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 |
|---|---|---|---|---|---|
|
Sunbelt Securities, Inc.
Houston, TX |
Apr 24, 2025 Q1 2025 |
17,365
shares
|
$435,687
0.04% of portfolio
|
Q4 2024
Added 5.49%
|
|
|
American Trust
Lexington, KY |
May 16, 2025 Q1 2025 |
17,191
shares
|
$431,322
0.12% of portfolio
|
Q1 2025
Added 3.19%
|
|
|
Mattern Capital Management, LLC
Lakewood, CO |
Apr 23, 2025 Q1 2025 |
17,080
shares
|
$428,537
0.06% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Apr 28, 2025 Q1 2025 |
16,992
shares
|
$426,329
0.01% of portfolio
|
Q1 2025
Added 5.59%
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
May 14, 2025 Q1 2025 |
16,947
shares
|
$425,200
0.18% of portfolio
|
Q1 2025
New holding
|
|
|
Stone X Group Inc.
|
May 15, 2025 Q1 2025 |
16,807
shares
|
$421,687
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Willis Johnson & Associates, Inc.
|
May 15, 2025 Q1 2025 |
16,440
shares
|
$412,479
0.03% of portfolio
|
Q1 2023
New holding
|
|
|
Meredith Wealth Planning
Maryville, IL |
Jul 16, 2025 Q2 2025 |
16,409
shares
|
$411,701
0.15% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
Trust CO Of Kansas
Wichita, KS |
Apr 23, 2025 Q1 2025 |
16,027
shares
|
$402,117
0.21% of portfolio
|
Q1 2025
New holding
|
|
|
Seneca House Advisors
|
Jul 09, 2025 Q2 2025 |
15,957
shares
|
$400,361
0.18% of portfolio
|
Q2 2025
Reduced 36.72%
|
|
|
Tableaux LLC
Stockbridge, MA |
May 13, 2025 Q1 2025 |
15,838
shares
|
$397,375
0.29% of portfolio
|
Q1 2025
New holding
|
|
|
Kpp Advisory Services LLC
Louisville, KY |
Apr 23, 2025 Q1 2025 |
15,240
shares
|
$382,371
0.07% of portfolio
|
Q4 2024
Added 10.92%
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
May 12, 2025 Q1 2025 |
15,010
shares
|
$376,600
0.32% of portfolio
|
Q1 2025
Reduced 43.05%
|
|
|
Autumn Glory Partners, LLC
|
Apr 21, 2025 Q1 2025 |
14,591
shares
|
$366,088
0.18% of portfolio
|
Q1 2025
Added 15.88%
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
14,552
shares
|
$365,109
0.06% of portfolio
|
Q2 2025
Added 72.4%
|
|
|
Old Mission Capital LLC
|
May 15, 2025 Q1 2025 |
14,438
shares
|
$362,249
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
14,313
shares
|
$359,113
0.0% of portfolio
|
Q1 2025
Added 0.03%
|
|
|
Mgo One Seven LLC
Beachwood, OH |
May 08, 2025 Q1 2025 |
14,277
shares
|
$358,209
0.01% of portfolio
|
Q1 2025
Added 40.19%
|
|
|
Beacon Financial Planning, Inc
Hyannis, MA |
Jul 15, 2025 Q2 2025 |
14,174
shares
|
$355,625
0.2% of portfolio
|
Q2 2025
Added 0.52%
|
|
|
Calton & Associates, Inc.
|
May 15, 2025 Q1 2025 |
14,157
shares
|
$355,199
0.09% of portfolio
|
Q1 2025
Added 7.95%
|
|
|
J. L. Bainbridge & Co., Inc.
|
Apr 24, 2025 Q1 2025 |
14,061
shares
|
$352,790
0.04% of portfolio
|
Q4 2024
Added 18.55%
|
|
|
Kerntke Otto Mc Glone Wealth Management Group
Appleton, WI |
Jul 16, 2025 Q2 2025 |
13,978
shares
|
$350,708
0.28% of portfolio
|
Q2 2025
Reduced 45.25%
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
May 13, 2025 Q1 2025 |
13,896
shares
|
$348,650
0.32% of portfolio
|
Q3 2024
Reduced 5.83%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
May 15, 2025 Q1 2025 |
13,785
shares
|
$345,865
0.01% of portfolio
|
Q1 2025
Reduced 97.64%
|
|
|
Arcadia Investment Management Corp
|
Apr 30, 2025 Q1 2025 |
13,750
shares
|
$344,987
0.06% of portfolio
|
Q4 2023
Reduced 13.25%
|