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 428 institutions that hold shares in the stock, with a total of 93.8 Million shares, which have been reported (via 13F filing form) to have a value of $2.35 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
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
|
Oct 17, 2025 Q3 2025 |
88,983
shares
|
$2.23 Million
0.3% of portfolio
|
Q3 2025
Added 3.1%
|
|
|
Precedent Wealth Partners, LLC
Houston, TX |
Oct 14, 2025 Q3 2025 |
86,121
shares
|
$2.16 Million
0.48% of portfolio
|
Q3 2025
Reduced 15.16%
|
|
|
Iron Financial, LLC
|
Oct 24, 2025 Q3 2025 |
85,908
shares
|
$2.16 Million
1.05% of portfolio
|
Q3 2025
Reduced 37.85%
|
|
|
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%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
85,153
shares
|
$2.14 Million
0.0% of portfolio
|
Q3 2025
Added 71.51%
|
|
|
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%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
83,184
shares
|
$2.09 Million
0.04% of portfolio
|
Q2 2025
Added 1.16%
|
|
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
Oct 22, 2025 Q3 2025 |
83,021
shares
|
$2.08 Million
1.18% of portfolio
|
Q3 2025
Reduced 1.11%
|
|
|
First Fiduciary Investment Counsel, Inc.
|
Nov 05, 2025 Q3 2025 |
80,953
shares
|
$2.03 Million
0.4% of portfolio
|
Q3 2025
Reduced 5.64%
|
|
|
Hallmark Capital Management Inc
|
Nov 03, 2025 Q3 2025 |
80,246
shares
|
$2.01 Million
0.14% of portfolio
|
Q3 2025
Reduced 2.05%
|
|
|
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%
|
|
|
Mayflower Financial Advisors, LLC
|
Oct 17, 2025 Q3 2025 |
77,412
shares
|
$1.94 Million
0.2% of portfolio
|
Q3 2025
Added 8.5%
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
76,737
shares
|
$1.93 Million
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
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%
|
|
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
Nov 05, 2025 Q3 2025 |
74,351
shares
|
$1.87 Million
0.02% of portfolio
|
Q3 2025
Reduced 7.41%
|
|
|
Crestmont Private Wealth LLC
|
Aug 13, 2025 Q2 2025 |
73,942
shares
|
$1.86 Million
0.67% of portfolio
|
Q2 2025
Added 2.32%
|
|
|
Cornell Pochily Investment Advisors, Inc.
|
Oct 27, 2025 Q3 2025 |
72,728
shares
|
$1.83 Million
0.56% of portfolio
|
Q3 2025
Reduced 13.74%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Oct 23, 2025 Q3 2025 |
69,982
shares
|
$1.76 Million
0.93% of portfolio
|
Q3 2025
Reduced 1.52%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
68,954
shares
|
$1.73 Million
0.17% of portfolio
|
Q4 2024
Added 72.55%
|
|
|
Psi Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
68,255
shares
|
$1.71 Million
0.86% of portfolio
|
Q4 2024
Reduced 1.86%
|
|
|
Baron Silver Stevens Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
67,499
shares
|
$1.69 Million
0.25% of portfolio
|
Q3 2025
Added 0.23%
|