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 |
|---|---|---|---|---|---|
|
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%
|
|
|
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%
|
|
|
Atlantic Union Bankshares Corp
|
Nov 04, 2025 Q3 2025 |
181,228
shares
|
$4.55 Million
0.09% of portfolio
|
Q3 2025
Reduced 11.28%
|
|
|
Guidance Point Advisors, LLC
|
Oct 23, 2025 Q3 2025 |
179,566
shares
|
$4.51 Million
1.14% of portfolio
|
Q3 2025
Reduced 0.61%
|
|
|
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%
|
|
|
4 Thought Financial Group Inc.
|
Nov 03, 2025 Q3 2025 |
173,031
shares
|
$4.34 Million
2.34% of portfolio
|
Q3 2025
Added 6.77%
|
|
|
Sax Wealth Advisors, LLC
Parsippany, NJ |
Oct 20, 2025 Q3 2025 |
171,989
shares
|
$4.32 Million
0.24% of portfolio
|
Q3 2025
Reduced 8.95%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
171,105
shares
|
$4.29 Million
0.01% of portfolio
|
Q3 2025
Reduced 0.5%
|
|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Nov 04, 2025 Q3 2025 |
167,285
shares
|
$4.2 Million
0.01% of portfolio
|
Q3 2025
Added 134.47%
|
|
|
4 J Wealth Management LLC
|
Oct 21, 2025 Q3 2025 |
166,994
shares
|
$4.19 Million
3.41% of portfolio
|
Q3 2025
Reduced 2.51%
|
|
|
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%
|
|
|
Crews Bank & Trust
Port Charlotte, FL |
Oct 22, 2025 Q3 2025 |
166,230
shares
|
$4.17 Million
0.61% of portfolio
|
Q3 2025
Reduced 9.55%
|
|
|
Atria Investments LLC
Charlotte, NC |
Nov 06, 2025 Q3 2025 |
165,352
shares
|
$4.15 Million
0.05% of portfolio
|
Q3 2025
Reduced 16.77%
|
|
|
Resonant Capital Advisors, LLC
|
Oct 29, 2025 Q3 2025 |
163,430
shares
|
$4.1 Million
0.24% of portfolio
|
Q3 2025
Reduced 1.82%
|
|
|
Harbor Advisory Corp
|
Aug 12, 2025 Q2 2025 |
162,106
shares
|
$4.07 Million
1.31% of portfolio
|
Q4 2024
Reduced 0.36%
|
|
|
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%
|
|
|
Hancock Whitney Corp
|
Aug 14, 2025 Q2 2025 |
157,670
shares
|
$3.96 Million
0.08% of portfolio
|
Q2 2025
New holding
|
|
|
Sowell Financial Services LLC
North Little Rock, AR |
Oct 17, 2025 Q3 2025 |
156,883
shares
|
$3.94 Million
0.16% of portfolio
|
Q3 2025
Reduced 7.7%
|
|
|
Drive Wealth Management, LLC
Lehi, UT |
Oct 30, 2025 Q3 2025 |
156,860
shares
|
$3.94 Million
0.91% of portfolio
|
Q3 2025
Reduced 0.53%
|
|
|
Probity Advisors, Inc.
Dallas, TX |
Oct 30, 2025 Q3 2025 |
155,252
shares
|
$3.9 Million
0.66% of portfolio
|
Q3 2025
Added 3.69%
|
|
|
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%
|
|
|
Sabal Trust CO
|
Apr 23, 2025 Q1 2025 |
149,145
shares
|
$3.74 Million
0.21% of portfolio
|
Q1 2025
Added 13.7%
|
|
|
Greenline Partners, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
149,018
shares
|
$3.74 Million
0.51% of portfolio
|
Q2 2025
New holding
|
|
|
Praetorian Wealth Management, Inc.
|
Oct 14, 2025 Q3 2025 |
147,564
shares
|
$3.7 Million
0.78% of portfolio
|
Q3 2025
Reduced 4.7%
|