iShares Ibonds Dec 2027 TermIBTHETF
13F holders, Q2 2025 (June 30)256holders +15
31new positions
15sold out
1famous investor
$22.46avg. 13F price*
At the end of Q2 2025, 256 institutions reported holding iShares Ibonds Dec 2027 Term (IBTH) in their 13F filings, up 15 from Q1 2025. 31 opened new positions and 15 sold out. The largest holders were HM Payson & Co. ($140.8M), Bank of America Corp. ($78.0M) and Morgan Stanley ($77.8M). 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 Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 31 | $11.3M |
| Exits | 15 | $45.6M |
All 13F filers, Q1 2025 → Q2 2025: 7,267,891 shares bought and 3,177,424 shares sold, net +4,090,467 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 256 holders
| HM Payson & Co. | 2.23% | Add +14.6% | 6,259,236 | $140.8M |
| Bank of America Corp. | 0.01% | Add +29.0% | 3,467,375 | $78.0M |
| Morgan Stanley | 0.01% | Reduce -5.8% | 3,458,097 | $77.8M |
| GLOBALT Investments LLC / GA | 2.48% | Reduce -2.1% | 2,883,167 | $64.8M |
| Wells Fargo & Company | 0.01% | Add +2.5% | 2,023,190 | $45.5M |
| TRUE Private Wealth Advisors | 5.00% | Add +41.8% | 1,979,633 | $44.5M |
| Envestnet Asset Management Inc. | 0.01% | Add +23.9% | 1,456,004 | $32.7M |
| Focus Partners Wealth | 0.06% | Add +428.2% | 1,223,237 | $27.5M |
| NewEdge Advisors, LLC | 0.14% | Reduce -6.7% | 1,210,609 | $27.2M |
| LPL Financial LLC | 0.01% | Add +55.6% | 1,196,483 | $26.9M |
| Raymond James Financial Inc. | 0.01% | Add +13.5% | 1,114,208 | $25.1M |
| UBS Group AG | 0.01% | Add +1.5% | 1,098,351 | $24.7M |
| Integrated Wealth Concepts LLC | 0.23% | Add +10.7% | 1,007,320 | $22.7M |
| Stratos Wealth Partners, LTD. | 0.29% | Reduce -7.8% | 958,118 | $21.5M |
| Financial Advisory Corp | 2.70% | Add +0.7% | 782,545 | $17.6M |
| Journey Advisory Group, LLC | 1.37% | Add +1.5% | 782,504 | $17.6M |
| Capital Investment Advisors, LLC | 0.31% | Add +2.3% | 748,226 | $17.6M |
| Denver PWM, LLC | 5.21% | Add +8.6% | 743,351 | $16.7M |
| NorthCoast Asset Management LLC | 0.07% | Add +7.5% | 694,099 | $15.6M |
| Mercer Global Advisors Inc. | 0.03% | Add +32.3% | 644,028 | $14.5M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -0.4% | 623,275 | $14.0M |
| MV Capital Management, Inc. | 1.40% | Add +2.5% | 604,366 | $13.6M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -0.4% | 603,607 | $13.6M |
| Wealth Enhancement Advisory Services, LLC | 0.02% | Reduce -0.2% | 595,846 | $13.3M |
| Osaic Holdings, Inc. | 0.02% | Add +0.8% | 564,728 | $12.7M |
| MKT Advisors LLC | 4.97% | Add +3.3% | 560,719 | $12.6M |
| Royal Bank of Canada | 0.00% | Reduce -13.9% | 535,727 | $12.0M |
| United Capital Financial Advisors, LLC | 0.09% | Add +69.7% | 495,885 | $11.2M |
| OneAscent Financial Services LLC | 0.78% | Add +138.7% | 489,138 | $11.0M |
| Legacy Private Trust Co. | 0.71% | Add +0.3% | 485,458 | $10.9M |
| Chatham Capital Group, Inc. | 1.66% | Reduce -0.2% | 483,379 | $10.9M |
| Asset Advisors Investment Management, LLC | 1.04% | Add +44.5% | 468,057 | $10.5M |
| Confluence Investment Management LLC | 0.15% | Reduce -0.7% | 467,115 | $10.5M |
| Krilogy Financial LLC | 0.59% | Add +1.0% | 460,867 | $10.4M |
| Wealth Management Strategies, Inc. | 5.53% | Add +16.7% | 457,678 | $10.3M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.17% | Add +19.7% | 446,695 | $10.0M |
| Titleist Asset Management, LLC | 0.82% | Add +7.1% | 364,074 | $8.2M |
| Obsidian Personal Planning Solutions LLC | 3.29% | Add +15.2% | 361,985 | $8.1M |
| Steward Partners Investment Advisory, LLC | 0.06% | Reduce -9.4% | 346,068 | $7.8M |
| Shelton Wealth Management, LLC | 3.82% | Add +4.7% | 336,748 | $7.6M |
| Snowden Capital Advisors LLC | 0.22% | Add +0.1% | 333,908 | $7.5M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -12.6% | 327,520 | $7.4M |
| CENTRAL TRUST Co | 0.17% | Add +5.2% | 324,827 | $7.3M |
| Old Port Advisors | 1.88% | Add +4.1% | 306,158 | $6.9M |
| Fagan Associates, Inc. | 1.05% | Reduce -2.3% | 301,984 | $6.8M |
| Janney Montgomery Scott LLC | 0.02% | Add +22.9% | 289,147 | $6.5M |
| Eight 31 Financial, LLC | 4.05% | Add +1.7% | 272,652 | $6.1M |
| Northstar Group, Inc. | 0.98% | Add +47.3% | 268,398 | $6.0M |
| MBL Wealth, LLC | 0.54% | Reduce -8.9% | 252,122 | $5.7M |
| Stifel Financial Corp. | 0.01% | Add +5.9% | 237,998 | $5.4M |
| Probity Advisors, Inc. | 0.93% | Reduce -14.8% | 234,722 | $5.3M |
| Strategic Blueprint, LLC | 0.25% | Add +28.7% | 225,012 | $5.1M |
| Boston Family Office LLC | 0.33% | Add +14.2% | 221,879 | $5.0M |
| BlackRock, Inc. | 0.00% | Add +19.9% | 188,755 | $4.2M |
| Stockman Wealth Management, Inc. | 0.57% | Add +6.0% | 185,876 | $4.2M |
| Baird Financial Group, Inc. | 0.01% | Add +50.5% | 178,831 | $4.0M |
| Cetera Investment Advisers | 0.01% | Reduce -4.0% | 177,646 | $4.0M |
| Captrust Financial Advisors | 0.01% | Add +8.4% | 177,282 | $4.0M |
| Apella Capital, LLC | 0.11% | Add +80.7% | 175,439 | $3.9M |
| Truist Financial Corp. | 0.01% | Reduce -7.0% | 173,082 | $3.9M |
| Rebalance, LLC | 0.26% | Add +141.3% | 171,673 | $3.9M |
| Ameriprise Financial Inc. | 0.00% | Add +4.7% | 161,425 | $3.6M |
| Allworth Financial LP | 0.02% | Add +39.9% | 153,422 | $3.5M |
| D.A. Davidson & Co. | 0.02% | Add +25.2% | 153,300 | $3.4M |
| Atlantic Private Wealth, LLC | 2.27% | Add +161.4% | 150,645 | $3.4M |
| Signaturefd, LLC | 0.06% | Add +51.6% | 150,338 | $3.4M |
| IFP Advisors, Inc | 0.09% | Add +2.2% | 145,937 | $3.3M |
| Accretive Wealth Partners, LLC | 1.07% | Add +6.9% | 144,978 | $3.3M |
| Citadel Advisors | 0.00% | Reduce -36.1% | 144,005 | $3.2M |
| Leavell Investment Management, Inc. | 0.14% | Add +21.9% | 140,820 | $3.2M |
| Retireful, LLC | 2.06% | New | 133,060 | $3.0M |
| Midwest Professional Planners, LTD. | 0.78% | Add +50.0% | 132,541 | $3.0M |
| Parallel Advisors, LLC | 0.05% | Add +12.6% | 121,750 | $2.7M |
| Sanctuary Advisors, LLC | 0.02% | Add +5.0% | 119,140 | $2.7M |
| Lantz Financial LLC | 0.66% | Add +17.4% | 117,662 | $2.6M |
| Synovus Financial Corp. | 0.03% | Reduce -7.1% | 116,825 | $2.6M |
| Howland Capital Management LLC | 0.10% | Add +17.9% | 114,338 | $2.6M |
| Portland Global Advisors LLC | 0.30% | Add +7.0% | 114,149 | $2.6M |
| MAI Capital Management | 0.02% | Reduce -1.0% | 109,052 | $2.5M |
| Mechanics Bank Trust Department | 0.35% | Reduce -1.1% | 107,500 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.1% | 105,012 | $2.4M |
| Atria Investments, Inc | 0.03% | Add +3.4% | 104,496 | $2.4M |
| SCS Capital Management LLC | 0.03% | Add +0.2% | 103,274 | $2.3M |
| Leo Wealth, LLC | 0.17% | Reduce -0.7% | 97,110 | $2.2M |
| Wealthspire Advisors, LLC | 0.01% | Add +4.2% | 96,821 | $2.2M |
| Hughes Financial Services, LLC | 0.37% | Add +3.0% | 96,333 | $2.2M |
| Valmark Advisers, Inc. | 0.03% | Add +12.6% | 94,912 | $2.1M |
| STAR Financial Bank | 1.34% | Add +10.8% | 93,867 | $2.1M |
| Gould Asset Management LLC | 0.41% | Add +3.5% | 93,285 | $2.1M |
| Park Avenue Securities LLC | 0.02% | Add +2.0% | 89,591 | $2.0M |
| HighTower Advisors, LLC | 0.00% | Add +5.6% | 88,270 | $2.0M |
| TFR Capital, LLC. | 0.72% | Add +23.5% | 88,052 | $2.0M |
| Jim Saulnier & Associates, LLC | 1.35% | Add +27.7% | 87,976 | $2.0M |
| Associated Banc-Corp | 0.05% | Add +20.9% | 84,305 | $1.9M |
| Carmel Capital Partners, LLC | 0.64% | New | 81,500 | $1.8M |
| Thoroughbred Financial Services, LLC | 0.11% | Reduce -18.3% | 67,374 | $1.5M |
| Cwm, LLC | 0.01% | Add +11.0% | 65,529 | $1.5M |
| Cannon Financial Strategists, Inc. | 0.22% | Add +1.0% | 62,973 | $1.4M |
| Mariner, LLC | 0.00% | Add +436.7% | 61,134 | $1.4M |
| Foundry Financial Group, Inc. | 0.76% | Reduce -9.6% | 59,461 | $1.3M |
"% 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.