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 |
|---|---|---|---|---|---|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
29,000
shares
|
$727,610
0.21% of portfolio
|
Q2 2018
New holding
|
|
|
Life Plan Financial, LLC
Mankato, MN |
Jul 09, 2025 Q2 2025 |
28,601
shares
|
$717,599
0.6% of portfolio
|
Q2 2025
Reduced 45.31%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
27,102
shares
|
$679,989
0.36% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
26,830
shares
|
$673,164
0.0% of portfolio
|
Q1 2025
Added 596.16%
|
|
|
Avantax Planning Partners, Inc.
|
Apr 28, 2025 Q1 2025 |
26,778
shares
|
$671,860
0.02% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Godshalk Welsh Capital Management, Inc.
Radnor, PA |
May 15, 2025 Q1 2025 |
26,700
shares
|
$669,903
0.45% of portfolio
|
Q1 2025
Added 2.5%
|
|
|
National Bank Of Canada
|
May 12, 2025 Q1 2025 |
26,501
shares
|
$664,910
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
James Investment Research Inc
|
May 02, 2025 Q1 2025 |
26,115
shares
|
$655,225
0.09% of portfolio
|
Q1 2025
Added 8.29%
|
|
|
Great Valley Advisor Group, Inc.
|
May 08, 2025 Q1 2025 |
25,866
shares
|
$648,977
0.02% of portfolio
|
Q1 2025
Reduced 24.71%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
May 07, 2025 Q1 2025 |
25,844
shares
|
$648,425
0.24% of portfolio
|
Q1 2025
Added 7.89%
|
|
|
Cornerstone Financial Group, LLC /Ne/
Omaha, NE |
May 13, 2025 Q1 2025 |
25,687
shares
|
$644,486
0.58% of portfolio
|
Q1 2025
Added 0.84%
|
|
|
Rfp Financial Group LLC
Atlanta, GA |
Apr 22, 2025 Q1 2025 |
25,020
shares
|
$627,751
0.28% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
24,558
shares
|
$616,160
0.01% of portfolio
|
Q4 2024
Reduced 0.24%
|
|
|
Redw Wealth LLC
|
Apr 29, 2025 Q1 2025 |
24,225
shares
|
$607,805
0.23% of portfolio
|
Q1 2025
Reduced 44.63%
|
|
|
Duncker Streett & CO Inc
|
Apr 22, 2025 Q1 2025 |
23,862
shares
|
$598,697
0.12% of portfolio
|
Q4 2024
Added 48.02%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
23,412
shares
|
$587,407
0.21% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Ritholtz Wealth Management
|
Apr 16, 2025 Q1 2025 |
23,326
shares
|
$585,249
0.02% of portfolio
|
Q1 2025
Reduced 5.38%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
May 13, 2025 Q1 2025 |
23,203
shares
|
$582,163
0.31% of portfolio
|
Q1 2025
Reduced 36.66%
|
|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
22,824
shares
|
$572,654
0.09% of portfolio
|
Q2 2025
Added 48.29%
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Apr 22, 2025 Q1 2025 |
22,810
shares
|
$572,302
0.26% of portfolio
|
Q4 2024
New holding
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
May 15, 2025 Q1 2025 |
22,785
shares
|
$571,675
0.0% of portfolio
|
Q1 2025
Reduced 0.69%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
22,760
shares
|
$571,048
0.01% of portfolio
|
Q3 2024
Added 16.69%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Apr 29, 2025 Q1 2025 |
22,428
shares
|
$562,718
0.03% of portfolio
|
Q1 2025
Reduced 4.71%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
22,315
shares
|
$559,883
0.01% of portfolio
|
Q1 2025
Added 2.83%
|
|
|
Dearborn Partners LLC
|
May 08, 2025 Q1 2025 |
22,143
shares
|
$555,567
0.03% of portfolio
|
Q1 2025
Reduced 1.8%
|