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 |
|---|---|---|---|---|---|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
May 14, 2025 Q1 2025 |
22,000
shares
|
$551,980
0.03% of portfolio
|
Q1 2024
Reduced 15.38%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
May 14, 2025 Q1 2025 |
21,945
shares
|
$550,600
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Aptus Capital Advisors, LLC
|
May 13, 2025 Q1 2025 |
21,931
shares
|
$550,248
0.01% of portfolio
|
Q1 2025
Added 0.3%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
21,800
shares
|
$546,962
0.09% of portfolio
|
Q2 2023
Reduced 7.63%
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
21,486
shares
|
$539,083
0.15% of portfolio
|
Q2 2025
Reduced 9.38%
|
|
|
Straight Path Wealth Management
|
Apr 28, 2025 Q1 2025 |
21,211
shares
|
$532,183
0.24% of portfolio
|
Q1 2025
Added 2.82%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
May 13, 2025 Q1 2025 |
20,961
shares
|
$525,911
0.47% of portfolio
|
Q1 2025
Reduced 89.41%
|
|
|
Meitav Dash Investments LTD
|
May 12, 2025 Q1 2025 |
20,875
shares
|
$523,753
0.01% of portfolio
|
Q1 2025
Reduced 43.07%
|
|
|
Empirical Asset Management, LLC
|
May 12, 2025 Q1 2025 |
20,835
shares
|
$522,750
0.18% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
20,475
shares
|
$513,717
0.16% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Decision Map Wealth Management, LLC
Great Falls, VA |
Apr 21, 2025 Q1 2025 |
20,399
shares
|
$511,810
0.39% of portfolio
|
Q1 2025
Added 2.74%
|
|
|
United Community Bank
Greenville, SC |
May 02, 2025 Q1 2025 |
19,933
shares
|
$500,118
0.19% of portfolio
|
Q1 2025
Added 122.64%
|
|
|
L.M. Kohn & Company
|
Apr 21, 2025 Q1 2025 |
19,520
shares
|
$489,756
0.13% of portfolio
|
Q1 2025
Reduced 9.81%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
19,340
shares
|
$485,240
0.01% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
19,315
shares
|
$484,613
0.0% of portfolio
|
Q1 2025
Added 6.4%
|
|
|
American Money Management, LLC
|
May 13, 2025 Q1 2025 |
19,239
shares
|
$482,706
0.09% of portfolio
|
Q1 2025
Reduced 0.72%
|
|
|
Jackson Hole Capital Partners, LLC
|
May 06, 2025 Q1 2025 |
18,958
shares
|
$475,656
0.1% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Bank Of Montreal
Toronto, A6 |
May 13, 2025 Q1 2025 |
18,567
shares
|
$465,846
0.0% of portfolio
|
Q1 2025
Added 10.68%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
18,500
shares
|
$464,165
0.0% of portfolio
|
Q3 2024
Reduced 29.12%
|
|
|
Lee Financial CO
Dallas, TX |
May 13, 2025 Q1 2025 |
18,500
shares
|
$464,165
0.07% of portfolio
|
Q3 2023
New holding
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
18,258
shares
|
$458,093
0.4% of portfolio
|
Q3 2024
Added 10.93%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
17,975
shares
|
$450,992
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
May 21, 2025 Q1 2025 |
17,902
shares
|
$449,161
0.08% of portfolio
|
Q1 2025
Added 0.12%
|
|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
17,869
shares
|
$448,333
0.02% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
17,768
shares
|
$445,799
0.1% of portfolio
|
Q2 2025
Reduced 47.52%
|