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 419 institutions that hold shares in the stock, with a total of 87.2 Million shares, which have been reported (via 13F filing form) to have a value of $2.19 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ae Wealth Management LLC
|
Nov 03, 2025 Q3 2025 |
1,264
shares
|
$31,764
0.0% of portfolio
|
Q3 2025
Reduced 99.4%
|
|
|
Hemington Wealth Management
|
Oct 24, 2025 Q3 2025 |
1,143
shares
|
$28,723
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
1,105
shares
|
$27,768
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Centricity Wealth Management, LLC
Westerville, OH |
Jul 18, 2025 Q2 2025 |
1,000
shares
|
$25,130
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Motco
|
Oct 22, 2025 Q3 2025 |
970
shares
|
$24,376
0.0% of portfolio
|
Q1 2022
Reduced 52.29%
|
|
|
Financial Consulate, Inc
|
Oct 20, 2025 Q3 2025 |
830
shares
|
$20,857
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
800
shares
|
$20,104
0.0% of portfolio
|
Q4 2022
New holding
|
|
|
Bradley & Co. Private Wealth Management, LLC
|
Nov 12, 2025 Q3 2025 |
786
shares
|
$19,752
0.01% of portfolio
|
Q2 2023
Reduced 34.06%
|
|
|
Ogorek Anthony Joseph
|
Nov 04, 2025 Q3 2025 |
719
shares
|
$18,068
0.01% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Kennebec Savings Bank
Augusta, ME |
Oct 09, 2025 Q3 2025 |
640
shares
|
$16,083
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
569
shares
|
$14,298
0.0% of portfolio
|
Q1 2024
Reduced 57.15%
|
|
|
Mascoma Wealth Management LLC
|
Oct 28, 2025 Q3 2025 |
543
shares
|
$13,645
0.0% of portfolio
|
Q1 2024
Reduced 80.1%
|
|
|
Valley National Advisers Inc
|
Oct 17, 2025 Q3 2025 |
478
shares
|
$12,012
0.0% of portfolio
|
Q3 2025
Reduced 32.39%
|
|
|
Dunhill Financial, LLC
London, X0 |
Nov 12, 2025 Q3 2025 |
403
shares
|
$10,127
0.0% of portfolio
|
Q1 2025
Reduced 50.0%
|
|
|
Cnb Bank
Clearfield, PA |
Oct 30, 2025 Q3 2025 |
254
shares
|
$6,383
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
218
shares
|
$5,478
0.0% of portfolio
|
Q4 2024
Added 21700.0%
|
|
|
Clearstead Advisors, LLC
Cleveland, OH |
Nov 10, 2025 Q3 2025 |
172
shares
|
$4,322
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
141
shares
|
$3,543
0.0% of portfolio
|
Q2 2024
Reduced 89.06%
|
|
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
Oct 24, 2025 Q3 2025 |
123
shares
|
$3,090
0.0% of portfolio
|
Q2 2025
Reduced 94.11%
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|
|
Boreal Capital Management LLC
Miami, FL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
0.13% of portfolio
|
Q2 2025
New holding
|