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 428 institutions that hold shares in the stock, with a total of 93.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Trinity Wealth Management, LLC
|
Oct 07, 2025 Q3 2025 |
8,522
shares
|
$214,157
0.08% of portfolio
|
Q4 2024
New holding
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Nov 10, 2025 Q3 2025 |
8,449
shares
|
$212,323
0.13% of portfolio
|
Q1 2025
Reduced 29.98%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,401
shares
|
$211,117
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Horizons Wealth Management
Asheville, NC |
Oct 03, 2025 Q3 2025 |
8,398
shares
|
$211,041
0.14% of portfolio
|
Q3 2025
Reduced 20.97%
|
|
|
Private Trust CO Na
|
Oct 15, 2025 Q3 2025 |
8,359
shares
|
$210,061
0.02% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Calamos Wealth Management LLC
|
Oct 20, 2025 Q3 2025 |
8,279
shares
|
$208,051
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Addison Advisors LLC
|
Nov 07, 2025 Q3 2025 |
8,169
shares
|
$205,286
0.05% of portfolio
|
Q3 2025
Reduced 3.83%
|
|
|
Dudley Capital Management, LLC
Middleburg, VA |
Oct 29, 2025 Q3 2025 |
8,050
shares
|
$202,296
0.09% of portfolio
|
Q3 2025
New holding
|
|
|
Neuberger Berman Group LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
8,025
shares
|
$201,668
0.0% of portfolio
|
Q2 2025
Reduced 56.62%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Oct 28, 2025 Q3 2025 |
8,000
shares
|
$201,040
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Ironwood Financial, LLC
|
Oct 22, 2025 Q3 2025 |
7,991
shares
|
$200,813
0.04% of portfolio
|
Q3 2025
Reduced 94.25%
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
7,580
shares
|
$190,485
0.01% of portfolio
|
Q1 2025
Reduced 66.77%
|
|
|
Adirondack Trust CO
|
Oct 20, 2025 Q3 2025 |
7,392
shares
|
$185,760
0.06% of portfolio
|
Q3 2025
Reduced 8.05%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Nov 04, 2025 Q3 2025 |
7,133
shares
|
$179,252
0.05% of portfolio
|
Q3 2025
Reduced 2.39%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
6,819
shares
|
$171,361
0.02% of portfolio
|
Q1 2025
Reduced 71.1%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
6,805
shares
|
$171,009
0.01% of portfolio
|
Q2 2023
Reduced 13.86%
|
|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
6,791
shares
|
$170,657
0.02% of portfolio
|
Q2 2025
Reduced 87.35%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Oct 24, 2025 Q3 2025 |
6,709
shares
|
$168,597
0.12% of portfolio
|
Q2 2025
Added 70.93%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
6,149
shares
|
$154,524
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Coastline Trust CO
|
Oct 21, 2025 Q3 2025 |
6,044
shares
|
$151,885
0.02% of portfolio
|
Q2 2025
Added 43.15%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Oct 24, 2025 Q3 2025 |
6,000
shares
|
$150,780
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Nov 12, 2025 Q3 2025 |
5,525
shares
|
$138,843
0.0% of portfolio
|
Q3 2025
Reduced 48.46%
|
|
|
Bank Of New Hampshire
|
Oct 02, 2025 Q3 2025 |
5,425
shares
|
$136,330
0.03% of portfolio
|
Q3 2025
Reduced 47.61%
|
|
|
Maryland Capital Advisors Inc.
|
Oct 17, 2025 Q3 2025 |
5,292
shares
|
$132,987
0.05% of portfolio
|
Q3 2025
Reduced 11.68%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
5,080
shares
|
$127,660
0.06% of portfolio
|
Q3 2024
Added 3.89%
|