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 |
|---|---|---|---|---|---|
|
Granite Bay Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
12,800
shares
|
$321,280
0.1% of portfolio
|
Q4 2024
Reduced 7.25%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jul 18, 2025 Q2 2025 |
12,762
shares
|
$320,326
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
12,368
shares
|
$310,436
0.05% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
12,288
shares
|
$308,428
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Robinson Smith Wealth Advisors LLC
Portland, ME |
Aug 05, 2025 Q2 2025 |
12,208
shares
|
$306,420
0.25% of portfolio
|
Q2 2025
Reduced 18.67%
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Jul 31, 2025 Q2 2025 |
12,000
shares
|
$301,200
0.2% of portfolio
|
Q4 2024
New holding
|
|
|
Gilbert & Cook, Inc.
|
Aug 05, 2025 Q2 2025 |
11,870
shares
|
$297,937
0.04% of portfolio
|
Q4 2023
Added 16.72%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Aug 11, 2025 Q2 2025 |
11,545
shares
|
$289,779
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Jul 24, 2025 Q2 2025 |
11,285
shares
|
$283,253
0.01% of portfolio
|
Q2 2025
Added 10.87%
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
11,000
shares
|
$276,100
0.07% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Aug 04, 2025 Q2 2025 |
11,000
shares
|
$276,100
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
10,854
shares
|
$272,435
0.21% of portfolio
|
Q1 2025
Reduced 21.23%
|
|
|
Eagle Strategies LLC
New York, NY |
Jul 23, 2025 Q2 2025 |
10,768
shares
|
$270,276
0.04% of portfolio
|
Q2 2025
Added 0.44%
|
|
|
Arcadia Investment Management Corp
|
Aug 08, 2025 Q2 2025 |
10,750
shares
|
$269,825
0.04% of portfolio
|
Q2 2025
Reduced 21.82%
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
Jul 30, 2025 Q2 2025 |
10,738
shares
|
$269,523
0.03% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
10,720
shares
|
$269,072
0.01% of portfolio
|
Q2 2025
Added 0.5%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
Aug 12, 2025 Q2 2025 |
10,700
shares
|
$268,570
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
10,626
shares
|
$266,712
0.19% of portfolio
|
Q2 2025
Reduced 11.51%
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Jul 24, 2025 Q2 2025 |
10,379
shares
|
$260,512
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
10,355
shares
|
$259,910
0.06% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
Aug 12, 2025 Q2 2025 |
10,000
shares
|
$251,000
0.02% of portfolio
|
Q1 2025
Reduced 23.66%
|
|
|
Seven Springs Wealth Group, LLC
|
Aug 13, 2025 Q2 2025 |
9,988
shares
|
$250,698
0.06% of portfolio
|
Q4 2024
New holding
|
|
|
Claret Asset Management Corp
|
Aug 13, 2025 Q2 2025 |
9,875
shares
|
$247,862
0.03% of portfolio
|
Q2 2022
Added 1.28%
|
|
|
Edge Financial Advisors LLC
Wheaton, IL |
Jul 23, 2025 Q2 2025 |
9,689
shares
|
$243,193
0.13% of portfolio
|
Q1 2025
New holding
|
|
|
Swm Advisors
|
Oct 12, 2022 Q3 2022 |
9,655
shares
|
$242,340
0.22% of portfolio
|
Q3 2022
New holding
|