iShares Ibonds Dec 2027 TermIBTHETF
13F holders, Q4 2025 (December 31)300holders +25
41new positions
19sold out
2famous investors
$22.47avg. 13F price*
At the end of Q4 2025, 300 institutions reported holding iShares Ibonds Dec 2027 Term (IBTH) in their 13F filings, up 25 from Q3 2025. 41 opened new positions and 19 sold out. The largest holders were HM Payson & Co. ($166.9M), Morgan Stanley ($81.0M) and Bank of America Corp. ($79.2M). 2 famous investors held it, including Ken Griffin (0.0% of Citadel Advisors's portfolio) and Cliff Asness (0.0% of AQR Capital Management's portfolio).
- Company
- iShares Ibonds Dec 2027 Term
- CUSIP
- 46436E841
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 41 | $49.3M |
| Exits | 19 | $26.9M |
All 13F filers, Q3 2025 → Q4 2025: 16,181,334 shares bought and 3,136,330 shares sold, net +13,045,004 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 300 holders
| HM Payson & Co. | 2.35% | Add +9.3% | 7,429,326 | $166.9M |
| Morgan Stanley | 0.00% | Add +2.7% | 3,603,315 | $81.0M |
| Bank of America Corp. | 0.01% | Add +4.0% | 3,522,571 | $79.2M |
| GLOBALT Investments LLC / GA | 2.32% | Reduce -0.1% | 2,829,992 | $63.6M |
| Wells Fargo & Company | 0.01% | Add +27.7% | 2,515,703 | $56.5M |
| Mercer Global Advisors Inc. | 0.08% | Add +113.9% | 2,277,770 | $51.2M |
| TRUE Private Wealth Advisors | 4.39% | Reduce -1.3% | 1,949,885 | $43.8M |
| NorthCoast Asset Management LLC | 0.97% | Add +71.3% | 1,940,729 | $43.6M |
| LPL Financial LLC | 0.01% | Add +40.5% | 1,747,077 | $39.3M |
| NewEdge Advisors, LLC | 0.14% | Add +40.0% | 1,744,511 | $39.2M |
| Raymond James Financial Inc. | 0.01% | Add +42.5% | 1,734,435 | $39.0M |
| Brookstone Capital Management | 0.44% | Add +15152.5% | 1,701,726 | $38.2M |
| Focus Partners Wealth | 0.04% | Add +14.7% | 1,409,886 | $31.7M |
| UBS Group AG | 0.01% | Add +13.5% | 1,282,633 | $28.8M |
| United Capital Financial Advisors, LLC | 0.17% | Add +53.7% | 1,234,952 | $27.7M |
| Merit Financial Group, LLC | 0.21% | Add +4996.9% | 1,169,742 | $26.3M |
| Integrated Wealth Concepts LLC | 0.31% | Add +5.7% | 1,150,990 | $25.9M |
| Stratos Wealth Partners, LTD. | 0.26% | Add +0.9% | 1,017,505 | $22.9M |
| Financial Advisory Corp | 3.14% | Add +18.1% | 960,093 | $21.6M |
| Capital Investment Advisors, LLC | 0.31% | Add +18.6% | 910,518 | $20.5M |
| Journey Advisory Group, LLC | 1.61% | Add +3.7% | 849,836 | $19.1M |
| Stratos Wealth Advisors, LLC | 0.87% | Add +2105.1% | 802,540 | $18.0M |
| MKT Advisors LLC | 5.99% | Add +37.0% | 781,080 | $17.6M |
| Denver PWM, LLC | 5.58% | No change | 743,411 | $16.7M |
| Asset Advisors Investment Management, LLC | 1.47% | Add +8.6% | 710,265 | $16.0M |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.23% | Add +11.8% | 690,823 | $15.5M |
| MV Capital Management, Inc. | 1.42% | Add +5.5% | 659,422 | $14.8M |
| Envestnet Asset Management Inc. | 0.00% | Reduce -53.3% | 638,020 | $14.3M |
| Royal Bank of Canada | 0.00% | Add +10.6% | 612,826 | $13.8M |
| Carnegie Investment Counsel | 0.25% | Add +1777.4% | 609,295 | $13.7M |
| Osaic Holdings, Inc. | 0.02% | Add +5.6% | 601,401 | $13.5M |
| Krilogy Financial LLC | 0.43% | Add +5.4% | 556,492 | $12.5M |
| Cwm, LLC | 0.03% | Add +535.5% | 541,954 | $12.2M |
| Wealth Management Strategies, Inc. | 5.33% | Add +6.3% | 515,014 | $11.6M |
| Chatham Capital Group, Inc. | 1.48% | Reduce -3.8% | 461,672 | $10.4M |
| Northwestern Mutual Wealth Management Co. | 0.01% | Reduce -35.4% | 453,175 | $10.2M |
| Confluence Investment Management LLC | 0.15% | Reduce -5.5% | 431,286 | $9.7M |
| Titleist Asset Management, LLC | 0.77% | Add +3.1% | 425,446 | $9.6M |
| Apella Capital, LLC | 0.18% | Add +81.6% | 394,615 | $8.9M |
| Shelton Wealth Management, LLC | 3.79% | Add +6.8% | 386,888 | $8.7M |
| Sanctuary Advisors, LLC | 0.05% | Add +233.3% | 381,590 | $8.6M |
| Fulton Bank, N.A. | 0.28% | New | 365,050 | $8.2M |
| Eight 31 Financial, LLC | 4.49% | Add +7.3% | 364,303 | $8.2M |
| Delta Wealth Advisors LLC | 6.52% | New | 346,594 | $7.8M |
| Janney Montgomery Scott LLC | 0.02% | Add +8.8% | 342,942 | $7.7M |
| Financial Engines Advisors L.L.C. | 0.01% | Add +9.9% | 340,197 | $7.6M |
| Park Avenue Securities LLC | 0.06% | Add +231.9% | 338,030 | $7.6M |
| Old Port Advisors | 1.82% | Add +2.2% | 327,909 | $7.4M |
| Commonwealth Equity Services, LLC | 0.01% | Reduce -44.0% | 323,082 | $7.3M |
| Global Retirement Partners, LLC | 0.13% | Add +26.3% | 322,051 | $7.2M |
| Flavin Financial Services, Inc. | 4.87% | Add +22.1% | 316,153 | $7.1M |
| BIP Wealth, LLC | 0.25% | New | 313,730 | $7.0M |
| Northstar Group, Inc. | 0.99% | Add +5.9% | 312,259 | $7.0M |
| Fagan Associates, Inc. | 0.91% | Add +0.5% | 304,967 | $6.9M |
| Stifel Financial Corp. | 0.01% | Add +12.9% | 291,949 | $6.6M |
| BlackRock, Inc. | 0.00% | Add +65.8% | 282,888 | $6.4M |
| Wealth Enhancement Advisory Services, LLC | 0.01% | Reduce -25.5% | 277,747 | $6.2M |
| Ameriprise Financial Inc. | 0.00% | Add +10.3% | 273,877 | $6.2M |
| Rebalance, LLC | 0.35% | Add +28.4% | 267,135 | $6.0M |
| Baird Financial Group, Inc. | 0.01% | Add +34.2% | 266,274 | $6.0M |
| Boston Family Office LLC | 0.37% | Add +9.9% | 259,199 | $5.8M |
| MBL Wealth, LLC | 0.46% | Add +1.1% | 253,303 | $5.7M |
| CENTRAL TRUST Co | 0.11% | Reduce -23.1% | 252,747 | $5.7M |
| Steward Partners Investment Advisory, LLC | 0.03% | Reduce -31.7% | 243,139 | $5.5M |
| Probity Advisors, Inc. | 0.87% | Add +9.8% | 240,754 | $5.4M |
| Legacy Private Trust Co. | 0.31% | Reduce -54.0% | 234,571 | $5.3M |
| Hilltop Holdings Inc. | 0.29% | Add +9.3% | 217,937 | $4.9M |
| Connecticut Wealth Management, LLC | 0.21% | Add +1986.5% | 210,168 | $4.7M |
| Stockman Wealth Management, Inc. | 0.55% | Add +8.8% | 210,068 | $4.7M |
| Midwest Professional Planners, LTD. | 1.09% | Add +21.6% | 205,211 | $4.6M |
| Parkside Financial Bank & Trust | 0.34% | New | 200,311 | $4.5M |
| Thrivent Financial for Lutherans | 0.01% | Add +63.1% | 199,024 | $4.5M |
| Asset Dedication, LLC | 0.29% | Add +114.9% | 198,025 | $4.4M |
| Atlantic Private Wealth, LLC | 2.81% | Add +15.8% | 195,805 | $4.4M |
| Leavell Investment Management, Inc. | 0.18% | Add +24.9% | 195,122 | $4.4M |
| Captrust Financial Advisors | 0.01% | Add +8.7% | 190,908 | $4.3M |
| Cetera Investment Advisers | 0.00% | Reduce -0.3% | 185,751 | $4.2M |
| Truist Financial Corp. | 0.01% | Add +1.5% | 181,790 | $4.1M |
| D.A. Davidson & Co. | 0.02% | Add +3.4% | 173,426 | $3.9M |
| Signaturefd, LLC | 0.06% | Reduce -0.9% | 171,068 | $3.8M |
| Gradient Investments LLC | 0.06% | Add +275.6% | 168,583 | $3.8M |
| Accretive Wealth Partners, LLC | 1.02% | Add +3.4% | 153,156 | $3.4M |
| Ashton Thomas Private Wealth, LLC | 0.08% | New | 144,504 | $3.2M |
| Portland Global Advisors LLC | 0.34% | Add +17.4% | 142,114 | $3.2M |
| Allworth Financial LP | 0.01% | Reduce -5.3% | 136,312 | $3.1M |
| Parallel Advisors, LLC | 0.06% | Add +1.9% | 135,871 | $3.1M |
| Belpointe Asset Management LLC | 0.11% | Add +421.4% | 134,514 | $3.0M |
| HighTower Advisors, LLC | 0.00% | Add +30.6% | 133,147 | $3.0M |
| Wealthspire Advisors, LLC | 0.02% | Add +11.7% | 124,187 | $2.8M |
| Valmark Advisers, Inc. | 0.03% | Add +51.3% | 123,848 | $2.8M |
| Howland Capital Management LLC | 0.10% | Add +1.4% | 118,970 | $2.7M |
| Centennial Advisors, LLC | 3.47% | — | 118,772 | $2.7M |
| MAI Capital Management | 0.02% | Add +4.8% | 117,341 | $2.6M |
| Lantz Financial LLC | 0.55% | Reduce -3.0% | 116,801 | $2.6M |
| Eldridge Investment Advisors, Inc. | 0.56% | Add +37.6% | 112,809 | $2.5M |
| Tableaux LLC | 1.79% | Reduce -26.3% | 109,891 | $2.5M |
| SCS Capital Management LLC | 0.03% | Add +8.8% | 112,622 | $2.5M |
| Atria Investments, Inc | 0.03% | Add +5.5% | 111,622 | $2.5M |
| Cambridge Investment Research Advisors, Inc. | 0.01% | Add +5.9% | 110,768 | $2.5M |
| Pinnacle Financial Partners, Inc. | 0.02% | — | 106,943 | $2.4M |
"% 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.