13F Insight
DOSSIER · 13F Holders · Q2 2025ETF · Exchange Traded Fund
IBDQ

ISHARES IBONDS DEC 2025 TERM

21 institutions still hold ISHARES IBONDS DEC 2025 TERM as of Q2 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 46434VBD1·Exchange Traded Fund·21 13F holders·last filed Jun 30, 2025
Market cap
—
13F value held
$50M
visible holders
Holders
21
filers reporting
Concentration
16.00%
Atria Wealth Solutions, Inc. #1
top holder share
AI Holders Summary · Q2 2025

21 institutions reported IBDQ in Q2 2025. Atria Wealth Solutions, Inc. leads at 16.0% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Atria Wealth Solutions, Inc.
CIK 0001927543
$8M317K0.18%Q2 202502
Orion Portfolio Solutions, LLC
CIK 0001802647
$6M255K0.03%Q1 202503
Wolf Group Capital Advisors
CIK 0001579111
$6M245K2.07%Q1 202504
Safeguard Financial, LLC
CIK 0001922498
$6M228K1.26%Q1 202505
Buffington Mohr McNeal
CIK 0001317829
$6M226K1.12%Q1 202506
Sandy Spring Bank
CIK 0001457833
$5M213K0.23%Q1 202507
Sabal Trust CO
CIK 0001323276
$4M149K0.21%Q1 202508
AVANTAX ADVISORY SERVICES, INC.
CIK 0001303042
$3M110K0.02%Q2 202509
Masso Torrence Wealth Management Inc.
CIK 0001903153
$1M47K0.50%Q3 202510
Exchange Capital Management, Inc.
CIK 0001317733
$1M47K0.18%Q2 202511
FULLCIRCLE WEALTH LLC
CIK 0002030910
$1M42K0.37%Q3 202512
Horan Securities, Inc.
CIK 0001671623
$996K40K0.35%Q2 202513
SUMMIT INVESTMENT ADVISORS, INC.
CIK 0002055275
$516K21K0.43%Q2 202514
Siligmueller & Norvid Wealth Advisors LLC
CIK 0002052591
$421K17K0.19%Q3 202515
L.M. KOHN & COMPANY
CIK 0000870260
$367K15K0.44%Q3 202516
Spectrum Wealth Counsel, LLC
CIK 0002011274
$171K7K0.02%Q1 202517
First Horizon Advisors, Inc.
CIK 0001588539
$77K3K0.00%Q2 202518
Hemington Wealth Management
CIK 0001838234
$28K1K0.00%Q3 202519
Centricity Wealth Management, LLC
CIK 0002054645
$25K1K0.02%Q2 202520
HUNTINGTON NATIONAL BANK
CIK 0000049205
$2510.00%Q2 2026
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