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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
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%
|
|
|
Benjamin Edwards Inc
Clayton, MO |
Oct 23, 2025 Q3 2025 |
391,421
shares
|
$9.82 Million
0.12% of portfolio
|
Q3 2025
Reduced 13.95%
|
|
|
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%
|
|
|
Signature Wealth Management Group
|
Oct 29, 2025 Q3 2025 |
364,471
shares
|
$9.15 Million
3.82% of portfolio
|
Q3 2025
Reduced 0.09%
|
|
|
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%
|
|
|
Beaumont Asset Management, L.L.C.
|
Oct 28, 2025 Q3 2025 |
353,730
shares
|
$8.88 Million
4.65% of portfolio
|
Q3 2025
Added 3.37%
|
|
|
Jpmorgan Chase & CO
New York, NY |
May 12, 2025 Q1 2025 |
353,366
shares
|
$8.87 Million
0.0% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
Northstar Group, Inc.
|
Oct 22, 2025 Q3 2025 |
333,614
shares
|
$8.37 Million
1.24% of portfolio
|
Q3 2025
Reduced 1.88%
|
|
|
Madden Advisory Services, Inc.
|
Oct 24, 2025 Q3 2025 |
330,847
shares
|
$8.3 Million
3.24% of portfolio
|
Q3 2025
Reduced 0.37%
|
|
|
Scissortail Wealth Management, LLC
Tulsa, OK |
Oct 29, 2025 Q3 2025 |
322,125
shares
|
$8.09 Million
1.85% of portfolio
|
Q3 2025
Added 1.92%
|
|
|
Kesler, Norman & Wride, LLC
|
Oct 23, 2025 Q3 2025 |
319,162
shares
|
$8.01 Million
1.52% of portfolio
|
Q3 2025
Added 20.25%
|
|
|
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%
|
|
|
Arcadia Investment Advisors LLC
Eagle, ID |
Oct 17, 2025 Q3 2025 |
314,182
shares
|
$7.89 Million
3.84% of portfolio
|
Q3 2025
Reduced 1.43%
|
|
|
Leavell Investment Management, Inc.
|
Oct 28, 2025 Q3 2025 |
311,329
shares
|
$7.81 Million
0.34% of portfolio
|
Q3 2025
Reduced 10.3%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
294,848
shares
|
$7.4 Million
0.04% of portfolio
|
Q2 2025
Reduced 2.23%
|
|
|
First National Trust CO
|
Nov 06, 2025 Q3 2025 |
290,014
shares
|
$7.28 Million
0.26% of portfolio
|
Q3 2025
Reduced 21.09%
|
|
|
Spinnaker Trust
|
Nov 05, 2025 Q3 2025 |
289,330
shares
|
$7.26 Million
0.41% of portfolio
|
Q3 2025
Reduced 0.93%
|
|
|
Peloton Wealth Strategists
Indianapolis, IN |
Aug 13, 2025 Q2 2025 |
288,840
shares
|
$7.25 Million
3.0% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Inves Trust
Oklahoma City, OK |
Oct 02, 2025 Q3 2025 |
286,074
shares
|
$7.18 Million
2.64% of portfolio
|
Q3 2025
Reduced 6.7%
|