iShares Ibonds Dec 2031 TermIBTLETF
13F holders, Q4 2025 (December 31)120holders +11
21new positions
10sold out
2famous investors
$20.52avg. 13F price*
At the end of Q4 2025, 120 institutions reported holding iShares Ibonds Dec 2031 Term (IBTL) in their 13F filings, up 11 from Q3 2025. 21 opened new positions and 10 sold out. The largest holders were Wells Fargo & Company ($50.2M), TRUE Private Wealth Advisors ($39.8M) and Bank of America Corp. ($15.9M). 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 2031 Term
- CUSIP
- 46436E460
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2025 → Q4 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 21 | $24.0M |
| Exits | 10 | $2.1M |
All 13F filers, Q3 2025 → Q4 2025: 3,190,079 shares bought and 2,438,704 shares sold, net +751,375 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 120 holders
| Wells Fargo & Company | 0.01% | Add +8.4% | 2,447,268 | $50.2M |
| TRUE Private Wealth Advisors | 3.99% | Add +0.6% | 1,939,888 | $39.8M |
| Bank of America Corp. | 0.00% | Reduce -4.1% | 773,400 | $15.9M |
| Krilogy Financial LLC | 0.47% | Add +4.5% | 678,143 | $13.9M |
| Morgan Stanley | 0.00% | Reduce -8.2% | 661,495 | $13.6M |
| NewEdge Advisors, LLC | 0.05% | Add +12.2% | 608,344 | $12.5M |
| Ameriprise Financial Inc. | 0.00% | Reduce -4.2% | 474,850 | $9.8M |
| Confluence Investment Management LLC | 0.14% | Add +58.1% | 469,677 | $9.6M |
| Probity Advisors, Inc. | 1.49% | Add +11.0% | 451,864 | $9.3M |
| Envestnet Asset Management Inc. | 0.00% | Add +65.0% | 404,611 | $8.3M |
| Snowden Capital Advisors LLC | 0.21% | Add +4.5% | 397,435 | $8.2M |
| Raymond James Financial Inc. | 0.00% | Add +536.6% | 374,926 | $7.7M |
| Legacy Private Trust Co. | 0.45% | New | 374,400 | $7.7M |
| Headland Capital, LLC | 2.09% | Add +2.9% | 366,476 | $7.5M |
| Royal Bank of Canada | 0.00% | Add +158.4% | 343,232 | $7.0M |
| HighTower Advisors, LLC | 0.01% | Add +29.8% | 341,737 | $7.0M |
| United Capital Financial Advisors, LLC | 0.04% | Add +41.4% | 317,769 | $6.5M |
| Foronjy Financial LLC | 2.64% | Add +5.5% | 308,435 | $6.3M |
| Park Avenue Securities LLC | 0.05% | Reduce -26.1% | 295,120 | $6.1M |
| Spreng Capital Management, Inc. | 2.19% | Add +5.9% | 271,451 | $5.6M |
| Fagan Associates, Inc. | 0.74% | Add +1.7% | 271,174 | $5.6M |
| Mercer Global Advisors Inc. | 0.01% | Add +71.8% | 219,408 | $4.5M |
| Stockman Wealth Management, Inc. | 0.52% | Add +12.4% | 217,743 | $4.5M |
| Yoder Wealth Management, Inc. | 2.02% | Reduce -2.0% | 216,536 | $4.4M |
| UBS Group AG | 0.00% | Reduce -30.9% | 199,748 | $4.1M |
| Whalen Wealth Management Inc. | 2.17% | New | 197,091 | $4.0M |
| Thoroughbred Financial Services, LLC | 0.23% | Add +28.3% | 187,518 | $3.8M |
| Parallel Advisors, LLC | 0.06% | Add +15.7% | 170,382 | $3.5M |
| Accretive Wealth Partners, LLC | 1.03% | Add +3.0% | 168,609 | $3.5M |
| CENTRAL TRUST Co | 0.07% | Add +11.3% | 165,278 | $3.4M |
| Asset Dedication, LLC | 0.19% | Add +312.9% | 143,426 | $2.9M |
| Tower Research Capital LLC (TRC) | 0.07% | New | 137,084 | $2.8M |
| Goldman Sachs Group Inc. | 0.00% | Add +93.7% | 135,447 | $2.8M |
| Stifel Financial Corp. | 0.00% | Add +14.9% | 120,716 | $2.5M |
| Boston Family Office LLC | 0.14% | Add +10.8% | 105,256 | $2.2M |
| Keeler Thomas Management LLC | 0.90% | Add +1.1% | 91,530 | $1.9M |
| Janney Montgomery Scott LLC | 0.00% | Add +125.3% | 89,317 | $1.8M |
| First National Bank of Omaha | 0.05% | New | 84,617 | $1.7M |
| Howland Capital Management LLC | 0.07% | Add +4.8% | 83,312 | $1.7M |
| Citadel Advisors | 0.00% | Reduce -5.7% | 78,176 | $1.6M |
| Creative Planning | 0.00% | Reduce -33.3% | 76,223 | $1.6M |
| Private Advisor Group, LLC | 0.01% | New | 72,538 | $1.5M |
| Smartleaf Asset Management LLC | 0.06% | New | 72,300 | $1.5M |
| LPL Financial LLC | 0.00% | Reduce -22.0% | 66,155 | $1.4M |
| Eight 31 Financial, LLC | 0.72% | Reduce -6.8% | 64,218 | $1.3M |
| Northwestern Mutual Wealth Management Co. | 0.00% | Add +16.9% | 59,430 | $1.2M |
| L2 Asset Management, LLC | 0.16% | Add +5.7% | 59,375 | $1.2M |
| Cwm, LLC | 0.00% | Add +102.8% | 57,176 | $1.2M |
| Financial Engines Advisors L.L.C. | 0.00% | Add +41.9% | 56,554 | $1.2M |
| Valmark Advisers, Inc. | 0.01% | New | 55,470 | $1.1M |
| Cetera Investment Advisers | 0.00% | Add +6.2% | 45,952 | $943K |
| Associated Banc-Corp | 0.02% | Add +12.8% | 38,969 | $800K |
| Lanark Financial, Inc. | 0.06% | New | 38,198 | $784K |
| Signaturefd, LLC | 0.01% | Add +6.7% | 34,665 | $711K |
| Benjamin Edwards Inc. | 0.01% | Add +7.9% | 34,548 | $709K |
| Kestra Advisory Services, LLC | 0.00% | Add +4.9% | 33,434 | $686K |
| Equitable Holdings, Inc. | 0.00% | Reduce -78.4% | 33,047 | $678K |
| D.A. Davidson & Co. | 0.00% | New | 30,470 | $625K |
| Smithbridge Asset Management Inc. | 0.05% | Add +100.0% | 29,400 | $603K |
| Commonwealth Equity Services, LLC | 0.00% | Reduce -3.6% | 28,076 | $576K |
| Compass Ion Advisors, LLC | 0.05% | No change | 26,181 | $537K |
| Atlantic Private Wealth, LLC | 0.34% | Add +0.0% | 26,112 | $536K |
| Montecito Bank & Trust | 0.09% | Add +39.4% | 25,970 | $533K |
| Integrated Wealth Concepts LLC | 0.01% | Reduce -30.4% | 25,870 | $531K |
| Flow Traders U.S. LLC | 0.02% | New | 25,090 | $515K |
| Leo Wealth, LLC | 0.04% | Add +3.2% | 24,808 | $509K |
| Cerity Partners LLC | 0.00% | Add +2.9% | 24,765 | $508K |
| National Philanthropic Trust | 0.01% | No change | 24,606 | $505K |
| AQR Capital Management | 0.00% | No change | 23,637 | $485K |
| Jim Saulnier & Associates, LLC | 0.23% | Add +74.1% | 21,615 | $444K |
| Leavell Investment Management, Inc. | 0.02% | No change | 21,495 | $441K |
| Walleye Partners, LLC | 0.49% | — | 21,340 | $438K |
| STAR Financial Bank | 0.22% | Reduce -1.6% | 21,185 | $435K |
| IFP Advisors, Inc | 0.01% | Reduce -15.8% | 21,112 | $433K |
| Cary Street Partners Financial LLC | 0.01% | No change | 21,014 | $431K |
| Summit Wealth Partners, LLC | 0.08% | No change | 20,416 | $419K |
| Visionary Wealth Advisors | 0.02% | Reduce -6.7% | 19,930 | $409K |
| Captrust Financial Advisors | 0.00% | New | 19,379 | $398K |
| Jacobi Capital Management LLC | 0.02% | Add +7.7% | 19,283 | $396K |
| Harbour Investments, Inc. | 0.01% | Add +39.9% | 18,494 | $380K |
| Osaic Holdings, Inc. | 0.00% | Add +18.0% | 17,703 | $363K |
| Kestra Investment Management, LLC | 0.01% | Reduce -0.8% | 16,924 | $347K |
| Reliant Wealth Planning | 0.11% | Add +16.8% | 16,898 | $347K |
| DecisionMap Wealth Management, LLC | 0.21% | Add +70.2% | 16,721 | $343K |
| CGN Advisors LLC | 0.03% | Add +18.2% | 15,735 | $323K |
| Titleist Asset Management, LLC | 0.02% | New | 14,794 | $304K |
| Jaffetilchin Investment Partners, LLC | 0.02% | Add +1.3% | 13,368 | $274K |
| Guidance Point Advisors, LLC | 0.06% | Add +2.2% | 12,883 | $264K |
| Capital Investment Advisors, LLC | 0.00% | New | 12,162 | $250K |
| BIP Wealth, LLC | 0.01% | New | 12,033 | $247K |
| Cliftonlarsonallen Wealth Advisors, LLC | 0.00% | No change | 11,489 | $236K |
| Rebalance, LLC | 0.01% | Reduce -0.0% | 11,028 | $226K |
| Coldstream Capital Management Inc. | 0.00% | No change | 10,732 | $220K |
| Koshinski Asset Management, Inc. | 0.01% | New | 10,384 | $213K |
| Trust Co | 0.02% | Add +0.0% | 8,370 | $172K |
| Atlantic Union Bankshares Corp | 0.00% | No change | 7,585 | $156K |
| Barrett & Company, Inc. | 0.04% | New | 5,545 | $114K |
| Hills Bank & Trust Co | 0.01% | Add +1.6% | 5,171 | $106K |
| Physician Wealth Advisors, Inc. | 0.01% | No change | 5,020 | $103K |
| Cherry Tree Wealth Management, LLC | 0.02% | Add +12.3% | 4,400 | $90K |
"% of holder's portfolio" is IBTL's weight in each manager's 13F, not the share of iShares Ibonds Dec 2031 Term the manager owns.