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 |
|---|---|---|---|---|---|
|
Atria Investments LLC
Charlotte, NC |
Aug 04, 2025 Q2 2025 |
198,658
shares
|
$4.99 Million
0.06% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Stifel Financial Corp
St. Louis, MO |
Aug 14, 2025 Q2 2025 |
198,440
shares
|
$4.98 Million
0.01% of portfolio
|
Q2 2025
Reduced 5.09%
|
|
|
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
|
$4.87 Million
0.1% of portfolio
|
Q2 2025
Added 9.71%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Jul 23, 2025 Q2 2025 |
188,888
shares
|
$4.74 Million
0.29% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
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%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Jul 21, 2025 Q2 2025 |
183,790
shares
|
$4.61 Million
0.73% of portfolio
|
Q2 2025
Reduced 1.76%
|
|
|
New England Private Wealth Advisors LLC
Wellesley, MA |
Aug 07, 2025 Q2 2025 |
183,261
shares
|
$4.6 Million
0.71% of portfolio
|
Q2 2025
Reduced 29.64%
|
|
|
Krilogy Financial LLC
|
Jul 09, 2025 Q2 2025 |
180,936
shares
|
$4.54 Million
0.29% of portfolio
|
Q2 2025
Added 39.55%
|
|
|
Guidance Point Advisors, LLC
|
Aug 11, 2025 Q2 2025 |
180,660
shares
|
$4.53 Million
1.21% of portfolio
|
Q2 2025
Added 12.18%
|
|
|
Virginia Wealth Management Group, Inc.
Virginia Beach, VA |
Jul 16, 2025 Q2 2025 |
179,185
shares
|
$4.5 Million
2.83% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
Aug 12, 2025 Q2 2025 |
178,425
shares
|
$4.48 Million
0.21% of portfolio
|
Q2 2025
Reduced 56.36%
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
171,957
shares
|
$4.32 Million
0.01% of portfolio
|
Q2 2025
Reduced 0.47%
|
|
|
4 J Wealth Management LLC
|
Aug 04, 2025 Q2 2025 |
171,297
shares
|
$4.3 Million
3.97% of portfolio
|
Q2 2025
Reduced 2.4%
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Jul 11, 2025 Q2 2025 |
169,962
shares
|
$4.27 Million
0.18% of portfolio
|
Q2 2025
Reduced 6.2%
|
|
|
Resonant Capital Advisors, LLC
|
Jul 31, 2025 Q2 2025 |
166,457
shares
|
$4.18 Million
0.27% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Mml Investors Services, LLC
Springfield, MA |
Aug 14, 2025 Q2 2025 |
166,442
shares
|
$4.18 Million
0.01% of portfolio
|
Q2 2025
Reduced 16.27%
|
|
|
Harbor Advisory Corp
|
Aug 12, 2025 Q2 2025 |
162,106
shares
|
$4.07 Million
1.31% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
4 Thought Financial Group Inc.
|
Jul 22, 2025 Q2 2025 |
162,067
shares
|
$4.07 Million
2.3% of portfolio
|
Q2 2025
Reduced 9.43%
|
|
|
Modern Wealth Management, LLC
Lenexa, KS |
Aug 14, 2025 Q2 2025 |
159,673
shares
|
$4.01 Million
0.11% of portfolio
|
Q2 2025
Added 34.15%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Jul 29, 2025 Q2 2025 |
157,694
shares
|
$3.96 Million
0.9% of portfolio
|
Q2 2025
Reduced 1.87%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
157,670
shares
|
$3.96 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Praetorian Wealth Management, Inc.
|
Jul 09, 2025 Q2 2025 |
154,843
shares
|
$3.89 Million
0.92% of portfolio
|
Q2 2025
Reduced 8.43%
|
|
|
Leo Wealth, LLC
Hurst, TX |
Jul 23, 2025 Q2 2025 |
151,487
shares
|
$3.8 Million
0.3% of portfolio
|
Q2 2025
Reduced 1.36%
|
|
|
Executive Wealth Management, LLC
|
Feb 13, 2025 Q4 2024 |
150,720
shares
|
$3.78 Million
0.33% of portfolio
|
Q4 2024
Added 41.04%
|