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 |
|---|---|---|---|---|---|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
20,864
shares
|
$524,312
0.01% of portfolio
|
Q2 2025
Reduced 19.34%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Oct 22, 2025 Q3 2025 |
20,783
shares
|
$522,276
0.22% of portfolio
|
Q3 2025
Reduced 5.77%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
20,554
shares
|
$516,522
0.43% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Prosperity Planning, Inc.
|
Oct 09, 2025 Q3 2025 |
20,475
shares
|
$514,536
0.15% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
19,340
shares
|
$486,014
0.01% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
19,269
shares
|
$484,229
0.09% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
United Community Bank
Greenville, SC |
Nov 04, 2025 Q3 2025 |
19,133
shares
|
$480,812
0.15% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Oct 16, 2025 Q3 2025 |
19,124
shares
|
$480,586
0.31% of portfolio
|
Q3 2025
Reduced 24.79%
|
|
|
Jackson Hole Capital Partners, LLC
|
Oct 28, 2025 Q3 2025 |
18,958
shares
|
$476,414
0.08% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Silicon Valley Capital Partners
|
Sep 11, 2025 Q2 2025 |
18,660
shares
|
$468,925
0.05% of portfolio
|
Q2 2025
New holding
|
|
|
Straight Path Wealth Management
|
Nov 03, 2025 Q3 2025 |
18,477
shares
|
$464,327
0.12% of portfolio
|
Q3 2025
Reduced 8.98%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
18,258
shares
|
$458,823
0.4% of portfolio
|
Q3 2024
Added 10.93%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
17,975
shares
|
$451,711
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Venture Visionary Partners LLC
|
Oct 06, 2025 Q3 2025 |
17,878
shares
|
$449,274
0.02% of portfolio
|
Q3 2025
Added 0.05%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Oct 21, 2025 Q3 2025 |
17,625
shares
|
$442,916
0.05% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Oct 30, 2025 Q3 2025 |
17,519
shares
|
$440,252
0.05% of portfolio
|
Q2 2025
Added 65.96%
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Oct 27, 2025 Q3 2025 |
17,492
shares
|
$439,573
0.07% of portfolio
|
Q3 2025
Reduced 2.46%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
17,365
shares
|
$436,382
0.04% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
17,191
shares
|
$432,009
0.04% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
16,788
shares
|
$421,882
0.06% of portfolio
|
Q1 2025
Reduced 16.76%
|
|
|
Meredith Wealth Planning
Maryville, IL |
Oct 21, 2025 Q3 2025 |
16,583
shares
|
$416,730
0.13% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Willis Johnson & Associates, Inc.
|
Nov 06, 2025 Q3 2025 |
16,440
shares
|
$413,137
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
16,136
shares
|
$405,497
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Kansas
Wichita, KS |
Jul 18, 2025 Q2 2025 |
16,027
shares
|
$402,758
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
14,564
shares
|
$365,993
0.45% of portfolio
|
Q3 2025
Reduced 12.6%
|