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 |
|---|---|---|---|---|---|
|
Wick Capital Partners, LLC
Wayne, PA |
Aug 14, 2025 Q2 2025 |
6,791
shares
|
$170,454
0.02% of portfolio
|
Q2 2025
Reduced 87.35%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
Jul 23, 2025 Q2 2025 |
6,709
shares
|
$168,395
0.12% of portfolio
|
Q2 2025
Added 70.93%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
6,700
shares
|
$168,170
0.0% of portfolio
|
Q2 2025
Added 105.08%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
6,200
shares
|
$155,620
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
6,044
shares
|
$151,704
0.02% of portfolio
|
Q2 2025
Added 43.15%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Jul 30, 2025 Q2 2025 |
6,000
shares
|
$150,600
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
5,992
shares
|
$150,399
0.06% of portfolio
|
Q1 2025
Added 49.8%
|
|
|
Bogart Wealth, LLC
|
Jul 29, 2025 Q2 2025 |
5,145
shares
|
$129,139
0.01% of portfolio
|
Q2 2025
Reduced 16.44%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Aug 15, 2025 Q2 2025 |
5,080
shares
|
$127,508
0.07% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
5,027
shares
|
$126,177
0.04% of portfolio
|
Q4 2024
Added 56.85%
|
|
|
Geneos Wealth Management Inc.
|
Aug 18, 2025 Q2 2025 |
4,473
shares
|
$112,272
0.0% of portfolio
|
Q2 2025
Added 55.96%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
4,423
shares
|
$111,017
0.01% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
|
Cva Family Office, LLC
|
Jul 31, 2025 Q2 2025 |
3,835
shares
|
$96,258
0.01% of portfolio
|
Q2 2024
New holding
|
|
|
Black Cypress Capital Management, LLC
Ponte Vedra Beach, FL |
Aug 13, 2025 Q2 2025 |
3,810
shares
|
$95,631
0.08% of portfolio
|
Q2 2025
Reduced 72.58%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
Aug 15, 2025 Q2 2025 |
3,750
shares
|
$94,125
0.03% of portfolio
|
Q2 2025
Reduced 35.68%
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
Aug 11, 2025 Q2 2025 |
3,700
shares
|
$92,870
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Bank Of Jackson Hole Trust
Jackson, WY |
Aug 01, 2025 Q2 2025 |
3,628
shares
|
$91,062
0.05% of portfolio
|
Q2 2025
Added 34.42%
|
|
|
Tower Research Capital LLC (Trc)
New York, NY |
Aug 14, 2025 Q2 2025 |
3,570
shares
|
$89,607
0.0% of portfolio
|
Q2 2025
Added 201.78%
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
3,537
shares
|
$88,778
0.01% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,411
shares
|
$85,616
0.04% of portfolio
|
Q3 2023
Added 233.11%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
3,384
shares
|
$84,938
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Waterford Advisors, LLC
Orchard Park, NY |
Aug 14, 2025 Q2 2025 |
3,133
shares
|
$78,638
0.0% of portfolio
|
Q2 2025
Reduced 81.51%
|
|
|
First Horizon Advisors, Inc.
|
Aug 05, 2025 Q2 2025 |
3,071
shares
|
$77,082
0.0% of portfolio
|
Q4 2024
Added 7.91%
|
|
|
Bokf, Na
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
3,000
shares
|
$75,300
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Legacy Bridge, LLC
|
Aug 06, 2025 Q2 2025 |
2,906
shares
|
$72,940
0.04% of portfolio
|
Q4 2024
Added 11.51%
|