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 |
|---|---|---|---|---|---|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
946,593
shares
|
$23.8 Million
0.04% of portfolio
|
Q1 2025
Added 13.38%
|
|
|
Glenview Trust CO
Louisville, KY |
May 20, 2025 Q1 2025 |
933,659
shares
|
$23.4 Million
0.46% of portfolio
|
Q1 2025
Added 0.02%
|
|
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
Aug 12, 2024 Q2 2024 |
922,286
shares
|
$23.1 Million
0.4% of portfolio
|
Q2 2024
Added 29.49%
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
882,765
shares
|
$22.1 Million
0.02% of portfolio
|
Q1 2025
Added 7.53%
|
|
|
Truist Financial Corp
|
Jul 18, 2025 Q2 2025 |
796,543
shares
|
$20 Million
0.03% of portfolio
|
Q2 2025
Reduced 1.51%
|
|
|
High Tower Advisors, LLC
Chicago, IL |
May 12, 2025 Q1 2025 |
781,420
shares
|
$19.6 Million
0.03% of portfolio
|
Q1 2025
Added 17.37%
|
|
|
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%
|
|
|
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%
|
|
|
Journey Advisory Group, LLC
|
May 13, 2025 Q1 2025 |
669,562
shares
|
$16.8 Million
1.41% of portfolio
|
Q1 2025
Added 32.4%
|
|
|
Summit Asset Management, LLC
Memphis, TN |
May 06, 2025 Q1 2025 |
655,414
shares
|
$16.4 Million
2.88% of portfolio
|
Q1 2025
Added 2.0%
|
|
|
Mesirow Financial Investment Management, Inc.
|
May 08, 2025 Q1 2025 |
610,972
shares
|
$15.3 Million
0.31% of portfolio
|
Q1 2025
Added 9.64%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
605,112
shares
|
$15.2 Million
0.01% of portfolio
|
Q1 2025
Reduced 8.26%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
May 12, 2025 Q1 2025 |
596,304
shares
|
$15 Million
0.04% of portfolio
|
Q4 2024
Reduced 8.59%
|
|
|
Central Trust CO
Jefferson City, MO |
Apr 18, 2025 Q1 2025 |
589,042
shares
|
$14.8 Million
0.37% of portfolio
|
Q1 2025
Reduced 10.37%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
588,090
shares
|
$14.8 Million
0.06% of portfolio
|
Q1 2025
Added 10.09%
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
577,139
shares
|
$14.5 Million
1.63% of portfolio
|
Q1 2025
Reduced 0.07%
|
|
|
Kestra Advisory Services, LLC
|
May 14, 2025 Q1 2025 |
575,079
shares
|
$14.4 Million
0.07% of portfolio
|
Q1 2025
Added 0.91%
|
|
|
Strid Group, LLC
|
Apr 25, 2025 Q1 2025 |
555,121
shares
|
$13.9 Million
2.19% of portfolio
|
Q1 2025
Added 0.48%
|
|
|
Arrow Financial Corp
|
May 05, 2025 Q1 2025 |
542,074
shares
|
$13.6 Million
1.56% of portfolio
|
Q1 2025
Reduced 1.99%
|
|
|
Ruggaard & Associates LLC
Twinsburg, OH |
May 15, 2025 Q1 2025 |
532,182
shares
|
$13.4 Million
5.86% of portfolio
|
Q1 2025
Added 1.24%
|
|
|
Nova Point Capital, LLC
|
Jul 16, 2025 Q2 2025 |
500,539
shares
|
$12.6 Million
4.03% of portfolio
|
Q2 2025
Added 2.35%
|
|
|
Keeler T Homas Management LLC
|
May 09, 2025 Q1 2025 |
475,685
shares
|
$11.9 Million
6.34% of portfolio
|
Q1 2025
Reduced 23.68%
|