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 |
|---|---|---|---|---|---|
|
Masso Torrence Wealth Management Inc.
|
Oct 20, 2025 Q3 2025 |
47,364
shares
|
$1.19 Million
0.55% of portfolio
|
Q2 2025
Reduced 2.62%
|
|
|
Cherry Tree Wealth Management, LLC
Minnetonka, MN |
Aug 05, 2025 Q2 2025 |
47,352
shares
|
$1.19 Million
0.28% of portfolio
|
Q3 2024
Added 3.64%
|
|
|
Exchange Capital Management, Inc.
|
Jul 21, 2025 Q2 2025 |
47,115
shares
|
$1.18 Million
0.2% of portfolio
|
Q2 2025
Reduced 21.26%
|
|
|
Consolidated Portfolio Review Corp
Woodbury, NY |
Jul 17, 2025 Q2 2025 |
46,905
shares
|
$1.18 Million
0.16% of portfolio
|
Q2 2025
Added 8.12%
|
|
|
Sigma Planning Corp
Ann Arbor, MI |
Aug 05, 2025 Q2 2025 |
45,881
shares
|
$1.15 Million
0.04% of portfolio
|
Q2 2025
Reduced 8.36%
|
|
|
Oldfather Financial Services, LLC
|
Oct 16, 2025 Q3 2025 |
45,878
shares
|
$1.15 Million
0.36% of portfolio
|
Q1 2025
Added 35.42%
|
|
|
Steele Capital Management, Inc.
Dubuque, IA |
Oct 24, 2025 Q3 2025 |
44,491
shares
|
$1.12 Million
0.05% of portfolio
|
Q4 2024
Reduced 11.85%
|
|
|
Mosaic Family Wealth Partners, LLC
St. Louis, MO |
Aug 11, 2025 Q2 2025 |
44,419
shares
|
$1.12 Million
0.14% of portfolio
|
Q2 2025
New holding
|
|
|
Reliant Wealth Planning
|
Aug 12, 2025 Q2 2025 |
43,581
shares
|
$1.1 Million
0.5% of portfolio
|
Q2 2025
Added 1.34%
|
|
|
Farmers National Bank
Danville, KY |
Aug 12, 2025 Q2 2025 |
42,236
shares
|
$1.06 Million
0.28% of portfolio
|
Q2 2025
Reduced 0.48%
|
|
|
Fullcircle Wealth LLC
Dallas, TX |
Nov 05, 2025 Q3 2025 |
41,810
shares
|
$1.05 Million
0.42% of portfolio
|
Q3 2025
Reduced 15.0%
|
|
|
Tabr Capital Management, LLC
Orange, CA |
Oct 14, 2025 Q3 2025 |
41,675
shares
|
$1.05 Million
0.72% of portfolio
|
Q3 2025
Added 1.05%
|
|
|
Fortis Capital Management LLC
|
Aug 12, 2025 Q2 2025 |
41,615
shares
|
$1.05 Million
0.17% of portfolio
|
Q2 2025
Reduced 7.85%
|
|
|
Barrett & Company, Inc.
Providence, RI |
Oct 31, 2025 Q3 2025 |
40,299
shares
|
$1.01 Million
0.35% of portfolio
|
Q3 2025
Added 0.16%
|
|
|
Horan Securities, Inc.
|
Aug 06, 2025 Q2 2025 |
39,551
shares
|
$993,916
0.35% of portfolio
|
Q2 2025
Added 0.02%
|
|
|
Horan Wealth, LLC
Cincinnati, OH |
Nov 05, 2025 Q3 2025 |
39,496
shares
|
$992,534
0.16% of portfolio
|
Q3 2025
New holding
|
|
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
May 13, 2025 Q1 2025 |
39,428
shares
|
$990,825
0.25% of portfolio
|
Q1 2025
Reduced 33.29%
|
|
|
Geo Wealth Management, LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
39,349
shares
|
$988,840
0.04% of portfolio
|
Q2 2025
Added 7.13%
|
|
|
Cannon Financial Strategists, Inc.
Athens, GA |
Nov 06, 2025 Q3 2025 |
39,206
shares
|
$985,246
0.14% of portfolio
|
Q3 2025
Added 0.94%
|
|
|
Roble, Belko & Company, Inc
Sewickley, PA |
Oct 24, 2025 Q3 2025 |
39,023
shares
|
$980,647
0.13% of portfolio
|
Q3 2025
Reduced 3.05%
|
|
|
Rockefeller Capital Management L.P.
New York, NY |
Aug 14, 2025 Q2 2025 |
38,822
shares
|
$975,596
0.0% of portfolio
|
Q2 2025
Reduced 35.31%
|
|
|
Koshinski Asset Management, Inc.
|
Jul 29, 2025 Q2 2025 |
37,809
shares
|
$950,140
0.07% of portfolio
|
Q2 2025
Added 7.4%
|
|
|
Conrad Siegel Investment Advisors, Inc.
|
Oct 16, 2025 Q3 2025 |
37,109
shares
|
$932,549
0.2% of portfolio
|
Q3 2025
Added 1.0%
|
|
|
Alterna Wealth Management, Inc
Houston, TX |
Oct 17, 2025 Q3 2025 |
36,578
shares
|
$919,205
0.8% of portfolio
|
Q3 2025
Reduced 11.6%
|
|
|
Star Financial Bank
Fort Wayne, IN |
Aug 14, 2025 Q2 2025 |
35,817
shares
|
$900,081
0.57% of portfolio
|
Q2 2025
Reduced 54.92%
|