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 |
|---|---|---|---|---|---|
|
Avidian Wealth Solutions, LLC
|
Apr 25, 2025 Q1 2025 |
13,499
shares
|
$338,689
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
Jul 15, 2025 Q2 2025 |
13,000
shares
|
$326,170
0.26% of portfolio
|
Q2 2025
Added 2.36%
|
|
|
Granite Bay Wealth Management, LLC
|
Jul 08, 2025 Q2 2025 |
12,800
shares
|
$321,152
0.1% of portfolio
|
Q4 2024
Reduced 7.25%
|
|
|
Smi Advisory Services, LLC
Columbus, IN |
Jul 18, 2025 Q2 2025 |
12,762
shares
|
$320,198
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Valley Forge Investment Consultants Inc Adv
|
May 08, 2025 Q1 2025 |
12,680
shares
|
$318,141
0.11% of portfolio
|
Q1 2025
Reduced 14.4%
|
|
|
Financial Advisory Corp
Grand Rapids, MI |
Jul 11, 2025 Q2 2025 |
12,368
shares
|
$310,313
0.05% of portfolio
|
Q2 2025
Added 1.04%
|
|
|
Colony Group LLC
Boston, MA |
Nov 14, 2023 Q3 2023 |
12,288
shares
|
$308,305
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Pinnacle Wealth Management Group, Inc.
|
Apr 11, 2025 Q1 2025 |
12,000
shares
|
$301,080
0.25% of portfolio
|
Q4 2024
New holding
|
|
|
Gilbert & Cook, Inc.
|
May 06, 2025 Q1 2025 |
11,870
shares
|
$297,818
0.04% of portfolio
|
Q4 2023
Added 16.72%
|
|
|
Wealthspire Advisors, LLC
New York, NY |
May 09, 2025 Q1 2025 |
11,545
shares
|
$289,664
0.0% of portfolio
|
Q2 2023
New holding
|
|
|
E&G Advisors, LP
|
Jul 14, 2025 Q2 2025 |
11,000
shares
|
$275,990
0.07% of portfolio
|
Q2 2025
Reduced 4.35%
|
|
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
Apr 29, 2025 Q1 2025 |
11,000
shares
|
$275,990
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Landing Point Financial Group, LLC
Avon, OH |
May 13, 2025 Q1 2025 |
10,854
shares
|
$272,326
0.21% of portfolio
|
Q1 2025
Reduced 21.23%
|
|
|
Brass Tax Wealth Management, Inc
Cincinnati, OH |
Apr 29, 2025 Q1 2025 |
10,851
shares
|
$272,251
0.06% of portfolio
|
Q1 2025
New holding
|
|
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
May 09, 2025 Q1 2025 |
10,738
shares
|
$269,416
0.03% of portfolio
|
Q1 2025
Reduced 0.04%
|
|
|
Eagle Strategies LLC
New York, NY |
Apr 22, 2025 Q1 2025 |
10,721
shares
|
$268,989
0.05% of portfolio
|
Q1 2025
Added 0.28%
|
|
|
Alpha Core Capital LLC
La Jolla, CA |
May 09, 2025 Q1 2025 |
10,700
shares
|
$268,463
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
10,667
shares
|
$267,635
0.01% of portfolio
|
Q1 2025
Added 42.47%
|
|
|
Horizons Wealth Management
Asheville, NC |
Jul 07, 2025 Q2 2025 |
10,626
shares
|
$266,606
0.19% of portfolio
|
Q2 2025
Reduced 11.51%
|
|
|
Rossmore Private Capital
Glastonbury, CT |
May 12, 2025 Q1 2025 |
10,556
shares
|
$264,850
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
Apr 25, 2025 Q1 2025 |
10,379
shares
|
$260,409
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Bank Of New Hampshire
|
Jul 09, 2025 Q2 2025 |
10,355
shares
|
$259,806
0.06% of portfolio
|
Q1 2025
Reduced 3.94%
|
|
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
Apr 17, 2025 Q1 2025 |
10,179
shares
|
$255,391
0.01% of portfolio
|
Q1 2025
Reduced 14.34%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
May 15, 2025 Q1 2025 |
10,175
shares
|
$255,290
0.07% of portfolio
|
Q1 2025
Reduced 2.4%
|
|
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
May 09, 2025 Q1 2025 |
10,000
shares
|
$250,900
0.02% of portfolio
|
Q1 2025
Reduced 23.66%
|