Institutional Ownership Ishares Ibonds Dec 2025 Term C (IBDQ)
This table provides information about the institutional ownership of Ishares Ibonds Dec 2025 Term C (IBDQ). We have compiled data on the 428 institutions that hold shares in the stock, with a total of 93.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Nov 07, 2025 Q3 2025 |
35,758
shares
|
$897,525
0.0% of portfolio
|
Q3 2025
Added 10.09%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
35,639
shares
|
$894,538
0.0% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
Pure Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
34,412
shares
|
$863,741
0.01% of portfolio
|
Q3 2025
Added 8.07%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
34,346
shares
|
$862,084
0.27% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
33,879
shares
|
$850,362
0.08% of portfolio
|
Q2 2023
Reduced 18.14%
|
|
|
Prospera Financial Services Inc
|
Nov 06, 2025 Q3 2025 |
33,535
shares
|
$841,728
0.02% of portfolio
|
Q3 2025
Reduced 75.73%
|
|
|
Atwater Malick LLC
|
Oct 23, 2025 Q3 2025 |
33,530
shares
|
$841,603
0.25% of portfolio
|
Q3 2025
Reduced 0.06%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Oct 31, 2025 Q3 2025 |
33,041
shares
|
$829,329
0.07% of portfolio
|
Q2 2025
Reduced 22.69%
|
|
|
10 Elms LLP
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
32,829
shares
|
$824,007
0.79% of portfolio
|
Q2 2025
Reduced 4.81%
|
|
|
Thoroughbred Financial Services, LLC
|
Aug 08, 2025 Q2 2025 |
32,549
shares
|
$816,979
0.06% of portfolio
|
Q2 2025
Reduced 11.33%
|
|
|
Chesley Taft & Associates LLC
|
Oct 07, 2025 Q3 2025 |
32,100
shares
|
$805,710
0.03% of portfolio
|
Q3 2025
Reduced 15.91%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
Aug 14, 2025 Q2 2025 |
30,900
shares
|
$775,590
0.49% of portfolio
|
Q2 2025
Added 15.73%
|
|
|
First Interstate Bank
Billings, MT |
Oct 29, 2025 Q3 2025 |
30,258
shares
|
$759,475
0.04% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Oct 07, 2025 Q3 2025 |
30,000
shares
|
$753,000
0.17% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Brookstone Capital Management
|
Oct 15, 2025 Q3 2025 |
29,768
shares
|
$747,176
0.01% of portfolio
|
Q3 2025
Reduced 10.69%
|
|
|
Patriot Investment Management Inc.
|
Oct 15, 2025 Q3 2025 |
29,438
shares
|
$738,893
0.05% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Oct 06, 2025 Q3 2025 |
29,222
shares
|
$733,472
0.33% of portfolio
|
Q3 2025
Added 128.98%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
29,000
shares
|
$727,900
0.21% of portfolio
|
Q2 2018
New holding
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
28,601
shares
|
$717,885
0.6% of portfolio
|
Q2 2025
Reduced 45.31%
|
|
|
Hrt Financial LP
New York, NY |
Aug 14, 2025 Q2 2025 |
28,399
shares
|
$712,814
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Jane Street Group, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
27,089
shares
|
$679,933
0.0% of portfolio
|
Q2 2025
Reduced 79.93%
|
|
|
Avantax Planning Partners, Inc.
|
Oct 31, 2025 Q3 2025 |
26,778
shares
|
$672,127
0.02% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
James Investment Research Inc
|
Oct 31, 2025 Q3 2025 |
26,115
shares
|
$655,486
0.07% of portfolio
|
Q3 2025
Reduced 3.69%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Oct 21, 2025 Q3 2025 |
25,898
shares
|
$650,039
0.12% of portfolio
|
Q3 2025
Reduced 0.77%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
Aug 14, 2025 Q2 2025 |
25,742
shares
|
$646,124
0.55% of portfolio
|
Q2 2025
Added 0.21%
|