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 428 institutions that hold shares in the stock, with a total of 93.3 Million shares, which have been reported (via 13F filing form) to have a value of $2.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Wealth Enhancement Advisory Services, LLC
|
Oct 29, 2025 Q3 2025 |
280,364
shares
|
$7.05 Million
0.01% of portfolio
|
Q3 2025
Reduced 12.17%
|
|
|
Merit Financial Group, LLC
|
Nov 07, 2025 Q3 2025 |
274,945
shares
|
$6.91 Million
0.07% of portfolio
|
Q3 2025
Added 4.32%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
271,457
shares
|
$6.82 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Lyell Wealth Management, LP
|
Nov 06, 2025 Q3 2025 |
256,578
shares
|
$6.45 Million
0.49% of portfolio
|
Q3 2025
Reduced 17.29%
|
|
|
Tlwm
San Antonio, TX |
Oct 10, 2025 Q3 2025 |
246,721
shares
|
$6.2 Million
1.13% of portfolio
|
Q3 2025
Reduced 0.42%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
246,671
shares
|
$6.2 Million
0.15% of portfolio
|
Q1 2024
Added 2.12%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
244,755
shares
|
$6.15 Million
2.12% of portfolio
|
Q1 2025
New holding
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
244,486
shares
|
$6.14 Million
0.05% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
232,391
shares
|
$5.84 Million
0.06% of portfolio
|
Q2 2025
Added 14.77%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
232,039
shares
|
$5.83 Million
1.01% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Fulton Breakefield Broenniman LLC
|
Oct 16, 2025 Q3 2025 |
231,251
shares
|
$5.81 Million
0.38% of portfolio
|
Q3 2025
Reduced 1.92%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
227,886
shares
|
$5.73 Million
1.26% of portfolio
|
Q1 2025
Added 22.13%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
226,433
shares
|
$5.69 Million
1.13% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Hamel Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
225,618
shares
|
$5.67 Million
1.93% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
213,175
shares
|
$5.36 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
213,139
shares
|
$5.36 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
212,515
shares
|
$5.34 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.5%
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Oct 28, 2025 Q3 2025 |
210,849
shares
|
$5.3 Million
0.67% of portfolio
|
Q3 2025
Added 3.59%
|
|
|
Krilogy Financial LLC
|
Nov 06, 2025 Q3 2025 |
205,441
shares
|
$5.16 Million
0.21% of portfolio
|
Q3 2025
Added 13.54%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
198,440
shares
|
$4.99 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Nov 05, 2025 Q3 2025 |
197,873
shares
|
$4.97 Million
0.44% of portfolio
|
Q3 2025
Reduced 1.67%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
197,844
shares
|
$4.97 Million
0.15% of portfolio
|
Q2 2025
Added 1.08%
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
194,181
shares
|
$4.88 Million
0.1% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Oct 15, 2025 Q3 2025 |
194,135
shares
|
$4.88 Million
2.92% of portfolio
|
Q3 2025
Added 8.34%
|
|
|
Cribstone Capital Management, LLC
Augusta, ME |
Feb 14, 2023 Q4 2022 |
184,733
shares
|
$4.64 Million
2.65% of portfolio
|
Q4 2022
Reduced 17.64%
|