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 |
|---|---|---|---|---|---|
|
Valmark Advisers, Inc.
|
Oct 23, 2025 Q3 2025 |
141,075
shares
|
$3.54 Million
0.05% of portfolio
|
Q3 2025
Reduced 2.45%
|
|
|
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 |
Oct 20, 2025 Q3 2025 |
122,495
shares
|
$3.07 Million
0.43% of portfolio
|
Q3 2025
Added 0.61%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
120,251
shares
|
$3.02 Million
0.03% of portfolio
|
Q1 2025
Reduced 10.63%
|
|
|
Heck Capital Advisors, LLC
Rhinelander, WI |
Oct 24, 2025 Q3 2025 |
119,544
shares
|
$3 Million
0.23% of portfolio
|
Q3 2025
Added 2.14%
|
|
|
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%
|
|
|
Associated Banc Corp
Green Bay, WI |
Oct 24, 2025 Q3 2025 |
114,900
shares
|
$2.88 Million
0.08% of portfolio
|
Q3 2025
Added 1.21%
|
|
|
Brinker Capital Investments, LLC
|
Aug 27, 2025 Q2 2025 |
114,388
shares
|
$2.87 Million
0.03% of portfolio
|
Q2 2025
Reduced 4.88%
|
|
|
Foundation Wealth Management, LLC
Clayton, MO |
Oct 28, 2025 Q3 2025 |
113,285
shares
|
$2.84 Million
1.82% of portfolio
|
Q3 2025
Reduced 3.46%
|
|
|
Phillips Financial Management, LLC
|
Oct 24, 2025 Q3 2025 |
112,989
shares
|
$2.84 Million
0.2% of portfolio
|
Q3 2025
Added 19.81%
|
|
|
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%
|
|
|
Tfr Capital, Llc.
Plano, TX |
Oct 31, 2025 Q3 2025 |
102,592
shares
|
$2.58 Million
0.89% of portfolio
|
Q3 2025
Added 0.15%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Oct 10, 2025 Q3 2025 |
100,380
shares
|
$2.52 Million
0.17% of portfolio
|
Q3 2025
Added 0.98%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
95,179
shares
|
$2.39 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.8%
|
|
|
Houlihan Financial Resource Group, Ltd.
Ashburn, VA |
Oct 28, 2025 Q3 2025 |
95,110
shares
|
$2.39 Million
2.11% of portfolio
|
Q3 2025
Reduced 62.69%
|
|
|
Amg National Trust Bank
|
Aug 04, 2025 Q2 2025 |
93,268
shares
|
$2.34 Million
0.06% of portfolio
|
Q1 2025
Reduced 9.22%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Oct 16, 2025 Q3 2025 |
92,346
shares
|
$2.32 Million
0.03% of portfolio
|
Q3 2025
Added 0.01%
|