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 413 institutions that hold shares in the stock, with a total of 84.7 Million shares, which have been reported (via 13F filing form) to have a value of $2.13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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 |
Nov 12, 2025 Q3 2025 |
17,975
shares
|
$451,711
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Stone X Group Inc.
|
Nov 14, 2025 Q3 2025 |
17,893
shares
|
$449,651
0.02% of portfolio
|
Q3 2025
Added 10.89%
|
|
|
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%
|
|
|
American Trust
Lexington, KY |
Nov 17, 2025 Q3 2025 |
17,191
shares
|
$432,009
0.04% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Nov 14, 2025 Q3 2025 |
17,172
shares
|
$431,532
0.15% of portfolio
|
Q3 2025
Added 448.1%
|
|
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
Nov 10, 2025 Q3 2025 |
16,703
shares
|
$419,746
0.19% of portfolio
|
Q3 2025
New holding
|
|
|
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
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Nov 19, 2025 Q3 2025 |
14,928
shares
|
$375,140
0.03% of portfolio
|
Q3 2025
Reduced 14.03%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Nov 07, 2025 Q3 2025 |
14,602
shares
|
$366,948
0.02% of portfolio
|
Q3 2025
Added 5.16%
|
|
|
L.M. Kohn & Company
|
Nov 04, 2025 Q3 2025 |
14,564
shares
|
$365,993
0.45% of portfolio
|
Q3 2025
Reduced 12.6%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
14,552
shares
|
$365,691
0.06% of portfolio
|
Q2 2025
Added 72.4%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Nov 12, 2025 Q3 2025 |
14,393
shares
|
$361,696
0.05% of portfolio
|
Q3 2025
Reduced 14.27%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 24, 2025 Q3 2025 |
14,304
shares
|
$359,459
0.01% of portfolio
|
Q3 2025
Added 0.32%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Oct 27, 2025 Q3 2025 |
14,282
shares
|
$358,906
0.19% of portfolio
|
Q3 2025
Added 0.76%
|
|
|
Seneca House Advisors
|
Oct 10, 2025 Q3 2025 |
14,261
shares
|
$358,378
0.15% of portfolio
|
Q3 2025
Reduced 10.63%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Nov 14, 2025 Q3 2025 |
14,227
shares
|
$357,524
0.17% of portfolio
|
Q3 2025
Reduced 11.23%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Oct 08, 2025 Q3 2025 |
14,143
shares
|
$355,413
0.05% of portfolio
|
Q3 2025
Added 14.35%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Nov 04, 2025 Q3 2025 |
14,101
shares
|
$354,358
0.01% of portfolio
|
Q3 2025
Reduced 24.18%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Oct 17, 2025 Q3 2025 |
13,967
shares
|
$350,990
0.03% of portfolio
|
Q3 2025
Reduced 0.67%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
13,923
shares
|
$349,884
0.01% of portfolio
|
Q3 2025
Added 107.81%
|
|