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 |
|---|---|---|---|---|---|
|
Probity Advisors, Inc.
Dallas, TX |
Jul 30, 2025 Q2 2025 |
149,731
shares
|
$3.76 Million
0.69% of portfolio
|
Q2 2025
Added 6.58%
|
|
|
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
|
|
|
Valmark Advisers, Inc.
|
Jul 23, 2025 Q2 2025 |
144,615
shares
|
$3.63 Million
0.05% of portfolio
|
Q2 2025
Added 14.52%
|
|
|
Windsor Capital Management, LLC
|
Jul 11, 2025 Q2 2025 |
144,565
shares
|
$3.63 Million
1.08% of portfolio
|
Q2 2025
Reduced 52.13%
|
|
|
Ironwood Financial, LLC
|
Jul 23, 2025 Q2 2025 |
139,021
shares
|
$3.49 Million
0.72% of portfolio
|
Q1 2025
Reduced 5.6%
|
|
|
Iron Financial, LLC
|
Jul 24, 2025 Q2 2025 |
138,227
shares
|
$3.47 Million
1.85% of portfolio
|
Q2 2025
Reduced 9.98%
|
|
|
Prospera Financial Services Inc
|
Aug 06, 2025 Q2 2025 |
138,179
shares
|
$3.47 Million
0.07% of portfolio
|
Q2 2025
Added 53.33%
|
|
|
Beese Fulmer Investment Management, Inc.
|
Aug 07, 2025 Q2 2025 |
135,082
shares
|
$3.39 Million
0.26% of portfolio
|
Q2 2025
New holding
|
|
|
Wealthsource Partners, LLC
|
Jan 12, 2024 Q4 2023 |
132,858
shares
|
$3.33 Million
0.22% of portfolio
|
Q4 2023
Added 394.04%
|
|
|
Private Advisor Group, LLC
|
Aug 11, 2025 Q2 2025 |
131,609
shares
|
$3.3 Million
0.02% of portfolio
|
Q2 2025
Reduced 3.88%
|
|
|
Leo Brokerage, LLC
|
Jul 25, 2023 Q2 2023 |
126,143
shares
|
$3.17 Million
0.35% of portfolio
|
Q2 2023
Added 61.29%
|
|
|
Sonata Capital Group Inc
|
Jul 30, 2025 Q2 2025 |
123,244
shares
|
$3.09 Million
1.24% of portfolio
|
Q1 2025
Reduced 0.66%
|
|
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
Jul 14, 2025 Q2 2025 |
121,750
shares
|
$3.06 Million
0.46% of portfolio
|
Q2 2025
Reduced 9.66%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
120,251
shares
|
$3.02 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.63%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Jul 23, 2025 Q2 2025 |
117,346
shares
|
$2.95 Million
2.06% of portfolio
|
Q2 2025
Added 0.08%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Jul 22, 2025 Q2 2025 |
117,042
shares
|
$2.94 Million
0.25% of portfolio
|
Q2 2025
Added 2.08%
|
|
|
Members Wealth LLC
Media, PA |
Apr 15, 2025 Q1 2025 |
116,676
shares
|
$2.93 Million
2.21% of portfolio
|
Q2 2024
Added 3.84%
|
|
|
Stonebrook Private Inc.
Northville, MI |
Aug 11, 2025 Q2 2025 |
116,528
shares
|
$2.92 Million
0.69% of portfolio
|
Q2 2025
Added 1.6%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
114,388
shares
|
$2.87 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Associated Banc Corp
Green Bay, WI |
Aug 12, 2025 Q2 2025 |
113,525
shares
|
$2.85 Million
0.08% of portfolio
|
Q2 2025
Reduced 1.44%
|
|
|
Smith, Moore & Co.
Clayton, MO |
Aug 13, 2025 Q2 2025 |
110,411
shares
|
$2.77 Million
0.25% of portfolio
|
Q2 2025
Added 4.38%
|
|
|
Avantax Advisory Services, Inc.
|
Aug 08, 2025 Q2 2025 |
110,136
shares
|
$2.76 Million
0.02% of portfolio
|
Q2 2025
Reduced 5.18%
|
|
|
Round Rock Advisors, LLC
|
Aug 06, 2025 Q2 2025 |
107,880
shares
|
$2.71 Million
0.47% of portfolio
|
Q2 2025
Reduced 9.67%
|
|
|
Diversify Advisory Services, LLC
Sandy, UT |
Aug 14, 2025 Q2 2025 |
103,875
shares
|
$2.61 Million
0.1% of portfolio
|
Q2 2025
Reduced 17.97%
|