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 |
|---|---|---|---|---|---|
|
Thrivent Financial For Lutherans
Minneapolis, MN |
Aug 26, 2025 Q2 2025 |
71,346
shares
|
$1.79 Million
0.0% of portfolio
|
Q2 2025
Added 42.29%
|
|
|
Foundry Financial Group, Inc.
Laconia, NH |
Jul 18, 2025 Q2 2025 |
71,062
shares
|
$1.78 Million
1.02% of portfolio
|
Q2 2025
Reduced 0.73%
|
|
|
Clearwater Capital Advisors, LLC
|
Aug 12, 2025 Q2 2025 |
68,954
shares
|
$1.73 Million
0.17% of portfolio
|
Q4 2024
Added 72.55%
|
|
|
Endowment Wealth Management, Inc.
Appleton, WI |
Jul 25, 2025 Q2 2025 |
68,672
shares
|
$1.72 Million
1.09% of portfolio
|
Q2 2025
Added 6.04%
|
|
|
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
|
Jul 17, 2025 Q2 2025 |
67,341
shares
|
$1.69 Million
0.27% of portfolio
|
Q2 2025
Added 0.23%
|
|
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
Aug 14, 2025 Q2 2025 |
63,198
shares
|
$1.59 Million
0.0% of portfolio
|
Q2 2025
Added 187.98%
|
|
|
Harbor Investment Advisory, LLC
|
Jul 01, 2025 Q2 2025 |
63,058
shares
|
$1.58 Million
0.12% of portfolio
|
Q2 2025
Added 8.41%
|
|
|
Al Ti Global, Inc.
New York, NY |
Jul 30, 2025 Q2 2025 |
62,560
shares
|
$1.57 Million
0.04% of portfolio
|
Q4 2023
New holding
|
|
|
Princeton Global Asset Management LLC
|
Jul 29, 2025 Q2 2025 |
62,153
shares
|
$1.56 Million
0.3% of portfolio
|
Q2 2025
Reduced 3.63%
|
|
|
Forvis Wealth Advisors, LLC
|
Jul 29, 2025 Q2 2025 |
61,703
shares
|
$1.55 Million
0.04% of portfolio
|
Q2 2025
Added 19.25%
|
|
|
Cary Street Partners Financial LLC
Richmond, VA |
Aug 13, 2025 Q2 2025 |
60,832
shares
|
$1.53 Million
0.04% of portfolio
|
Q2 2025
Reduced 13.98%
|
|
|
Northwest Bancshares, Inc.
Warren, PA |
Aug 07, 2025 Q2 2025 |
60,694
shares
|
$1.52 Million
0.27% of portfolio
|
Q2 2025
Added 1.28%
|
|
|
Hills Bank & Trust CO
|
Aug 04, 2025 Q2 2025 |
59,196
shares
|
$1.49 Million
0.1% of portfolio
|
Q2 2025
Added 1.21%
|
|
|
Redwood Financial Network Corp
|
Aug 14, 2025 Q2 2025 |
58,321
shares
|
$1.46 Million
1.02% of portfolio
|
Q2 2025
Added 0.85%
|
|
|
Austin Private Wealth, LLC
|
Aug 01, 2025 Q2 2025 |
56,782
shares
|
$1.43 Million
0.12% of portfolio
|
Q2 2025
Added 6.42%
|
|
|
Stokes Family Office, LLC
|
Aug 06, 2025 Q2 2025 |
55,962
shares
|
$1.4 Million
0.16% of portfolio
|
Q1 2025
Added 10.79%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
55,233
shares
|
$1.39 Million
0.02% of portfolio
|
Q2 2025
Added 1.4%
|
|
|
Element Wealth, LLC
|
Jul 23, 2025 Q2 2025 |
53,439
shares
|
$1.34 Million
0.64% of portfolio
|
Q2 2025
Reduced 0.26%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
52,927
shares
|
$1.33 Million
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Gould Asset Management LLC
Claremont, CA |
Aug 04, 2025 Q2 2025 |
52,535
shares
|
$1.32 Million
0.26% of portfolio
|
Q2 2025
Added 5.58%
|
|
|
Adroit Compliance, LLC
Rockford, IL |
Feb 08, 2024 Q4 2023 |
52,055
shares
|
$1.31 Million
0.27% of portfolio
|
Q4 2023
New holding
|
|
|
Weaver Consulting Group
|
Apr 28, 2025 Q1 2025 |
51,715
shares
|
$1.3 Million
0.44% of portfolio
|
Q1 2025
Reduced 0.1%
|
|
|
Blue Barn Wealth, LLC
|
Aug 05, 2025 Q2 2025 |
51,607
shares
|
$1.3 Million
0.62% of portfolio
|
Q2 2025
Added 16.45%
|
|
|
Montecito Bank & Trust
|
Apr 17, 2025 Q1 2025 |
50,329
shares
|
$1.26 Million
0.23% of portfolio
|
Q1 2025
Added 4.72%
|