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 419 institutions that hold shares in the stock, with a total of 87.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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%
|
|
|
Riverstone Advisors, LLC
|
Nov 07, 2025 Q3 2025 |
13,922
shares
|
$349,859
0.17% of portfolio
|
Q3 2025
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Nov 03, 2025 Q3 2025 |
13,740
shares
|
$345,286
0.05% of portfolio
|
Q3 2025
Reduced 9.84%
|
|
|
Autumn Glory Partners, LLC
|
Oct 22, 2025 Q3 2025 |
13,663
shares
|
$343,351
0.14% of portfolio
|
Q3 2025
Added 2.43%
|
|
|
Calton & Associates, Inc.
|
Nov 07, 2025 Q3 2025 |
13,538
shares
|
$340,209
0.05% of portfolio
|
Q3 2025
Added 4.87%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Oct 21, 2025 Q3 2025 |
13,359
shares
|
$335,711
0.26% of portfolio
|
Q3 2025
Reduced 4.43%
|
|
|
Cibc Bancorp Usa Inc.
Chicago, IL |
Nov 12, 2025 Q3 2025 |
13,327
shares
|
$334,907
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Oct 17, 2025 Q3 2025 |
12,947
shares
|
$325,358
0.1% of portfolio
|
Q3 2025
Added 1.06%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Oct 20, 2025 Q3 2025 |
12,850
shares
|
$322,920
0.24% of portfolio
|
Q3 2025
Reduced 1.15%
|
|
|
Smith, Salley & Associates
|
Oct 20, 2025 Q3 2025 |
12,426
shares
|
$312,265
0.02% of portfolio
|
Q3 2025
New holding
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
12,288
shares
|
$308,797
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Nov 03, 2025 Q3 2025 |
12,208
shares
|
$306,787
0.22% of portfolio
|
Q2 2025
Reduced 18.67%
|
|
|
Belpointe Asset Management LLC
|
Oct 31, 2025 Q3 2025 |
12,200
shares
|
$306,586
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Oct 08, 2025 Q3 2025 |
12,000
shares
|
$301,560
0.18% of portfolio
|
Q4 2024
New holding
|
|
|
Gilbert & Cook, Inc.
|
Nov 12, 2025 Q3 2025 |
11,870
shares
|
$298,293
0.04% of portfolio
|
Q4 2023
Added 16.72%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
11,545
shares
|
$290,125
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Oct 15, 2025 Q3 2025 |
11,000
shares
|
$276,430
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
E&G Advisors, LP
|
Oct 20, 2025 Q3 2025 |
11,000
shares
|
$276,430
0.07% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
Nov 12, 2025 Q3 2025 |
10,995
shares
|
$276,304
0.16% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Nov 12, 2025 Q3 2025 |
10,885
shares
|
$273,540
0.01% of portfolio
|
Q3 2025
Reduced 3.54%
|