iShares Ibonds Dec 2027 TermIBTHETF
13F holders, Q1 2025 (March 31)241holders +15
28new positions
10sold out
1famous investor
$22.41avg. 13F price*
At the end of Q1 2025, 241 institutions reported holding iShares Ibonds Dec 2027 Term (IBTH) in their 13F filings, up 15 from Q4 2024. 28 opened new positions and 10 sold out. The largest holders were HM Payson & Co. ($122.4M), Morgan Stanley ($82.3M) and GLOBALT Investments LLC / GA ($66.1M). One famous investor held it Ken Griffin (0.0% of Citadel Advisors's portfolio).
- Company
- iShares Ibonds Dec 2027 Term
- CUSIP
- 46436E841
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 28 | $104.0M |
| Exits | 10 | $7.1M |
All 13F filers, Q4 2024 → Q1 2025: 10,903,439 shares bought and 2,755,229 shares sold, net +8,148,210 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 241 holders
| HM Payson & Co. | 2.15% | Add +10.7% | 5,459,782 | $122.4M |
| Morgan Stanley | 0.01% | Add +6.3% | 3,672,900 | $82.3M |
| GLOBALT Investments LLC / GA | 2.70% | Reduce -2.0% | 2,946,255 | $66.1M |
| Bank of America Corp. | 0.01% | Add +11.7% | 2,687,653 | $60.3M |
| Wells Fargo & Company | 0.01% | Add +30.5% | 1,973,530 | $44.2M |
| Summitry LLC | 1.60% | New | 1,406,269 | $31.5M |
| TRUE Private Wealth Advisors | 3.80% | New | 1,396,111 | $31.3M |
| NewEdge Advisors, LLC | 0.17% | Reduce -12.5% | 1,297,469 | $29.1M |
| Envestnet Asset Management Inc. | 0.01% | Add +13.6% | 1,175,116 | $26.3M |
| UBS Group AG | 0.01% | Add +28.1% | 1,081,916 | $24.3M |
| Stratos Wealth Partners, LTD. | 0.36% | Add +4.9% | 1,039,593 | $23.3M |
| Raymond James Financial Inc. | 0.01% | Add +7.3% | 981,795 | $22.0M |
| Integrated Wealth Concepts LLC | 0.24% | Reduce -0.6% | 909,949 | $20.4M |
| Financial Advisory Corp | 2.88% | Add +4071.8% | 776,867 | $17.4M |
| Journey Advisory Group, LLC | 1.42% | Add +14.8% | 770,900 | $17.3M |
| LPL Financial LLC | 0.01% | Add +33.5% | 768,897 | $17.2M |
| Capital Investment Advisors, LLC | 0.32% | Add +6.4% | 731,728 | $16.4M |
| Denver PWM, LLC | 5.52% | Add +10.8% | 684,449 | $15.3M |
| NorthCoast Asset Management LLC | 0.07% | Add +2737.4% | 645,451 | $14.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -12.6% | 625,540 | $14.0M |
| Royal Bank of Canada | 0.00% | Add +19.1% | 622,512 | $14.0M |
| Commonwealth Equity Services, LLC | 0.02% | Add +7.9% | 605,855 | $13.6M |
| Wealth Enhancement Advisory Services, LLC | 0.03% | Add +1.0% | 596,976 | $13.4M |
| MV Capital Management, Inc. | 1.42% | Add +12.0% | 589,546 | $13.2M |
| Osaic Holdings, Inc. | 0.03% | Add +6.7% | 560,106 | $12.6M |
| MKT Advisors LLC | 5.71% | Add +3.5% | 542,599 | $12.2M |
| Mercer Global Advisors Inc. | 0.03% | Add +15.3% | 486,744 | $10.9M |
| Chatham Capital Group, Inc. | 1.81% | Add +2.6% | 484,346 | $10.9M |
| Legacy Private Trust Co. | 0.75% | Add +4.3% | 484,172 | $10.9M |
| Confluence Investment Management LLC | 0.15% | Reduce -66.8% | 470,464 | $10.5M |
| Krilogy Financial LLC | 0.66% | Add +9.6% | 456,469 | $10.2M |
| Wealth Management Strategies, Inc. | 5.88% | Add +11.7% | 392,313 | $8.8M |
| Steward Partners Investment Advisory, LLC | 0.08% | Reduce -0.3% | 382,020 | $8.6M |
| Financial Engines Advisors L.L.C. | 0.02% | Add +10.7% | 374,772 | $8.4M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.16% | Add +41.6% | 373,267 | $8.4M |
| Titleist Asset Management, LLC | 0.88% | New | 339,809 | $7.6M |
| Snowden Capital Advisors LLC | 0.24% | Add +9.7% | 333,411 | $7.5M |
| Asset Advisors Investment Management, LLC | 0.76% | Add +72.6% | 323,895 | $7.3M |
| Shelton Wealth Management, LLC | 4.12% | Add +9.8% | 321,577 | $7.2M |
| Obsidian Personal Planning Solutions LLC | 3.17% | New | 314,176 | $7.1M |
| Fagan Associates, Inc. | 1.16% | Reduce -6.5% | 309,204 | $6.9M |
| CENTRAL TRUST Co | 0.17% | Add +17.9% | 308,872 | $6.9M |
| Old Port Advisors | 1.96% | Add +4.0% | 294,032 | $6.6M |
| United Capital Financial Advisors, LLC | 0.06% | Add +272.1% | 292,263 | $6.6M |
| MBL Wealth, LLC | 0.63% | Reduce -1.5% | 276,797 | $6.2M |
| Probity Advisors, Inc. | 1.19% | Reduce -13.6% | 275,553 | $6.2M |
| Eight 31 Financial, LLC | 3.86% | New | 267,993 | $6.0M |
| Janney Montgomery Scott LLC | 0.01% | Add +36.9% | 235,276 | $5.3M |
| Focus Partners Wealth | 0.01% | Add +15.4% | 231,589 | $5.2M |
| Citadel Advisors | 0.01% | New | 225,294 | $5.1M |
| Stifel Financial Corp. | 0.01% | Reduce -10.3% | 224,676 | $5.0M |
| Jane Street Group, LLC | 0.01% | Add +196.0% | 212,017 | $4.8M |
| OneAscent Financial Services LLC | 0.30% | Add +4.5% | 204,886 | $4.6M |
| Boston Family Office LLC | 0.31% | Add +7.7% | 194,215 | $4.4M |
| Truist Financial Corp. | 0.01% | Reduce -5.7% | 186,018 | $4.2M |
| Cetera Investment Advisers | 0.01% | Add +4.2% | 185,105 | $4.2M |
| Northstar Group, Inc. | 0.69% | Add +33.6% | 182,270 | $4.1M |
| Stockman Wealth Management, Inc. | 0.58% | Add +7.9% | 175,367 | $3.9M |
| Strategic Blueprint, LLC | 0.21% | Add +44.0% | 174,800 | $3.9M |
| Captrust Financial Advisors | 0.01% | Add +1.7% | 163,563 | $3.7M |
| BlackRock, Inc. | 0.00% | Add +400.0% | 157,429 | $3.5M |
| Ameriprise Financial Inc. | 0.00% | Add +2.9% | 154,129 | $3.5M |
| Flow Traders U.S. LLC | 0.14% | New | 144,647 | $3.2M |
| IFP Advisors, Inc | 0.10% | Add +7.0% | 142,793 | $3.2M |
| Accretive Wealth Partners, LLC | 1.07% | Add +27.0% | 135,587 | $3.0M |
| 1858 Wealth Management, LLC | 2.47% | Add +1.5% | 130,069 | $2.9M |
| Susquehanna International Group, LLP | 0.00% | Add +91.4% | 129,266 | $2.9M |
| Synovus Financial Corp. | 0.04% | Add +11.1% | 125,797 | $2.8M |
| D.A. Davidson & Co. | 0.02% | Add +15.2% | 122,458 | $2.7M |
| Baird Financial Group, Inc. | 0.01% | Add +6.2% | 118,792 | $2.7M |
| Leavell Investment Management, Inc. | 0.13% | Add +5.8% | 115,514 | $2.6M |
| Sanctuary Advisors, LLC | 0.02% | Add +1.5% | 113,462 | $2.5M |
| MAI Capital Management | 0.02% | Reduce -0.5% | 110,200 | $2.5M |
| Allworth Financial LP | 0.01% | Add +1.5% | 109,640 | $2.5M |
| Mechanics Bank Trust Department | 0.33% | Add +43.1% | 108,750 | $2.4M |
| Parallel Advisors, LLC | 0.05% | Add +6524.6% | 108,114 | $2.4M |
| Portland Global Advisors LLC | 0.30% | Add +10.6% | 106,655 | $2.4M |
| SCS Capital Management LLC | 0.03% | Reduce -4.9% | 103,078 | $2.3M |
| Atria Investments, Inc | 0.03% | Add +6.3% | 101,081 | $2.3M |
| Lantz Financial LLC | 0.61% | Add +1.2% | 100,217 | $2.2M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +18.8% | 99,915 | $2.2M |
| Signaturefd, LLC | 0.04% | Add +89.7% | 99,179 | $2.2M |
| Leo Wealth, LLC | 0.32% | Add +26.2% | 97,742 | $2.2M |
| Apella Capital, LLC | 0.07% | Add +509.6% | 97,116 | $2.2M |
| Howland Capital Management LLC | 0.10% | Add +57.7% | 96,951 | $2.2M |
| Hughes Financial Services, LLC | 0.41% | Add +5.0% | 93,513 | $2.1M |
| Wealthspire Advisors, LLC | 0.01% | Add +59.8% | 92,956 | $2.1M |
| Gould Asset Management LLC | 0.42% | No change | 90,135 | $2.0M |
| Midwest Professional Planners, LTD. | 0.62% | Add +65.7% | 88,356 | $2.0M |
| Park Avenue Securities LLC | 0.02% | Add +11.5% | 87,836 | $2.0M |
| STAR Financial Bank | 1.39% | Add +1.3% | 84,747 | $1.9M |
| Valmark Advisers, Inc. | 0.03% | Add +19.1% | 84,271 | $1.9M |
| HighTower Advisors, LLC | 0.00% | Reduce -3.0% | 83,557 | $1.9M |
| Thoroughbred Financial Services, LLC | 0.12% | Add +15.5% | 82,448 | $1.8M |
| HRT Financial LP | 0.01% | New | 71,962 | $1.6M |
| TFR Capital, LLC. | 0.67% | New | 71,307 | $1.6M |
| Rebalance, LLC | 0.12% | New | 71,140 | $1.6M |
| Associated Banc-Corp | 0.05% | Add +4.5% | 69,719 | $1.6M |
| Jim Saulnier & Associates, LLC | 1.20% | Add +8.3% | 68,898 | $1.5M |
| Foundry Financial Group, Inc. | 0.91% | Add +8.6% | 65,797 | $1.5M |
| Cannon Financial Strategists, Inc. | 0.24% | Add +0.6% | 62,368 | $1.4M |
| Cwm, LLC | 0.01% | Add +8.8% | 59,013 | $1.3M |
| Evexia Wealth LLC | 0.48% | Add +2.8% | 58,855 | $1.3M |
| Atlantic Private Wealth, LLC | 0.96% | Add +38.5% | 57,634 | $1.3M |
| Scissortail Wealth Management, LLC | 0.33% | New | 57,237 | $1.3M |
| Reliant Wealth Planning | 0.55% | Reduce -12.6% | 53,285 | $1.2M |
| Gradient Investments LLC | 0.02% | Reduce -14.5% | 52,429 | $1.2M |
| Asset Dedication, LLC | 0.09% | Add +32.6% | 50,997 | $1.1M |
| Montecito Bank & Trust | 0.20% | Add +4.2% | 50,104 | $1.1M |
| Lido Advisors, LLC | 0.01% | Reduce -2.4% | 47,338 | $1.1M |
| Austin Private Wealth, LLC | 0.09% | Add +4.2% | 46,754 | $1.0M |
| Kestra Investment Management, LLC | 0.02% | Add +771.4% | 61,782 | $1.0M |
| Thrivent Financial for Lutherans | 0.00% | No change | 46,044 | $1.0M |
| Oppenheimer & Co. Inc. | 0.02% | New | 45,254 | $1.0M |
| Creative Planning | 0.00% | Reduce -15.5% | 44,303 | $993K |
| Sigma Planning Corp | 0.03% | Add +27.2% | 43,665 | $979K |
| 4J Wealth Management LLC | 0.75% | Add +0.2% | 42,157 | $945K |
| Transcend Capital Advisors, LLC | 0.07% | Add +0.7% | 40,318 | $904K |
| Horizons Wealth Management | 0.68% | Add +2.6% | 40,248 | $902K |
| Fullcircle Wealth LLC | 0.37% | Reduce -8.8% | 39,472 | $889K |
| Consolidated Portfolio Review Corp | 0.14% | Add +13.1% | 39,273 | $880K |
| Apollon Wealth Management, LLC | 0.02% | Add +0.6% | 37,716 | $846K |
| Granite Harbor Advisors, Inc. | 0.44% | No change | 37,151 | $833K |
| Conrad Siegel Investment Advisors, Inc. | 0.21% | Add +10.4% | 36,159 | $811K |
| KOM Wealth Management Group, LLC | 0.70% | Add +43.6% | 35,640 | $799K |
| Element Wealth, LLC | 0.43% | No change | 35,631 | $799K |
| Cary Street Partners Financial LLC | 0.03% | Reduce -2.3% | 35,470 | $795K |
| Keeler Thomas Management LLC | 0.39% | New | 35,321 | $792K |
| Kestra Advisory Services, LLC | 0.00% | Add +1.5% | 35,160 | $788K |
| Compass Ion Advisors, LLC | 0.09% | Add +13.9% | 34,982 | $784K |
| Barrett & Company, Inc. | 0.32% | Add +15.8% | 33,613 | $754K |
| Coldstream Capital Management Inc. | 0.02% | Add +97.5% | 32,645 | $732K |
| Wick Capital Partners, LLC | 0.21% | New | 31,845 | $714K |
| AllSquare Wealth Management LLC | 0.42% | Add +3.5% | 31,726 | $711K |
| Essential Planning, LLC. | 0.29% | Reduce -96.3% | 31,660 | $710K |
| Cibc World Market Inc. | 0.00% | No change | 31,390 | $704K |
| Equitable Holdings, Inc. | 0.01% | Add +20.0% | 30,539 | $685K |
| Riverchase Wealth Management, LLC | 0.47% | Add +62.2% | 29,857 | $669K |
| Summit Wealth Partners, LLC | 0.13% | No change | 29,225 | $655K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -0.5% | 29,022 | $651K |
| Modera Wealth Management, LLC | 0.01% | Add +14.6% | 28,155 | $631K |
| Pinnacle Bancorp, Inc. | 0.20% | Add +42.3% | 27,197 | $610K |
| Duncker Streett & Co. Inc. | 0.12% | No change | 26,588 | $596K |
| PNC Financial Services Group, Inc. | 0.00% | Add +476.3% | 26,439 | $593K |
| RFP Financial Group LLC | 0.24% | New | 26,347 | $591K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +50.1% | 25,694 | $576K |
| Safeguard Financial, LLC | 0.12% | Reduce -2.6% | 25,199 | $565K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.61% | Add +10.3% | 24,021 | $539K |
| Signature Wealth Management Group | 0.21% | Add +24.1% | 23,863 | $535K |
| Cambridge Financial Group, LLC | 0.22% | Add +1.0% | 23,389 | $524K |
| Koss-Olinger Consulting, LLC | 0.04% | Add +2.5% | 23,010 | $516K |
| Simplicity Wealth,LLC | 0.04% | New | 22,642 | $508K |
| Benjamin Edwards Inc. | 0.01% | Reduce -6.2% | 21,877 | $490K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.22% | Add +4.5% | 21,662 | $486K |
| Straight Path Wealth Management | 0.19% | Reduce -6.4% | 21,467 | $481K |
| Cerity Partners LLC | 0.00% | Add +0.0% | 20,944 | $470K |
| Stonebridge Financial Group, LLC | 0.05% | Add +12.3% | 20,598 | $462K |
| Focused Wealth Management, Inc | 0.06% | Add +19.2% | 19,739 | $443K |
| Country Club Bank | 0.03% | Reduce -5.5% | 19,162 | $430K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +17.2% | 18,475 | $414K |
| MML Investors Services, LLC | 0.00% | Add +14.3% | 18,176 | $408K |
| Private Advisor Group, LLC | 0.00% | Reduce -24.5% | 18,148 | $407K |
| Woodley Farra Manion Portfolio Management Inc. | 0.02% | Add +54.3% | 18,114 | $406K |
| CFS Investment Advisory Services, LLC | 0.04% | Add +27.2% | 17,806 | $399K |
| Heartland Bank & Trust Co | 0.20% | No change | 17,655 | $396K |
| Eldridge Investment Advisors, Inc. | 0.09% | Add +48.6% | 17,057 | $382K |
| Bank of Montreal | 0.00% | Add +933.8% | 16,923 | $379K |
| Crews Bank & Trust | 0.06% | Reduce -4.5% | 16,825 | $377K |
| Goldman Sachs Group Inc. | 0.00% | Reduce -32.4% | 16,789 | $376K |
| Tableaux LLC | 0.26% | New | 16,338 | $366K |
| Corient Private Wealth LP | 0.00% | New | 16,246 | $364K |
| Jacobi Capital Management LLC | 0.03% | Add +0.1% | 15,963 | $358K |
| Savvy Advisors, Inc. | 0.04% | Add +0.2% | 15,685 | $352K |
| Chesley Taft & Associates LLC | 0.02% | New | 15,600 | $350K |
| Trinity Wealth Management, LLC | 0.15% | No change | 14,866 | $333K |
| Alterna Wealth Management, Inc. | 0.25% | New | 14,457 | $324K |
| PSI Advisors, LLC | 0.10% | Add +412.4% | 14,040 | $315K |
| KPP Advisory Services LLC | 0.06% | No change | 13,800 | $309K |
| Harbour Investments, Inc. | 0.01% | Add +1123.8% | 13,768 | $309K |
| Costello Asset Management, INC | 0.12% | Reduce -2.2% | 13,612 | $305K |
| Phillips Financial Management, LLC | 0.02% | Add +5.0% | 13,547 | $304K |
| KFG Wealth Management, LLC | 0.05% | Add +23.5% | 13,195 | $296K |
| Principal Securities, Inc. | 0.01% | No change | 13,234 | $294K |
| Moneco Advisors, LLC | 0.03% | New | 12,942 | $290K |
| National Bank of Canada | 0.00% | Add +37.8% | 12,936 | $290K |
| Montag A & Associates Inc. | 0.01% | Add +10.0% | 12,865 | $288K |
| Greenfield Savings Bank | 0.14% | Reduce -1.1% | 12,712 | $285K |
| Autumn Glory Partners, LLC | 0.14% | No change | 12,648 | $284K |
| WASHINGTON TRUST Co | 0.01% | Reduce -25.9% | 12,294 | $276K |
| Mattern Capital Management, LLC | 0.03% | Add +0.7% | 12,030 | $270K |
| Mascoma Wealth Management LLC | 0.06% | No change | 11,484 | $257K |
| Resonant Capital Advisors, LLC | 0.02% | Reduce -15.6% | 11,483 | $257K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -3.3% | 11,503 | $257K |
| Mariner, LLC | 0.00% | New | 11,390 | $255K |
| Highland Financial Advisors, LLC | 0.09% | No change | 11,306 | $253K |
| Trust Co | 0.03% | No change | 11,274 | $253K |
| Comerica Bank | 0.00% | Add +287.4% | 11,239 | $252K |
| Independent Advisor Alliance | 0.01% | Reduce -91.5% | 10,836 | $243K |
| Hills Bank & Trust Co | 0.02% | Add +8.5% | 10,741 | $241K |
| Towne Trust Company, N.A | 0.08% | Add +44.5% | 10,550 | $237K |
| BCS Wealth Management | 0.06% | No change | 10,062 | $226K |
| GTS Securities LLC | 0.01% | New | 10,074 | $226K |
| Berger Financial Group, Inc | 0.01% | No change | 9,466 | $212K |
| International Assets Investment Management, LLC | 0.02% | No change | 9,145 | $205K |
| Rossmore Private Capital | 0.02% | New | 9,014 | $202K |
| Hara Capital LLC | 0.12% | Reduce -71.4% | 7,876 | $177K |
| Physician Wealth Advisors, Inc. | 0.03% | Add +51.7% | 6,892 | $155K |
| Spectrum Wealth Counsel, LLC | 0.01% | No change | 5,137 | $115K |
| Cherry Tree Wealth Management, LLC | 0.03% | Add +15.2% | 5,101 | $114K |
| Private Trust Co. NA | 0.01% | No change | 3,366 | $75K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 3,306 | $74K |
| 2UniFi Bank | 0.05% | Add +73.3% | 3,282 | $74K |
| TD Capital Management LLC | 0.00% | Add +0.6% | 2,054 | $46K |
| Capital Analysts, LLC | 0.00% | No change | 2,057 | $46K |
| Harbor Investment Advisory, LLC | 0.00% | New | 1,778 | $40K |
| Robbins Farley | 0.02% | No change | 1,444 | $32K |
| Lowe Wealth Advisors, LLC | 0.01% | New | 1,300 | $29K |
| Hemington Wealth Management | 0.00% | No change | 1,249 | $28K |
| Eastern Bank | 0.00% | No change | 1,150 | $26K |
| Balentine LLC | 0.00% | No change | 1,124 | $25K |
| BankPlus Trust Department | 0.01% | No change | 1,057 | $24K |
| NorthRock Partners, LLC | 0.00% | New | 956 | $21K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | No change | 862 | $19K |
| Laurel Wealth Advisors LLC | 0.00% | No change | 850 | $19K |
| US Bancorp \de | 0.00% | No change | 800 | $18K |
| First PREMIER Bank | 0.00% | No change | 780 | $17K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 700 | $16K |
| Oakworth Capital, Inc. | 0.00% | No change | 699 | $16K |
| AE Wealth Management LLC | 0.00% | No change | 655 | $15K |
| Creative Financial Designs Inc. | 0.00% | Add +25.8% | 614 | $14K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 601 | $13K |
| Blue Trust, Inc. | 0.00% | Add +0.2% | 553 | $12K |
| FMR LLC | 0.00% | Add +27200.0% | 546 | $12K |
| Stephens Consulting, LLC | 0.00% | No change | 334 | $7K |
| Farther Finance Advisors, LLC | 0.00% | Reduce -48.4% | 294 | $7K |
| Logan Capital Management Inc. | 0.00% | No change | 279 | $6K |
| Jones Financial Companies LLLP | 0.00% | New | 192 | $4K |
| Aptus Capital Advisors, LLC | 0.00% | No change | 141 | $3K |
| TD Waterhouse Canada Inc. | 0.00% | Reduce -47.5% | 63 | $1K |
| Nemes Rush Group LLC | 0.00% | No change | 60 | $1K |
| Aventura Private Wealth, LLC | 0.00% | No change | 5 | $112 |
"% of holder's portfolio" is IBTH's weight in each manager's 13F, not the share of iShares Ibonds Dec 2027 Term the manager owns.