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 |
|---|---|---|---|---|---|
|
Kovitz Investment Group Partners, LLC
|
Aug 14, 2025 Q2 2025 |
9,623
shares
|
$241,537
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Postrock Partners LLC
Overland Park, OR |
Jul 15, 2025 Q2 2025 |
9,600
shares
|
$240,960
0.12% of portfolio
|
Q4 2024
New holding
|
|
|
Ledyard National Bank
|
Aug 04, 2025 Q2 2025 |
9,535
shares
|
$239,328
0.02% of portfolio
|
Q4 2024
Reduced 14.37%
|
|
|
Mkt Advisors LLC
Escondido, CA |
Jul 16, 2025 Q2 2025 |
9,451
shares
|
$237,220
0.1% of portfolio
|
Q2 2025
Added 0.06%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Aug 14, 2025 Q2 2025 |
9,193
shares
|
$230,744
0.01% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Marathon Capital Management
Hunt Valley, MD |
Aug 14, 2025 Q2 2025 |
9,175
shares
|
$230,292
0.06% of portfolio
|
Q2 2025
Reduced 9.83%
|
|
|
First National Bank Of South Miami
|
Jul 12, 2023 Q2 2023 |
8,953
shares
|
$224,720
0.18% of portfolio
|
Q2 2023
Reduced 7.78%
|
|
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
Jul 22, 2025 Q2 2025 |
8,939
shares
|
$224,368
0.08% of portfolio
|
Q2 2025
Reduced 4.03%
|
|
|
Gts Securities LLC
New York, NY |
Aug 08, 2025 Q2 2025 |
8,851
shares
|
$222,160
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Effects LLC
|
Jul 15, 2025 Q2 2025 |
8,746
shares
|
$219,524
0.09% of portfolio
|
Q4 2023
Reduced 4.8%
|
|
|
Ci Private Wealth, LLC
Miami, FL |
Aug 15, 2025 Q2 2025 |
8,600
shares
|
$215,860
0.0% of portfolio
|
Q1 2025
Reduced 6.89%
|
|
|
Trinity Wealth Management, LLC
|
Jul 11, 2025 Q2 2025 |
8,522
shares
|
$213,902
0.09% of portfolio
|
Q4 2024
New holding
|
|
|
Addison Advisors LLC
|
Aug 07, 2025 Q2 2025 |
8,494
shares
|
$213,199
0.06% of portfolio
|
Q2 2025
Added 2.91%
|
|
|
M3 Advisory Group, LLC
Needham Heights, MA |
Jul 25, 2025 Q2 2025 |
8,449
shares
|
$212,069
0.15% of portfolio
|
Q1 2025
Reduced 29.98%
|
|
|
Sargent Bickham Lagudis LLC
|
Jan 23, 2023 Q4 2022 |
8,401
shares
|
$210,865
0.02% of portfolio
|
Q4 2022
New holding
|
|
|
Private Trust CO Na
|
Jul 29, 2025 Q2 2025 |
8,359
shares
|
$209,810
0.02% of portfolio
|
Q2 2025
Added 1.9%
|
|
|
Sightline Wealth Advisors, LLC
|
Jul 15, 2025 Q2 2025 |
8,324
shares
|
$208,932
0.1% of portfolio
|
Q2 2025
Reduced 9.25%
|
|
|
Penobscot Investment Management Company, Inc.
Boston, MA |
Jul 21, 2025 Q2 2025 |
8,050
shares
|
$202,055
0.02% of portfolio
|
Q2 2025
Reduced 2.42%
|
|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
8,039
shares
|
$201,778
0.07% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 25, 2025 Q2 2025 |
8,025
shares
|
$201,427
0.0% of portfolio
|
Q2 2025
Reduced 56.62%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
8,000
shares
|
$200,800
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
Aug 19, 2025 Q2 2025 |
7,580
shares
|
$190,258
0.01% of portfolio
|
Q1 2025
Reduced 66.77%
|
|
|
Oak Harbor Wealth Partners, LLC
|
Jul 31, 2025 Q2 2025 |
7,308
shares
|
$183,430
0.05% of portfolio
|
Q2 2025
Added 12.66%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
6,819
shares
|
$171,156
0.02% of portfolio
|
Q1 2025
Reduced 71.1%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
6,805
shares
|
$170,805
0.01% of portfolio
|
Q2 2023
Reduced 13.86%
|