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 |
|---|---|---|---|---|---|
|
Spinnaker Trust
|
Aug 04, 2025 Q2 2025 |
292,050
shares
|
$7.33 Million
0.45% of portfolio
|
Q2 2025
Added 0.4%
|
|
|
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%
|
|
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
Aug 12, 2025 Q2 2025 |
271,457
shares
|
$6.81 Million
0.0% of portfolio
|
Q2 2025
Reduced 1.78%
|
|
|
Novem Group
Rochester, NY |
Jul 16, 2025 Q2 2025 |
266,424
shares
|
$6.69 Million
0.84% of portfolio
|
Q2 2025
Reduced 37.57%
|
|
|
Kesler, Norman & Wride, LLC
|
Aug 04, 2025 Q2 2025 |
265,412
shares
|
$6.66 Million
1.25% of portfolio
|
Q2 2025
Reduced 41.44%
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
263,554
shares
|
$6.62 Million
0.08% of portfolio
|
Q2 2025
Added 575.71%
|
|
|
Cliftonlarsonallen Wealth Advisors, LLC
|
Jul 18, 2025 Q2 2025 |
260,361
shares
|
$6.54 Million
0.11% of portfolio
|
Q2 2025
Added 20.13%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Aug 13, 2025 Q2 2025 |
254,942
shares
|
$6.4 Million
2.66% of portfolio
|
Q2 2025
Reduced 3.55%
|
|
|
Tlwm
San Antonio, TX |
Jul 28, 2025 Q2 2025 |
247,769
shares
|
$6.22 Million
1.2% of portfolio
|
Q2 2025
Reduced 2.15%
|
|
|
Inter Ocean Capital Group, LLC
Nashville, TN |
May 13, 2024 Q1 2024 |
246,671
shares
|
$6.19 Million
0.15% of portfolio
|
Q1 2024
Added 2.12%
|
|
|
Wolf Group Capital Advisors
|
Apr 18, 2025 Q1 2025 |
244,755
shares
|
$6.14 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%
|
|
|
Fulton Breakefield Broenniman LLC
|
Jul 23, 2025 Q2 2025 |
235,770
shares
|
$5.92 Million
0.41% of portfolio
|
Q2 2025
Reduced 7.77%
|
|
|
Integrated Wealth Concepts LLC
|
Aug 14, 2025 Q2 2025 |
232,391
shares
|
$5.83 Million
0.06% of portfolio
|
Q2 2025
Added 14.77%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
232,039
shares
|
$5.82 Million
1.01% of portfolio
|
Q3 2024
Added 0.45%
|
|
|
Safeguard Financial, LLC
|
Apr 10, 2025 Q1 2025 |
227,886
shares
|
$5.72 Million
1.26% of portfolio
|
Q1 2025
Added 22.13%
|
|
|
Buffington Mohr Mc Neal
|
Apr 28, 2025 Q1 2025 |
226,433
shares
|
$5.68 Million
1.13% of portfolio
|
Q1 2025
Reduced 7.64%
|
|
|
Hamel Associates, Inc.
|
Aug 13, 2025 Q2 2025 |
225,618
shares
|
$5.66 Million
1.93% of portfolio
|
Q2 2025
Reduced 4.11%
|
|
|
Cetera Investment Advisers
Schaumburg, IL |
Aug 08, 2025 Q2 2025 |
213,175
shares
|
$5.35 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.42%
|
|
|
Sandy Spring Bank
|
May 12, 2025 Q1 2025 |
213,139
shares
|
$5.35 Million
0.23% of portfolio
|
Q1 2025
Reduced 2.19%
|
|
|
Cambridge Investment Research Advisors, Inc.
|
Jul 31, 2025 Q2 2025 |
212,515
shares
|
$5.33 Million
0.02% of portfolio
|
Q2 2025
Reduced 9.5%
|
|
|
Ae Wealth Management LLC
|
Aug 06, 2025 Q2 2025 |
209,816
shares
|
$5.27 Million
0.04% of portfolio
|
Q2 2025
Added 19.94%
|
|
|
Atlantic Union Bankshares Corp
|
Aug 06, 2025 Q2 2025 |
204,261
shares
|
$5.13 Million
0.12% of portfolio
|
Q2 2025
New holding
|
|
|
Aviance Capital Partners, LLC
Naples, FL |
Aug 04, 2025 Q2 2025 |
203,550
shares
|
$5.11 Million
0.71% of portfolio
|
Q2 2025
Added 3.2%
|
|
|
Moneco Advisors, LLC
Fairfield, CT |
Aug 13, 2025 Q2 2025 |
201,229
shares
|
$5.05 Million
0.49% of portfolio
|
Q1 2025
Added 8.06%
|