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 436 institutions that hold shares in the stock, with a total of 95.4 Million shares, which have been reported (via 13F filing form) to have a value of $2.39 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Blue Square Asset Management, LLC
New York, NY |
Jul 22, 2025 Q2 2025 |
39,515
shares
|
$991,826
0.48% of portfolio
|
Q2 2025
Added 0.29%
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
39,428
shares
|
$989,642
0.25% of portfolio
|
Q1 2025
Reduced 33.29%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
39,349
shares
|
$987,659
0.04% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Aug 06, 2025 Q2 2025 |
38,839
shares
|
$974,858
0.15% of portfolio
|
Q2 2025
Added 1.0%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
38,822
shares
|
$974,432
0.0% of portfolio
|
Q2 2025
Reduced 35.31%
|
|
|
Chesley Taft & Associates LLC
|
Jul 09, 2025 Q2 2025 |
38,175
shares
|
$958,192
0.04% of portfolio
|
Q2 2025
Reduced 23.16%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
37,809
shares
|
$949,005
0.07% of portfolio
|
Q2 2025
Added 7.4%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Jul 14, 2025 Q2 2025 |
36,742
shares
|
$922,224
0.21% of portfolio
|
Q2 2025
Reduced 25.98%
|
|
|
Pfg Private Wealth Management, LLC
|
Aug 11, 2025 Q2 2025 |
35,991
shares
|
$903,374
0.53% of portfolio
|
Q2 2025
Reduced 0.05%
|
|
|
Csenge Advisory Group
|
Aug 05, 2025 Q2 2025 |
35,839
shares
|
$899,558
0.05% of portfolio
|
Q2 2025
Reduced 2.57%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
35,817
shares
|
$899,006
0.57% of portfolio
|
Q2 2025
Reduced 54.92%
|
|
|
Comerica Bank
|
Aug 13, 2025 Q2 2025 |
35,639
shares
|
$894,538
0.0% of portfolio
|
Q2 2025
Reduced 3.95%
|
|
|
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%
|
|
|
Atwater Malick LLC
|
Jul 21, 2025 Q2 2025 |
33,550
shares
|
$842,105
0.27% of portfolio
|
Q2 2025
Reduced 0.42%
|
|
|
Brookstone Capital Management
|
Jul 30, 2025 Q2 2025 |
33,332
shares
|
$836,633
0.01% of portfolio
|
Q2 2025
Added 4.65%
|
|
|
International Assets Investment Management, LLC
Orlando, FL |
Jul 29, 2025 Q2 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%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
32,480
shares
|
$815,248
0.0% of portfolio
|
Q2 2025
Added 21.06%
|
|
|
Redw Wealth LLC
|
Aug 04, 2025 Q2 2025 |
32,256
shares
|
$809,625
0.33% of portfolio
|
Q2 2025
Added 33.15%
|
|
|
Pure Financial Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
31,842
shares
|
$799,234
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
31,629
shares
|
$793,887
0.01% of portfolio
|
Q2 2025
Reduced 23.72%
|
|
|
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 |
Jul 29, 2025 Q2 2025 |
30,258
shares
|
$759,475
0.05% of portfolio
|
Q1 2025
Reduced 2.04%
|