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 |
| Mechanics Bank Trust Department | 0.31% | No change | 106,000 | $2.4M |
| TFR Capital, LLC. | 0.77% | Add +7.5% | 103,701 | $2.3M |
| Investor's Fiduciary Advisor Network, LLC | 0.49% | New | 102,317 | $2.3M |
| Hughes Financial Services, LLC | 0.35% | Reduce -0.2% | 100,285 | $2.3M |
| Thoroughbred Financial Services, LLC | 0.13% | Add +0.9% | 99,574 | $2.2M |
| Jim Saulnier & Associates, LLC | 1.13% | Add +1.3% | 97,378 | $2.2M |
| Leo Wealth, LLC | 0.16% | Add +0.8% | 96,127 | $2.2M |
| IFP Advisors, Inc | 0.05% | Add +0.3% | 95,353 | $2.1M |
| Gould Asset Management LLC | 0.38% | Add +0.2% | 94,780 | $2.1M |
| Penobscot Investment Management Company, Inc. | 0.16% | New | 93,800 | $2.1M |
| Associated Banc-Corp | 0.05% | Add +1.9% | 89,817 | $2.0M |
| Modera Wealth Management, LLC | 0.02% | Add +30.6% | 83,538 | $1.9M |
| Foundry Financial Group, Inc. | 0.89% | Add +10.6% | 79,467 | $1.8M |
| Mariner, LLC | 0.00% | Reduce -0.9% | 78,985 | $1.8M |
| KOM Wealth Management Group, LLC | 1.20% | Add +24.5% | 75,523 | $1.7M |
| Montecito Bank & Trust | 0.25% | Add +6.5% | 69,805 | $1.6M |
| Modern Wealth Management, LLC | 0.03% | Add +52.8% | 69,775 | $1.6M |
| Reliant Wealth Planning | 0.46% | Add +8.4% | 66,207 | $1.5M |
| Klaas Financial Asset Advisors, LLC | 0.21% | New | 65,313 | $1.5M |
| Cannon Financial Strategists, Inc. | 0.20% | Add +1.1% | 64,242 | $1.4M |
| Heartland Bank & Trust Co | 0.60% | No change | 63,532 | $1.4M |
| Scissortail Wealth Management, LLC | 0.32% | Add +7.8% | 62,783 | $1.4M |
| MML Investors Services, LLC | 0.00% | Add +10.9% | 61,448 | $1.4M |
| KFG Wealth Management, LLC | 0.18% | Add +177.3% | 60,066 | $1.3M |
| Equitable Holdings, Inc. | 0.01% | Add +66.3% | 59,609 | $1.3M |
| Mgo One Seven LLC | 0.03% | New | 58,167 | $1.3M |
| CreativeOne Wealth, LLC | 0.03% | New | 53,125 | $1.2M |
| Kestra Advisory Services, LLC | 0.00% | Add +24.3% | 52,994 | $1.2M |
| Creative Planning | 0.00% | Add +8.2% | 51,404 | $1.2M |
| Austin Private Wealth, LLC | 0.09% | Add +0.6% | 51,173 | $1.1M |
| SkyView Investment Advisors, LLC | 0.14% | No change | 50,000 | $1.1M |
| Keeler Thomas Management LLC | 0.51% | Add +1.1% | 48,005 | $1.1M |
| Riverchase Wealth Management, LLC | 0.57% | Add +30.9% | 46,510 | $1.0M |
| Horizons Wealth Management | 0.69% | Add +3.2% | 46,266 | $1.0M |
| Summit Wealth Partners, LLC | 0.19% | Add +36.3% | 45,938 | $1.0M |
| Mill Creek Capital Advisors, LLC | 0.02% | New | 44,695 | $1.0M |
| Fourth Dimension Wealth, LLC | 0.37% | New | 44,639 | $1.0M |
| Straight Path Wealth Management | 0.26% | Add +68.1% | 43,655 | $981K |
| Compass Ion Advisors, LLC | 0.09% | No change | 43,434 | $976K |
| Barrett & Company, Inc. | 0.32% | Add +11.9% | 42,583 | $957K |
| Chris Bulman Inc | 0.42% | New | 42,363 | $952K |
| Lido Advisors, LLC | 0.00% | Add +5.8% | 41,985 | $945K |
| Granite Harbor Advisors, Inc. | 0.38% | Add +4.8% | 40,244 | $904K |
| Transcend Capital Advisors, LLC | 0.07% | Reduce -0.7% | 40,050 | $900K |
| Apollon Wealth Management, LLC | 0.02% | Add +1.1% | 38,783 | $871K |
| 4J Wealth Management LLC | 0.47% | Reduce -2.5% | 36,491 | $820K |
| Rossmore Private Capital | 0.07% | Add +290.4% | 35,189 | $791K |
| Coldstream Capital Management Inc. | 0.01% | Add +14.5% | 35,160 | $790K |
| Kestra Private Wealth Services, LLC | 0.01% | Add +25.1% | 34,730 | $780K |
| Wick Capital Partners, LLC | 0.14% | Add +35.1% | 34,719 | $780K |
| PSI Advisors, LLC | 0.20% | Add +24.7% | 34,590 | $777K |
| Smithbridge Asset Management Inc. | 0.06% | Add +100.0% | 32,800 | $737K |
| Citadel Advisors | 0.00% | Add +253.2% | 31,971 | $718K |
| Benjamin Edwards Inc. | 0.01% | Add +8.1% | 31,759 | $714K |
| Cary Street Partners Financial LLC | 0.02% | Reduce -1.8% | 31,725 | $713K |
| Snowden Capital Advisors LLC | 0.02% | Add +1.5% | 31,519 | $708K |
| Cibc World Market Inc. | 0.00% | Add +0.8% | 31,324 | $704K |
| Evexia Wealth LLC | 0.20% | Add +23.4% | 31,102 | $699K |
| PNC Financial Services Group, Inc. | 0.00% | Add +15.7% | 30,597 | $688K |
| Element Wealth, LLC | 0.28% | Reduce -23.0% | 30,281 | $680K |
| Woodley Farra Manion Portfolio Management Inc. | 0.03% | Add +37.2% | 30,095 | $676K |
| Koss-Olinger Consulting, LLC | 0.05% | Add +23.0% | 28,567 | $642K |
| Spectrum Asset Management, Inc. (NB/CA) | 0.21% | Add +1.6% | 28,508 | $641K |
| Pinnacle Bancorp, Inc. | 0.18% | No change | 27,197 | $611K |
| Blake Schutter Theil Wealth Advisors, LLC | 0.50% | Add +19.7% | 27,039 | $608K |
| Beacon Pointe Advisors, LLC | 0.00% | Add +5.7% | 27,033 | $607K |
| Gilbert & Cook, Inc. | 0.08% | New | 26,700 | $600K |
| Conrad Siegel Investment Advisors, Inc. | 0.11% | Add +62.3% | 26,646 | $599K |
| Essential Planning, LLC. | 0.19% | Reduce -3.7% | 26,143 | $587K |
| Mesirow Financial Investment Management, Inc. | 0.01% | Reduce -9.8% | 26,002 | $584K |
| L2 Asset Management, LLC | 0.08% | Add +12.3% | 25,916 | $582K |
| Simplicity Wealth,LLC | 0.03% | Add +2.8% | 25,473 | $572K |
| Pure Financial Advisors, LLC | 0.01% | New | 25,357 | $570K |
| Savvy Advisors, Inc. | 0.02% | Add +37.2% | 25,120 | $564K |
| Duncker Streett & Co. Inc. | 0.10% | No change | 25,090 | $564K |
| National Bank of Canada | 0.00% | Add +31.6% | 23,455 | $527K |
| Cambridge Financial Group, LLC | 0.18% | Reduce -1.3% | 23,712 | $527K |
| Stonebridge Financial Group, LLC | 0.04% | Add +12.6% | 23,267 | $523K |
| Harbour Investments, Inc. | 0.01% | Reduce -5.4% | 22,934 | $515K |
| Focused Wealth Management, Inc | 0.05% | Add +3.4% | 22,572 | $507K |
| Cerity Partners LLC | 0.00% | Add +7.3% | 22,370 | $503K |
| Great Diamond Partners, LLC | 0.10% | Add +46.6% | 22,356 | $502K |
| National Philanthropic Trust | 0.00% | No change | 22,261 | $500K |
| AQR Capital Management | 0.00% | Add +6.9% | 22,060 | $496K |
| Money Concepts Capital Corp. | 0.03% | Add +123.7% | 20,806 | $468K |
| Daybright Advisory Services, Inc. | 0.12% | — | 20,697 | $465K |
| GTS Securities LLC | 0.02% | New | 20,033 | $450K |
| Black Maple Capital Management LP | 0.34% | No change | 20,000 | $449K |
| Jacobi Capital Management LLC | 0.03% | Add +15.2% | 19,706 | $443K |
| Walleye Partners, LLC | 0.49% | — | 19,491 | $438K |
| Chesley Taft & Associates LLC | 0.02% | No change | 19,000 | $427K |
| First National Bank of Omaha | 0.01% | New | 18,681 | $420K |
| World Investment Advisors | 0.01% | New | 18,628 | $419K |
| Phillips Financial Management, LLC | 0.03% | Add +102.3% | 18,589 | $418K |
| Tower Research Capital LLC (TRC) | 0.01% | New | 18,550 | $417K |
| Independent Advisor Alliance | 0.01% | Reduce -11.8% | 18,199 | $409K |
| Signature Wealth Management Group | 0.16% | No change | 17,511 | $393K |
| OneDigital Investment Advisors LLC | 0.00% | New | 17,511 | $393K |
| LBMC Investment Advisors, LLC | 0.02% | Add +76.3% | 17,510 | $393K |
| CFS Investment Advisory Services, LLC | 0.03% | Add +1.1% | 17,224 | $387K |
| Advisory Services Network, LLC | 0.01% | Add +243.4% | 16,828 | $378K |
| Black Swift Group, LLC | 0.06% | Reduce -4.0% | 16,145 | $363K |
| Private Advisor Group, LLC | 0.00% | Reduce -4.1% | 16,105 | $362K |
| Alterna Wealth Management, Inc. | 0.30% | Add +1.8% | 15,986 | $359K |
| Opus Capital Group, LLC | 0.04% | Add +9.2% | 15,782 | $355K |
| Prime Capital Investment Advisors, LLC | 0.00% | Add +33.8% | 15,784 | $355K |
| Towne Trust Company, N.A | 0.11% | Add +23.5% | 15,570 | $350K |
| Kestra Investment Management, LLC | 0.01% | Add +0.0% | 15,537 | $349K |
| BCS Wealth Management | 0.03% | New | 15,374 | $345K |
| Crews Bank & Trust | 0.05% | Reduce -7.7% | 15,340 | $345K |
| STAR Financial Bank | 0.18% | Reduce -3.8% | 15,313 | $344K |
| Visionary Wealth Advisors | 0.02% | Reduce -0.9% | 15,283 | $343K |
| Trinity Wealth Management, LLC | 0.13% | Add +0.6% | 15,152 | $340K |
| Yoder Wealth Management, Inc. | 0.15% | No change | 14,600 | $328K |
| Raab & Moskowitz Asset Management LLC | 0.07% | Add +54.7% | 14,259 | $320K |
| Liberty Wealth Management LLC | 0.04% | Add +1.1% | 14,077 | $316K |
| KPP Advisory Services LLC | 0.04% | No change | 13,575 | $305K |
| Autumn Glory Partners, LLC | 0.11% | Add +0.4% | 13,447 | $302K |
| High Note Wealth, LLC | 0.06% | Add +282.4% | 13,318 | $299K |
| Moneco Advisors, LLC | 0.02% | No change | 12,942 | $291K |
| Vista Investment Management | 0.09% | New | 12,747 | $286K |
| Level Four Advisory Services, LLC | 0.01% | New | 12,744 | $286K |
| Alamar Capital Management, LLC | 0.16% | New | 12,700 | $285K |
| Mattern Capital Management, LLC | 0.03% | No change | 12,320 | $277K |
| WASHINGTON TRUST Co | 0.01% | No change | 12,294 | $276K |
| Principal Securities, Inc. | 0.00% | Add +1.8% | 12,245 | $275K |
| Hills Bank & Trust Co | 0.02% | Add +1.4% | 12,190 | $274K |
| Comerica Bank | 0.00% | Reduce -6.5% | 11,923 | $268K |
| DecisionMap Wealth Management, LLC | 0.16% | Add +2.0% | 11,799 | $265K |
| Resonant Capital Advisors, LLC | 0.01% | No change | 11,483 | $258K |
| RFP Financial Group LLC | 0.12% | Reduce -51.5% | 11,470 | $258K |
| Foundations Investment Advisors, LLC | 0.00% | New | 11,462 | $258K |
| Highland Financial Advisors, LLC | 0.07% | No change | 11,306 | $254K |
| O'Brien Wealth Partners LLC | 0.03% | New | 11,269 | $253K |
| Waverly Advisors, LLC | 0.00% | New | 11,265 | $253K |
| Decker Wealth Management LLC | 0.06% | — | 11,174 | $251K |
| Blue Square Asset Management, LLC | 0.11% | New | 11,120 | $250K |
| World Equity Group, Inc. | 0.07% | Add +6.4% | 11,061 | $249K |
| Mascoma Wealth Management LLC | 0.05% | Reduce -4.0% | 11,028 | $248K |
| Avidian Wealth Enterprises, LLC | 0.01% | Reduce -3.6% | 10,570 | $238K |
| CGN Advisors LLC | 0.02% | New | 10,501 | $236K |
| IFG Advisory, LLC | 0.01% | Add +2.9% | 10,434 | $234K |
| Cooper Financial Group | 0.02% | New | 10,325 | $232K |
| Madden Advisory Services, Inc. | 0.09% | Add +0.6% | 10,279 | $231K |
| Beese Fulmer Investment Management, Inc. | 0.01% | Add +1.5% | 10,256 | $230K |
| Farther Finance Advisors, LLC | 0.00% | Add +2031.8% | 10,254 | $230K |
| Trust Co | 0.02% | No change | 10,164 | $228K |
| MLP3, LLC | 0.25% | — | 10,139 | $228K |
| Alessandra Capital Management, LLC | 0.20% | — | 10,000 | $225K |
| Carmel Capital Partners, LLC | 0.08% | New | 10,000 | $225K |
| Guidance Point Advisors, LLC | 0.05% | Add +2.4% | 9,924 | $223K |
| Cherry Tree Wealth Management, LLC | 0.05% | Add +4.7% | 9,875 | $222K |
| Moseley Investment Management Inc. | 0.07% | Add +3.2% | 9,739 | $219K |
| McGuire Investment Group, LLC | 0.02% | New | 9,651 | $217K |
| Dakota Wealth Management | 0.00% | New | 9,335 | $210K |
| Berger Financial Group, Inc | 0.01% | No change | 9,223 | $207K |
| International Assets Investment Management, LLC | 0.01% | No change | 9,145 | $205K |
| Private Management Group Inc. | 0.01% | New | 8,981 | $202K |
| Rockefeller Capital Management L.P. | 0.00% | No change | 7,000 | $157K |
| Physician Wealth Advisors, Inc. | 0.02% | No change | 6,892 | $155K |
| SageView Advisory Group, LLC | 0.01% | New | 6,630 | $149K |
| Hara Capital LLC | 0.07% | Reduce -23.0% | 5,697 | $128K |
| Montag A & Associates Inc. | 0.01% | No change | 5,638 | $127K |
| Costello Asset Management, INC | 0.04% | Add +1.3% | 4,717 | $106K |
| CNB Bank | 0.04% | Reduce -64.0% | 4,043 | $91K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 4,029 | $91K |
| Toth Financial Advisory Corp. | 0.01% | New | 3,704 | $83K |
| Harbor Investment Advisory, LLC | 0.01% | No change | 3,555 | $80K |
| Bogart Wealth, LLC | 0.00% | Add +0.1% | 3,314 | $74K |
| Black Cypress Capital Management, LLC | 0.05% | Add +65.0% | 3,300 | $74K |
| Aptus Capital Advisors, LLC | 0.00% | Add +0.1% | 2,823 | $63K |
| 2UniFi Bank | 0.03% | No change | 2,747 | $62K |
| US Bancorp \de | 0.00% | No change | 2,371 | $53K |
| Blue Trust, Inc. | 0.00% | Add +321.1% | 2,371 | $53K |
| Kohmann Bosshard Financial Services, LLC | 0.00% | New | 2,191 | $49K |
| TD Capital Management LLC | 0.00% | Add +1.3% | 2,122 | $48K |
| AE Wealth Management LLC | 0.00% | Add +202.0% | 1,978 | $44K |
| Bank of Montreal | 0.00% | Add +1.3% | 1,703 | $38K |
| Robbins Farley | 0.01% | No change | 1,397 | $31K |
| Laurel Wealth Advisors LLC | 0.00% | New | 1,350 | $30K |
| Clearstead Trust, LLC | 0.00% | New | 1,324 | $30K |
| MCF Advisors LLC | 0.00% | Add +1.7% | 1,301 | $29K |
| 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 |
| Fifth Third Bancorp | 0.00% | New | 1,000 | $22K |
| Clayton Financial Group LLC | 0.01% | New | 997 | $22K |
| CoreCap Advisors, LLC | 0.00% | No change | 986 | $22K |
| Annis Gardner Whiting Capital Advisors, LLC | 0.00% | No change | 862 | $19K |
| Hazlett, Burt & Watson, Inc. | 0.01% | Add +1.3% | 787 | $18K |
| First PREMIER Bank | 0.00% | Add +3.8% | 773 | $17K |
| CIBC Private Wealth Group LLC | 0.00% | No change | 700 | $16K |
| Oakworth Capital, Inc. | 0.00% | No change | 699 | $16K |
| HHM Wealth Advisors, LLC | 0.00% | No change | 601 | $14K |
| Franklin Resources Inc. | 0.00% | No change | 456 | $10K |
| Gilpin Wealth Management, LLC | 0.01% | — | 377 | $8K |
| Stephens Consulting, LLC | 0.00% | No change | 334 | $8K |
| Hyposwiss Advisors SA | 0.01% | — | 300 | $7K |
| Key Capital Management, INC | 0.00% | — | 104 | $2K |
| 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.