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 |
| Private Advisor Group, LLC | 0.01% | Reduce -2.2% | 90,811 | $2.1M |
| Gould Asset Management LLC | 0.38% | Reduce -5.1% | 87,102 | $2.0M |
| Mill Creek Capital Advisors, LLC | 0.04% | No change | 86,385 | $2.0M |
| Goldman Sachs Group Inc. | 0.00% | Reduce -81.2% | 85,608 | $2.0M |
| Essential Planning, LLC. | 0.69% | Reduce -5.6% | 85,373 | $2.0M |
| Stratos Wealth Partners, LTD. | 0.02% | Add +12.4% | 82,499 | $1.9M |
| Allworth Financial LP | 0.01% | Reduce -10.3% | 82,048 | $1.9M |
| Klaas Financial Asset Advisors, LLC | 0.29% | Reduce -8.7% | 81,909 | $1.9M |
| IFP Advisors, Inc | 0.05% | Reduce -37.7% | 81,441 | $1.9M |
| Fourth Dimension Wealth, LLC | 0.72% | Reduce -2.6% | 80,956 | $1.9M |
| Crestmont Private Wealth LLC | 0.61% | Reduce -0.8% | 78,434 | $1.8M |
| Templeton & Phillips Capital Management, LLC | 1.30% | No change | 77,443 | $1.8M |
| Associated Banc-Corp | 0.05% | Add +1.5% | 77,140 | $1.8M |
| Fullcircle Wealth LLC | 0.61% | No change | 74,435 | $1.7M |
| Phillips Financial Management, LLC | 0.11% | Add +35.6% | 74,079 | $1.7M |
| Hughes Financial Services, LLC | 0.26% | Add +39.7% | 69,230 | $1.6M |
| Austin Private Wealth, LLC | 0.12% | Reduce -9.6% | 68,672 | $1.6M |
| International Assets Investment Management, LLC | 0.13% | No change | 68,063 | $1.6M |
| Susquehanna International Group, LLP | 0.00% | Add +221.0% | 67,765 | $1.6M |
| True Link Financial Advisors, LLC | 0.10% | Reduce -26.4% | 66,217 | $1.5M |
| Kestra Advisory Services, LLC | 0.01% | Reduce -55.6% | 65,076 | $1.5M |
| Citadel Advisors | 0.00% | New | 64,767 | $1.5M |
| Cannon Financial Strategists, Inc. | 0.21% | Add +0.9% | 62,944 | $1.5M |
| Reliant Wealth Planning | 0.47% | Reduce -1.0% | 61,955 | $1.4M |
| Endowment Wealth Management, Inc. | 0.64% | Add +28.5% | 60,285 | $1.4M |
| Riverchase Wealth Management, LLC | 0.78% | Reduce -1.7% | 58,997 | $1.4M |
| Avantax Planning Partners, Inc. | 0.04% | No change | 57,733 | $1.3M |
| 4J Wealth Management LLC | 0.72% | Reduce -0.2% | 52,674 | $1.2M |
| Berger Financial Group, Inc | 0.07% | Reduce -19.7% | 52,234 | $1.2M |
| Creative Planning | 0.00% | Reduce -46.8% | 51,597 | $1.2M |
| Merit Financial Group, LLC | 0.01% | Add +3.3% | 51,283 | $1.2M |
| Evexia Wealth LLC | 0.35% | Add +6.1% | 49,795 | $1.2M |
| Montag A & Associates Inc. | 0.05% | Reduce -13.6% | 48,315 | $1.1M |
| Consolidated Portfolio Review Corp | 0.14% | Add +6.6% | 48,051 | $1.1M |
| Kestra Private Wealth Services, LLC | 0.01% | Reduce -29.9% | 47,174 | $1.1M |
| Schmidt P J Investment Management Inc. | 0.18% | Add +6.8% | 46,057 | $1.1M |
| Park Avenue Securities LLC | 0.01% | Reduce -86.1% | 44,035 | $1.0M |
| Tower Research Capital LLC (TRC) | 0.03% | Add +140.9% | 43,902 | $1.0M |
| Stonebridge Financial Group, LLC | 0.09% | Reduce -31.1% | 43,455 | $1.0M |
| Cambridge Financial Group, LLC | 0.33% | Add +27.1% | 43,336 | $1.0M |
| Csenge Advisory Group | 0.05% | New | 43,185 | $1.0M |
| Knollwood Investment Advisory, LLC | 0.09% | No change | 42,900 | $1.0M |
| Montecito Bank & Trust | 0.15% | — | 42,706 | $998K |
| Balentine LLC | 0.04% | Add +0.8% | 42,608 | $996K |
| Horizons Wealth Management | 0.66% | Reduce -0.2% | 41,335 | $966K |
| Wealth Advisory Solutions, LLC | 0.23% | Add +3.5% | 41,191 | $962K |
| Beacon Financial Planning, Inc. | 0.49% | Add +0.4% | 40,555 | $948K |
| Modern Wealth Management, LLC | 0.02% | Add +262.8% | 40,116 | $937K |
| Summit Wealth Partners, LLC | 0.16% | Reduce -13.1% | 36,869 | $861K |
| Granite Harbor Advisors, Inc. | 0.35% | Add +1.1% | 35,945 | $840K |
| Foundry Financial Group, Inc. | 0.43% | Add +0.9% | 35,129 | $821K |
| Prospera Financial Services Inc | 0.01% | Reduce -76.2% | 34,959 | $817K |
| Barrett & Company, Inc. | 0.27% | Add +0.2% | 34,140 | $798K |
| Washington Trust Advisors, Inc. | 0.06% | Reduce -6.1% | 33,687 | $787K |
| MML Investors Services, LLC | 0.00% | Reduce -26.5% | 33,258 | $777K |
| KFG Wealth Management, LLC | 0.11% | Add +32.9% | 31,632 | $739K |
| Two Sigma Securities, LLC | 0.11% | New | 31,213 | $729K |
| HRT Financial LP | 0.00% | Reduce -43.0% | 31,223 | $729K |
| Leo Wealth, LLC | 0.09% | Reduce -42.0% | 31,193 | $729K |
| Steward Partners Investment Advisory, LLC | 0.00% | Reduce -39.9% | 30,754 | $719K |
| Cibc World Market Inc. | 0.00% | Reduce -0.9% | 29,745 | $695K |
| Pure Financial Advisors, LLC | 0.01% | Add +10.8% | 29,327 | $685K |
| Cascade Investment Group, Inc. | 0.44% | Add +21.7% | 28,647 | $669K |
| Seek First Inc. | 0.48% | Reduce -4.8% | 28,461 | $665K |
| Savvy Advisors, Inc. | 0.03% | Add +2.7% | 28,334 | $662K |
| Boston Family Office LLC | 0.04% | Reduce -42.6% | 28,188 | $659K |
| Modera Wealth Management, LLC | 0.01% | Add +30.7% | 27,447 | $641K |
| Benjamin Edwards Inc. | 0.01% | Add +8.8% | 27,234 | $636K |
| Accretive Wealth Partners, LLC | 0.19% | Reduce -82.8% | 27,218 | $636K |
| Simplicity Wealth,LLC | 0.04% | Add +203.0% | 25,980 | $607K |
| Straight Path Wealth Management | 0.17% | Add +9.3% | 25,428 | $594K |
| Element Wealth, LLC | 0.25% | No change | 24,434 | $571K |
| Stratos Wealth Advisors, LLC | 0.03% | Reduce -96.9% | 24,332 | $569K |
| Koss-Olinger Consulting, LLC | 0.05% | No change | 23,917 | $559K |
| Duncker Streett & Co. Inc. | 0.10% | Reduce -5.9% | 23,847 | $557K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -1.0% | 22,884 | $535K |
| Carrera Capital Advisors | 0.09% | Add +1.1% | 22,585 | $528K |
| RVW Wealth, LLC | 0.04% | Add +0.9% | 22,062 | $515K |
| Compass Ion Advisors, LLC | 0.05% | Reduce -3.8% | 21,906 | $512K |
| D.A. Davidson & Co. | 0.00% | Reduce -71.5% | 21,806 | $509K |
| Financial Advisory Corp | 0.07% | Add +15.9% | 21,749 | $508K |
| Thoroughbred Financial Services, LLC | 0.03% | Reduce -22.6% | 21,667 | $506K |
| Signature Wealth Management Group | 0.19% | Reduce -20.9% | 21,359 | $499K |
| Steele Capital Management, Inc. | 0.02% | No change | 21,310 | $498K |
| Cooper Financial Group | 0.06% | Reduce -6.2% | 21,251 | $497K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.03% | Add +21.2% | 21,141 | $494K |
| Panoramic Capital Partners, LLC | 0.31% | Add +130.5% | 20,859 | $487K |
| Conrad Siegel Investment Advisors, Inc. | 0.10% | Add +1.0% | 20,631 | $482K |
| Cherry Tree Wealth Management, LLC | 0.11% | Reduce -4.0% | 20,617 | $482K |
| Novem Group | 0.06% | Reduce -58.6% | 20,613 | $482K |
| Cerity Partners LLC | 0.00% | Add +2.4% | 20,488 | $479K |
| Flavin Financial Services, Inc. | 0.34% | Reduce -83.2% | 20,317 | $475K |
| RFP Financial Group LLC | 0.19% | Reduce -28.4% | 19,909 | $465K |
| Centaurus Financial, Inc. | 0.02% | Add +106.4% | 18,494 | $432K |
| Tableaux LLC | 0.17% | Reduce -7.0% | 18,463 | $431K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 18,400 | $430K |
| Northstar Group, Inc. | 0.06% | No change | 17,760 | $415K |
| Cary Street Partners Financial LLC | 0.01% | Reduce -2.4% | 17,219 | $402K |
| Rossmore Private Capital | 0.04% | No change | 16,841 | $393K |
| Essex Bank | 0.09% | No change | 16,841 | $393K |
| Savant Capital, LLC | 0.00% | Add +13.4% | 16,667 | $389K |
| World Investment Advisors | 0.01% | Reduce -0.8% | 16,606 | $388K |
| CFS Investment Advisory Services, LLC | 0.03% | Reduce -2.6% | 16,468 | $385K |
| Crews Bank & Trust | 0.06% | Reduce -9.5% | 16,275 | $380K |
| Silver Oak Securities, Incorporated | 0.03% | Reduce -81.7% | 16,088 | $376K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 15,854 | $370K |
| AQR Capital Management | 0.00% | Add +6.0% | 15,823 | $370K |
| Foundations Investment Advisors, LLC | 0.01% | New | 15,638 | $365K |
| Visionary Wealth Advisors | 0.02% | Add +31.5% | 15,500 | $362K |
| Independent Financial Group, LLC | 0.01% | Add +0.5% | 15,337 | $358K |
| Farther Finance Advisors, LLC | 0.01% | Add +41.6% | 15,222 | $356K |
| Kestra Investment Management, LLC | 0.01% | Add +0.0% | 14,893 | $348K |
| Geneos Wealth Management Inc. | 0.01% | Reduce -30.4% | 14,542 | $340K |
| Madden Advisory Services, Inc. | 0.14% | Add +4.7% | 14,544 | $340K |
| Jupiter Wealth Management LLC | 0.16% | No change | 14,300 | $334K |
| Principal Securities, Inc. | 0.01% | Reduce -29.7% | 14,157 | $331K |
| StoneX Group Inc. | 0.01% | New | 14,105 | $330K |
| Dorsey & Whitney Trust CO LLC | 0.02% | No change | 13,886 | $324K |
| Mairs & Power Inc. | 0.00% | Reduce -20.8% | 11,000 | $324K |
| Snowden Capital Advisors LLC | 0.01% | No change | 13,789 | $322K |
| Koshinski Asset Management, Inc. | 0.02% | Reduce -8.4% | 13,694 | $320K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.32% | No change | 13,631 | $318K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.11% | Add +2.8% | 13,033 | $305K |
| Americana Partners, LLC | 0.01% | Reduce -1.2% | 12,485 | $292K |
| Moneco Advisors, LLC | 0.02% | No change | 12,304 | $287K |
| McLean Asset Management Corp | 0.06% | New | 11,765 | $274K |
| Mattern Capital Management, LLC | 0.03% | No change | 11,720 | $274K |
| Fortis Capital Management LLC | 0.04% | Add +0.6% | 11,442 | $267K |
| Liberty Wealth Management LLC | 0.04% | Add +1.1% | 11,418 | $267K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 11,371 | $266K |
| Willis Johnson & Associates, Inc. | 0.02% | Add +11.7% | 11,370 | $266K |
| American Trust | 0.02% | No change | 11,328 | $265K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +14.6% | 11,256 | $263K |
| Coldstream Capital Management Inc. | 0.00% | Reduce -95.2% | 11,189 | $261K |
| Black Cypress Capital Management, LLC | 0.19% | Add +19.4% | 11,096 | $259K |
| Flagship Private Wealth, LLC | 0.10% | Add +1.0% | 11,029 | $258K |
| Jim Saulnier & Associates, LLC | 0.14% | Add +1.1% | 10,964 | $256K |
| Empower Advisory Group, LLC | 0.00% | No change | 10,773 | $252K |
| World Equity Group, Inc. | 0.06% | New | 10,727 | $251K |
| Laurel Wealth Advisors LLC | 0.03% | Reduce -0.9% | 10,615 | $248K |
| Journey Advisory Group, LLC | 0.02% | No change | 10,550 | $247K |
| Princeton Global Asset Management LLC | 0.04% | Add +0.1% | 10,470 | $245K |
| Hamel Associates, Inc. | 0.07% | Add +4.2% | 10,415 | $243K |
| Sigma Planning Corp | 0.01% | Reduce -1.7% | 10,277 | $240K |
| AllSquare Wealth Management LLC | 0.12% | No change | 10,004 | $234K |
| Beaumont Asset Management, L.L.C. | 0.12% | No change | 10,000 | $234K |
| Diversify Advisory Services, LLC | 0.01% | No change | 10,000 | $233K |
| Woodley Farra Manion Portfolio Management Inc. | 0.01% | Add +0.1% | 9,893 | $231K |
| Physician Wealth Advisors, Inc. | 0.03% | Add +0.4% | 9,821 | $229K |
| Advisory Services Network, LLC | 0.00% | Add +0.0% | 9,534 | $223K |
| Advance Capital Management, Inc. | 0.01% | Add +1.1% | 9,435 | $220K |
| Portland Financial Advisors Inc | 0.46% | No change | 9,279 | $217K |
| Autumn Glory Partners, LLC | 0.09% | Add +3.9% | 9,100 | $213K |
| Mascoma Wealth Management LLC | 0.05% | No change | 9,076 | $212K |
| Guidance Point Advisors, LLC | 0.05% | New | 8,966 | $209K |
| Lokken Investment Group LLC | 0.07% | No change | 8,899 | $208K |
| Alterna Wealth Management, Inc. | 0.17% | No change | 8,865 | $207K |
| Mgo One Seven LLC | 0.00% | New | 8,863 | $207K |
| Burling Wealth Partners, LLC | 0.03% | New | 8,776 | $205K |
| 49 Wealth Management, LLC | 0.02% | Reduce -96.3% | 8,722 | $204K |
| Comerica Bank | 0.00% | Reduce -13.3% | 8,689 | $203K |
| McCarthy & Cox | 0.05% | Add +0.3% | 8,620 | $201K |
| Accurate Wealth Management, LLC | 0.03% | New | 8,628 | $201K |
| Axxcess Wealth Management, LLC | 0.00% | No change | 8,580 | $200K |
| Costello Asset Management, INC | 0.06% | Reduce -52.0% | 8,132 | $190K |
| Pinnacle Bancorp, Inc. | 0.05% | Reduce -66.4% | 7,550 | $176K |
| AE Wealth Management LLC | 0.00% | Add +4.7% | 7,479 | $175K |
| Towne Trust Company, N.A | 0.05% | Add +88.9% | 6,800 | $159K |
| Assetmark, Inc. | 0.00% | New | 6,146 | $144K |
| CNB Bank | 0.06% | New | 6,075 | $142K |
| JPMorgan Chase & Co. | 0.00% | Add +16.1% | 5,419 | $127K |
| Harbour Investments, Inc. | 0.00% | Add +1.0% | 5,410 | $126K |
| TD Capital Management LLC | 0.01% | Add +1.1% | 4,907 | $115K |
| Private Trust Co. NA | 0.01% | Reduce -53.3% | 4,295 | $100K |
| AlphaCore Capital LLC | 0.00% | Add +0.0% | 3,447 | $81K |
| 2UniFi Bank | 0.03% | No change | 2,891 | $68K |
| Bogart Wealth, LLC | 0.00% | Reduce -4.8% | 2,755 | $64K |
| Harbor Investment Advisory, LLC | 0.00% | No change | 2,500 | $58K |
| Hara Capital LLC | 0.03% | Reduce -45.1% | 2,094 | $49K |
| Spire Wealth Management | 0.00% | Add +45.4% | 2,072 | $48K |
| Eastern Bank | 0.00% | No change | 1,971 | $46K |
| Bank of Montreal | 0.00% | Reduce -97.5% | 1,611 | $38K |
| First Command Advisory Services, Inc. | 0.00% | New | 1,422 | $33K |
| Hemington Wealth Management | 0.00% | No change | 1,182 | $27K |
| Atlantic Union Bankshares Corp | 0.00% | New | 1,045 | $24K |
| BankPlus Trust Department | 0.01% | No change | 865 | $20K |
| Robbins Farley | 0.01% | No change | 858 | $20K |
| Kennebec Savings Bank | 0.02% | No change | 849 | $20K |
| First PREMIER Bank | 0.00% | No change | 716 | $17K |
| US Bancorp \de | 0.00% | No change | 650 | $15K |
| AdvisorNet Financial, Inc | 0.00% | Add +1.1% | 650 | $15K |
| FMR LLC | 0.00% | Reduce -26.9% | 637 | $15K |
| Bank of New Hampshire | 0.00% | No change | 495 | $12K |
| Franklin Resources Inc. | 0.00% | No change | 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% | 277 | $6K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.5% | 191 | $4K |
| FSA Wealth Management LLC | 0.00% | Add +103.4% | 181 | $4K |
| Clearstead Advisors, LLC | 0.00% | New | 164 | $4K |
| Blue Trust, Inc. | 0.00% | No change | 91 | $2K |
| 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.