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 431 institutions that hold shares in the stock, with a total of 96.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.42 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Merit Financial Group, LLC
|
Apr 09, 2025 Q1 2025 |
39,004
shares
|
$978,610
0.02% of portfolio
|
Q1 2025
Reduced 8.04%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
May 05, 2025 Q1 2025 |
38,456
shares
|
$964,861
0.17% of portfolio
|
Q1 2025
Added 0.66%
|
|
|
Pom Investment Strategies, LLC
Raleigh, NC |
Apr 30, 2025 Q1 2025 |
38,412
shares
|
$963,757
1.13% of portfolio
|
Q1 2025
Reduced 9.39%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
38,175
shares
|
$957,810
0.04% of portfolio
|
Q2 2025
Reduced 23.16%
|
|
|
Comerica Bank
|
May 14, 2025 Q1 2025 |
37,103
shares
|
$930,914
0.0% of portfolio
|
Q1 2025
Reduced 1.79%
|
|
|
Csenge Advisory Group
|
May 05, 2025 Q1 2025 |
36,785
shares
|
$922,935
0.05% of portfolio
|
Q1 2025
Added 7.43%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jul 14, 2025 Q2 2025 |
36,742
shares
|
$921,856
0.21% of portfolio
|
Q2 2025
Reduced 25.98%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
36,731
shares
|
$921,580
0.04% of portfolio
|
Q1 2025
Added 5.69%
|
|
|
Thoroughbred Financial Services, LLC
|
May 09, 2025 Q1 2025 |
36,706
shares
|
$920,953
0.06% of portfolio
|
Q1 2025
Added 0.11%
|
|
|
Pfg Private Wealth Management, LLC
|
May 13, 2025 Q1 2025 |
36,010
shares
|
$903,490
0.56% of portfolio
|
Q1 2025
Reduced 89.07%
|
|
|
Koshinski Asset Management, Inc.
|
Apr 25, 2025 Q1 2025 |
35,204
shares
|
$883,268
0.08% of portfolio
|
Q1 2025
Added 4.19%
|
|
|
10 Elms LLP
Tulsa, OK |
May 13, 2025 Q1 2025 |
34,489
shares
|
$865,329
0.87% of portfolio
|
Q1 2025
Added 3.68%
|
|
|
Fairhaven Wealth Management, LLC
|
Feb 04, 2025 Q4 2024 |
34,346
shares
|
$861,741
0.27% of portfolio
|
Q4 2024
Added 0.15%
|
|
|
Black Swift Group, LLC
Boulder, CO |
May 06, 2025 Q1 2025 |
34,250
shares
|
$859,332
0.21% of portfolio
|
Q1 2025
Reduced 6.4%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
33,879
shares
|
$850,024
0.08% of portfolio
|
Q2 2023
Reduced 18.14%
|
|
|
Atwater Malick LLC
|
Apr 11, 2025 Q1 2025 |
33,690
shares
|
$845,282
0.29% of portfolio
|
Q1 2025
Added 24.02%
|
|
|
Brookstone Capital Management
|
Apr 29, 2025 Q1 2025 |
31,850
shares
|
$799,116
0.01% of portfolio
|
Q1 2025
Reduced 0.14%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
31,842
shares
|
$798,915
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
May 06, 2025 Q1 2025 |
31,821
shares
|
$798,388
0.16% of portfolio
|
Q1 2025
Reduced 14.16%
|
|
|
Sentinus, LLC
Oak Brook, IL |
May 15, 2025 Q1 2025 |
31,527
shares
|
$791,012
0.24% of portfolio
|
Q1 2025
Added 6.85%
|
|
|
First Interstate Bank
Billings, MT |
Apr 30, 2025 Q1 2025 |
30,258
shares
|
$759,173
0.05% of portfolio
|
Q1 2025
Reduced 2.04%
|
|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
30,000
shares
|
$752,700
0.21% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Jones Financial Companies Lllp
|
May 28, 2025 Q1 2025 |
29,743
shares
|
$746,251
0.0% of portfolio
|
Q1 2025
Added 4681.83%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
29,438
shares
|
$738,599
0.05% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
May 09, 2025 Q1 2025 |
29,268
shares
|
$734,334
0.15% of portfolio
|
Q1 2025
Reduced 14.28%
|