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 |
|---|---|---|---|---|---|
|
Sigma Investment Counselors Inc
|
Jul 29, 2025 Q2 2025 |
885,437
shares
|
$22.2 Million
1.25% of portfolio
|
Q2 2025
Reduced 8.14%
|
|
|
Ameriprise Financial Inc
Minneapolis, MN |
Aug 14, 2025 Q2 2025 |
877,591
shares
|
$22 Million
0.01% of portfolio
|
Q2 2025
Reduced 18.71%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
796,543
shares
|
$20 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
Matthew Goff Investment Advisor, LLC
|
Jul 10, 2025 Q2 2025 |
760,151
shares
|
$19.1 Million
3.6% of portfolio
|
Q2 2025
Reduced 16.42%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
Aug 11, 2025 Q2 2025 |
747,536
shares
|
$18.8 Million
0.02% of portfolio
|
Q2 2025
Reduced 4.34%
|
|
|
Capital Investment Advisors, LLC
|
Jul 17, 2025 Q2 2025 |
727,538
shares
|
$18.3 Million
0.34% of portfolio
|
Q2 2025
New holding
|
|
|
Cornerstone Planning, LLC
Charlotte, NC |
Apr 01, 2025 Q4 2024 |
715,929
shares
|
$18 Million
6.85% of portfolio
|
Q4 2024
New holding
|
|
|
Mcf Advisors LLC
Covington, KY |
Jul 15, 2025 Q2 2025 |
694,392
shares
|
$17.4 Million
1.21% of portfolio
|
Q2 2025
Added 3.36%
|
|
|
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 |
Aug 07, 2025 Q2 2025 |
662,035
shares
|
$16.6 Million
2.75% of portfolio
|
Q2 2025
Added 1.01%
|
|
|
Kestra Advisory Services, LLC
|
Aug 14, 2025 Q2 2025 |
654,858
shares
|
$16.4 Million
0.09% of portfolio
|
Q2 2025
Added 13.87%
|
|
|
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%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
590,606
shares
|
$14.8 Million
0.0% of portfolio
|
Q2 2025
Reduced 76.2%
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
581,672
shares
|
$14.6 Million
0.05% of portfolio
|
Q2 2025
Reduced 1.09%
|
|
|
Journey Advisory Group, LLC
|
Jul 30, 2025 Q2 2025 |
577,438
shares
|
$14.5 Million
1.16% of portfolio
|
Q2 2025
Reduced 13.76%
|
|
|
Mv Capital Management, Inc.
|
Aug 08, 2025 Q2 2025 |
566,520
shares
|
$14.2 Million
1.53% of portfolio
|
Q2 2025
Reduced 1.84%
|
|
|
Strid Group, LLC
|
Jul 22, 2025 Q2 2025 |
563,681
shares
|
$14.1 Million
2.02% of portfolio
|
Q2 2025
Added 1.54%
|
|
|
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%
|
|
|
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
|
|
|
Nova Point Capital, LLC
|
Jul 16, 2025 Q2 2025 |
500,539
shares
|
$12.6 Million
4.03% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Central Trust CO
Jefferson City, MO |
Aug 07, 2025 Q2 2025 |
482,420
shares
|
$12.1 Million
0.29% of portfolio
|
Q2 2025
Reduced 18.1%
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
481,109
shares
|
$12.1 Million
0.31% of portfolio
|
Q2 2025
Added 14.13%
|
|
|
Arrow Financial Corp
|
Aug 11, 2025 Q2 2025 |
473,024
shares
|
$11.9 Million
1.29% of portfolio
|
Q2 2025
Reduced 12.74%
|
|
|
Keeler T Homas Management LLC
|
Jul 31, 2025 Q2 2025 |
467,752
shares
|
$11.7 Million
5.32% of portfolio
|
Q2 2025
Reduced 1.67%
|