iShares Ibonds Dec 2027 TermIBTHETF
13F holders, Q3 2025 (September 30)275holders +19
34new positions
16sold out
2famous investors
$22.52avg. 13F price*
At the end of Q3 2025, 275 institutions reported holding iShares Ibonds Dec 2027 Term (IBTH) in their 13F filings, up 19 from Q2 2025. 34 opened new positions and 16 sold out. The largest holders were HM Payson & Co. ($153.1M), Morgan Stanley ($79.0M) and Bank of America Corp. ($76.3M). 2 famous investors held it, including Cliff Asness (0.0% of AQR Capital Management's portfolio) and 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 Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 34 | $19.8M |
| Exits | 16 | $8.0M |
All 13F filers, Q2 2025 → Q3 2025: 6,354,033 shares bought and 1,770,160 shares sold, net +4,583,873 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 275 holders
| HM Payson & Co. | 2.20% | Add +8.6% | 6,799,561 | $153.1M |
| Morgan Stanley | 0.00% | Add +1.5% | 3,509,262 | $79.0M |
| Bank of America Corp. | 0.01% | Reduce -2.3% | 3,386,794 | $76.3M |
| GLOBALT Investments LLC / GA | 2.33% | Reduce -1.7% | 2,833,044 | $63.8M |
| TRUE Private Wealth Advisors | 4.54% | Reduce -0.2% | 1,975,228 | $44.5M |
| Wells Fargo & Company | 0.01% | Reduce -2.6% | 1,970,063 | $44.4M |
| Envestnet Asset Management Inc. | 0.01% | Reduce -6.2% | 1,365,564 | $30.8M |
| NewEdge Advisors, LLC | 0.13% | Add +3.0% | 1,246,518 | $28.1M |
| LPL Financial LLC | 0.01% | Add +3.9% | 1,243,382 | $28.0M |
| Focus Partners Wealth | 0.04% | Add +0.5% | 1,229,287 | $27.7M |
| Raymond James Financial Inc. | 0.01% | Add +9.2% | 1,216,832 | $27.4M |
| Obsidian Personal Planning Solutions LLC | 9.21% | Add +225.6% | 1,178,521 | $26.5M |
| NorthCoast Asset Management LLC | 0.10% | Add +63.2% | 1,132,878 | $25.5M |
| UBS Group AG | 0.01% | Add +2.9% | 1,130,343 | $25.5M |
| Integrated Wealth Concepts LLC | 0.22% | Add +8.1% | 1,089,080 | $24.5M |
| Mercer Global Advisors Inc. | 0.04% | Add +65.4% | 1,064,986 | $24.0M |
| Stratos Wealth Partners, LTD. | 0.27% | Add +5.3% | 1,008,748 | $22.7M |
| Journey Advisory Group, LLC | 1.37% | Add +4.7% | 819,597 | $18.5M |
| Financial Advisory Corp | 2.70% | Add +3.9% | 812,850 | $18.3M |
| United Capital Financial Advisors, LLC | 0.13% | Add +62.0% | 803,412 | $18.1M |
| Capital Investment Advisors, LLC | 0.28% | Add +2.6% | 767,795 | $17.3M |
| Denver PWM, LLC | 5.21% | Add +0.0% | 743,411 | $16.7M |
| OneAscent Financial Services LLC | 1.06% | Add +44.0% | 704,442 | $15.9M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Add +12.6% | 701,876 | $15.8M |
| Asset Advisors Investment Management, LLC | 1.40% | Add +39.8% | 654,283 | $14.7M |
| MV Capital Management, Inc. | 1.35% | Add +3.4% | 624,823 | $14.1M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.22% | Add +38.3% | 617,825 | $13.9M |
| Commonwealth Equity Services, LLC | 0.02% | Reduce -4.4% | 576,849 | $13.0M |
| Osaic Holdings, Inc. | 0.02% | Add +0.8% | 569,497 | $12.8M |
| MKT Advisors LLC | 4.77% | Add +1.7% | 570,279 | $12.8M |
| Royal Bank of Canada | 0.00% | Add +3.4% | 554,179 | $12.5M |
| Krilogy Financial LLC | 0.44% | Add +14.5% | 527,769 | $11.8M |
| Legacy Private Trust Co. | 0.69% | Add +5.1% | 510,106 | $11.5M |
| Wealth Management Strategies, Inc. | 5.40% | Add +5.8% | 484,367 | $10.9M |
| Chatham Capital Group, Inc. | 1.55% | Reduce -0.7% | 479,846 | $10.8M |
| Confluence Investment Management LLC | 0.15% | Reduce -2.3% | 456,205 | $10.3M |
| Titleist Asset Management, LLC | 0.82% | Add +13.4% | 412,770 | $9.3M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -37.4% | 373,031 | $8.4M |
| Shelton Wealth Management, LLC | 3.80% | Add +7.6% | 362,348 | $8.2M |
| Steward Partners Investment Advisory, LLC | 0.05% | Add +2.9% | 356,115 | $8.0M |
| Eight 31 Financial, LLC | 4.31% | Add +24.6% | 339,612 | $7.6M |
| CENTRAL TRUST Co | 0.15% | Add +1.2% | 328,802 | $7.4M |
| Old Port Advisors | 1.82% | Add +4.8% | 320,724 | $7.2M |
| Janney Montgomery Scott LLC | 0.02% | Add +9.0% | 315,183 | $7.1M |
| Financial Engines Advisors L.L.C. | 0.01% | Reduce -5.5% | 309,481 | $7.0M |
| Fagan Associates, Inc. | 0.94% | Add +0.5% | 303,467 | $6.8M |
| Strategic Blueprint, LLC | 0.29% | Add +32.9% | 298,946 | $6.7M |
| Northstar Group, Inc. | 1.01% | Add +9.9% | 294,898 | $6.6M |
| Flavin Financial Services, Inc. | 4.14% | New | 258,896 | $5.8M |
| Stifel Financial Corp. | 0.01% | Add +8.6% | 258,528 | $5.8M |
| Global Retirement Partners, LLC | 0.13% | Add +1847.3% | 255,003 | $5.7M |
| MBL Wealth, LLC | 0.49% | Reduce -0.6% | 250,511 | $5.6M |
| Ameriprise Financial Inc. | 0.00% | Add +53.9% | 248,385 | $5.6M |
| Boston Family Office LLC | 0.34% | Add +6.3% | 235,875 | $5.3M |
| Probity Advisors, Inc. | 0.80% | Reduce -6.6% | 219,174 | $4.9M |
| Apella Capital, LLC | 0.11% | Add +23.8% | 217,257 | $4.9M |
| Rebalance, LLC | 0.28% | Add +21.2% | 208,127 | $4.7M |
| Hilltop Holdings Inc. | 0.24% | New | 199,367 | $4.5M |
| Baird Financial Group, Inc. | 0.01% | Add +11.0% | 198,437 | $4.5M |
| Stockman Wealth Management, Inc. | 0.54% | Add +3.9% | 193,074 | $4.3M |
| Cetera Investment Advisers | 0.00% | Add +4.9% | 186,399 | $4.2M |
| Truist Financial Corp. | 0.01% | Add +3.5% | 179,069 | $4.0M |
| Captrust Financial Advisors | 0.01% | Reduce -0.9% | 175,710 | $4.0M |
| Signaturefd, LLC | 0.06% | Add +14.8% | 172,601 | $3.9M |
| BlackRock, Inc. | 0.00% | Reduce -9.6% | 170,639 | $3.8M |
| Atlantic Private Wealth, LLC | 2.46% | Add +12.3% | 169,097 | $3.8M |
| Midwest Professional Planners, LTD. | 0.93% | Add +27.3% | 168,768 | $3.8M |
| D.A. Davidson & Co. | 0.02% | Add +9.4% | 167,661 | $3.8M |
| Leavell Investment Management, Inc. | 0.15% | Add +10.9% | 156,169 | $3.5M |
| Tableaux LLC | 1.34% | Add +586.0% | 149,192 | $3.4M |
| Accretive Wealth Partners, LLC | 1.02% | Add +2.2% | 148,116 | $3.3M |
| Allworth Financial LP | 0.01% | Reduce -6.2% | 143,987 | $3.2M |
| Parallel Advisors, LLC | 0.06% | Add +9.5% | 133,336 | $3.0M |
| Thrivent Financial for Lutherans | 0.01% | Add +785.9% | 122,056 | $2.7M |
| Portland Global Advisors LLC | 0.30% | Add +6.0% | 121,014 | $2.7M |
| Lantz Financial LLC | 0.60% | Add +2.4% | 120,428 | $2.7M |
| Howland Capital Management LLC | 0.10% | Add +2.7% | 117,379 | $2.6M |
| Sanctuary Advisors, LLC | 0.01% | Reduce -3.9% | 114,493 | $2.6M |
| MAI Capital Management | 0.02% | Add +2.7% | 112,019 | $2.5M |
| Wealthspire Advisors, LLC | 0.01% | Add +14.9% | 111,216 | $2.5M |
| Synovus Financial Corp. | 0.03% | Reduce -8.4% | 106,992 | $2.4M |
| Mechanics Bank Trust Department | 0.34% | Reduce -1.4% | 106,000 | $2.4M |
| Atria Investments, Inc | 0.03% | Add +1.2% | 105,771 | $2.4M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Reduce -0.4% | 104,618 | $2.4M |
| SCS Capital Management LLC | 0.03% | Add +0.2% | 103,468 | $2.3M |
| HighTower Advisors, LLC | 0.00% | Add +15.5% | 101,933 | $2.3M |
| Park Avenue Securities LLC | 0.02% | Add +13.7% | 101,854 | $2.3M |
| Hughes Financial Services, LLC | 0.36% | Add +4.3% | 100,476 | $2.3M |
| Thoroughbred Financial Services, LLC | 0.14% | Add +46.5% | 98,683 | $2.2M |
| TFR Capital, LLC. | 0.73% | Add +9.6% | 96,479 | $2.2M |
| Jim Saulnier & Associates, LLC | 1.21% | Add +9.3% | 96,140 | $2.2M |
| Leo Wealth, LLC | 0.28% | Reduce -1.8% | 95,401 | $2.1M |
| IFP Advisors, Inc | 0.06% | Reduce -34.9% | 95,054 | $2.1M |
| Gould Asset Management LLC | 0.40% | Add +1.4% | 94,610 | $2.1M |
| Asset Dedication, LLC | 0.14% | Add +71.7% | 92,154 | $2.1M |
| Associated Banc-Corp | 0.05% | Add +4.5% | 88,098 | $2.0M |
| Cwm, LLC | 0.01% | Add +30.1% | 85,274 | $1.9M |
| Valmark Advisers, Inc. | 0.02% | Reduce -13.7% | 81,874 | $1.8M |
| Eldridge Investment Advisors, Inc. | 0.42% | Add +357.7% | 81,993 | $1.8M |
| Mariner, LLC | 0.00% | Add +30.4% | 79,709 | $1.8M |
"% 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.