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 |
|---|---|---|---|---|---|
|
Adirondack Trust CO
|
Jul 11, 2025 Q2 2025 |
8,039
shares
|
$201,698
0.07% of portfolio
|
Q2 2025
Added 0.47%
|
|
|
Alesco Advisors LLC
Pittsford, NY |
Jul 09, 2025 Q2 2025 |
8,000
shares
|
$200,720
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Asset Dedication, LLC
|
May 01, 2025 Q1 2025 |
7,580
shares
|
$190,182
0.02% of portfolio
|
Q1 2025
Reduced 66.77%
|
|
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
May 07, 2025 Q1 2025 |
6,819
shares
|
$171,088
0.02% of portfolio
|
Q1 2025
Reduced 71.1%
|
|
|
Vigilant Capital Management, LLC
|
Aug 08, 2023 Q2 2023 |
6,805
shares
|
$170,737
0.01% of portfolio
|
Q2 2023
Reduced 13.86%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
6,700
shares
|
$168,103
0.0% of portfolio
|
Q2 2025
Added 105.08%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Apr 29, 2025 Q1 2025 |
6,639
shares
|
$166,572
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Oak Harbor Wealth Partners, LLC
|
May 12, 2025 Q1 2025 |
6,487
shares
|
$162,758
0.05% of portfolio
|
Q1 2025
Added 14.59%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
May 08, 2025 Q1 2025 |
6,200
shares
|
$155,558
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
6,157
shares
|
$154,479
0.01% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Coastline Trust CO
|
Jul 17, 2025 Q2 2025 |
6,044
shares
|
$151,643
0.02% of portfolio
|
Q2 2025
Added 43.15%
|
|
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
Apr 24, 2025 Q1 2025 |
6,000
shares
|
$150,540
0.0% of portfolio
|
Q4 2024
Reduced 20.0%
|
|
|
Maryland Capital Advisors Inc.
|
Jul 14, 2025 Q2 2025 |
5,992
shares
|
$150,339
0.06% of portfolio
|
Q1 2025
Added 49.8%
|
|
|
Front Row Advisors LLC
Tiburon, CA |
May 15, 2025 Q1 2025 |
5,830
shares
|
$146,274
0.06% of portfolio
|
Q3 2024
Reduced 6.65%
|
|
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
Apr 23, 2025 Q1 2025 |
5,080
shares
|
$127,457
0.07% of portfolio
|
Q3 2024
Added 3.89%
|
|
|
Pinnacle Bancorp, Inc.
|
Jul 11, 2025 Q2 2025 |
5,027
shares
|
$126,127
0.04% of portfolio
|
Q4 2024
Added 56.85%
|
|
|
Wells Financial Advisors Inc
|
May 09, 2025 Q1 2025 |
4,500
shares
|
$112,905
0.16% of portfolio
|
Q1 2025
Reduced 45.39%
|
|
|
Baystate Wealth Management LLC
|
Jan 29, 2024 Q4 2023 |
4,423
shares
|
$110,973
0.01% of portfolio
|
Q4 2023
Reduced 0.14%
|
|
|
Elevate Wealth Advisory, Inc
Athens, GA |
May 14, 2025 Q1 2025 |
3,925
shares
|
$98,478
0.07% of portfolio
|
Q3 2024
New holding
|
|
|
Cva Family Office, LLC
|
Apr 16, 2025 Q1 2025 |
3,835
shares
|
$96,220
0.02% of portfolio
|
Q2 2024
New holding
|
|
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
May 08, 2025 Q1 2025 |
3,700
shares
|
$92,833
0.01% of portfolio
|
Q1 2023
New holding
|
|
|
Trust CO
|
Jul 07, 2025 Q2 2025 |
3,537
shares
|
$88,743
0.01% of portfolio
|
Q2 2025
Reduced 0.03%
|
|
|
Sutton Wealth Advisors Inc.
Tampa, FL |
Nov 08, 2023 Q3 2023 |
3,411
shares
|
$85,581
0.04% of portfolio
|
Q3 2023
Added 233.11%
|
|
|
Spire Wealth Management
|
Apr 23, 2025 Q1 2025 |
3,384
shares
|
$84,904
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
First Horizon Advisors, Inc.
|
Apr 28, 2025 Q1 2025 |
3,071
shares
|
$77,051
0.0% of portfolio
|
Q4 2024
Added 7.91%
|