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 |
| Reliant Wealth Planning | 0.52% | Add +10.9% | 59,077 | $1.3M |
| KOM Wealth Management Group, LLC | 1.04% | Add +64.1% | 58,481 | $1.3M |
| Scissortail Wealth Management, LLC | 0.31% | Add +0.5% | 57,500 | $1.3M |
| Austin Private Wealth, LLC | 0.10% | Add +16.4% | 54,445 | $1.2M |
| Asset Dedication, LLC | 0.09% | Add +5.3% | 53,683 | $1.2M |
| Gradient Investments LLC | 0.02% | Add +0.1% | 52,487 | $1.2M |
| MML Investors Services, LLC | 0.00% | Add +181.5% | 51,169 | $1.2M |
| Simplicity Wealth,LLC | 0.05% | Add +115.4% | 48,772 | $1.1M |
| Keeler Thomas Management LLC | 0.46% | Add +34.2% | 47,388 | $1.1M |
| Oppenheimer & Co. Inc. | 0.01% | Add +0.2% | 45,344 | $1.0M |
| Creative Planning | 0.00% | No change | 44,303 | $996K |
| Sigma Planning Corp | 0.03% | Add +1.4% | 44,256 | $995K |
| Compass Ion Advisors, LLC | 0.11% | Add +24.2% | 43,434 | $977K |
| Consolidated Portfolio Review Corp | 0.13% | Add +8.3% | 42,547 | $957K |
| Horizons Wealth Management | 0.69% | Add +5.0% | 42,259 | $950K |
| Transcend Capital Advisors, LLC | 0.07% | No change | 40,318 | $907K |
| Stratos Wealth Advisors, LLC | 0.05% | New | 40,206 | $904K |
| Element Wealth, LLC | 0.41% | Add +10.4% | 39,326 | $884K |
| Modera Wealth Management, LLC | 0.01% | Add +38.5% | 38,982 | $877K |
| 4J Wealth Management LLC | 0.58% | Reduce -9.4% | 38,183 | $859K |
| Apollon Wealth Management, LLC | 0.02% | Add +0.9% | 38,040 | $856K |
| Granite Harbor Advisors, Inc. | 0.40% | Add +2.0% | 37,893 | $852K |
| Fullcircle Wealth LLC | 0.32% | Reduce -4.5% | 37,683 | $845K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -3.9% | 34,096 | $767K |
| Summit Wealth Partners, LLC | 0.14% | Add +15.3% | 33,695 | $758K |
| Barrett & Company, Inc. | 0.28% | No change | 33,613 | $756K |
| Kestra Advisory Services, LLC | 0.00% | Reduce -5.0% | 33,383 | $751K |
| Coldstream Capital Management Inc. | 0.01% | No change | 32,645 | $734K |
| Riverchase Wealth Management, LLC | 0.46% | Add +6.9% | 31,929 | $718K |
| Essential Planning, LLC. | 0.27% | Add +0.4% | 31,797 | $715K |
| AllSquare Wealth Management LLC | 0.40% | No change | 31,726 | $714K |
| Equitable Holdings, Inc. | 0.01% | Add +3.6% | 31,628 | $711K |
| Cibc World Market Inc. | 0.00% | No change | 31,390 | $706K |
| RFP Financial Group LLC | 0.27% | Add +11.4% | 29,350 | $660K |
| Wick Capital Partners, LLC | 0.17% | Add +353.2% | 144,309 | $657K |
| Mesirow Financial Investment Management, Inc. | 0.01% | No change | 29,022 | $653K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.27% | Add +27.6% | 27,636 | $622K |
| Beacon Pointe Advisors, LLC | 0.01% | Add +7.4% | 27,596 | $621K |
| Pinnacle Bancorp, Inc. | 0.19% | No change | 27,197 | $612K |
| Duncker Streett & Co. Inc. | 0.11% | No change | 26,588 | $598K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 26,439 | $595K |
| Benjamin Edwards Inc. | 0.01% | Add +19.4% | 26,116 | $587K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +35.2% | 24,976 | $562K |
| Cambridge Financial Group, LLC | 0.20% | Add +2.8% | 24,035 | $541K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.61% | No change | 24,021 | $540K |
| Evexia Wealth LLC | 0.17% | Reduce -59.5% | 23,820 | $534K |
| Signature Wealth Management Group | 0.21% | Reduce -1.7% | 23,461 | $528K |
| Koss-Olinger Consulting, LLC | 0.04% | Add +0.9% | 23,218 | $522K |
| Merit Financial Group, LLC | 0.01% | New | 22,789 | $513K |
| Straight Path Wealth Management | 0.17% | Add +6.1% | 22,776 | $512K |
| Tableaux LLC | 0.28% | Add +33.1% | 21,749 | $489K |
| Belpointe Asset Management LLC | 0.02% | New | 21,422 | $482K |
| Woodley Farra Manion Portfolio Management Inc. | 0.02% | Add +15.7% | 20,956 | $471K |
| Cerity Partners LLC | 0.00% | Reduce -0.4% | 20,853 | $469K |
| Focused Wealth Management, Inc | 0.06% | Add +5.0% | 20,718 | $466K |
| Stonebridge Financial Group, LLC | 0.05% | Add +0.2% | 20,631 | $464K |
| Goldman Sachs Group Inc. | 0.00% | Add +20.7% | 20,271 | $456K |
| Heartland Bank & Trust Co | 0.20% | Add +8.2% | 19,101 | $430K |
| Chesley Taft & Associates LLC | 0.02% | Add +21.8% | 19,000 | $427K |
| Country Club Bank | 0.03% | Reduce -4.8% | 18,236 | $410K |
| Harbour Investments, Inc. | 0.01% | Add +31.1% | 18,056 | $406K |
| Crews Bank & Trust | 0.06% | Add +6.8% | 17,960 | $404K |
| Eldridge Investment Advisors, Inc. | 0.08% | Add +5.0% | 17,915 | $402K |
| Private Advisor Group, LLC | 0.00% | Reduce -1.7% | 17,844 | $401K |
| Savvy Advisors, Inc. | 0.03% | Add +12.8% | 17,689 | $398K |
| CFS Investment Advisory Services, LLC | 0.03% | Reduce -1.6% | 17,514 | $394K |
| Kestra Investment Management, LLC | 0.01% | Reduce -72.0% | 17,328 | $390K |
| Jacobi Capital Management LLC | 0.03% | Add +6.5% | 17,007 | $382K |
| Conrad Siegel Investment Advisors, Inc. | 0.08% | Reduce -55.0% | 16,275 | $366K |
| Alterna Wealth Management, Inc. | 0.28% | Add +8.6% | 15,702 | $353K |
| Modern Wealth Management, LLC | 0.01% | New | 15,514 | $349K |
| JPMorgan Chase & Co. | 0.00% | New | 15,264 | $343K |
| Trinity Wealth Management, LLC | 0.13% | No change | 14,866 | $334K |
| KFG Wealth Management, LLC | 0.05% | Add +8.8% | 14,353 | $323K |
| Liberty Wealth Management LLC | 0.05% | New | 13,806 | $311K |
| KPP Advisory Services LLC | 0.05% | No change | 13,800 | $310K |
| Thrivent Financial for Lutherans | 0.00% | Reduce -70.1% | 13,777 | $310K |
| National Bank of Canada | 0.00% | Add +4.1% | 13,472 | $303K |
| Global Retirement Partners, LLC | 0.01% | — | 13,095 | $294K |
| Moneco Advisors, LLC | 0.03% | No change | 12,942 | $291K |
| Montag A & Associates Inc. | 0.01% | No change | 12,865 | $289K |
| Connecticut Wealth Management, LLC | 0.01% | New | 12,845 | $289K |
| Towne Trust Company, N.A | 0.10% | Add +19.5% | 12,610 | $284K |
| Independent Advisor Alliance | 0.01% | Add +15.7% | 12,538 | $282K |
| Black Maple Capital Management LP | 0.19% | New | 12,500 | $281K |
| Autumn Glory Partners, LLC | 0.13% | Reduce -2.2% | 12,369 | $278K |
| WASHINGTON TRUST Co | 0.01% | No change | 12,294 | $276K |
| Greenfield Savings Bank | 0.12% | Reduce -3.8% | 12,232 | $275K |
| Principal Securities, Inc. | 0.01% | Reduce -9.1% | 12,034 | $271K |
| Mattern Capital Management, LLC | 0.03% | No change | 12,030 | $271K |
| DecisionMap Wealth Management, LLC | 0.18% | New | 11,563 | $260K |
| Visionary Wealth Advisors | 0.01% | New | 11,538 | $259K |
| Mascoma Wealth Management LLC | 0.06% | No change | 11,484 | $258K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 11,483 | $258K |
| Highland Financial Advisors, LLC | 0.08% | No change | 11,306 | $254K |
| Comerica Bank | 0.00% | Reduce -0.1% | 11,226 | $252K |
| Hills Bank & Trust Co | 0.02% | Add +3.7% | 11,136 | $250K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Reduce -4.1% | 11,034 | $248K |
| Avidian Wealth Enterprises, LLC | 0.01% | New | 10,970 | $247K |
| Flow Traders U.S. LLC | 0.01% | Reduce -92.5% | 10,845 | $244K |
| Schmidt P J Investment Management Inc. | 0.04% | New | 10,531 | $237K |
| Hamel Associates, Inc. | 0.08% | New | 10,469 | $235K |
| Prime Capital Investment Advisors, LLC | 0.00% | New | 10,311 | $232K |
| Precision Wealth Strategies, LLC | 0.07% | New | 10,176 | $229K |
| Trust Co | 0.03% | Reduce -9.8% | 10,164 | $229K |
| LBMC Investment Advisors, LLC | 0.02% | New | 9,930 | $223K |
| Costello Asset Management, INC | 0.08% | Reduce -29.8% | 9,552 | $215K |
| Berger Financial Group, Inc | 0.01% | No change | 9,466 | $213K |
| Moseley Investment Management Inc. | 0.07% | New | 9,439 | $212K |
| Lokken Investment Group LLC | 0.08% | New | 9,335 | $210K |
| Money Concepts Capital Corp. | 0.01% | New | 9,290 | $209K |
| Brookstone Capital Management | 0.00% | New | 9,220 | $207K |
| International Assets Investment Management, LLC | 0.02% | No change | 9,145 | $206K |
| Corient Private Wealth LP | 0.00% | Reduce -44.1% | 9,074 | $204K |
| Beese Fulmer Investment Management, Inc. | 0.02% | New | 9,064 | $204K |
| Rossmore Private Capital | 0.02% | No change | 9,014 | $203K |
| Phillips Financial Management, LLC | 0.01% | Reduce -33.8% | 8,965 | $202K |
| Hara Capital LLC | 0.11% | No change | 7,876 | $177K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 6,892 | $155K |
| Cherry Tree Wealth Management, LLC | 0.03% | Add +10.5% | 5,638 | $127K |
| Harbor Investment Advisory, LLC | 0.01% | Add +99.9% | 3,555 | $80K |
| Bank of Montreal | 0.00% | Reduce -79.7% | 3,437 | $77K |
| Private Trust Co. NA | 0.01% | No change | 3,366 | $76K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 3,308 | $74K |
| 2UniFi Bank | 0.04% | No change | 3,282 | $74K |
| Aptus Capital Advisors, LLC | 0.00% | Add +1900.0% | 2,820 | $63K |
| TD Capital Management LLC | 0.00% | Add +1.0% | 2,075 | $47K |
| Capital Analysts, LLC | 0.00% | No change | 2,057 | $46K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.01% | Add +106.3% | 1,778 | $40K |
| Robbins Farley | 0.01% | Reduce -3.3% | 1,397 | $31K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 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 |
| Blue Trust, Inc. | 0.00% | Add +59.0% | 879 | $20K |
| US Bancorp \de | 0.00% | No change | 800 | $18K |
| First PREMIER Bank | 0.00% | Reduce -4.5% | 745 | $17K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 700 | $16K |
| Oakworth Capital, Inc. | 0.00% | No change | 699 | $16K |
| Parkside Financial Bank & Trust | 0.00% | New | 691 | $16K |
| AE Wealth Management LLC | 0.00% | No change | 655 | $15K |
| Assetmark, Inc. | 0.00% | New | 631 | $14K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 601 | $14K |
| Hollencrest Capital Management | 0.00% | New | 570 | $13K |
| Creative Financial Designs Inc. | 0.00% | Reduce -20.5% | 488 | $11K |
| Franklin Resources Inc. | 0.00% | New | 456 | $10K |
| High Note Wealth, LLC | 0.00% | New | 400 | $9K |
| Stephens Consulting, LLC | 0.00% | No change | 334 | $8K |
| Logan Capital Management Inc. | 0.00% | No change | 279 | $6K |
| CoreCap Advisors, LLC | 0.00% | New | 118 | $3K |
| FSA Wealth Management LLC | 0.00% | New | 92 | $2K |
| Nemes Rush Group LLC | 0.00% | Add +1.7% | 61 | $1K |
| SouthState Bank Corp | 0.00% | New | 55 | $1K |
| Strategic Wealth Partners, Ltd. | 0.00% | — | 36 | $810 |
| 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.