# ISHARES TR IBONDS DEC25 ETF

ISHARES TR IBONDS DEC25 ETF is a security (CUSIP 46434VBD1) tracked across SEC portfolio filings. 15 institutional managers reported $29.5M on Form 13F as of 2026-03-31; 1 registered fund positions totaling $8K via N-PORT as of 2024-06-30.

## Summary

- Issuer: ISHARES TR
- Class: IBONDS DEC25 ETF
- CUSIP: 46434VBD1
- Asset category: EC
- 13F holders: 15
- 13F value: $29.5M
- 13F period: 2026-03-31
- N-PORT fund positions: 1
- N-PORT value: $8K
- N-PORT report: 2024-06-30

## Top institutional holders (Form 13F)

| Manager | Location | Value | Shares |
| --- | --- | --- | --- |
| Congress Wealth Management LLC / DE / | BOSTON, MA | $12.9M | 513,564 |
| Atria Wealth Solutions, Inc. | NEW YORK, NY | $8.0M | 316,905 |
| AVANTAX ADVISORY SERVICES, INC. | DALLAS, TX | $2.8M | 110,136 |
| [Masso Torrence Wealth Management Inc.](https://search.stillhousedata.com/firm/311097) | MARLTON, NJ | $1.2M | 47,364 |
| Exchange Capital Management, Inc. | Ann Arbor, MI | $1.2M | 47,115 |
| [FULLCIRCLE WEALTH LLC](https://search.stillhousedata.com/firm/166695) | DALLAS, TX | $1.0M | 41,810 |
| Horan Securities, Inc. | CINCINNATI, X1 | $996K | 39,551 |
| SUMMIT INVESTMENT ADVISORS, INC. | HUNT VALLEY, MD | $516K | 20,554 |
| Siligmueller & Norvid Wealth Advisors LLC | GLEN ELLYN, IL | $421K | 16,703 |
| L.M. KOHN & COMPANY | CINCINNATI, OH | $367K | 14,564 |
| First Horizon Advisors, Inc. | MEMPHIS, TN | $77K | 3,071 |
| [Centricity Wealth Management, LLC](https://search.stillhousedata.com/firm/165644) | Westerville, OH | $25K | 1,000 |
| Hemington Wealth Management | FALLS CHURCH, VA | $28 | 1,143 |
| HUNTINGTON NATIONAL BANK | COLUMBUS, OH | $25 | 1 |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | BIRMINGHAM, AL | — | 0 |

## Top fund holders (N-PORT)

| Fund | Registrant | Value | % of fund |
| --- | --- | --- | --- |
| [DriveWealth NYSE 100 Index ETF](https://search.stillhousedata.com/fund/S000079523) | DriveWealth ETF Trust | $8K | 99.44% |

## More

- [This page as markdown (for LLM agents)](https://search.stillhousedata.com/security/46434vbd1.md)
- [Search all SEC filings, advisers and people on Adviser Search](https://search.stillhousedata.com/)

---

Source: public SEC filing data via Adviser Search (https://search.stillhousedata.com).
Agents: this data is also queryable via MCP tools and read-only SQL — see https://search.stillhousedata.com/llms.txt.
