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 |
|---|---|---|---|---|---|
|
Venture Visionary Partners LLC
|
Jul 17, 2025 Q2 2025 |
17,869
shares
|
$448,511
0.02% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Newman Dignan & Sheerar, Inc.
|
Jul 18, 2025 Q2 2025 |
17,768
shares
|
$445,976
0.1% of portfolio
|
Q2 2025
Reduced 47.52%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
Aug 07, 2025 Q2 2025 |
17,519
shares
|
$439,726
0.05% of portfolio
|
Q2 2025
Added 65.96%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Jul 21, 2025 Q2 2025 |
17,415
shares
|
$437,116
0.06% of portfolio
|
Q2 2025
Added 1.96%
|
|
|
Sunbelt Securities, Inc.
Houston, TX |
Aug 14, 2025 Q2 2025 |
17,365
shares
|
$435,861
0.04% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
American Trust
Lexington, KY |
Sep 03, 2025 Q2 2025 |
17,191
shares
|
$431,494
0.04% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Provenance Wealth Advisors, LLC
Fort Lauderdale, FL |
Aug 15, 2025 Q1 2025 |
16,788
shares
|
$421,378
0.06% of portfolio
|
Q1 2025
Reduced 16.76%
|
|
|
L.M. Kohn & Company
|
Aug 01, 2025 Q2 2025 |
16,664
shares
|
$418,266
0.12% of portfolio
|
Q2 2025
Reduced 14.63%
|
|
|
Willis Johnson & Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
16,440
shares
|
$412,644
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
16,409
shares
|
$411,865
0.15% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Stone X Group Inc.
|
Aug 13, 2025 Q2 2025 |
16,136
shares
|
$405,013
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Kansas
Wichita, KS |
Jul 18, 2025 Q2 2025 |
16,027
shares
|
$402,277
0.19% of portfolio
|
Q1 2025
New holding
|
|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
15,957
shares
|
$400,520
0.18% of portfolio
|
Q2 2025
Reduced 36.72%
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Jul 22, 2025 Q2 2025 |
15,240
shares
|
$382,524
0.1% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
14,552
shares
|
$365,255
0.06% of portfolio
|
Q2 2025
Added 72.4%
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
14,313
shares
|
$359,256
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Jul 25, 2025 Q2 2025 |
14,259
shares
|
$357,900
0.01% of portfolio
|
Q2 2025
Reduced 0.13%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
14,174
shares
|
$355,767
0.2% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Aug 12, 2025 Q2 2025 |
14,061
shares
|
$352,931
0.03% of portfolio
|
Q4 2024
Added 18.55%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
13,978
shares
|
$350,847
0.28% of portfolio
|
Q2 2025
Reduced 45.25%
|
|
|
Woodley Farra Manion Portfolio Management Inc
|
Aug 08, 2025 Q2 2025 |
13,886
shares
|
$348,538
0.02% of portfolio
|
Q2 2025
Added 59.1%
|
|
|
Autumn Glory Partners, LLC
|
Jul 22, 2025 Q2 2025 |
13,339
shares
|
$334,808
0.16% of portfolio
|
Q2 2025
Reduced 8.58%
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
13,000
shares
|
$326,300
0.26% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Calton & Associates, Inc.
|
Aug 12, 2025 Q2 2025 |
12,909
shares
|
$324,015
0.06% of portfolio
|
Q2 2025
Reduced 8.82%
|
|
|
Valley Forge Investment Consultants Inc Adv
|
Aug 14, 2025 Q2 2025 |
12,811
shares
|
$321,556
0.1% of portfolio
|
Q2 2025
Added 1.03%
|