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 |
|---|---|---|---|---|---|
|
Johnson Bixby & Associates, LLC
|
Jul 16, 2025 Q2 2025 |
22,824
shares
|
$572,882
0.09% of portfolio
|
Q2 2025
Added 48.29%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
22,760
shares
|
$571,276
0.01% of portfolio
|
Q3 2024
Added 16.69%
|
|
|
Baird Financial Group, Inc.
Milwaukee, WI |
Aug 13, 2025 Q2 2025 |
22,404
shares
|
$562,340
0.0% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Aptus Capital Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
22,334
shares
|
$560,583
0.01% of portfolio
|
Q2 2025
Added 1.84%
|
|
|
Granite Harbor Advisors, Inc.
Houston, TX |
Jul 30, 2025 Q2 2025 |
22,055
shares
|
$553,580
0.26% of portfolio
|
Q2 2025
Reduced 4.95%
|
|
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
Aug 11, 2025 Q2 2025 |
22,000
shares
|
$552,200
0.03% of portfolio
|
Q1 2024
Reduced 15.38%
|
|
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
Aug 01, 2023 Q2 2023 |
21,800
shares
|
$547,180
0.09% of portfolio
|
Q2 2023
Reduced 7.63%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
21,514
shares
|
$540,001
0.02% of portfolio
|
Q2 2025
Added 59.37%
|
|
|
Two Sigma Securities, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
21,488
shares
|
$539,348
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Montis Financial, LLC
|
Jul 17, 2025 Q2 2025 |
21,486
shares
|
$539,298
0.15% of portfolio
|
Q2 2025
Reduced 9.38%
|
|
|
Empirical Asset Management, LLC
|
Jul 29, 2025 Q2 2025 |
20,873
shares
|
$523,912
0.16% of portfolio
|
Q2 2025
Added 0.18%
|
|
|
Great Valley Advisor Group, Inc.
|
Aug 14, 2025 Q2 2025 |
20,864
shares
|
$523,686
0.01% of portfolio
|
Q2 2025
Reduced 19.34%
|
|
|
Ritholtz Wealth Management
|
Jul 28, 2025 Q2 2025 |
20,650
shares
|
$518,315
0.01% of portfolio
|
Q2 2025
Reduced 11.47%
|
|
|
Summit Investment Advisors, Inc.
Hunt Valley, MD |
Aug 06, 2025 Q2 2025 |
20,554
shares
|
$515,905
0.43% of portfolio
|
Q2 2025
Reduced 1.94%
|
|
|
Summit Investment Advisory Services, LLC
Roseville, MN |
Aug 04, 2025 Q2 2025 |
20,497
shares
|
$514,474
0.44% of portfolio
|
Q2 2025
New holding
|
|
|
Prosperity Planning, Inc.
|
Jul 11, 2025 Q2 2025 |
20,475
shares
|
$513,922
0.16% of portfolio
|
Q2 2025
Added 2.49%
|
|
|
Straight Path Wealth Management
|
Jul 29, 2025 Q2 2025 |
20,301
shares
|
$509,555
0.2% of portfolio
|
Q2 2025
Reduced 4.29%
|
|
|
United Community Bank
Greenville, SC |
Jul 31, 2025 Q2 2025 |
19,533
shares
|
$490,278
0.17% of portfolio
|
Q2 2025
Reduced 2.01%
|
|
|
Dakota Wealth Management
|
Jul 16, 2025 Q2 2025 |
19,340
shares
|
$485,434
0.01% of portfolio
|
Q2 2025
Reduced 6.48%
|
|
|
American Money Management, LLC
|
Aug 13, 2025 Q2 2025 |
19,269
shares
|
$483,651
0.09% of portfolio
|
Q2 2025
Added 0.16%
|
|
|
Jackson Hole Capital Partners, LLC
|
Jul 31, 2025 Q2 2025 |
18,958
shares
|
$475,845
0.09% of portfolio
|
Q3 2024
Reduced 5.95%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
18,598
shares
|
$466,809
0.01% of portfolio
|
Q2 2025
Added 9.45%
|
|
|
American Planning Services, Inc.
Sun City Center, FL |
Nov 14, 2024 Q3 2024 |
18,258
shares
|
$458,275
0.4% of portfolio
|
Q3 2024
Added 10.93%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
17,975
shares
|
$451,172
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Schmidt P J Investment Management Inc
Cedarburg, WI |
Aug 01, 2025 Q2 2025 |
17,934
shares
|
$450,143
0.08% of portfolio
|
Q2 2025
Added 0.18%
|