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 |
| Foundry Financial Group, Inc. | 0.85% | Add +20.9% | 71,869 | $1.6M |
| Montecito Bank & Trust | 0.23% | — | 65,530 | $1.5M |
| Modera Wealth Management, LLC | 0.02% | Add +64.0% | 63,942 | $1.4M |
| Heartland Bank & Trust Co | 0.59% | Add +232.6% | 63,532 | $1.4M |
| Cannon Financial Strategists, Inc. | 0.20% | Add +0.9% | 63,523 | $1.4M |
| Reliant Wealth Planning | 0.45% | Add +3.4% | 61,083 | $1.4M |
| KOM Wealth Management Group, LLC | 1.03% | Add +3.7% | 60,662 | $1.4M |
| Scissortail Wealth Management, LLC | 0.29% | Add +1.3% | 58,228 | $1.3M |
| MML Investors Services, LLC | 0.00% | Add +8.3% | 55,409 | $1.2M |
| Austin Private Wealth, LLC | 0.09% | Reduce -6.5% | 50,890 | $1.1M |
| SkyView Investment Advisors, LLC | 0.14% | New | 50,000 | $1.1M |
| Creative Planning | 0.00% | Add +7.3% | 47,525 | $1.1M |
| Keeler Thomas Management LLC | 0.49% | Add +0.2% | 47,492 | $1.1M |
| Modern Wealth Management, LLC | 0.02% | Add +194.4% | 45,668 | $1.0M |
| Consolidated Portfolio Review Corp | 0.13% | Add +6.4% | 45,267 | $1.0M |
| Gradient Investments LLC | 0.02% | Reduce -14.5% | 44,886 | $1.0M |
| Horizons Wealth Management | 0.69% | Add +6.0% | 44,815 | $1.0M |
| Compass Ion Advisors, LLC | 0.09% | No change | 43,434 | $978K |
| Kestra Advisory Services, LLC | 0.00% | Add +27.7% | 42,623 | $960K |
| Transcend Capital Advisors, LLC | 0.06% | No change | 40,318 | $908K |
| Lido Advisors, LLC | 0.00% | New | 39,683 | $894K |
| Element Wealth, LLC | 0.39% | No change | 39,326 | $886K |
| Granite Harbor Advisors, Inc. | 0.36% | Add +1.4% | 38,403 | $865K |
| Apollon Wealth Management, LLC | 0.02% | Add +0.8% | 38,362 | $864K |
| Barrett & Company, Inc. | 0.29% | Add +13.2% | 38,038 | $857K |
| 4J Wealth Management LLC | 0.50% | Reduce -2.0% | 37,420 | $843K |
| Stratos Wealth Advisors, LLC | 0.04% | Reduce -9.5% | 36,394 | $820K |
| Equitable Holdings, Inc. | 0.01% | Add +13.3% | 35,837 | $807K |
| Riverchase Wealth Management, LLC | 0.45% | Add +11.3% | 35,520 | $800K |
| Fullcircle Wealth LLC | 0.27% | Reduce -9.1% | 34,261 | $769K |
| Summit Wealth Partners, LLC | 0.14% | No change | 33,695 | $759K |
| Goldman Sachs Group Inc. | 0.00% | Add +63.3% | 33,102 | $745K |
| Carnegie Investment Counsel | 0.01% | New | 32,454 | $731K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -5.3% | 32,303 | $727K |
| AllSquare Wealth Management LLC | 0.38% | Add +1.6% | 32,251 | $726K |
| Cibc World Market Inc. | 0.00% | Reduce -1.0% | 31,090 | $700K |
| Snowden Capital Advisors LLC | 0.02% | Reduce -90.7% | 31,051 | $699K |
| Coldstream Capital Management Inc. | 0.01% | Reduce -5.9% | 30,705 | $691K |
| Benjamin Edwards Inc. | 0.01% | Add +12.5% | 29,383 | $662K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -0.6% | 28,844 | $650K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.22% | Add +1.5% | 28,052 | $632K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +11.1% | 27,753 | $625K |
| PSI Advisors, LLC | 0.16% | New | 27,740 | $625K |
| Pinnacle Bancorp, Inc. | 0.18% | No change | 27,197 | $612K |
| Essential Planning, LLC. | 0.21% | Reduce -14.6% | 27,156 | $612K |
| PNC Financial Services Group, Inc. | 0.00% | No change | 26,439 | $595K |
| Straight Path Wealth Management | 0.16% | Add +14.1% | 25,976 | $585K |
| Belpointe Asset Management LLC | 0.02% | Add +20.4% | 25,799 | $581K |
| Wick Capital Partners, LLC | 0.14% | Reduce -82.2% | 25,689 | $579K |
| Beacon Pointe Advisors, LLC | 0.00% | Reduce -7.3% | 25,575 | $576K |
| Evexia Wealth LLC | 0.17% | Add +5.8% | 25,205 | $567K |
| Duncker Streett & Co. Inc. | 0.10% | Reduce -5.6% | 25,090 | $565K |
| Simplicity Wealth,LLC | 0.03% | Reduce -49.2% | 24,787 | $558K |
| Harbour Investments, Inc. | 0.01% | Add +34.2% | 24,236 | $546K |
| Cambridge Financial Group, LLC | 0.17% | No change | 24,035 | $541K |
| RFP Financial Group LLC | 0.22% | Reduce -19.4% | 23,671 | $533K |
| Koss-Olinger Consulting, LLC | 0.04% | No change | 23,218 | $522K |
| L2 Asset Management, LLC | 0.08% | New | 23,069 | $520K |
| Merit Financial Group, LLC | 0.00% | Add +0.7% | 22,950 | $517K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.50% | Reduce -6.0% | 22,586 | $509K |
| National Philanthropic Trust | 0.01% | New | 22,261 | $501K |
| Woodley Farra Manion Portfolio Management Inc. | 0.02% | Add +4.7% | 21,932 | $494K |
| Focused Wealth Management, Inc | 0.05% | Add +5.4% | 21,833 | $492K |
| KFG Wealth Management, LLC | 0.07% | Add +50.9% | 21,663 | $488K |
| Cerity Partners LLC | 0.00% | No change | 20,853 | $470K |
| Stonebridge Financial Group, LLC | 0.04% | Add +0.2% | 20,664 | $465K |
| AQR Capital Management | 0.00% | New | 20,628 | $465K |
| Independent Advisor Alliance | 0.01% | Add +64.5% | 20,626 | $464K |
| Black Maple Capital Management LP | 0.33% | Add +60.0% | 20,000 | $450K |
| Chesley Taft & Associates LLC | 0.02% | No change | 19,000 | $428K |
| Susquehanna International Group, LLP | 0.00% | New | 18,390 | $414K |
| Savvy Advisors, Inc. | 0.02% | Add +3.5% | 18,312 | $412K |
| Country Club Bank | 0.02% | No change | 18,236 | $410K |
| National Bank of Canada | 0.00% | Add +32.3% | 17,825 | $401K |
| Signature Wealth Management Group | 0.15% | Reduce -25.4% | 17,511 | $394K |
| Jacobi Capital Management LLC | 0.02% | Add +0.6% | 17,111 | $385K |
| CFS Investment Advisory Services, LLC | 0.03% | Reduce -2.7% | 17,035 | $384K |
| Black Swift Group, LLC | 0.07% | New | 16,820 | $379K |
| Private Advisor Group, LLC | 0.00% | Reduce -5.9% | 16,795 | $378K |
| Crews Bank & Trust | 0.05% | Reduce -7.4% | 16,625 | $374K |
| Conrad Siegel Investment Advisors, Inc. | 0.08% | Add +0.9% | 16,422 | $370K |
| Smithbridge Asset Management Inc. | 0.05% | New | 16,400 | $369K |
| STAR Financial Bank | 0.21% | Reduce -83.0% | 15,909 | $358K |
| Alterna Wealth Management, Inc. | 0.29% | No change | 15,702 | $354K |
| Kestra Investment Management, LLC | 0.01% | Reduce -10.3% | 15,534 | $350K |
| Visionary Wealth Advisors | 0.02% | Add +33.7% | 15,428 | $347K |
| Great Diamond Partners, LLC | 0.07% | New | 15,253 | $343K |
| Trinity Wealth Management, LLC | 0.13% | Add +1.4% | 15,068 | $339K |
| Yoder Wealth Management, Inc. | 0.16% | New | 14,600 | $329K |
| Opus Capital Group, LLC | 0.04% | New | 14,450 | $325K |
| Liberty Wealth Management LLC | 0.04% | Add +0.8% | 13,924 | $314K |
| KPP Advisory Services LLC | 0.05% | Reduce -1.6% | 13,575 | $306K |
| Autumn Glory Partners, LLC | 0.12% | Add +8.3% | 13,389 | $302K |
| Greenfield Savings Bank | 0.12% | Add +7.1% | 13,103 | $295K |
| Moneco Advisors, LLC | 0.02% | No change | 12,942 | $291K |
| Comerica Bank | 0.00% | Add +13.6% | 12,753 | $287K |
| Towne Trust Company, N.A | 0.09% | No change | 12,610 | $284K |
| Mattern Capital Management, LLC | 0.03% | Add +2.4% | 12,320 | $277K |
| WASHINGTON TRUST Co | 0.01% | No change | 12,294 | $277K |
| Jane Street Group, LLC | 0.00% | New | 12,088 | $272K |
| Principal Securities, Inc. | 0.00% | No change | 12,034 | $271K |
| Hills Bank & Trust Co | 0.02% | Add +8.0% | 12,023 | $271K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +14.4% | 11,797 | $266K |
| Hamel Associates, Inc. | 0.08% | Add +10.8% | 11,597 | $261K |
| C2P Capital Advisory Group, LLC d.b.a. Prosperity Capital Advisors | 0.02% | Add +5.1% | 11,594 | $261K |
| DecisionMap Wealth Management, LLC | 0.17% | No change | 11,563 | $260K |
| Mascoma Wealth Management LLC | 0.06% | No change | 11,484 | $259K |
| Resonant Capital Advisors, LLC | 0.02% | No change | 11,483 | $259K |
| Highland Financial Advisors, LLC | 0.07% | No change | 11,306 | $255K |
| CNB Bank | 0.11% | New | 11,216 | $253K |
| Brookstone Capital Management | 0.00% | Add +21.0% | 11,157 | $251K |
| Avidian Wealth Enterprises, LLC | 0.01% | No change | 10,970 | $247K |
| Schmidt P J Investment Management Inc. | 0.04% | Add +0.2% | 10,551 | $238K |
| World Equity Group, Inc. | 0.05% | New | 10,393 | $234K |
| Madden Advisory Services, Inc. | 0.10% | New | 10,217 | $230K |
| Trust Co | 0.02% | No change | 10,164 | $229K |
| Cyr Financial Inc. | 0.16% | New | 10,149 | $229K |
| IFG Advisory, LLC | 0.01% | New | 10,136 | $228K |
| Beese Fulmer Investment Management, Inc. | 0.02% | Add +11.5% | 10,104 | $228K |
| Connecticut Wealth Management, LLC | 0.01% | Reduce -21.6% | 10,073 | $227K |
| LBMC Investment Advisors, LLC | 0.01% | No change | 9,930 | $224K |
| Guidance Point Advisors, LLC | 0.05% | New | 9,690 | $218K |
| Moseley Investment Management Inc. | 0.06% | No change | 9,439 | $213K |
| Cherry Tree Wealth Management, LLC | 0.05% | Add +67.3% | 9,430 | $212K |
| Lokken Investment Group LLC | 0.07% | No change | 9,335 | $210K |
| Money Concepts Capital Corp. | 0.01% | Add +0.1% | 9,303 | $210K |
| Berger Financial Group, Inc | 0.01% | Reduce -2.6% | 9,223 | $208K |
| Raab & Moskowitz Asset Management LLC | 0.05% | New | 9,218 | $208K |
| Phillips Financial Management, LLC | 0.01% | Add +2.5% | 9,188 | $207K |
| International Assets Investment Management, LLC | 0.02% | No change | 9,145 | $205K |
| Citadel Advisors | 0.00% | Reduce -93.7% | 9,052 | $204K |
| Rossmore Private Capital | 0.02% | No change | 9,014 | $203K |
| Hara Capital LLC | 0.10% | Reduce -6.1% | 7,399 | $167K |
| Rockefeller Capital Management L.P. | 0.00% | New | 7,000 | $158K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 6,892 | $155K |
| Montag A & Associates Inc. | 0.01% | Reduce -56.2% | 5,638 | $127K |
| Advisory Services Network, LLC | 0.00% | New | 4,901 | $110K |
| Costello Asset Management, INC | 0.04% | Reduce -51.2% | 4,658 | $105K |
| Atlantic Union Bankshares Corp | 0.00% | New | 4,029 | $91K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 3,555 | $80K |
| High Note Wealth, LLC | 0.02% | Add +770.8% | 3,483 | $78K |
| Private Trust Co. NA | 0.01% | No change | 3,366 | $76K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 3,310 | $75K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.0% | 2,821 | $64K |
| 2UniFi Bank | 0.03% | Reduce -16.3% | 2,747 | $62K |
| US Bancorp \de | 0.00% | Add +196.4% | 2,371 | $53K |
| TD Capital Management LLC | 0.00% | Add +1.0% | 2,095 | $47K |
| Black Cypress Capital Management, LLC | 0.03% | New | 2,000 | $45K |
| FMR LLC | 0.00% | New | 1,955 | $44K |
| Bank of Montreal | 0.00% | Reduce -51.1% | 1,681 | $38K |
| Robbins Farley | 0.01% | No change | 1,397 | $31K |
| Lowe Wealth Advisors, LLC | 0.01% | No change | 1,300 | $29K |
| MCF Advisors LLC | 0.00% | New | 1,279 | $29K |
| Hemington Wealth Management | 0.00% | No change | 1,249 | $28K |
| Eastern Bank | 0.00% | No change | 1,150 | $26K |
| Spire Wealth Management | 0.00% | New | 1,125 | $25K |
| Balentine LLC | 0.00% | No change | 1,124 | $25K |
| BankPlus Trust Department | 0.01% | No change | 1,057 | $24K |
| CoreCap Advisors, LLC | 0.00% | Add +735.6% | 986 | $22K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | Reduce -51.5% | 862 | $19K |
| Hazlett, Burt & Watson, Inc. | 0.01% | New | 777 | $18K |
| First PREMIER Bank | 0.00% | No change | 745 | $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 |
| HHM Wealth Advisors, LLC | 0.00% | No change | 601 | $14K |
| Blue Trust, Inc. | 0.00% | Reduce -36.0% | 563 | $13K |
| Farther Finance Advisors, LLC | 0.00% | New | 481 | $11K |
| Franklin Resources Inc. | 0.00% | No change | 456 | $10K |
| Stephens Consulting, LLC | 0.00% | No change | 334 | $8K |
| Logan Capital Management Inc. | 0.00% | Add +9.3% | 305 | $7K |
| GPS Wealth Strategies Group, LLC | 0.00% | New | 274 | $6K |
| Clearstead Advisors, LLC | 0.00% | New | 111 | $3K |
| Strategic Wealth Partners, Ltd. | 0.00% | No change | 36 | $811 |
| Aventura Private Wealth, LLC | 0.00% | No change | 5 | $113 |
"% 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.