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 |
|---|---|---|---|---|---|
|
Cypress Point Wealth Management, LLC
Dallas, TX |
Jul 10, 2025 Q2 2025 |
30,000
shares
|
$753,000
0.21% of portfolio
|
Q3 2024
Added 50.0%
|
|
|
Patriot Investment Management Inc.
|
Jul 15, 2025 Q2 2025 |
29,438
shares
|
$738,893
0.05% of portfolio
|
Q1 2025
Added 5.07%
|
|
|
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
|
|
|
James Investment Research Inc
|
Aug 01, 2025 Q2 2025 |
27,115
shares
|
$680,586
0.08% of portfolio
|
Q2 2025
Added 3.83%
|
|
|
Murphy, Middleton, Hinkle & Parker, Inc.
|
Jul 09, 2025 Q2 2025 |
27,102
shares
|
$680,260
0.36% of portfolio
|
Q4 2024
Added 7.94%
|
|
|
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.
|
Aug 11, 2025 Q2 2025 |
26,778
shares
|
$672,127
0.02% of portfolio
|
Q1 2025
Added 3.39%
|
|
|
Summit Wealth Partners, LLC
Orlando, FL |
Aug 11, 2025 Q2 2025 |
26,098
shares
|
$655,059
0.13% of portfolio
|
Q2 2025
Reduced 17.98%
|
|
|
Accretive Wealth Partners, LLC
Parsippany, NJ |
Jul 29, 2025 Q2 2025 |
25,866
shares
|
$649,236
0.22% of portfolio
|
Q2 2025
Added 0.09%
|
|
|
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%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Jul 30, 2025 Q2 2025 |
25,426
shares
|
$638,192
0.44% of portfolio
|
Q2 2025
Added 24.64%
|
|
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
Jul 25, 2025 Q2 2025 |
24,844
shares
|
$623,584
0.12% of portfolio
|
Q2 2025
Reduced 15.12%
|
|
|
Sentinus, LLC
Oak Brook, IL |
Aug 13, 2025 Q2 2025 |
24,436
shares
|
$613,343
0.17% of portfolio
|
Q2 2025
Reduced 22.49%
|
|
|
Alliance Wealth Advisors, LLC /Ut
Bountiful, UT |
Aug 14, 2025 Q2 2025 |
23,904
shares
|
$599,990
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
23,889
shares
|
$599,613
0.01% of portfolio
|
Q2 2025
Reduced 2.72%
|
|
|
Duncker Streett & CO Inc
|
Jul 28, 2025 Q2 2025 |
23,862
shares
|
$598,936
0.11% of portfolio
|
Q4 2024
Added 48.02%
|
|
|
Dearborn Partners LLC
|
Aug 14, 2025 Q2 2025 |
23,542
shares
|
$590,904
0.03% of portfolio
|
Q2 2025
Added 6.32%
|
|
|
Cove Private Wealth, LLC
Oyster Bay Cove, NY |
Jul 16, 2025 Q2 2025 |
23,412
shares
|
$587,641
0.21% of portfolio
|
Q2 2025
Added 0.43%
|
|
|
Advisory Services Network, LLC
|
Aug 19, 2025 Q2 2025 |
23,401
shares
|
$587,365
0.01% of portfolio
|
Q2 2025
Added 4.87%
|
|
|
Black Swift Group, LLC
Boulder, CO |
Aug 06, 2025 Q2 2025 |
23,375
shares
|
$586,712
0.13% of portfolio
|
Q2 2025
Reduced 31.75%
|
|
|
Adg Wealth Management Group, LLC
Metairie, LA |
Aug 05, 2025 Q2 2025 |
23,275
shares
|
$584,202
0.5% of portfolio
|
Q2 2025
New holding
|
|
|
Bridge Port Financial Solutions, LLC
Fairfield, IA |
Jul 22, 2025 Q2 2025 |
22,950
shares
|
$576,045
0.19% of portfolio
|
Q2 2025
Added 0.61%
|
|
|
Strategic Blueprint, LLC
Atlanta, GA |
Jul 30, 2025 Q2 2025 |
22,875
shares
|
$574,162
0.03% of portfolio
|
Q2 2025
Added 1.99%
|