Stock ownership · SEC 13F · Q3 2025

iShares iBonds Dec 2025 Term Corporate ETF

A breakdown of iShares iBonds Dec 2025 Term Corporate ETF's institutional base (CUSIP 46434VBD1): the holders, the concentration among them, and what changed last quarter.

$1.7M
Reported value
4
Institutions
100%
Top-5 share

The verdict

$1.7M of iShares iBonds Dec 2025 Term Corporate ETF is reported by 4 institutions as of Q3 2025; ownership is held overwhelmingly by a small core of institutions.

4
institutions hold it
$1.7M
reported 13F value
100%
held by top 5

Based on long positions reported to the SEC as of Q3 2025; 13F omits shorts, options and non-US holdings.

How 13F ownership is computed · All tracked stocks · Concentration rankings

SEC Form 13F-HR ownership desk

CUSIP 46434VBD1 · Q3 2025 $2M reported

VALUE-TRACE · HOLDERS-FOCUS · CONC-DOM · PHOTO-UNK · ACTIVITY-MID · BOOK-MID

  • VALUE-TRACE $1.7M
  • HOLDERS-FOCUS 4 filers
  • CONC-DOM 100% top-5
  • PHOTO-UNK No peer
  • ACTIVITY-MID 4 new
  • BOOK-MID 7Q history

Read with: Ownership concentration guide - iShares iBonds Dec 2025 Term Corporate ETF's top-five holders account for 100% of reported value — read concentration before treating any single filer as a signal.

Largest institutional holders of iShares iBonds Dec 2025 Term Corporate ETF
  1. 1
    Cherry Tree Wealth Management, LLC $1.1M
  2. 2
    CIBC Private Wealth Group LLC $336K
  3. 3
    Asset Dedication, LLC $183K
  4. 4
    JPMORGAN CHASE & CO $50K

Top 4 reported holders by value · Q3 2025

Institutional ownership over time

The number of institutions reporting a iShares iBonds Dec 2025 Term Corporate ETF position has risen from 1 to 4 over the last 7 quarters of 13F filings.

012345 Q1'24Q2'24Q3'24Q4'24Q1'25Q2'25Q3'25 4
Distinct 13F filers holding iShares iBonds Dec 2025 Term Corporate ETF, by quarter

Top Institutional Holders

# Institution Shares Value Share of reported
1 Cherry Tree Wealth Management, LLC 45,039 $1.1M 66.6%
2 CIBC Private Wealth Group LLC 13,327 $336K 19.7%
3 Asset Dedication, LLC 7,247 $183K 10.7%
4 JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) 1,988 $50K 2.9%

Investment Discretion

SEC Form 13F requires each institutional filer to report whether it exercises sole or shared discretion over a position. Among iShares iBonds Dec 2025 Term Corporate ETF's reported holders for Q3 2025, by reported value:

Sole discretion (SOLE)
97.1%
Shared-other discretion (OTR)
2.9%

Latest Quarter Activity · Q3 2025

New positions (4)

Cherry Tree Wealth Management, LLC $1.1M
CIBC Private Wealth Group LLC $336K
Asset Dedication, LLC $183K
JPMORGAN CHASE & CO (JPM, AMJB, VYLD, JPM-PC, JPM-PD, JPM-PJ, JPM-PK, JPM-PL, JPM-PM) $50K

Complete exits (3)

Orion Porfolio Solutions, LLC exited
Neuberger Berman Group LLC exited
THRIVENT FINANCIAL FOR LUTHERANS exited

Frequently Asked Questions

How many institutions hold iShares iBonds Dec 2025 Term Corporate ETF?▼
iShares iBonds Dec 2025 Term Corporate ETF is held by 4 institutional investors per the latest SEC Form 13F filings as of Q3 2025.
What is the total institutional value of iShares iBonds Dec 2025 Term Corporate ETF?▼
Institutions report $1.7M of iShares iBonds Dec 2025 Term Corporate ETF as of Q3 2025.
How concentrated is ownership of iShares iBonds Dec 2025 Term Corporate ETF?▼
The top five institutional holders account for 100% of the reported institutional value in iShares iBonds Dec 2025 Term Corporate ETF, making ownership held overwhelmingly by a small core of institutions.
Who is the largest institutional holder of iShares iBonds Dec 2025 Term Corporate ETF?▼
Cherry Tree Wealth Management, LLC is the largest reported holder of iShares iBonds Dec 2025 Term Corporate ETF with $1.1M across 45,039 shares as of Q3 2025.

Source: U.S. Securities and Exchange Commission (SEC) - EDGAR Form 13F-HR institutional holdings filings · Q3 2025 13F-HR discloses long US-listed equity positions of managers with $100M+ qualifying assets, filed within 45 days of period end. Short positions and most derivatives are not disclosed.

PlainFundData is rendered directly from SEC EDGAR Form 13F-HR institutional holdings filings, no number is typed in by an editor. Holder lists, concentration, and reported value on this page are aggregated live from those 13F-HR extracts. See our editorial standards & corrections policy, the methodology behind these numbers, or report a data error. Data current as of 2026-05-16.