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 427 institutions that hold shares in the stock, with a total of 93.9 Million shares, which have been reported (via 13F filing form) to have a value of $2.36 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
877,591
shares
|
$22 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.71%
|
|
|
Sigma Investment Counselors Inc
|
Oct 28, 2025 Q3 2025 |
834,570
shares
|
$20.9 Million
1.12% of portfolio
|
Q3 2025
Reduced 5.74%
|
|
|
Truist Financial Corp
|
Nov 03, 2025 Q3 2025 |
786,165
shares
|
$19.7 Million
0.03% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Oct 15, 2025 Q3 2025 |
760,736
shares
|
$19.1 Million
3.33% of portfolio
|
Q3 2025
Added 0.08%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Nov 06, 2025 Q3 2025 |
737,476
shares
|
$18.5 Million
0.02% of portfolio
|
Q3 2025
Reduced 1.35%
|
|
|
Capital Investment Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
718,061
shares
|
$18 Million
0.31% of portfolio
|
Q3 2025
Reduced 1.3%
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
715,929
shares
|
$18 Million
6.85% of portfolio
|
Q4 2024
New holding
|
|
|
Rebalance, LLC
Palo Alto, CA |
Oct 16, 2025 Q3 2025 |
679,446
shares
|
$17.1 Million
1.03% of portfolio
|
Q3 2025
Added 55.72%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
676,600
shares
|
$17 Million
0.01% of portfolio
|
Q3 2024
Reduced 12.1%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
Nov 06, 2025 Q3 2025 |
671,458
shares
|
$16.9 Million
2.65% of portfolio
|
Q3 2025
Added 1.42%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
654,858
shares
|
$16.4 Million
0.09% of portfolio
|
Q2 2025
Added 13.87%
|
|
|
Mcf Advisors LLC
Covington, KY |
Nov 05, 2025 Q3 2025 |
632,038
shares
|
$15.9 Million
1.03% of portfolio
|
Q3 2025
Reduced 8.98%
|
|
|
Mesirow Financial Investment Management, Inc.
|
Aug 04, 2025 Q2 2025 |
606,747
shares
|
$15.2 Million
0.32% of portfolio
|
Q2 2025
Reduced 0.69%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
577,438
shares
|
$14.5 Million
1.16% of portfolio
|
Q2 2025
Reduced 13.76%
|
|
|
Cwm, LLC
|
Oct 15, 2025 Q3 2025 |
568,925
shares
|
$14.3 Million
0.04% of portfolio
|
Q3 2025
Reduced 2.19%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
566,520
shares
|
$14.2 Million
1.53% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Sep 04, 2025 Q2 2025 |
554,452
shares
|
$13.9 Million
0.03% of portfolio
|
Q2 2025
Added 7.81%
|
|
|
Strid Group, LLC
|
Oct 15, 2025 Q3 2025 |
540,118
shares
|
$13.6 Million
1.79% of portfolio
|
Q3 2025
Reduced 4.18%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
Aug 14, 2025 Q2 2025 |
531,633
shares
|
$13.3 Million
5.38% of portfolio
|
Q2 2025
Reduced 0.1%
|
|
|
Congress Wealth Management LLC
Boston, MA |
Aug 13, 2025 Q2 2025 |
513,564
shares
|
$12.9 Million
0.13% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
509,073
shares
|
$12.8 Million
0.3% of portfolio
|
Q3 2025
Added 5.81%
|
|
|
Envestnet Asset Management Inc
|
Nov 04, 2025 Q3 2025 |
497,482
shares
|
$12.5 Million
0.0% of portfolio
|
Q3 2025
Reduced 15.77%
|
|
|
Nova Point Capital, LLC
|
Oct 17, 2025 Q3 2025 |
489,318
shares
|
$12.3 Million
3.14% of portfolio
|
Q3 2025
Reduced 2.24%
|
|
|
Central Trust CO
Jefferson City, MO |
Nov 06, 2025 Q3 2025 |
477,667
shares
|
$12 Million
0.26% of portfolio
|
Q3 2025
Reduced 0.99%
|
|
|
Keeler T Homas Management LLC
|
Nov 04, 2025 Q3 2025 |
470,839
shares
|
$11.8 Million
5.07% of portfolio
|
Q3 2025
Added 0.66%
|