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 |
|---|---|---|---|---|---|
|
Mercer Global Advisors Inc
Denver, CO |
Aug 14, 2025 Q2 2025 |
467,048
shares
|
$11.7 Million
0.02% of portfolio
|
Q2 2025
Reduced 81.05%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Aug 14, 2025 Q2 2025 |
454,869
shares
|
$11.4 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
Aug 14, 2025 Q2 2025 |
439,337
shares
|
$11 Million
0.0% of portfolio
|
Q2 2025
Added 640.36%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
437,627
shares
|
$11 Million
0.01% of portfolio
|
Q2 2025
Reduced 27.68%
|
|
|
Rebalance, LLC
Palo Alto, CA |
Jul 16, 2025 Q2 2025 |
436,312
shares
|
$11 Million
0.75% of portfolio
|
Q2 2025
Added 1.63%
|
|
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
Aug 13, 2025 Q2 2025 |
412,721
shares
|
$10.4 Million
0.11% of portfolio
|
Q2 2025
Reduced 9.57%
|
|
|
Balentine LLC
Atlanta, GA |
Aug 04, 2025 Q2 2025 |
408,023
shares
|
$10.2 Million
0.43% of portfolio
|
Q2 2025
Reduced 2.19%
|
|
|
Sanctuary Advisors, LLC
Indianapolis, IN |
Jan 31, 2025 Q4 2024 |
403,867
shares
|
$10.1 Million
0.06% of portfolio
|
Q4 2024
Reduced 11.78%
|
|
|
Ep Wealth Advisors, LLC
Torrance, CA |
Aug 14, 2025 Q2 2025 |
378,089
shares
|
$9.49 Million
0.07% of portfolio
|
Q2 2025
Added 92.04%
|
|
|
First National Trust CO
|
Aug 01, 2025 Q2 2025 |
367,535
shares
|
$9.23 Million
0.35% of portfolio
|
Q1 2025
Added 11.85%
|
|
|
Signature Wealth Management Group
|
Jul 31, 2025 Q2 2025 |
364,816
shares
|
$9.16 Million
3.84% of portfolio
|
Q2 2025
Added 1.57%
|
|
|
Baltimore Washington Financial Advisors, Inc.
|
Aug 12, 2025 Q2 2025 |
362,597
shares
|
$9.1 Million
0.45% of portfolio
|
Q2 2025
Reduced 19.84%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
355,174
shares
|
$8.91 Million
0.27% of portfolio
|
Q2 2025
Added 1.81%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
353,366
shares
|
$8.87 Million
0.0% of portfolio
|
Q1 2025
Added 1.82%
|
|
|
Leavell Investment Management, Inc.
|
Jul 31, 2025 Q2 2025 |
347,086
shares
|
$8.71 Million
0.4% of portfolio
|
Q2 2025
Reduced 12.54%
|
|
|
Beaumont Asset Management, L.L.C.
|
Jul 23, 2025 Q2 2025 |
342,207
shares
|
$8.59 Million
4.77% of portfolio
|
Q2 2025
Added 4.9%
|
|
|
Northstar Group, Inc.
|
Jul 18, 2025 Q2 2025 |
339,999
shares
|
$8.53 Million
1.33% of portfolio
|
Q2 2025
Reduced 0.77%
|
|
|
Madden Advisory Services, Inc.
|
Jul 23, 2025 Q2 2025 |
332,080
shares
|
$8.34 Million
3.57% of portfolio
|
Q2 2025
Added 8.21%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jul 10, 2025 Q2 2025 |
319,214
shares
|
$8.01 Million
0.01% of portfolio
|
Q2 2025
Reduced 2.04%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Jul 22, 2025 Q2 2025 |
318,728
shares
|
$8 Million
4.16% of portfolio
|
Q2 2025
Reduced 7.33%
|
|
|
Atria Wealth Solutions, Inc.
New York, NY |
Jul 25, 2025 Q2 2025 |
316,905
shares
|
$7.95 Million
0.19% of portfolio
|
Q2 2025
Reduced 4.01%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Aug 14, 2025 Q2 2025 |
316,053
shares
|
$7.93 Million
1.97% of portfolio
|
Q2 2025
Added 2.65%
|
|
|
Lyell Wealth Management, LP
|
Jul 29, 2025 Q2 2025 |
310,222
shares
|
$7.79 Million
0.63% of portfolio
|
Q2 2025
Reduced 12.14%
|
|
|
Inves Trust
Oklahoma City, OK |
Jul 02, 2025 Q2 2025 |
306,615
shares
|
$7.7 Million
2.98% of portfolio
|
Q2 2025
Reduced 1.38%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
294,848
shares
|
$7.4 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.23%
|