTFETF
13F holders, Q3 2025 (September 30)302holders −6
19new positions
21sold out
2famous investors
$23.36avg. 13F price*
At the end of Q3 2025, 302 institutions reported holding iShares Ibonds Dec 2025 Term (IBTF) in their 13F filings, down 6 from Q2 2025. 19 opened new positions and 21 sold out. The largest holders were HM Payson & Co. ($120.2M), Morgan Stanley ($85.0M) and Bank of America Corp. ($84.3M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors'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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 19 | $14.8M |
| Exits | 21 | $39.7M |
All 13F filers, Q2 2025 → Q3 2025: 5,540,033 shares bought and 9,858,764 shares sold, net −4,318,731 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 302 holders
| HM Payson & Co. | 1.73% | Add +13.8% | 5,143,296 | $120.2M |
| Morgan Stanley | 0.01% | Add +2.3% | 3,637,216 | $85.0M |
| Bank of America Corp. | 0.01% | Reduce -10.8% | 3,607,395 | $84.3M |
| LPL Financial LLC | 0.02% | Add +16.8% | 2,982,206 | $69.7M |
| Capital Investment Advisors, LLC | 0.92% | Reduce -4.3% | 2,379,201 | $55.6M |
| Connecticut Wealth Management, LLC | 1.37% | Add +11.6% | 1,317,353 | $30.8M |
| UBS Group AG | 0.01% | Reduce -34.2% | 1,255,416 | $29.3M |
| Belpointe Asset Management LLC | 1.09% | Add +459.4% | 1,223,317 | $28.6M |
| Wells Fargo & Company | 0.01% | Add +3.8% | 1,153,804 | $27.0M |
| Integrated Wealth Concepts LLC | 0.23% | Reduce -3.0% | 1,114,964 | $26.1M |
| Hills Bank & Trust Co | 1.39% | Reduce -53.5% | 1,013,478 | $23.7M |
| United Capital Financial Advisors, LLC | 0.17% | Add +53.7% | 1,001,688 | $23.4M |
| Captrust Financial Advisors | 0.04% | Reduce -8.6% | 935,003 | $21.8M |
| Osaic Holdings, Inc. | 0.03% | Add +4.9% | 891,071 | $20.8M |
| Denver PWM, LLC | 6.37% | Add +0.0% | 875,267 | $20.4M |
| Krilogy Financial LLC | 0.76% | Add +23.7% | 864,560 | $20.1M |
| Raymond James Financial Inc. | 0.01% | Reduce -34.9% | 829,363 | $19.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +24.1% | 818,559 | $19.1M |
| Horizon Advisory Services, Inc. | 9.71% | Add +1.9% | 812,269 | $19.0M |
| Delta Wealth Advisors LLC | 13.27% | Add +4.4% | 726,014 | $17.0M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -10.8% | 704,703 | $16.5M |
| OneAscent Financial Services LLC | 1.07% | Add +42.8% | 685,573 | $16.0M |
| NewEdge Advisors, LLC | 0.07% | Reduce -48.2% | 683,168 | $16.0M |
| MV Capital Management, Inc. | 1.46% | Reduce -0.7% | 651,601 | $15.2M |
| Moseley Investment Management Inc. | 4.32% | Reduce -5.2% | 607,725 | $14.2M |
| Thrivent Financial for Lutherans | 0.03% | Add +3749.1% | 589,764 | $13.8M |
| Carnegie Investment Counsel | 0.25% | Reduce -8.3% | 578,860 | $13.5M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -14.3% | 565,565 | $13.2M |
| Wealth Management Strategies, Inc. | 6.18% | Add +7.3% | 534,122 | $12.5M |
| MKT Advisors LLC | 4.63% | Reduce -0.1% | 533,571 | $12.4M |
| Scissortail Wealth Management, LLC | 2.68% | Add +1.9% | 526,907 | $12.3M |
| Apella Capital, LLC | 0.25% | Reduce -8.9% | 483,006 | $11.3M |
| Royal Bank of Canada | 0.00% | Reduce -19.7% | 466,111 | $10.9M |
| Asset Dedication, LLC | 0.66% | Add +27.2% | 418,052 | $9.8M |
| Sanctuary Advisors, LLC | 0.06% | Reduce -0.0% | 410,349 | $9.6M |
| CreativeOne Wealth, LLC | 0.23% | Reduce -6.5% | 402,532 | $9.4M |
| Baltimore-Washington Financial Advisors, Inc. | 0.38% | Reduce -3.2% | 384,131 | $9.0M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -3.2% | 382,949 | $8.9M |
| Janney Montgomery Scott LLC | 0.02% | Add +10.3% | 378,018 | $8.8M |
| Mesirow Financial Investment Management, Inc. | 0.16% | Reduce -2.7% | 377,248 | $8.8M |
| Stifel Financial Corp. | 0.01% | Reduce -44.1% | 375,983 | $8.8M |
| Rockefeller Capital Management L.P. | 0.02% | Add +55.1% | 365,571 | $8.5M |
| NorthCoast Asset Management LLC | 0.03% | Reduce -5.1% | 356,776 | $8.3M |
| CENTRAL TRUST Co | 0.17% | Reduce -9.9% | 347,530 | $8.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -4.3% | 328,500 | $7.7M |
| Brookstone Capital Management | 0.09% | Reduce -7.2% | 327,742 | $7.7M |
| GPS Wealth Strategies Group, LLC | 0.77% | Reduce -0.4% | 311,999 | $7.3M |
| Lido Advisors, LLC | 0.03% | Reduce -1.4% | 310,325 | $7.3M |
| Baird Financial Group, Inc. | 0.01% | Add +7.3% | 291,427 | $6.8M |
| MAI Capital Management | 0.04% | Add +2.0% | 286,499 | $6.7M |
| Asset Advisors Investment Management, LLC | 0.63% | Add +28.6% | 282,837 | $6.6M |
| PSI Advisors, LLC | 1.59% | New | 261,279 | $6.1M |
| Faithward Advisors, LLC | 0.84% | Reduce -6.8% | 243,052 | $5.7M |
| Trinity Wealth Management, LLC | 2.12% | Add +1.8% | 242,144 | $5.7M |
| Mercer Global Advisors Inc. | 0.01% | Reduce -1.8% | 232,529 | $5.4M |
| Midwest Professional Planners, LTD. | 1.29% | Add +3.2% | 226,717 | $5.3M |
| Archer Investment Corp | 1.19% | Add +3.0% | 226,307 | $5.3M |
| Mariner, LLC | 0.01% | Add +11.3% | 226,003 | $5.3M |
| Keeler Thomas Management LLC | 2.30% | Add +0.5% | 214,625 | $5.0M |
| Oppenheimer Asset Management Inc. | 0.05% | Reduce -0.3% | 212,025 | $5.0M |
| Cetera Investment Advisers | 0.01% | Add +0.3% | 208,730 | $4.9M |
| HighTower Advisors, LLC | 0.01% | Reduce -3.7% | 205,345 | $4.8M |
| Eldridge Investment Advisors, Inc. | 1.07% | Reduce -31.7% | 201,969 | $4.7M |
| Jane Street Group, LLC | 0.01% | Add +425.4% | 199,961 | $4.7M |
| Rebalance, LLC | 0.28% | Add +23.1% | 198,822 | $4.6M |
| Sound View Wealth Advisors Group, LLC | 0.31% | Reduce -19.7% | 191,032 | $4.5M |
| Gradient Investments LLC | 0.07% | Reduce -9.6% | 182,445 | $4.3M |
| Ameriprise Financial Inc. | 0.00% | Reduce -17.4% | 180,795 | $4.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -8.0% | 178,632 | $4.2M |
| Lunt Capital Management, Inc. | 1.59% | Reduce -4.3% | 177,447 | $4.1M |
| Wealthspire Advisors, LLC | 0.02% | Reduce -0.4% | 168,436 | $3.9M |
| Country Club Bank | 0.23% | Reduce -21.2% | 163,297 | $3.8M |
| GLOBALT Investments LLC / GA | 0.14% | Reduce -7.5% | 162,900 | $3.8M |
| Probity Advisors, Inc. | 0.61% | Add +3.3% | 161,372 | $3.8M |
| Strategic Blueprint, LLC | 0.16% | Reduce -55.7% | 153,527 | $3.6M |
| Focus Partners Wealth | 0.01% | Reduce -52.9% | 133,486 | $3.1M |
| Wealth Watch Advisors, INC | 1.28% | New | 132,608 | $3.1M |
| Ashton Thomas Private Wealth, LLC | 0.08% | Add +6.9% | 132,430 | $3.1M |
| GTS Securities LLC | 0.12% | Add +428.1% | 130,146 | $3.0M |
| Valmark Advisers, Inc. | 0.04% | Reduce -12.7% | 128,347 | $3.0M |
| TFR Capital, LLC. | 1.00% | Add +0.7% | 128,183 | $3.0M |
| Cwm, LLC | 0.01% | Reduce -6.0% | 125,198 | $2.9M |
| Lantz Financial LLC | 0.62% | Reduce -0.2% | 119,558 | $2.8M |
| Leavell Investment Management, Inc. | 0.12% | Reduce -20.1% | 119,206 | $2.8M |
| Stockman Wealth Management, Inc. | 0.35% | Reduce -7.0% | 119,006 | $2.8M |
| KOM Wealth Management Group, LLC | 2.10% | Reduce -5.7% | 118,902 | $2.8M |
| Money Concepts Capital Corp. | 0.17% | Reduce -20.6% | 118,085 | $2.8M |
| Transcend Capital Advisors, LLC | 0.19% | Reduce -6.9% | 117,451 | $2.7M |
| Howland Capital Management LLC | 0.10% | Add +0.0% | 112,627 | $2.6M |
| Signaturefd, LLC | 0.04% | Reduce -2.2% | 109,712 | $2.6M |
| Parkside Financial Bank & Trust | 0.19% | Reduce -1.2% | 107,619 | $2.5M |
| Atria Investments, Inc | 0.03% | Reduce -2.5% | 106,670 | $2.5M |
| Drive Wealth Management, LLC | 0.53% | Reduce -0.9% | 106,629 | $2.5M |
| Portland Global Advisors LLC | 0.28% | Add +0.7% | 106,377 | $2.5M |
| High Note Wealth, LLC | 0.49% | Add +11.7% | 103,677 | $2.4M |
| Global Retirement Partners, LLC | 0.05% | Add +0.6% | 101,035 | $2.4M |
| SCS Capital Management LLC | 0.03% | Add +0.2% | 99,449 | $2.3M |
| Compound Planning, Inc. | 0.07% | Reduce -8.9% | 97,157 | $2.3M |
| Equitable Holdings, Inc. | 0.02% | Reduce -10.4% | 95,027 | $2.2M |
| IFG Advisory, LLC | 0.10% | Reduce -4.2% | 93,466 | $2.2M |
"% 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.