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 |
|---|---|---|---|---|---|
|
Tfr Capital, Llc.
Plano, TX |
Jul 24, 2025 Q2 2025 |
102,436
shares
|
$2.57 Million
0.96% of portfolio
|
Q2 2025
Added 65.78%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Jul 21, 2025 Q2 2025 |
101,510
shares
|
$2.55 Million
0.63% of portfolio
|
Q2 2025
Reduced 0.96%
|
|
|
Advance Capital Management, Inc.
Southfield, MI |
Jul 08, 2025 Q2 2025 |
99,403
shares
|
$2.5 Million
0.15% of portfolio
|
Q2 2025
Reduced 1.2%
|
|
|
Regions Financial Corp
|
Jul 29, 2025 Q2 2025 |
95,179
shares
|
$2.39 Million
0.02% of portfolio
|
Q2 2025
Reduced 10.8%
|
|
|
Phillips Financial Management, LLC
|
Jul 30, 2025 Q2 2025 |
94,310
shares
|
$2.37 Million
0.18% of portfolio
|
Q3 2024
Added 1.62%
|
|
|
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 |
Jul 24, 2025 Q2 2025 |
92,339
shares
|
$2.32 Million
0.03% of portfolio
|
Q2 2025
Added 0.01%
|
|
|
Heartland Bank & Trust CO
|
Jul 25, 2025 Q2 2025 |
92,089
shares
|
$2.31 Million
1.1% of portfolio
|
Q2 2025
Added 70.82%
|
|
|
Kestra Private Wealth Services, LLC
|
Aug 07, 2025 Q2 2025 |
89,020
shares
|
$2.23 Million
0.03% of portfolio
|
Q2 2025
Added 20.49%
|
|
|
Archford Capital Strategies, LLC
|
Jul 17, 2025 Q2 2025 |
86,309
shares
|
$2.17 Million
0.3% of portfolio
|
Q2 2025
Reduced 4.61%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Jul 24, 2025 Q2 2025 |
85,792
shares
|
$2.15 Million
0.43% of portfolio
|
Q2 2025
Reduced 3.31%
|
|
|
Hurley Capital, LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
85,404
shares
|
$2.14 Million
1.51% of portfolio
|
Q2 2025
Reduced 0.62%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Jul 21, 2025 Q2 2025 |
84,311
shares
|
$2.12 Million
0.71% of portfolio
|
Q2 2025
Added 1.73%
|
|
|
Klaas Financial Asset Advisors, LLC
Loves Park, IL |
Jul 10, 2025 Q2 2025 |
84,185
shares
|
$2.11 Million
0.34% of portfolio
|
Q2 2025
Reduced 6.33%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Jul 24, 2025 Q2 2025 |
83,954
shares
|
$2.11 Million
1.34% of portfolio
|
Q2 2025
Added 5.28%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
83,184
shares
|
$2.09 Million
0.04% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Hallmark Capital Management Inc
|
Aug 06, 2025 Q2 2025 |
81,928
shares
|
$2.06 Million
0.15% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Jul 22, 2025 Q2 2025 |
80,299
shares
|
$2.02 Million
0.03% of portfolio
|
Q2 2025
Reduced 42.64%
|
|
|
Vident Advisory, LLC
Alpharetta, GA |
Aug 14, 2025 Q2 2025 |
79,616
shares
|
$2 Million
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Covington Investment Advisors Inc.
Ligonier, PA |
Aug 12, 2025 Q2 2025 |
79,510
shares
|
$2 Million
0.29% of portfolio
|
Q2 2025
Reduced 0.6%
|
|
|
Cowa, LLC
Tulsa, OK |
Aug 12, 2025 Q2 2025 |
79,437
shares
|
$1.99 Million
0.77% of portfolio
|
Q2 2025
Reduced 4.9%
|
|
|
First Manhattan CO
New York, NY |
Aug 14, 2025 Q2 2025 |
75,656
shares
|
$1.9 Million
0.01% of portfolio
|
Q2 2025
Added 0.63%
|
|
|
Crestmont Private Wealth LLC
|
Aug 13, 2025 Q2 2025 |
73,942
shares
|
$1.86 Million
0.67% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Garrett Investment Advisors LLC
|
Jul 14, 2025 Q2 2025 |
73,186
shares
|
$1.84 Million
0.18% of portfolio
|
Q2 2025
Reduced 53.66%
|
|
|
Mayflower Financial Advisors, LLC
|
Aug 04, 2025 Q2 2025 |
71,347
shares
|
$1.79 Million
0.26% of portfolio
|
Q2 2025
Added 4.18%
|